The Exchange

CNBC
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Dec 12, 2022 • 45min

Not coming to the rescue?, “welcome home!”, and crypto’s big day 12/12/22

If the economy does head into a recession, it will be unlike many we’ve seen before in one important way: the Fed can’t come to the rescue like it usually does. We’ll look at why, and what it could mean for markets. Plus, the housing market is getting a bit of a reprieve, as mortgage rates pull back from their highs. So why aren’t more buyers ready to jump in? We’ll explore. And, Sam Bankman-Fried is set to testify before Congress tomorrow, as investors flee the crypto space. The CEO of Strike will join us with what he thinks investors are getting wrong here. 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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Dec 9, 2022 • 45min

Soft Landing?, Game On!, and Wine Time? 12/9/22

Stocks have turned higher on the day, but are still lower for the week. And the Fed’s next decision on rate hikes is just a few days away. Can they still engineer a soft landing? Or is a recession unavoidable? We’ll debate. Plus, it’s “game on” for Microsoft in its battle against the FTC. We’ll explain what the government’s tougher stance means for the future of M&A. And, we’re continuing to look at other ways to invest, turn a profit and maybe have some fun too. Today we’re focusing on wine & whiskey, and you won’t want to miss it! 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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Dec 8, 2022 • 44min

Pump Prices Plummet, Tesla Breaks Down, and Hot Dogs, Sofas & Yoga Pants 12/7/22

There’s been a spectacular collapse in oil prices this year, as crude hovers just over $72 per barrel after a 10% drop in the past week. Gas prices are also plunging, heading below $3 per gallon across the country. And yet the Energy sector is still up 50% this year. Is it time to bail? We’ll debate. Plus, the plunge in fuel prices has been another headwind for shares of Tesla, which is down more than 50% this year. Do the charts suggest it’s about to take off again? We’ll check.And, there’s some key earnings on tap, with Costco, RH & Lululemon all out with results after the bell. We’ll give you the action, the story and the trade on each in Earnings Exchange. 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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Dec 7, 2022 • 44min

Faith in the Fed?, Retail Resurgence and Bull vs. Bear 12/7/22

Better news on inflation has yields down and stocks up. Jefferies’ David Zervos says the worst is now over, and the Fed’s credibility also remains intact. He’ll join us in studio to make his case. Plus, Academy Sports + Outdoors is up double digits after earnings today. The company’s expansion plans are also in full swing, despite recession fears. The CEO will join us to explain what’s working. And, Amazon is the only mega cap stock that’s negative over the past month, and it’s lost half of its value this year. Is this an opportunity to buy in? We’ll have a bull vs. bear debate. 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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Dec 6, 2022 • 45min

Investing for 2023, the Housing Slowdown, and a Crucial Race 12/6/22

Stocks are lower again today, as key yield curves keep getting more deeply inverted. J.P. Morgan CEO Jamie Dimon says we’ve never lived through a time like this. So how should you invest? We’ll ask an expert. Plus, the housing market is rapidly slowing, and the CEO of Equifax says we’re already in a mortgage recession. We’ll dive into the data, and explain just how quickly things have changed. And, the Georgia Senate Runoff is officially underway. The race is close, and the result is critical. We’ll explain why a 51-49 Senate is much different for business than a 50-50 split. 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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Dec 5, 2022 • 44min

Soft Landing?, Energy Shift, and a “Perfect” Chart 12/5/22

Stocks are falling again today, on fears that Fed tightening will lead to a recession. But could they still engineer a ‘soft landing?’ We’ll hear from someone who says ‘yes’ – if they stop raising rates right now. Plus, OPEC isn’t increasing oil production, as the price cap on Russian oil is set to go into effect. Will it make the U.S. an even bigger player in the global energy market? We’ll explore. And, our technician will reveal the one stock chart he says looks good right now – almost TOO good. He’ll explain why, and where he’s investing now. 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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Dec 2, 2022 • 45min

Labor Pains, Farming Gains, and Oil’s Pivotal Week 12/2/22

The November jobs report came in hotter-than-expected, and stocks don’t seem to like it. Are we back to “good news” being “bad news” for markets? We’ll debate. Plus, farmland is slowly becoming a hot asset class and inflation hedge. We’ll explain what makes it attractive to investors, and how you can add it to your portfolio. And, we’re at a very critical point for the energy market, with some important events on deck. We’ll look at the week ahead and how it could all play out. 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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Dec 1, 2022 • 44min

Waiting For Jobs, “Always Bet on Growth”, and Expensive Sneakers & Handbags 12/1/22

Markets are lower once again today, as investors debate the path of the economy ahead of tomorrow’s jobs report. We’ll get a preview of the numbers. Plus, we’ll speak with one investor who says no matter what happens with the economy, you should “always bet on growth.” And, if the economy has you concerned about stocks, maybe consider investing in handbags & sneakers. We’ll look at that market as part of our ‘Alternate Investment’ series. 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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Nov 30, 2022 • 1h 23min

Countdown to Powell 11/30/22

Stocks have been living in fear of Jerome Powell this week, as the Fed Chair is set to speak at the Brookings Institution. Wall Street is waiting to hear if he might say the markets have gotten ahead of themselves in looking for an end or slowdown of interest rate hikes. We’ll explain what it all means for you and your money as we lead up to his live remarks today. 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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Nov 29, 2022 • 45min

More volatility ahead?, Waiting for Powell, and Striking Opportunity? 11/29/22

Stocks are struggling to bounce back following yesterday’s big selloff. There are a lot of worries still hanging over the market, including China’s “Covid chaos.” We’ll get a live report from Beijing. Plus, Fed Chair Jerome Powell is also looming large over markets, with a big speech planned for tomorrow. Bond yields are way down since the last FOMC meeting. Is Powell about to remind the markets about “higher for longer” too? We’ll explore. And, there’s one more threat hanging over the economy: a looming rail strike. President Biden is pushing Congress to end it, but if it drags on, is there an opportunity to buy the trucking stocks? We’ll ask an expert for his advice. 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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