The Exchange

A discussion on the market trends, with tech stocks like Tesla and Google experiencing declines. Bold predictions are made for Bitcoin's future price, while new home sales hit the lowest level. Insights are shared on Bitcoin as a reserve asset, crypto reports, and the impact on builder stocks.

We're in an early bull market, but one of our guests says it's the most unloved bull market she's seen in her career and that presents a lot of opportunity. She’s also a Tesla shareholder and says it's a stock you buy in times of chaos. With earnings on deck, is this one of those times? And is a credit card backed by your home equity line of credit a great innovation or risky business? We have the details ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

More Democrats are coming out in support of Vice President Kamala Harris. We take a look at what’s next, how it’s changing Team Trump’s strategy, and whether it should change your market strategy. Plus, just last week Strategas’ Dan Clifton told us this is the most investable election in his professional career. Is that still the case, or is he reshuffling election baskets? We check back in with him. And tech is rebounding after last week’s massive rotation into small caps. So does this mean the bounce-back is over? We discuss.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former President Trump is accepting the GOP nomination as pressure builds for Pres. Biden to drop out of the race. We’ll get the latest from Washington and hear from two experts on each side of the aisle about what could be next. Plus, our market guest is using history as a guide and positioning for gains he sees ahead in the small caps. And Crowdstrike is plunging in the wake of today’s global IT outage. We’re tracking the ripples being felt across tech, banking, and airlines. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re in the midst of a massive, violent rotation from tech to small caps, but is this a sign that stocks are broadening out or are markets breaking down? Plus, Strategas’ Dan Clifton says this is one of the most investible elections he’s seen in his career and joins us with the stocks to watch ahead of November. And Netflix is on deck to report quarterly results, with options implying a 7% post-earnings move. We’ll look at how to position ahead of the print. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our market guest says there are two catalysts breaking growth momentum and tells us how he’s taking advantage of the value trend. Plus, there’s one trade our analyst says will work regardless of who becomes president. He’ll join us with the theme and stocks to own. And we’re talking Blackstone, DR Horton and Domino’s Pizza in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street reacts to former President Trump choosing Sen. JD Vance as his running mate. We look at the implications for the market, the green energy landscape, and health care. Plus, investing opportunities in China, India, and Europe are becoming more attractive to investors. We’ll look at where the biggest risks are. And small-cap stocks are on a historic winning streak, and our market guest thinks they could continue to lead the market for the rest of the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Powell says more progress on inflation is needed, but if the Fed waits for inflation to get to 2% to cut, it’s too late. Jefferies’ chief market strategist David Zervos joins us with his first take. Plus, we’ll get a live report from Milwaukee as the RNC kicks off and UVA’s Larry Sabato’s reaction to the failed assassination attempt on former President Trump. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Get ready for a value renaissance. Our market guest says it’s coming and he’s bringing his favorite ways to take advantage of it. Plus, the big banks are front and center. JPMorgan, Wells Fargo, and Citi all topped expectations, but are under pressure. The Citi CFO joins us live on the back of the report. And despite ongoing concerns, there’s an opportunity emerging in the commercial real estate space, at least according to Mizuho. That analyst joins us with the shopping center name he’s bullish on.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains what Helen of Troy’s weak earnings reports means for the state of the broader economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.