The Exchange

Encouraging signs on the inflation front. The market now sees an 80% probability of a rate cut in March. But our market guest doesn’t see that happening. He’ll tell us the other places he’s seeing opportunity. Plus, geopolitical tensions are rising. Houthi forces now vowing to retaliate to last night's US-led coalition strikes in Yemen. So what happens next? We’ll ask former NATO Supreme Allied Commander, Admiral James Stavridis. And we're heading to the intersection of AI and real estate. We’ll tell you three ways investors can take advantage of –what our guest calls– massive opportunities ahead.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coinbase CEO Brian Armstrong discusses the bitcoin ETF approval and predicts a reality check for the company. The podcast also covers the timing of rate cuts, positive economic trends, and concerns surrounding AI's role in election integrity. Additionally, insights are shared on the nationwide program rollout, the Red Sea crisis, Boeing's financial situation, and challenges in the shipping industry.

Boeing CEO Dave Calhoun joins us exclusively for his first interview since a part blew off of a 737 Max 9 aircraft during an Alaska Airlines flight. They discuss the emotional impact and preventative measures, CEO Dave Calhoun interviewed about safety issues and production. The potential effects of rate cuts on the stock market, investor sentiment, and stock market update and news highlights. Communication between companies, consumer spending habits, youth culture, dating apps, and the Stanley Cup. Discussion on the role of the Federal Reserve, rate cuts in election year, and quantitative tightening.

Stocks struggling to extend yesterday’s gains but our strategist has one unloved part of the market he says to buy. Plus, The Consumer Electronics Show in Las Vegas is underway, and we’ll hear from the CEOs of Siemens and L’Oreal about their latest endeavors. And Elliott Management is making a billion-dollar bet on one dating company. We’ve got the details and what it reveals about activist investing in 2024.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of the largest railcar-maker in the US discusses the state of freight and the impact of southern border closures. Analyst reveals rate-sensitive names to buy after Fed cuts. Potential winners and losers of rate cuts discussed, including Birkenstock, lifetime fitness, and Planet Fitness. Citi’s best and worst performing sectors before and after a Presidential election. BMO says Fed cuts won’t benefit retail sector.

Wall Street's prediction of a Fed rate cut in March is challenged. Exciting opportunities seen despite poor stock performance. Danielle Shay shares three tech buys and one bail for earnings season.

Is stronger-than-expected economic data throwing the Fed’s rate cut timeline into question? We’ll debate whether it’s bad news for all stocks or just the high-flyers. Plus, the promise of AI could help revitalize downtown San Francisco, and we’ll speak to one developer making a billion-dollar bet on the Golden City. And the Stanley cup craze sweeping the nation has hit Wall Street, leading one analyst to downgrade Yeti. He’ll join us 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.

Stock market declining due to weak economic data and concerns over retaliatory attacks on cargo ships. Microsoft closing in on Apple's market cap. Discussion on Middle East tensions' impact on oil prices and Saudi Arabia's efforts to stabilize prices. Analysis of technology companies' performance and valuation. Insights on fund structure and portfolio selection. Impact of mortgage rates on home buyers and homeowners.

Kelly explains the ins & outs of the fixed income market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our strategist says “higher for longer” is still very much in play and rates could spoil the party in 2024. Plus, rising tensions in the Red Sea are pushing oil prices higher. We’ll ask Atlantic Council CEO Fred Kempe whether we’re on the brink of a multi-front war in the Middle East. And Barclays becomes the fourth firm with a bearish rating on Apple. We’ll tell you why, as the stock drags the whole tech sector lower today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.