The Exchange

From “hard landing” to “soft landing” to the economy taking off again, our market guest has one sector where he sees a multi-decade runway developing. Plus, credit card usage and debt levels are climbing. How significant are the consumer cracks bubbling under the surface? We’ll ask the CEO of Primerica. And a power player in the lithium space (and Tesla supplier) joins Kelly with the company’s latest plans to build a new mine in the U.S. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A federal judge deciding Ripple’s token isn’t a security…kinda. The CEO tells us why he’s counting the decision as a win. Citi CFO Mark Mason breaks down second quarter earnings and tells us his plans to help boost Citi stock performance. Plus, a super bullish call on Spotify.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Dallas Fed President Robert Kaplan argues government spending is forcing the Fed to keep rates high. Disney CEO Bob Iger will be at the helm through 2026 and he’s got big plans for its networks. Plus, thanks in part to today’s cooling inflation data, stocks could be at a Goldilocks moment, according to one strategist.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the S&P and Nasdaq hitting 52-week highs, our small cap portfolio manager says a new investing trend is emerging, even as mega cap tech keeps rallying. Not all AI ETFs are created equal, warns Bank of America’s Jared Woodard. And between slowing parks traffic and box office disappointments, there could be trouble brewing in the Magic Kingdom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Talk of a recession just around the corner has been going on for a long time. One economist says it’s finally time to move on, and he has four indicators that are keeping him steadfastly bullish. Plus, Amazon’s Prime Day is underway, but is the bump to its bottom line overstated? We’ll look at the bull case for the stock. And the Microsoft-Activision deal is moving closer to the finish line. We’ll look at the key developments, and what’s keeping regulators up at night. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our market guest says a July rate hike would be a “huge mistake” by the Fed. He’ll explain why as one CEO warns that the bond market is flashing troubling signs. Plus, a bullish call in one part of the REITs sector. And with Threads crossing 100 million signups, we’ll discuss its ad ambitions as it looks to take on Twitter. 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.

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.

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.

Forget FOMO, because “greed eventually replaces fear”, according to our market guest. He’ll tell us where he sees the biggest opportunities. Plus, the Supreme Court is blocking President Biden’s student loan forgiveness plan. We’ll look at the under-the-radar names most at risk. And a tale of two housing markets: The numbers you need to know whether you’re a buyer, seller, or investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.