Morning Call

Scott Minerd is standing by his call that bond yields will fall. We speak to him about his market outlook. Plus, Netflix earnings disappointed on subscriber numbers—we discuss the impact for the streaming space. And we talk about Wall Street’s reaction to the Apple product unveiling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Venture capital and angel investor Sarah Kunst of Cleo Capital discusses what's driving the mania behind the surge in meme cryptocurrency Dogecoin. Plus, Morgan Stanley biotech analyst Matthew Harrison weighs in on the J&J vaccine pause, and the pace of global vaccinations. And, an exclusive interview with the CEO of fintech Klarna, on the mainstream adoption of cryptocurrencies and the quest to do better for the planet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big morning for the markets—we speak with Fundstrat’s Tom Lee about his oil calls and how crude is reacting to the state of Covid-19 across the globe. Plus, Eunice Yoon joins us from the Shanghai Auto Show, an in-person event with thousands of people. And cryptocurrencies are all over the place right now, including Dogecoin…we speak with Mark Yusko about the 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 Dow has made its fourth 1-thousand point gain this year, climbing up to 34,000. We look at where there is still value in the market. Plus, we have a conversation about the mistakes that were made over the past year when it comes to reopening schools. And it’s the last day of bank earnings—they’ve all beat expectations so far. We discuss why with RBC’s Gerard Cassidy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retail is bouncing back across the country. We speak with Stacey Widlitz about the space. Plus, Delta is the first of the big airlines to report quarterly results today. We speak with Jefferies analyst Sheila Kahyaoglu about expectations. And Coinbase had a huge debut on the Nasdaq—we talk about the future of the exchange with Coindesk’s Michael Casey. 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 broader implications of the pause on J&J’s Covid-19 vaccine with a voting member of the panel that recommended the vaccine for emergency use authorization to the FDA. Plus, Coinbase is listing today—we discuss the future of crypto with Manhattan Ventures’ Santosh Rao. And bank earnings kick off today. We talk about the space with Mendon Capital’s Anton Schutz. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ant Financial is facing a company overhaul from Beijing. Our own arjun Kharpal has the latest. Plus, Vintage Wine Estates is going public through a SPAC merger—we speak with the president, Terry Wheatley. And we get a coronavirus and vaccine update from Fmr. FDA Commissioner Dr. Peggy Hamburg. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

PIMCO's Libby Cantrill discusses how the Biden administration will pay for the massive infrastructure bill, and gain bipartisan support. Plus, a report from the ground as the UK emerges from a third national lockdown. And, an amazing stat on how much more money has moved into the markets just over the past five months than in the past 12 years overall. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Masters are teeing off—we discuss what the tournament will look like in Augusta this year with Damon Hack. Plus, transportation stocks are soaring to new highs. We speak with Deutsche Bank’s Amit Mehrotra about the rise. And Q1 was a record quarter for SPACs—we speak with Refinitiv’s Matt Toole about the numbers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Small business closures have risen since the peak of the pandemic. We discuss with Small Business Roundtable’s John Stanford. Plus, the U.S. is about to have a new airline—Phil Lebeau has the latest. And does the future of fitness lie in the home? We speak with Future CEO Rishi Mandal about the trends here to stay. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.