Morning Call

Top commodity strategist Michael Widmer of Bank of America discusses what’s really been driving the record rally in metals this year, from copper to gold and aluminum. Plus, Peter Madigan of BNY Mellon Markets makes the case that AMC is different than the other “meme” stocks, and the company has legs to stand on. And Today’s RBI: Americans are hitting the road again, but where are they going and how are they getting there? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A First-On-CNBC Interview with the CEO of Weatherford, the oil & gas services company that’s relisting shares on the NASDAQ today, two years after filing for bankruptcy. Plus, how WeFox is shaking up the traditional insurance business in Europe with the use of artificial intelligence. And, a top analyst says there’s still room for Zoom to grow even as the pandemic ends and people meet more in person. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

RBC's Helima Croft discusses what's at stake at today's OPEC+ meeting, amid an increase in global fuel demand and the expectation Iran may return more supply to the market. Plus, on the 100th anniversary of the Tulsa massacre and destruction of "Black Wall Street," companies are launching a new push to create and support Black businesses. And, the CEO of Bow Tie Cinemas says the monster opening for "A Quiet Place Part II" could bode well for the rest of the summer movie season. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New York City beaches are reopening on Saturday. We speak with the NYC Parks Commissioner about what to expect this year. Plus, the Indy 500 kicks off this Sunday. We speak with two-time winner Juan Pablo Montoya and Indianapolis Motor Speedway President Doug Boles about the event. And Brian’s Insider Buying segment is back, highlighting three stocks seeing a big amount of insider buying this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wednesday was a pivotal day for big oil and gas companies. We speak with CalSTRS CIO Chris Ailman about the implications for the planet. Plus, cybersecurity firm Cybereason ranked #32 on this year’s Disruptor 50 list. We speak with the CEO. And it’s the Dow’s birthday! We check in on some of the stocks from its original Dow 12 index. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The eighteenth company on CNBC’s Disruptor 50 list, Indonesia-based Gojek, joins to discuss his company and the Super App space. Plus, we discuss the retail space with Dana Telsey during a busy couple weeks for earnings. And seafood prices are surging—we discuss the space ahead of Memorial Day weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

An exclusive conversation with Scott Minerd of Guggenheim Partners on where bitcoin and other cryptocurrencies are headed, and whether the Fed is right on its take on inflation. Plus, Stifel launches a new sustainable brand & lifestyle index tracking how companies fare on ESG issues. And, how the landmark Franklin Institute in Philadelphia is prepping for a full reopening ahead of the Memorial Day holiday weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cryptocurrencies have been selling off all week and into the weekend. We discuss what it means for the broader markets and where they could go next. Plus, Brian Sullivan’s RBI focuses on comparing sector returns over the past six months. And our own Robert Frank joins to discuss how much wealthy tax cheats are costing the IRS. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Barclays has put out a big call on BP. We speak to their Oil and Gas analyst. Plus, risks are rising for homebuyers—our own Diana Olick has the latest. And Brian’s weekly segment is back, highlighting the top five stocks seeing the most insider purchasing this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cryptocurrencies are experiencing a big pullback. We discuss the volatility and speak with Morgan Creek’s Mark Yusko about what investors should do. Plus, retail earnings have been surprising to the upside—we speak with Refinitiv’s Jharonne Martis about the space. And Oil prices are gushing higher—we speak with Miller Tabak’s Matt Maley about why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.