The Exchange

The podcast discusses the mistake of not cutting rates, North Carolina's cutting coverage for obesity drugs, and the potential demand for commercial real estate due to Red Sea disruptions.

Intel plunging on weak guidance, but our market guest still believes in the company’s turnaround story. She’ll tell us why. Plus, we just got the last key data point on the economy ahead of next week’s Fed meeting. We’ll look at whether it’s enough to nudge the Fed toward an earlier cut. And it’s been a bad week for several high-profile names. Our trader is bailing on three of them and buying one she calls seriously cheap. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alaska Airlines CEO Ben Minicucci discusses the Boeing Max 9 turmoil and the DOJ's stance on their deal with Hawaiian. Market guest predicts outperformance in certain stocks. Earnings Exchange covers three upcoming reports.

The so-called Magnificent 7 trade has created a lot of dislocation in the market, and our guest says that’s a good thing because it’s created a lot of opportunity. Plus, less than 2 weeks after the SEC approved spot bitcoin ETFs, there are two asset managers dominating the flow race. We’ll speak to one of them about that. And a small bank barometer with the CEOs of two regional players. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks moving lower today, but our market guests both say the bulls have the upper hand. Plus, the U.S. expanding strikes in Yemen. We have the latest and a look at the retail group most exposed to Red Sea disruptions. And Netflix is on deck to report earnings. The company may have won the streaming wars, but what about the ad wars? Ad executive Mark Douglas will weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discussion on job market, stock market rally, IPO market, and updates on specific companies. Increase in business sentiment and optimism in the economy. Factors driving market surge and concerns about weak offerings. AI's extended rally and optimistic outlook. Impact of China restrictions on Nvidia and updates on Delta Airlines and FAA. Market conditions, updates on Gilead and SolarEdge. Buffalo vs. Kansas City game and FAA inspections for Boeing aircraft. Driving experience with Tesla, accident rates, and repair challenges.

The S&P 500 just hit a record high, but our market guest says the U.S. is still the place to be for stocks. Plus, a second bullish call for Apple in as many days. Evercore’s analyst will join us with the one event that could be a catalyst for the stock. And the CEO of Sotheby’s International Realty sees Americans who are still buying overseas, and will tell us where. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben Axler, Spruce Point Capital founder, defends his new short of MSCI while discussing contrarian trades. The podcast also explores the upcoming 'deepfake election' and the actions taken by platforms and regulators to defend our democracy.

Retail sales data exceeds expectations, sparking debate on interest rates. Discussion on the rise of Chinese cars and their impact on American automakers. EY launches first-ever deal barometer, revealing surprising sector for M&A activity in 2024.

Bank of America’s survey shows overwhelming optimism for a soft landing, but Fed Gov. Waller says not so fast… We’ll look at how to position in this environment. Plus, bank earnings have felt like a gut punch according to our trader, but he’s still buying three and staying away from one. And the CEO of Taylor Morrison joins us with the pulse of the housing market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.