The Exchange

Both SVB & Signature Bank are now out of business, while First Republic has secured funding from J.P. Morgan & The Fed. A major issue has been the safety of accounts over the $250,000 FDIC cap. But President Biden had some encouraging words this morning, after the government announced a new facility that will offer 1-year loans to banks and pay them par for collateral like treasuries & mortgages to stem the tide. But big questions remain. Is there another shoe to drop in the banking sector? Should the government have stepped in? And could the Fed now pause or pivot as a result of this? We’ll debate, and tell you all you need to know. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Regulators just shut down Silicon Valley Bank, also known as ‘SVB Financial,’ in the largest U.S. bank failure since the 2008 financial crisis. Shares were halted all day long as the bank’s capital raise reportedly failed. And yet because of the strong jobs report this morning, some folks are still saying the Fed should hike by another half point at its next meeting in 10 days. But should they actually be slamming the brakes?We’ve got full team coverage of all that you need to know, and will explain what’s at stake for markets, the economy and your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Banks under pressure…two stocks in particular making news today. It’s for different reasons, but both highlighting concerns about the banking system. We have the names, and why our guest says you should buy them regardless.  Plus, President Biden unveils his budget plan. We look at what’s part of it, and how it sets the stage for a debt ceiling showdown. And, he has unique insight into the labor market. As always, on the eve of the big report, Recruiter.com CEO Evan Sohn joins us with the trends he’s seeing, and what we should expect in the jobs number tomorrow.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s Day 2 on Capitol Hill for Jerome Powell, with more of the same message: the data will determine what the Fed does next.Mohamed El-Erian says what comes next could very well be a Fed-made recession. Is he right? We’ll debate.Plus, rising rates & a lack of inventory are resulting in stubbornly-high home prices. We’ll look at new data suggesting it’s not getting any better.And, KBW warns a “soft landing” is now off the table. Their analyst will join us with names in banking, life insurance & REITs that are most exposed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jerome Powell just wrapped up his semi-annual testimony before the Senate baking committee, saying the Fed will “stay the course until the job is done.”That could include higher interest rates than previously anticipated, and a quicker pace of hikes. And that has stocks selling off today. We’ll tell you all you need to know. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are higher, even as the yield curve flashes a worsening recession warning. Are investors growing complacent? Will Jerome Powell address it on Capitol Hill?It’s a big week for the markets & the economy, and we’ll get you ready for it with how to be positioned for success.Plus, the White House is expected to crack down further on investments in China, but details are scant. So should investors buy or bail? We’ll debate.And, Amazon has underperformed the QQQs by 50% since its pandemic peak. Amid growing headwinds, how should you trade the stock? We’ll have a bull vs. bear debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everyone’s talking about whether or not the Fed needs to take interest rates to 6% now. But what if even that number is too low?According to the “Taylor Rule,” rates should be headed towards 10%. Is that really feasible? We’ll ask “Taylor Rule” creator John Taylor himself.Plus, office REITs have been crushed by rising rates and slowing demand. But there’s one better positioned than the rest. We’ll reveal the name.And, Kyle Bass is calling Xi Jinping’s latest moves “installing a war cabinet.” So should you stay away from investing in China? 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.

Kelly explains why the traditional portfolio might not survive in this economic environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the Fed making decisions based on increasingly imprecise jobs data? One of our guests says “yes.” We’ll look at the issues, and potential fallout for markets & the economy.Plus, Europe has a major inflation problem. Experts have warned to stay away, but that’s not stopping our guests from investing there. They’ll tell us where they see opportunity.And, Matt Higgins of RSE Ventures joins us in studio to talk about his VC investments, his new book, and whether Momofuku would ever go public. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla holding its investor day, but could Tesla’s current competitive advantage become its weakness? The long-time best-performer on the S&P citing forex headwinds in its Q4…we’ve got some names that hold up better during dollar dominance.  Plus, 15 ways to play AI from Bank of America.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.