Morning Call

It’s a big week for retail earnings, and the companies that have already reported are beating expectations. We discuss the space. Plus, New York eases many restrictions today. We speak with the President of the Metropolitan Museum of Art about the local impact. And six strands of Kurt Cobain’s hair fetched over $14,000 at auction. Brian has the story in his RBI. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss the mega merger story of the week, AT&T and Discovery merging assets, with former DirecTV CEO Michael White. Plus, the CEO of Hostess Brands joins us to discuss the company’s earnings and consumer trends. And Brian’s RBI focuses on subway ridership hitting a 14-month high. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wedbush Analyst Dan Ives discusses why he’s still bullish on tech after a wild ride in the sector in recent weeks. Plus, Clay Seigle of Vortexa talks about the threats – cybersecurity to supply chain – facing the energy sector. And, Emily Bowersock Hill of Bowersock Capital Partners tells us why boring investments in infrastructure and REITs could offer good returns for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coinbase reported its first quarterly results as a public company yesterday. We discuss the future of cryptocurrencies. Plus, we run through the many factors impacting the oil markets right now with Helima Croft. And top-rated analyst joins us to make her bull case for Disney, after the company reported revenue and subscribers that were lower than analysts expected. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We continue to discuss the fallout of the Colonial Pipeline attack with Continental’s Harold Hamm and the Governor of North Dakota. Plus, markets sold off yesterday—we discuss the possibility of a turnaround. And we get an investment banking update with the U.S. CEO of BNP Paribas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Some gas shortages are hitting the U.S. as the fallout continues from the Colonial Pipeline hack. We discuss the situation with an oil and gas distributor. Plus, big tech is coming off its worst day since February, but could it be set for a turnaround? And we speak about the state of the rental market with PwC’s Alexis Crow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the sell-off in tech and growth stocks, one trader says investors could find shelter in the regional bank stocks. Plus, a leading expert on the geopolitics of energy policy and security says the hacker attack on the largest U.S. pipeline should be a wake up call to both the government and energy industry. And, unprecedented demand and supply shortages of feed could lead to consumers paying sky-high prices for beef and pork ribs for their Memorial Day cookouts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The cyber security attack on the Colonial Pipeline is roiling oil and gas markets. We discuss the fallout. Plus, lumber prices keep hitting record highs—we talk about where they could go next and the broader impact. And Elon Musk talked about Dogecoin a lot this weekend on SNL. We talk about the coin and the broader crypto space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The April government jobs report is due out today. We speak with market analysts about their expectations. Plus, the CEO of Avaya joins us to discuss earnings and the transition to returning to the office. And Brian brings you the top five stocks seeing the most 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.

We speak with CNBC.com’s Pippa Stevens about solar stocks and the investor appetite for ESG. Plus, tensions between China and Taiwan are rising—we speak to a former CIA official about the geopolitical troubles. And the CDC has released new data about a timeline for when Covid cases could start to taper off. Brian has the data in his RBI. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.