Morning Call

Top energy industry watcher Clay Siegle of Vortexa says it's not out of the question that oil could reach $120 a barrel, pushing prices at the pump to at least $5 a gallon by next summer. Plus, global coal demand and production continues to set new records every year, and China is a big factor behind the increase. And, we sit down with billionaire investor Thomas Tull, the head of studio Legendary Picture and part-owner of the Pittsburgh Steelers, to discuss investing, China and why America potentially faces a lost generation of young men. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

World leaders are meeting in Glasgow, Scotland for COP26 to discuss global climate policy. Diana Olick and Julianna Tatelbaum report from the conference. Plus, Tesla‘s stock has passed a $1 trillion valuation, and call options may be behind some of the movement. Susquehanna’s Chris Murphy lays out what’s happening in the options. And Brian’s RBI focuses on the states with the highest and lowest rates of people quitting their jobs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Treasury Secretary Janet Yellen joins the program from the G-20 conference in Rome, to discuss inflation, the Biden agenda, and the state of the supply chain. Plus, Apple and Amazon both disappointed on earnings. Wedbush’s Joel Kulina joins to discuss whether investors should be worried. And the CEO of CNX Resources joins to discuss the global energy crisis and what Americans should expect this winter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple and Amazon round out this season’s big tech earnings today. Chris Caso of Raymond James and R5’s Scott Mushkin join to discuss what to expect. Plus, trending stories today include a toothpaste designed for orange juice, and the most expensive cask of whisky ever sold at auction. And Brian joins us from an oil conference that could bring important conversations about the climate impact of big oil. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google and Microsoft posted strong quarterly earnings. Loup Ventures’ Gene Munster breaks down what went well for the tech giants. On the other hand, Robinhood’s quarterly results sent the stock tanking below its IPO price. Devin Ryan of JMP Securities discusses what went wrong. And Brian’s RBI focuses on his Twitter poll asking viewers when they think inflationary prices will subside. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A one-on-one with a former Google executive turned venture capitalist on where she's seeing opportunity in ESG right now. Plus, A key FDA advisory panel meeting today on authorizing COVID vaccines for young kids, and what one hospital CEO is doing to help. And, an analyst's take on how the new privacy changes to Apple's iOS are hitting the bottom lines of tech giants Facebook, Twitter and Alphabet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Founder and Chairman of telecom company Digicel joins on the announcement that the company is selling its Pacific assets to Australia’s Telstra. Plus, Microsoft has revealed that it identified another wave of attacks by Russian intelligence. Our own Eamon Javers has the story. And Hackensack Meridian Health’s Robert Garrett joins to discuss the state of vaccine mandates in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Snap are sinking on news that the company’s advertising business was disrupted by privacy changes introduced by Apple earlier this year. Clockwise Capital’s James Cakmak joins with his take. Plus, Intel earnings showed that the company can’t keep up with PC and chip demand. Raymond James’ Chris Caso joins to discuss whether the miss has to do with the broader industry chip crunch. And Jon Najarian joins to discuss the consumer discretionary names he is watching, amid the strength of the consumer today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new Bitcoin futures ETF has started trading. We speak with the head of crypto exchange Kraken to see what the impact of the ETF will be. Plus, Tesla reported record earnings, but can the company combat the many headwinds it’s facing? CFRA’s Garrett Nelson joins with his take. And Jefferies’ Sheila Kahyaoglu joins to discuss this season of airline earnings and what to expect from today’s reports. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investopedia’s Caleb Silver joins with the site’s latest investor sentiment survey, showing where people are seeing bubbles right now. Plus, Netflix reported bullish quarterly results—Wedbush’s Joel Kulina discusses the quarter and looks ahead to Tesla earnings. And Brian sits down with the Saudi Investment Minister at the Mullen Conference to discuss the global transition to renewable energy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.