The Exchange

As regulators focus on breaking up big tech, an expose in the Wall Street Journal accuses Amazon of using its investments and deal-making process to launch products comparable products to put competitors out of business. A former FTC Chair and law professor weighs in. And people are leaving major US cities in droves due to the ongoing pandemic, we take a look at their fate and if they can bounce back. Plus, mortgage rates have hit record lows…good news for homebuyers, not great news for banks. We’ll tell you why.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With jobless claims picking up, uncertainty over what additional stimulus will looks like, and Florida recording its highest single day increase in covid deaths, will these market gains stall out? We debate.Plus, an exclusive interview with Chipotle CEO Brian Niccol. Digital sales more than tripled in the second quarter, the stock is up 35% this year…can the company keep it up? And what’s next? We’ll ask.And, “a world of hurt”, that’s how one casino executive describes Las Vegas. We’ll check in on the sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tensions heating up again with China after the US ordered its consulate in Houston, TX closed. We discuss the geopolitical and the market risks.And, Congress is currently hammering out what the next round of stimulus should look like…Conference Board President Steve Odland has what CEOs are looking for.Plus, one company is putting the contact tracing into contact sports…that’s 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 S&P on track for its best July in a decade, everything form fast food to healthcare to housing hitting new highs today. Is tech’s historic run about to give way to America’s comeback kids?Plus, speaking of historic runs, Tesla’s been on an epic stock bender this year. We look at whether the stock can keep climbing after its key earnings report tomorrow, with profit expectations running high.And, the sneaker trade, a trip down the produce aisle, and Wall Street potentially walking away from New York City, that’s all ahead 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.

The extra $600 per week unemployment benefit is set to expire at the end of the month. What happens if it gets wiped away? We’ll explore with Evercore ISI Policy Economist Ernie Tedeschi.Also, new airfreight data indicates Asia & N. America are past the worst of the Coronavirus impact…but the Eurozone is a whole different story. We’ll discuss. And, Goldman Sachs & Jefferies are both boosting their Amazon price targets to a street high $3,800 as shares have soared off recent lows. But can it keep up this amazing run? We debate 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.

The Administration ramping up its China rhetoric and blaming several U.S. companies for being part of the problem. Is it just saber-rattling or a real new worry for Wall Street beyond Covid-19?We’ll debate.Plus, tech lower once again with Netflix leading the declines on growth concerns. By elevating one of Hollywood’s most powerful people to CO-CEO, is the streaming giant making the right move?And, a different way to play the stay-at-home trade…we’re cooking up some kitchen stocks poised for big gains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Twitter is under pressure following an unprecedented hack targeting the accounts of some of its most high-profile users. A cybersecurity expert explains how this could have happened.Also, Domino’s shattered second quarter earnings estimates as delivery & takeout demand surged amid the pandemic. But can that deliver more gains for its stock? We’ll explore. And, as growth powerhouses start to lose steam in the market, are under-the-radar value names poised to outperform? We’ll debate with our markets panel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks climb on Moderna’s vaccine trial news—we have the details and what the next phases will look like. Plus, Jefferies tracks real-time data like consumer foot traffic and restaurant bookings to get a better idea of how quickly the economy will recover from the pandemic fallout—their Chief Financial Economist has the details. And, what’s old is new again… The Count Basie Center for the Arts has pivoted to drive-in entertainment to generate revenue. The CEO joins to discuss and give us an update on their PPP loan.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surging partly on hopes more government stimulus is ahead…should investors should ride the wave of optimism or are stocks overheated? We discuss.And the coronavirus testing fiasco: wait times for results are getting longer and longer while pro-athletes in the NBA’s so-called “bubble” in Orlando reportedly get their results in hours. The Chairman of the lab conducting those tests joins us, along with Univ. of Minnesota’s Dr. Michael Osterholm on how we got here and what the government needs to do. Plus, the pizza trade is piping hot, Amazon’s building boom and no more summer vacation…that’s all in today’s Rapid Fire, including a surprise guest appearance! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Some of the most popular stocks to own on Wall Street are also the most expensive. Is it time to bet on some underdog names instead? We’ll discuss.Also, Disney says it’s closing its Hong Kong theme park amid a rise in new COVID-19 cases in China. Could Disney World in Orlando be headed for the same fate? We’ll debate in Rapid Fire.And, a new study found that more time at home is *not* the reason why trading apps like Robinhood have seen a surge of activity. We’ll explore trading behavior amid the pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.