The Exchange

As stocks stage a major rally on vaccine hopes, two strategists reveal where they’re hunting for yield—including an under the radar play.Plus, one economist explains why he thinks a V-shaped recovery could still happen.And HBO Max, the most expensive streaming service to hit the market, launches tomorrow…the man behind it joins to talk timing, content and competition Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Protests erupting in Hong Kong after China’s government proposed a new security law aimed at bringing Hong Kong under full Chinese control. We look at the fallout for the markets, and the complicated position it puts the U.S. in.Plus, there’s one part of the market that is outperforming all three major averages and every other sector. We’ll break down what it is and if you should play it.And, ViaccomCBS buying the pandemic’s hottest new show, “Some Good News”, from John Krasinski. Is it just a Corona-one-hit-wonder or the start of a new content wave? 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.

Existing home sales in April dropping to the lowest point in nearly 10 years as the market got a one-two punch from inventories and prices. So did we hit a bottom in April? And how quickly can the housing market recover? We’ll take a closer look.Plus, the world is racing to develop Covid-19 vaccines at record pace, and at a time when there’s still a lot we don’ t know about the virus. We look at the safety concerns.And, is tech the Teflon sector? One analyst says yes. He tells us why and where he sees tech going from here.             Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With growth stocks are outperforming value names by the widest margin in decades, two portfolio managers duke it out over which is the better bang for your buck.And, from mortgages to mansions—we get reads on the hottest trends in housing.Plus, the CEO of Sony Pictures entertainment joins to discuss Apple TV spending $70m for its new Tom Hanks’ picture and the future of the movie industry as states reopen.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After Secretary Steve Mnuchin and Fed Chair Jerome Powell gave remote testimony in front of the Senate Banking Committee, we discuss what the next phase of relief out of Washington could look like.And as the retailers report earnings this week, we take a look at why the good ol’ honey-do list could be one of the new trends in the sector.Plus, as banks underperform, the CEO of KBW, which advised on two-thirds of the largest bank mergers last year, joins to discuss where he sees opportunities for M&A in the sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets rallying on promising vaccine news and reassuring words from Federal Reserve Chairman Jay Powell. We’ll talk about what it means for your investments.Plus, investors -big and small-are flocking into the biotech sector in large numbers. We’ll look at the names they’re flowing into and whether you should follow suit.And, if Michael Jordan were a stock, analysts would have a buy rating on the former basketball icon. We will 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.

Stocks continue to sell off amid increasing China tensions and some weak economic data. One of our guests says there are five things that could cause a another selloff from here. He tells us what they are.Plus, there’s so much we don’t know yet about Covid-19, including what role genetics may be playing in how severely someone gets infected. The CEO of 23andMe joins us with what her company is doing to get to the bottom of it.And, there’s a battle brewing between Washington and the travel industry over whether or not they can mandate airlines to operate at 60 percent capacity to keep people safe. We look at the potentially fallout for the industry.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eurasia Group’s Ian Bremmer says we’re in the first Depression of our lifetimes and massive relief and subsidies are needed to get us through it. He joins us live with how much pain he sees ahead.Plus, we check back in with one luxury mall owner and operator since he started reopening some of his properties. He tells us how much foot traffic he’s seeing and which brands are doing better than others.And, Casinos are eager to reopen as they’ve watched their stocks sink over the past three months. When they do though, the things we’ve come to expect…slot machines, table games and buffets… may look and feel very different. We’ll have a closer look at the path forward for the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks selling off as Fed Chair Jay Powell delivers downbeat commentary earlier in the day, adding him to the list of heavyweights, including Warren Buffett and Sam Zell, to warn about the economy. So, should investors be ready for a long winter as we head into summer? We discuss. And, companies shifted supply chains from China to other parts of the world like India and Vietnam due to the US trade war…now it’s shifting back to China as those countries grapple with COVID-19. We have an insider’s look at the shifting supply chains.  Plus the President of Kelly’s alma mater, Washington and Lee University, joins with how they’re readying to get students back on campus in the fall.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A slew of policymakers have come out against the idea of negative rates in the past couple of days but the President likes the idea. We take a closer look at whether negative rates would do more harm than good to the U.S.Plus, the Fed is boldly going where it’s never gone before….the ETF market, specifically corporate bond ETFs. We’ll look at why this could help brighten economic prospects not just for Wall Street.And, the Cares Act encouraged mortgage servicers to give forbearance to anyone immediately, no questions asked. Turns out, they may have taken that guideline a little too far. 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.