The Exchange

CNBC
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Jul 10, 2020 • 47min

A “new” bull market, Tesla’s electric run and trouble for TikTok

Markets are shrugging off record virus spikes and election concerns, on pace for a second straight week of gains. Is this the start of a “new” bull market? We’ll discuss.Also, Tesla shares continue driving to all-time highs. Does the stock belong in the S&P 500? We’ll debate in a scorching edition of Rapid Fire.And, while the Trump Administration considers banning TikTok, Gene Munster of Loup Ventures says any ban would likely be temporary. He’ll explain why. 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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Jul 9, 2020 • 47min

The Reopening Trade Fades, What’s Wrong with Wells?, and I.C.E Cold

Covid cases are rising, supreme drama in DC and rethinking reopenings…investors are digesting a lot of headlines today. As selling pressure creeps back into the market, how worried should you be?Plus, Wells Fargo is underperforming its peers, layoffs could be ahead, and it’s the only bank to cut its dividend. So is the stock untouchable or ripe for a comeback? We debate.And, a new immigration policy is putting thousands of international students at risk of deportation. The CEO of the College Board has taken a stand against it. He joins us to discuss. 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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Jul 8, 2020 • 47min

Navigating the Volatility, The One Retail Name to Own and Bill Griffeth’s Rapid Fire Return

With stocks having a volatile session after yesterday’s selloff, two strategists on the sectors to buy and which to avoid.And Bank of America Securities’ retail analyst tells us which name she’s cherry-picking out of the wreckage and giving a ‘buy’ rating.Plus, Rapid Fire gets even hotter with the return of Bill Griffeth…the panel tackles everything from Facebook’s civil rights fallout to the reopening of Disney to Nikola Corp.  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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Jul 7, 2020 • 47min

A Broken Record, Restaurant Reality, and Social Media Giants take a Stand.

Tesla, Apple, Netflix, Amazon, these are just some of the same stocks that keep hitting all-times highs. This can’t be sustainable…or can it? We’ll debate.Plus, one Texas restaurant owner shares his main concern as cases in his state spike and re-opening plans get rolled back.           And, social media giants take a stand in Hong Kong but are they on a collision course with the world’s biggest consumer market, China? We’ll look at how this could impact their bottom line. 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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Jul 6, 2020 • 47min

Markets Defy Expectations, A New Rapid, Mobile Coronavirus Test and the PPP Recipient List

Stocks are rallying, but big banks like Goldman and Citi aren’t running with the bulls…a look at why the markets are defying expectations and the names to own now.And the CEO of Becton Dickinson joins to discuss the company’s new rapid, mobile Covid-19 test.Plus, after the government released a list of PPP recipients, our panelists take a look at the companies that took loans, and the potential pitfalls of making that information public, 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.
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Jul 2, 2020 • 46min

Searching for Direction, Restaurant Reality Check, and the Moderna Mystery

Investors seem to think June’s strong jobs gains may not last as the stay-at-home trade keeps going strong. Should you stick with those stocks or not? We’ll ask.Plus, an inside look at Moderna’s corporate culture and how the company became the frontrunner to develop a Coronavirus vaccine despite not having a single medicine on the market.And, McDonald’s pausing its plans for reopenings as Covid cases rise. Will others follow suit, and what names are best positioned to weather the storm? We have a restaurant reality check. 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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Jul 1, 2020 • 47min

Vaccines the driver now?, Tesla Takes Over, and Real Estate Reality

Reopenings and macro data were the key drivers of the market action in the last quarter, will the next six months be driven by vaccine news like today? We debate.Plus, full speed ahead for Tesla as the company becomes the world’s largest automaker by market cap. Can it keep the momentum going? We explore.And, we’ll speak with one of New York City’s largest property owners about whether rent payments are picking up as the city reopens. 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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Jun 29, 2020 • 47min

Investing in a world with no guidance, Facebook faces backlash from advertisers and Boeing’s 737 Max gets back in the sky…for testing.

More than 40% of companies have pulled guidance this quarter, so how do investors invest in a world without clarity? ‘Plus, more companies – big and small – will stop advertising on Facebook. Will it matter in the long run or will they get through this unharmed? We debate.And, re-opening and re-closing. The story of one small business in Arizona who opened their shop and closed just 3 days later. 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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Jun 26, 2020 • 47min

Reopenings Rolled Back, Mortgage Forbearances Rise & The growing Facebook Boycott

With another volatile day on Wall Street, we take a closer look at the biggest catalyst for the markets. Is it the virus or the Fed? We explore.Plus, Coronavirus mortgage bailouts suddenly swell as homeowners face new struggles. We’ll tell you what they are and what it means for the overall housing market.And…the list of companies boycotting ads on Facebook keeps growing. We’ll look at whether it could lead to changes and what it means for Facebook’s bottom line. 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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Jun 25, 2020 • 47min

Under the Radar Plays, Four Economic Scenarios and Bowdoin College’s Back-to-Campus Plan

A volatile day on Wall Street as the reopening of states across the country is put on pause, a top strategist gives his under the radar small cap stocks to buy now.And with jobless claims climbing, but factory data strong, Morgan Stanley’s Chief US Economist digs through the mixed reports and lays out four possible outcomes for this post -Covid economy.Plus, the President of Bowdoin College lays out the plans for reopening campus in the fall--which students will be back in the dorms, who will be learning from home and how much it will cost. 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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