The Exchange

The consumer isn’t cracking yet, but one analyst says the setup for retail earnings is tough nonetheless. She joins us with the one group she says can keep the retail party going. Plus, a lot of brands spent big money during last night’s big game, but the biggest winner may have been those who spent the least. And we’re tackling three names in earnings exchange: Marriott, Vornado, and Waste Management. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s been a big week for chip stocks, and while one name in the group isn’t getting a lot of attention from Wall Street, our market guest loves it. Plus, “Million Dollar Listing New York” star Ryan Serhant is here to weigh in on the spring season for housing. And we’re talking streaming, snacking and spirits in 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.

Needham is upgrading Disney to buy for the first time in five years. The analyst behind that call joins us with what’s behind the decision. Plus, the S&P is nearing a record but our guest is bargain hunting in the beaten-down parts of the market and brings us his favorite names. And Philip Morris’ fastest-growing, tobacco-free product is facing some criticism from Capitol Hill. We’ll speak to an analyst about what it means for the stock, and former FDA Commissioner Dr. Scott Gottlieb for the impact on consumers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Dallas Fed President Robert Kaplan is here with the risks he sees in the regional banks. Plus, Goldman Sachs says forget the Magnificent 7 and makes the case for owning the AI 9. And ESPN, Fox, and Warner Bros are teaming up to launch a sports streaming service, but is it too saturated to succeed? 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.

VC Sam Lessin joins us amid more layoffs in tech with the themes he sees emerging in 2024. Plus, we’re halfway through earnings season and we’ve got three names on deck, including one that our trader says is a buy despite getting crushed since the pandemic. And our market guest says the stage is set for solid returns this year. He’ll tell us where he sees the most opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

More good news on the economy coupled with more pushback on premature rate cuts from Fed Chair Powell is putting investors in a tough spot. We’ll look at how to position. Plus, a unique way to play the AI gold rush, featuring a Top-10 company on CNBC’s Just 100 List. And there’s a new quality concern for Boeing involving its supplier Spirit AeroSystems. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The podcast discusses the blowout jobs report, AI lobbying in 2023, and picks for activist investing in stock market. It covers implications of the jobs report, rise in AI lobbying, halt in Boeing 737 MAX production, and tailored AI regulations. It also explores target customers for medical insurance and the impact of Boeing on suppliers. Additionally, it examines activist investor fights in 2024 and analyzes stock gaps in Wendy's and Disney for potential opportunities.

Goldman Sachs is revising its Fed rate cut forecast. Their chief U.S. economist is here with what’s behind the call. Plus, has the Magnificent 7 become the Terrific 3? One tech investor is going that way and tell us the names he’s sticking with. And the earnings parade rolls on with ExxonMobil, Chevron, Clorox and Skechers in Earnings Exchange. 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 final countdown for the Fed decision, and our panel disagrees on when the Fed will cut rates and why. Plus, the ripple effects from the Fed’s higher-for-longer mantra will remain with the consumer long after they begin cutting rates. We’ll tell you some of the trouble spots to watch, though there are plenty of red flags in the most recent round of earnings. That’s the subject of today’s Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discussion on the timing of the Federal Reserve's rate cuts and the current state of the stock market. Exploration of the role of AI in driving growth in Microsoft and Google's cloud businesses. Examination of open-source language models, generative AI, and child safety online. Exploring the role of AI in the defense sector and understanding emotional security and its impact.