The Exchange

Satori Fund’s Dan Niles brings us the three names he would kick out of the Mag 7, and the areas where he’s looking beyond big cap tech. Plus, we’ll check in with one banking veteran ahead of the financials kicking off earnings season. And inflation is not slowing down Norwegian Cruise Lines as the company places its largest ship order ever. We’ll speak with the CEO on the heels of that massive investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed has been unusually unanimous over the past several years, but we’re starting to see some divisions when it comes to cutting rates. Plus, Treasury Secretary Janet Yellen sat down exclusively with our Sara Eisen in China. We’ll bring you the highlights. And we’re counting down to the 2024 solar eclipse with a live report from Burlington, Vermont, and renowned theoretical physicist and author Brian Greene. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another strong job report is leading our economist to change her rate cut forecast. She joins us to make her case and tell us what she expects from the Fed going forward. Plus, a check on the consumer, including one name where our analyst sees a 26% rally. And “higher for longer” is not an issue for the ultra-rich. We’ll tell you who’s scooping up properties in Miami and talk to one of the power brokers behind some of the deals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What happens if tomorrow’s key jobs number misses consensus in either direction? We’ll look at the dueling scenarios. Plus, Disney notching a win against Trian’s Nelson Peltz, but the fight is far from over. And a rare interview with Founders Fund Partner Trae Stephens on the state of VC funding, AI, and much more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney’s shareholder meeting is underway. We’ll bring you the result of its proxy battle and what it means for the future of the company. Plus, we’re live at the Sohn Conference for David Einhorn’s best investing idea. And the Fed chair Powell continues to push back the timeline for rate cuts. We’ll look at the fallout for the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are under pressure as yields climb and gold hits an all-time high. Plus, SF Fed President Mary Daly is preparing to speak this hour as the market comes to terms with fewer rate cuts. We’ll look at how to position for higher-for-longer rates. And Tesla shares falling after deliveries fell below even the lowest analyst estimate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are falling and yields are climbing in the first trading day after the Fed’s key inflation read showed prices moderated in February. We’ll look at whether three rate cuts are still on the table for 2024. Plus, manufacturing in China finally grew for the first time in five months. Is it a blip or have the Chinese markets finally hit a bottom? And Macy’s pain could be its competitors’ gain... We’ll look at the brands that will benefit the most. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disgraced former FTX CEO Sam Bankman-Fried gets hit with a 25-year sentence. We’ve got color from the courtroom and one attorney’s analysis of the “paradox” case. Plus, the AI underdogs are on the verge of an opportunity our analyst says he hasn’t seen in a decade. And we’ll go around the world once more in a special Europe edition of 3 Buys & a Bail. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Veteran investor Mark Mobius says India is on top. He's here with where he's seeing the biggest opportunities, and the names to buy to take advantage of it. Plus, AI and the banks. Top banking analyst Mike Mayo says there's one clear winner. He's here to tell us who it is, what makes it a standout, and how much upside he sees ahead. And powering AI will be a massive challenge, but there are four names well-positioned to lead the charge. The analyst behind that call is here to make his case. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One of our market guests says we’re in a debt-fueled, buyback-driven rally that could extend the bull market for years to come. Plus, Japan’s stock market is hitting record highs but it’s not too late to get in, according to one portfolio manager. And one consumer staples stock is down 30% from its recent high, but one of our guests likes it and says now is the time to buy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.