The Exchange

Tech trying to regain its footing after its September swoon. A top portfolio manager reveals what he’s buying now.Despite the ongoing economic uncertainty, recruiters are still bullish ahead of tomorrow’s jobs number.And the stimulus stalemate…with talks frozen in Washington, we talk to a Republican Congressman about his caucus’ bipartisan bill.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, CNBC launched its newest daily podcast, The News with Shepard Smith. Each day, expect deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking expert guests – all pulled together by Shepard Smith's trademark devotion to speed, accuracy and the trust of his audience. Available to listen daily by 8:30pm ET / 5:30pm PT. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Palantir opens for trading, we have the tick by tick of its debut. Dallas Fed President Robert Kaplan discusses his dissent in the FOMC decision earlier this month.Plus, one strategist tells us the worst thing investors could do during an election year.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The covid pandemic has killed one million people, and with New York considers shutting down hot spots again, those worries are weighing on stocks. Two strategists weigh in on whether investors should brace for a repeat of March.And despite the stock market’s September swoon, consumer sentiment was strong. We have the latest read from The Business Roundtable. Plus, the value of “nothing.” Why intangible assets may be a better place to put your money than the traditional value index.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 1 could bring furloughs for more than 30,000 airline employees. Will they get another lifeline? We discuss. It’s a hot week for IPOs, we take a look at the names poised to go public. And Halftime Report’s Josh Brown called it his ‘favorite investment app on Earth,’ we talk to the founder of Earnings Call about what sets his product apart.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The News with Shepard Smith is CNBC's daily news podcast providing deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking expert guests – all pulled together by Shepard Smith's trademark devotion to speed, accuracy and the trust of his audience. Available to listen by 8:30pm ET / 5:30pm PT daily beginning Wednesday, 9/30. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Washington may see some movement on another stimulus plan and many say that could be bullish for the markets. We’ll look at where the opportunities could be. And, Palantir’s valuation continues to rise as it gets ready to list next week. The WSJ’s Maureen Farrell give us the exclusive details on what wall street is expecting. Plus, another bullish call on Draftkings as the stock continues to soar and Qantas is selling its airplane bar carts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks having a whipsaw week and one portfolio manager says there is more pain ahead. He tells us where he’s seeing opportunities.And, St. Louis Fed Pres. Bullard says everything is great, while Goldman cuts its outlook…BofA economist Michelle Meyer gives us her outlook on the economy as stimulus is stalled.Plus, it’s corporate America v. the Trump administration…why thousands of companies are filing suits.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today marks the sixth month anniversary of the March lows, could markets be poised to go from a “V”-shaped recovery to a “W”? We discuss.Commercial real estate services firm Cushman and Wakefield doesn’t see an office vacancy recovery until 2025.Plus, the Tesla Battery Day debate, Nike just did it in the first quarter, and the biggest SPAC deal ever…all in today’s Rapid Fire.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The chorus is growing louder for Congress to pass a stimulus bill. Fed Chair Powell says its essential but with the Supreme Court fight looming, is there any chance Congress can compromise and push the bill through?We’ll ask NEC Director Larry Kudlow. Plus, Apple is down 20% from its high and one of our guests says the stock could be facing a make-or-break it moment. He tells us why. And, Tesla shares lower as Elon Musk tempers expectations for battery day. We look at what to expect, why it matters, and where the stock is headed.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.