The Exchange

Stick with tech in 2024, says our market guest, but not just any tech… She likes one name she’s been bullish on all year and is about to post its best year in two decades. Plus, 2024 could be the year the metaverse finally takes off! Apple is getting in the game and could change it for consumers. And a special EV edition of 3 Buys & A Bail to close out the year. We’ve got some under-the-radar names for investors to consider into the new year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With stocks at or near record highs, our market guest says the gains can continue and is highlighting the parts of the market that he sees as undervalued. Plus, a blowout finish for biotech stocks to end the year – we’ll speak to one CEO whose company is coming off its best day ever thanks to the success of a heart disease drug. And our latest check on commercial real estate takes us down to Miami. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Don’t count out a January rate cut, according to one of our guests. He’ll tell us what has to happen for the Fed to pull the trigger, and what it means for the market rally if things don’t pan out that way. Plus, a trillion dollars in commercial real estate loans are set to mature by the end of next year. We’ll speak with one private credit player who says the motto for landlords is “Survive until 2025.” And Tesla’s seeing some real competition from Chinese EV maker BYD, and while shares are shrugging it off today, that may not last. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’ve got the results of the final 2-year note auction of the year and the one key data point our market guest says will finally trigger the Fed pivot. Plus, a pair of big biotech buyouts today, including one pharma giant striking its second multibillion-dollar deal in less than a week. We’ll look at whether more M&A is on the way. And with tech stocks on track to post their best year since the turn of the century, can they avoid a sharp correction after their massive run? 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.

ARK Invest’s Cathie Wood reveals the stock she’s adding back to her portfolio, along with a few other names she’s betting on for the long-term. Economist Tom Porcelli tells us why Fed rate cuts are coming sooner than later…and why two percent is too late. Plus, Insulet shares have climbed 35% since an upgrade at Jeffries. We’ve got the med tech name that analyst says is poised to run in 2024.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rate cuts are coming – and they’re coming fast. That’s been the theme out of Wall Street so far this week, but one of our guests sees it differently. He’s not expecting a cut until the fourth quarter, but he does however see a significant slowdown ahead. Given what we just heard from FedEx, could he be right? He joins us to make his case. Plus, the office sector has been hit hard by higher rates, but one analyst says it’s also been given a rare opportunity. He joins us with what he means by that, and how you can take advantage of it. And positioning for the new year. Our markets guest is looking overseas for opportunities. She’ll tell us where and what she’s buying.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investment professional Charlie Bobrinskoy discusses the value trade. Coinbase CEO Brian Armstrong talks about the recent crypto rally and the regulatory environment. The podcast covers topics such as recession inevitability, investor positioning, consumer trends during the holiday shopping season, US housing starts surge, volatility in stocks, shipping rerouting, crypto regulation, lack of clear rules in the industry, and upcoming interviews with AI research experts.

Goldman Sachs says rate cuts are coming, but Fed officials are pumping the brakes on that rhetoric. Jefferies chief market strategist David Zervos tells us why Fed Chair Powell needs to tread carefully from here. Plus, our market guest has two areas of this rally that he says are still cheap, though one of them is quite controversial. And Carter Worth joins us with the two trades he’s fading into the end of the year. 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 record-setting and head-spinning week for markets as the Dow hits new all-time highs. But this morning, New York Fed President John Williams warned not to get too carried away with rate cut hopes. We’ll ask our market guests what they make of his comments, and what the trade is from here. Plus, two screaming buys for 2024 that may surprise you – India and Bitcoin. One of our guests says they’re having more than just a moment. He’ll join us to make his case. And, if you’re worried you missed out on the homebuilder rally, one analyst says don’t fret – there’s more upside ahead. He’ll tell us just how much, and the two names he’s most bullish on.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.