The Exchange

More than 40% of companies have pulled guidance this quarter, so how do investors invest in a world without clarity? ‘ Plus, more companies – big and small – will stop advertising on Facebook. Will it matter in the long run or will they get through this unharmed? We debate. And, re-opening and re-closing. The story of one small business in Arizona who opened their shop and closed just 3 days later...

With another volatile day on Wall Street, we take a closer look at the biggest catalyst for the markets. Is it the virus or the Fed? We explore. Plus, Coronavirus mortgage bailouts suddenly swell as homeowners face new struggles. We’ll tell you what they are and what it means for the overall housing market. And…the list of companies boycotting ads on Facebook keeps growing. We’ll look at whether i...

A volatile day on Wall Street as the reopening of states across the country is put on pause, a top strategist gives his under the radar small cap stocks to buy now. And with jobless claims climbing, but factory data strong, Morgan Stanley’s Chief US Economist digs through the mixed reports and lays out four possible outcomes for this post -Covid economy. Plus, the President of Bowdoin College lays...

Stock getting slammed as Covid cases spike across the country. We’ll look at the hotspots and what it could mean for states reopening, and for the markets. Plus, from restaurants, to casinos, to banks, we drill down on the individual sectors and the big movers. And, as cases spike, we look at the stay-at-home trade and the names that could benefit. Hosted by Simplecast, an AdsWizz company. See pcm...

Stocks rallying again today with the Nasdaq touching a new record high—we dig in for buying opportunities as some worry the market is too overheated. And, the $600 wedge: why some people may rejoin the workforce despite making more on current unemployment benefits and what needs to be done to keep the economy running. Plus, the soaring under-the-radar stay-at-home trade, MLB’s reopening plan, and...

Apple is once again nearing record highs, and it exerts a ton of force on the markets. We take a closer look at whether this market is too top-heavy. Plus, billionaire investor, Mike Novogratz, says the shuffle at the SEC is going to be positive for one area of the market. He tells us which one. And, why the recent pandemic has many businesses and consumers hoarding coins. Hosted by Simplecast, an...

News that Apple is reclosing some of its stores amid a surge in coronavirus cases caused stocks to pare early gains and head into the red, we discuss whether this is the news bearish investors were awaiting. And it’s not just store closing Apple is dealing with, we take a look at what an ongoing fight with a prominent developer—and increasing attention from regulators both here and overseas—could...

Investors are trying to read the tea leaves of the latest jobless claims numbers for a look at where the economy may be here. We look at the trends, the fallout and what it means for the markets. Plus, Nikola has doubled in a month and it’s diving head first into the EV market, taking on Tesla. The first analyst to initiate coverage on the stock tells us why it’s a buy here.  Hosted by Simplecast,...

A life-saving treatment for coronavirus and record retail sales in May pushed stocks higher despite Fed Chair Jay Powell’s warning about the economic downturn and more shutdown measures back in place in Beijing. A panel of experts discuss what’s next for the economy, the markets and your money. And Citi is now the biggest Apple bull on the street with a $400 price target. The analyst behind that c...

With the Bulls and Bears battling it out on Wall Street, we look at who’s bound to have the upper hand, and what that means for your money. Plus, almost half of all U.S. states are reporting a rise in Covid cases but is the case count really what investors should be watching? We’ll explore. And…there’s something happening in the market that we haven’t seen since the late 1990s and one of our guest...

Corporate America has been on a borrowing binge this year, could we be setting ourselves up for a very slow economic recovery because of this? We’ll explore. Plus, Darden’s former CEO joins us with his take on the future of the restaurant industry and who is best positioned to adjust to changes in a post Covid world. And, oil is on pace for its first negative week in seven and one market watcher s...

With the Dow falling more than 5% in its worst drop since mid-March, one trader tells us which names he’s cherry picking amid the sell-off. And the CEO of Corning joins to discuss how his company is joining the fight to find a coronavirus vaccine as biotech companies make big advances in potential treatments. Plus, we take a look at the effect the surge in day trading has had on the market and whe...

The Dow falling for a second straight day, while the Nasdaq touches a record intraday high ahead of the Fed’s interest rate decision. We examine the moves still available to help keep the economy humming. And the White House saying there is a very good chance there will be a fourth phase of stimulus, NEC Director Larry Kudlow joins to discuss. Plus, why Starbucks is taking a page from rival Luckin...

The Dow is taking a breather, the NASDAQ crossing 10,000 for the first time ever, and the S&P is up over 25 percent since mid-March. We look at whether this market could be topping out. Plus, legendary investor Ron Baron says Tesla will be up ten fold from where it is today, even as the stock hits all-time highs. Will he be proven right? We debate. And…why work from home could backfire for compani...

With stocks continuing to rally--despite the National Bureau of Economic Research declaring the US is in a recession--a top asset manager discusses the sectors that are poised for gains. And, the CEO of Empire State Realty Trust, which ones the famed Empire State Building, discusses the reopening of NYC and what the city looks like post-COVID 19. Plus, Google pays billions of dollars to be the def...

Today’s jobs report defying all expectations, showing job growth and fewer unemployed Americans. So did the stock market have it right all along? We’ll explore. Plus, Boeing shares up 124% and Apple up 50% since the March lows, we’ll take a closer look at what’s driving the gains of these two Dow Powerhouses. And, the surge in bond yields isn’t great news for homebuyers shopping this weekend. We’l...

Markets on track for their third straight week of gains, but can you trust the rally? One strategist says he’s not overreaching right now. And, the CEO of the largest minority- and woman-owned investment bank joins us to talk everything from how to make businesses more inclusive to the muni bond market. Plus, with retailers not paying rent, we take a look at the legal battle commercial landlords w...

Stocks staging yet another rally today, one strategist tells us why small caps are the next big thing. And Franklin Raines, former Fannie Mae CEO and the first African American CEO of a Fortune 500 company, weighs in on what corporate America needs to do to help heal the country during this time of social unrest. Plus, the CEO of Silicon Valley Bank discusses whether IPOs are set to stage a comeba...

With stocks shrugging off ongoing civil unrest in America on top of coronavirus concerns, we take a look at why the markets don’t seem to care and what you should do with your money.  And a former retail CEO weighs in on why he’s staying positive on the sector, while also anticipating big corporate changes thanks to the COVID-19 pandemic. Plus, Facebook employees organize a virtual walkout after i...

The market adding civil unrest to the wall of worry, which already includes the showdown with China and the Coronavirus Pandemic. Are investors walking into a trap? We’ll take a closer look. Plus…what NASA and SpaceX’s historic launch means for the future of American spaceflight, SpaceX, and Tesla, as Elon Musk’s reputation keeps growing. And, why NIKE saying “Don’t do it” could be a lesson for ot...

Stocks had a nice run this month but just as the markets are finding their footing, investors have to deal with a new worry, China. We look at what’s at stake for your money. Plus, the war of words between the White House and Twitter heating up, the stock is down again, is Jack Dorsey going to regret policing political speech? We have the latest. And more on the epic supply shortage in housing, th...

National Economic Council Director, Larry Kudlow, sounds off on U.S.-China tensions, the state of reopening, jobless claims, paying companies to come home, and paying workers bonuses to get back to work. Plus, the man behind the idea of back-to-work bonuses…Senator Rob Portman joins us with a closer look at how his plan would incentivize the unemployed to find a job. And, new retail data that caug...

Another rally on Wall Street and two strategists both say there’s more room to run…where they’re finding opportunities. The CEO of AbCellera joins to discuss the company’s partnership with Eli Lilly in the race for a COVID-19 antibody drug. And two policy strategists weigh in one of the biggest and most underappreciated risks for the market right now. Plus, a ‘cool’ trade for the summer. Hosted by...

As stocks stage a major rally on vaccine hopes, two strategists reveal where they’re hunting for yield—including an under the radar play. Plus, one economist explains why he thinks a V-shaped recovery could still happen. And HBO Max, the most expensive streaming service to hit the market, launches tomorrow…the man behind it joins to talk timing, content and competition Hosted by Simplecast, an Ads...

Protests erupting in Hong Kong after China’s government proposed a new security law aimed at bringing Hong Kong under full Chinese control. We look at the fallout for the markets, and the complicated position it puts the U.S. in. Plus, there’s one part of the market that is outperforming all three major averages and every other sector. We’ll break down what it is and if you should play it. And, Vi...