The Exchange

Kelly explains why when it comes to economic data, caution should still be the order of the day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China's potential widening of their iPhone ban to state-owned enterprises has led to a drop in Apple's stock. The podcast explores the impact on Apple and discusses China's crackdown on US corporations. It also explores the current state of oil and gasoline prices, challenges in the consumer market, concerns over a potential lithium mining project, and the exciting potential of artificial intelligence.

Stocks react to rising interest rates and strong economic data, while Apple faces challenges as a digital gatekeeper in the EU and China. The Disney-Charter clash hints at the end of linear TV, and the podcast covers various market updates and earnings prospects for companies like C3 AI and ChargePoint.

Goldman Sachs' recession odds slashed and positive data for the Fed. The key trend threatening stocks and inflation targets. More homeowners ditching home insurance. Discussion on oil prices, home building stocks, and Goldman Sachs' call. United Airlines ground stop and Europe's Digital Markets Act impact on tech services. Effects of Digital Markets Act on Silicon Valley and technology companies. Technological advancements and US-China competition. Implications of ARM's IPO and challenges it faces.

A recession may be approaching despite positive job data, while the housing market shows signs of reaching its peak. The podcast also explores buying strategies in different rate-hike scenarios. Furthermore, the potential impact of AI on various industries is discussed, along with an analysis of PagerDuty's second quarter results and growth outlook. Lastly, rising housing costs and their effect on investors are examined, along with September market outlook and option strategies for downside risk.

JPMorgan Chase’s chief economist discusses today's inflation print. Recruiter sentiment hits a record low. Semiconductors take center stage with Broadcom and VMWare reporting. The podcast also covers the possibility of a soft landing in the economy, challenges faced by pharmaceutical companies, inventory control strategies, expansion of license team business, decline in recruiter sentiment, and Chamath Palahapatia's SPAC misbehavior.

The chief policy officer of Coinbase joins the podcast to discuss the recent court decision moving closer to a Bitcoin ETF. The hosts also analyze recent job and wage growth and the performance of different stock indices. They discuss upcoming earnings reports from CrowdStrike, Chewie, and Dollar General, and highlight the issues and potential positives for each company. The hosts explore the distinction between trade and investment, teasing an upcoming interview with Coinbase's chief policy officer. They also discuss Secretary Ramondo's recent trip to China and its potential impact on U.S.-China relations. Additionally, they discuss the slow pace of U.S. economic policy and the risks associated with niche ETFs.

Former FDA Commissioner Dr. Scott Gottlieb warns of unintended consequences from the list of the first 10 drugs targeted for Medicare negotiations. Yale Professor Robert Shiller discusses the latest Case-Shiller housing report and potential housing prices. The hosts cover consumer confidence, market improvement, investment preferences, and focusing on economically sensitive stocks. They also explore consumer trends, retail return policies, caregiving challenges, monetization advantage of a new AI feature, and the state of home prices.

Topics discussed include Chinese stock performance, US-China economic relationship, challenges with AI and security, upcoming catalysts for stocks, Wall Street week ahead, Treasury yields, potential wage pressure, impact of climbing yields on the economy, Chinese EV market, Best Buy potential, rise of streaming platforms bidding for live sports rights, and Apple's entry into the game.

Jay Powell stays hawkish and sticks to his 2% inflation target at Jackson Hole. Aptar Group sees a 50% spike in pharma sales business. Zillow Home Loans launches a 1% down payment option for qualified borrowers.