The Exchange

CNBC
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Sep 21, 2020 • 47min

Markets Sell Off, What’s the deal with TikTok?, and Work-From-Home Winners

Investors are on edge as Coronavirus cases spike overseas, uncertainty over stimulus grows, and the future of the Supreme Court is up in the air. We look at the market impact and how to invest if volatility is here to stay. Plus, Chinese state media says the government won’t approve the TikTok deal in its current form, we’ll head live to Beijing for the latest and whether U.S. companies could be retaliated against should U.S.-China tensions escalate. And, Zoom Video, Peloton and Slack may be the most well-known work-from-home winners but there’s one hot area you may not have heard about and it still has room to run. We speak to the analyst making the case.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 18, 2020 • 47min

TikTok on the clock, a “post-pandemic reset” and the software surge rolls on

The U.S. will block TikTok downloads starting Sunday, while sources tell CNBC that WeChat is “dead” in this country. We have the latest details, and explore whether a deal will come together to avoid this fate.Plus, Home Depot & Lowe’s have been huge beneficiaries of the stay-at-home trade. But one analyst says that’s about to change in a big, big way. He joins us to discuss.And, another day, another software IPO - this time, video game backer Unity. As its shares surge in their trading debut, we discuss why company employees may cash in sooner than expected in Rapid Fire.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 17, 2020 • 1h 2min

A real rotation?, the future of medicine and Snowflake is melting

Transports, industrials and materials are stealing the spotlight from technology as market leaders. But can this new leadership keep the market moving forward? We’ll debate.Plus, telehealth player Amwell makes its public debut on the NYSE today. We’ll talk to the CEO about the future of medicine and its work amid the pandemic.And, shares of data darling Snowflake are falling today, after surging as high at $319 per share in its own IPO yesterday. But did it leave money on the table by pricing shares too low? We’ll explore in Rapid Fire.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 16, 2020 • 44min

Countdown to The Fed, a Facebook freeze and a red-hot Snowflake

The Fed is set to announce its decision on interest rates, wrapping up its final meeting before the election. We look at the market-moving comments investors need to watch for.Plus, dozens of celebrities are freezing their Instagram accounts as part of a one-day boycott. We explore the movement behind the social media protest in Rapid Fire. And, data startup Snowflake soars at its public debut, with shares even halted temporarily amid a rush of buying. We discuss whether there’s too much froth in piping-hot software IPOs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 15, 2020 • 47min

Apple takes the stage, Buffett’s big data bet and is the worst behind us?

Apple unveils a bunch of new hardware and software offerings at its latest product event. We’ll bring you instant analysis of each new product as the announcements unfold. Plus, Berkshire Hathaway is making an unusual investment – a multi-million dollar stake in soon-to-IPO Snowflake. We explore what the investment means for both Snowflake and Warren Buffett. And, Bank of America’s top brass says consumer spending in August returned to 2019 levels, after a sharp decline earlier in the year. Is the worst of the economic pain behind us? We’ll debate.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 14, 2020 • 44min

50 days out, airlines’ turbulent year and the battle for TikTok is over

We’re just 50 days away from the biggest wildcard for the stock market: the presidential election. We explore what’s at stake for both voters & investors. Plus, it’s been a tough year for the airline industry, but lately investors appear ready to buy in again. We speak with JetBlue CEO Robin Hayes about investor appetite and the path to recovery.And, ByteDance has chosen Oracle as its U.S. partner in TikTok. But it’s not a buyout, or what President Trump requested. We break down the ins & outs of this unusual deal.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 11, 2020 • 47min

Alive & Well, Apple’s App Store Move, and the Refi Boom

Despite warnings from some high-profile investors this week, Bank of America says don’t worry, the Bull Market is alive and well. Are they right? We’ll ask.Plus, Apple issues new rules for the App Store and it’s sending the streaming stocks lower. We look at what’s changing and who’s impacted the most.And, a record number of Americans could be saving as much as $500 a month on their mortgage but they aren’t. We look at why and whether you could be one of them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 10, 2020 • 47min

Struggling for direction, the read on realty and the NFL returns

The bulls and bears are fighting a tug-of-war for control of the market after a three-day tumble. What should investors do right now, and what would signal the end of the selloff? Our panel of experts debate.Plus, we talk to the CEO of one of the country’s biggest landlords to find out what his tenants are seeing in the economy right now.And, the 2020 NFL season kicks off tonight, and there’s a lot of money riding on its success. We explore who’s got the most at stake in Rapid Fire.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 9, 2020 • 44min

Excessive Enthusiasm?, The C-Suite-Main Street Disconnect, and a Bright Spot for Restaurants

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 8, 2020 • 47min

Beating the Market, Tesla gets snubbed, and how low can Apple go?

We’ll speak with a fund manager whose 5-star fund is beating 99% of his peers and is up 68% year to date. The stocks he’s buying may not be on your radar. We’ll tell you the names and what makes them attractive. Plus, Tesla gets snubbed by not getting added to the S&P 500. We take a look at why that move is emblematic of the current market set-up.And, while most of Wall Street was yelling “buy” on Apple, Goldman went against the curve and said “sell.” We look at why and how low they think it can go. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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