The Exchange

CNBC
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Sep 18, 2023 • 43min

Fantasyland, The Perfect Storm, Window Closing 9/18/23

Rapid Ratings' James Gellert sees a perfect storm forming on the horizon. Media analyst warns Disney CEO Bob Iger that window for a good deal may be closing. Rising yields and ongoing strikes against major automakers discussed.
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Sep 15, 2023 • 47min

Strike Ripples. Returns Getting Harder, 3 Buy & a Bail IPO Edition 9/15/23

The podcast discusses the historic UAW strike, its potential economic impact, and the frustration surrounding it. A market guest shares insights on investment opportunities and the names he's buying right now. There is also a special three buys and a bail IPO edition. The podcast explores the implications of the strike on employees, communities, and the economy. It also analyzes potential areas of growth in the market and discusses the challenges faced by airlines. Additionally, the podcast delves into the potential divestiture of Disney's linear TV assets and the interest expressed by Next Star Media Group and Allen Media Company.
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Sep 15, 2023 • 6min

From the Desk of Kelly Evans: China Looms Over the Autoworkers' Strike 9/15/23

Kelly explains why we’re at one of the biggest inflection points the auto industry has ever seen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 14, 2023 • 4min

From the Desk of Kelly Evans: Boring IPOs are better IPOs 9/14/23

Kelly explains why a lot of hype isn’t always best when it comes to IPOs – especially these days. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 14, 2023 • 45min

The Right to Buy Arm(s), Softbank’s Pricing Problem, and Fast Casual Winners 9/14/23

Shares of Softbank's chip company, Arm, higher in their public debut. NYU's Aswath Damadoran skeptical of Softbank's tendencies to overprice and underdeliver. Raymond James has names of fast casual restaurant stocks poised to break out.
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Sep 13, 2023 • 43min

It’s the Economy, Stupid, The Case for $100 Oil, and Developing San Francisco 9/13/23

In this podcast, the speakers discuss the current state of inflation and the possibility of a rate hike. They also analyze the financial markets and potential impact on oil prices. Additionally, they cover updates on AI regulation, San Francisco's economic outlook, and challenges in the real estate sector. The speaker provides insights on investing in stocks and offers analysis of the tech sector.
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Sep 13, 2023 • 4min

From the Desk of Kelly Evans: CPI takes a backseat 9/13/23

Kelly explains why the inflation data doesn’t matter the way it once did. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 12, 2023 • 44min

Apple’s Big Event, CNBC’s Top Financial Advisor’s Best Ideas, and Needham’s Tesla Caution 9/12/23

Apple debuts new iPhone models at flagship event. CNBC's top Financial Advisor shares best small cap buys. Morgan Stanley bullish on Tesla, Needham advises caution. Discussions on Apple's challenges, investment strategies, bond yields, and market conditions. Features and pricing details of new Apple Watch and iPhone models revealed.
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Sep 11, 2023 • 44min

Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23

Topics include Apple & Qualcomm deal, Disney & Charter deal, Instacart's falling valuation, signs of life for China's economy, US-China relations impact on Apple and Disney, investing strategies in stocks and bonds, interest rate predictions, challenges of doing business in China, Instacart's IPO Roadshow and DoorDash's rivalry
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Sep 8, 2023 • 44min

The Exchange 9/8/23

Topics in this podcast include iPhone curbs in China, impact on India due to China's slowdown, rising US-China tensions, Huawei probe and Chinese consumer market, concerns over slowdown in US and Asia, strong demand for Ferrari in China, inflation expectations, careful policymaker statements, Federal Reserve and rental market, vulnerabilities in the restaurant industry, performance of restaurant industry players, advancements in AI technology in sports, and analysis of Qualcomm, Starbucks, and IPO in the current market.

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