The Exchange

The 2/10 yield curve is the most-inverted it’s been in 40 years, but the jobs market is incredibly strong…we dig into what the data disconnect means for the markets. Disney reveling its restructuring plan in its earnings release, prompting activist Nelson Peltz to declare “the proxy fight is over.” David Faber interviewed Disney CEO Bob Iger about those plans and joins us to discuss the future of the media giant. Plus, lithium gets most of the attention when it comes to EV batteries, but don’t sleep on the so-called MIFTs; they could be poised for a breakout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are off to a hot start in 2023, and that has one expert saying it’s “time to play offense.” But how long can that strategy work when the economy is slowing? We’ll ask.Plus, all eye are on Disney ahead of its earnings tonight. What’s the plan now that Bob Iger is back at the helm? We’ll ask one of the biggest bulls on the street what he wants to hear.And, on a day where investors are giving Google’s AI efforts a poor grade, one expert claims the technology can actually help kids more than hurt when it comes to education. He’ll join us to explain why. 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 you can’t have higher wages and rising corporate profits in this economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Federal Reserve Chair just finished his live speech at the Economic Club of Washington, where he confirmed disinflationary process has begun. We’ll recap all the major points, and what they mean for you & your money.Plus, Microsoft’s big A.I. is now underway. CEO says A.I. is going to reshape everything in the software space. We’ll discuss what’s at stake for the company and the future of big tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Last week’s smaller rate hike from the Federal Reserve already didn’t sit well with former Fed Governor Lawrence Lindsey. And then came the shockingly good jobs report.Lindsey now says Jerome Powell needs to give the market a “slap” – and not just a warning. He’ll join us to make his case, as we gear up to hear from Powell again tomorrow.Plus, tensions between the U.S. and China are rising, after a suspected “spy balloon” floated across the country, leading to a cancelled diplomatic meeting. We’ll look at the potential economic fallout.And, we’ll tell you all you need to know about Pinterest, BP and Royal Caribbean ahead of results on deck in a fresh edition of “Earnings Exchange,” as worries about corporate profit margins grow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We just got a blockbuster jobs report, and markets are taking it in stride. So is “good news” truly good news now? Or could the Fed apply a bigger brake and put a stop to the 2023 rally? We’ll debate.Plus, Apple just reported its biggest quarterly revenue decline since 2016. And CEO Tim Cook says he sees more pain ahead. So why is one of our guests still bullish? He’ll join us to make his case.And, media stocks have been on fire so far this year. And the names leading the pack may just surprise you. We’ll look at what’s behind the gains, and whether they can keep rallying from here. 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 investors flooding back into “risk-on" might be in for a rude awakening. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks are going bonkers again, led by Meta and helped by both earnings and the Fed. Can the rally keep going when Apple, Amazon and Alphabet report tonight? We’ll tell you the key things to watch. Plus, Ray Dalio warns we’re on the brink of economic war with China. But one of our guests says if you’re looking for opportunity in equities, China is the place to be. He’ll reveal what he’s buying. And, on-shoring supply chains, and off-shoring talent. We’ll look at how technology is changing how companies work, who they hire, and where their workers are with XPRIZE CEO Peter Diamandis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The podcast discusses the Fed's rate decision impact on markets, record-high credit card rates, White House consumer assistance, mortgage demand drop vs homebuilder stock stability, upcoming big company earnings, and challenges faced by companies like Snap.

The podcast discusses the upcoming Fed decision on interest rates, the impact on retailers as the consumer wobbles, and the struggles in digital ad spending. It also explores market predictions, investment opportunities, Peloton's business model post-pandemic, stock market trends, and advancements in automation and AI.