The Exchange

CNBC
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Oct 27, 2022 • 44min

Opportunity in the Metaverse, The Wing’s The ‘Thing’, and Mega Caps on deck 10/27/22

Meta’s stock is sinking today, after missing estimates and burning through cash. But we’re on the hunt for opportunities: we’ll look at companies benefitting from Meta’s massive money moves. Plus, Wingstop is up 30% this week following earnings. We’ll ask the CEO about consumer spending and where he sees prices and trends heading next. And, more big earnings reports are on deck. We’ll give you the action, the story and the trade on Apple, Amazon and Intel 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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Oct 26, 2022 • 45min

Rates or Reports?, the Future of Fracking, and Facebook, Ford & Farming 10/26/22

Stocks are mixed today, as tech earnings are dragging down the Nasdaq. But with the Fed decision a week away, which is more important to markets right now: rate or reports? We’ll debate. Plus, during last night’s Pennsylvania Senate debate, Democratic candidate John Fetterman said he’s pro-fracking. Could we soon see a nat gas boom in the Keystone State? The CEO of EQT Corp. will join us. And, more big earnings reports are headed our way, with Meta, Ford and Caterpillar all on deck. We’ll bring 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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Oct 25, 2022 • 46min

Crumbling Confidence, Mega-Cap Earnings and What’s Next for Ukraine 10/25/22

Consumer confidence in September came in lighter than expected and data from the Conference Board reveals a slowdown, particularly in the lower-end. We dig into what that means with Confidence Board CEO Steve Odland. Meta, Visa and Microsoft all report after the bell…we have the key things to watch and how to trade it ahead of the print. And Congressional Progressives retracting their suggestion of direct talks between the US and Russia to end the Ukraine conflict, Admiral James Stavridis tells us what he thinks the next steps should be. Plus, the growing Permian natural gas problem. 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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Oct 24, 2022 • 44min

Xi’s grip on China, Earnings Exchange and Failing Grades 10/24/22

Chinese stocks are plummeting, as President Xi tightens his grip on the country and its economy. Is there a future for American companies doing business there? Or Chinese companies doing business here? We’ll debate. Plus, we’re gearing up for a big week of earnings. We’ll explore who wins out among some of the biggest Industrial & Transport names reporting this week in ‘Earnings Exchange.’ And, how bad was the pandemic and school closures for kids’ education in America? And it could lead to a lost generation for families & the economy? We’ll ask Sal Khan of Khan Academy. 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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Oct 21, 2022 • 44min

Starting to slow?, Oh, Snap!, and Oil, Cars & the Consumer 10/21/22

Stocks are heading higher, but bond yields are sinking as Fed officials hint that the pace for rate hikes may begin to slow. We’ve got all the market angles covered for you. Plus, Snap Inc. has fallen nearly 30% after reporting results. Is the weakness it saw in advertising a sign of things to come for other Tech companies? We’ll explore. And, we’re getting ready for earnings beyond ‘Big Tech’, from Energy to Autos & more. We’ll debate who wins out among some of the biggest names reporting next week. 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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Oct 20, 2022 • 45min

Bonds Back to 2008, Disas-Truss, and Trains, Phones & Filters 10/20/22

Bond yields are rising again, with the 10-year note back to 2008 levels. The markets aren’t minding it, but can rates & stocks keep rising together? We’ll debate. Plus, for the second time in just 2 months, the UK is looking for a new Prime Minister. And the policies of the next PM could have a big impact on U.S. & global markets. We’ll explore what’s at stake. And, investors are getting a lot of earnings reports to digest. We’ll get you ready for CSX, Snap Inc and Verizon ahead of results on deck 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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Oct 19, 2022 • 52min

Bond Yields Bounce, The Plan for Energy Prices, The River Runs Dry 10/19/2

Mortgage rates could continue to rise above 7%, as bond yields spike again. We’ll hear from an expert who says the Fed needs to slow down the pace of rate hikes. Plus, crude oil continues to climb, even as the White House keeps selling our emergency reserves. Are we on a collision course with OPEC? We’ll debate. And, severe drought has the Mississippi River receding to record low levels. We’ll speak to the ACBL CEO about why this could turn into another supply chain & energy crisis. 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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Oct 18, 2022 • 45min

Trust the rally?, Bill Gates live, and “Gas & Groceries” 10/18/22

Stocks are higher once again today, with the Dow now up 1,800 points from last Thursday’s CPI-low. But can the rally be trusted? We’ll debate. Plus, billionaire philanthropist & investor Bill Gates will join us to talk about his climate change ambitions, and the clean energy firms he’s investing in right now. And, with the Midterms fast approaching, does it all really come down to “gas and groceries”? We’ll preview what to expect as money & politics get set to collide in November. 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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Oct 17, 2022 • 45min

All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22

Banks have been the big driver for earnings season so far, holding up better than expected. The big names are getting the most attention, but we’ll drill down on some smaller ones that could be good bets right now. Plus, Treasury yields are lower today after hitting decade-highs last week. Are we past the peak? The ‘Bond King of Texas’ says ‘yes,’ and he’ll join us in studio to explain why. And, could the bottom already be in for stocks? Remove bonds, and we’re seeing all the ‘textbook signs’ according to Ari Wald of Oppenheimer. He’ll tell us what he’s buying 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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Oct 14, 2022 • 44min

Playing the Volatility, UK U-Turn, and Consumer Concerns 10/14/22

Stocks are turning lower today, unable to build on yesterday’s massive CPI-fueled turnaround. If there’s more volatility ahead, how can you play it? We’ll ask the experts. Plus, more chaos in the UK, as the new Prime Minister just fired her head of Treasury and reversed course on much of her big tax cut plan. We’ll examine the global fallout. And, the latest retail sales data shows inflation is starting to take a toll. Will rising prices eat into holiday spending, playing “Grinch” for the retailers? We’ll explore. 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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