The Exchange

The Nasdaq is rallying back today, just as Fed Chair Jerome Powell testifies before the Senate. Are the two connected? We’ll discuss. Plus, could Jamie Dimon be a factor? His bullish remarks on our show are also being cited as turning sentiment. Is the ‘great rotation’ over? We’ll debate. And, in today’s Rapid Fire: Twinkies, Donuts, Chips, and a potential red flag for bitcoin & the crypto craze....

Another tough day for Tech, as the Nasdaq sinks below a key technical level, down 10% from recent highs. Is it Goldman Sachs’ fault? The bank is now forecasting 4 rates hikes this year. We’ll get latest on the Fed & the fallout. Plus, it’s been one year since ‘Meme Mania’ consumed markets. We’ll look at the biggest winner & losers since then. And, J.P. Morgan Chase Chairman & CEO Jamie Dimon joins...

The jobs reports disappointed once again, though the unemployment rate fell below 4%. So do we have a strong labor market or not? We’ve got both sides of that debate covered. Plus, Bitcoin just hit its lowest level since September, but drops like these have happened before. Will it bounce back like always? We’ll explore. And, in today’s Rapid Fire: Gamestop’s NFT plans, the software surge and who’...

Is the Tech selloff already over, or just taking a rest? We’ll speak with the “Dean of Valuations” about where he sees value in these markets. Plus, the labor market is so strong that it’s brining the Fed off the sidelines. Will tomorrow’s jobs number keep that narrative intact? We’ll debate. And, in today’s Rapid Fire: where Wall Street sees value in some hard hit stocks, including Bed, Bath & Be...

The great dispersion continues into the third trading session of the year. High multiple stocks are suffering, while low multiple stocks outperform. Plus Value outperforms Growth, and Industrials outperform Tech. Should you chase these moves, or fade them? We’ll discuss. Plus, the last remaining Blackberry phones went dark yesterday, as the company pivots to its software business. We’ll talk to th...

Energy & Financials are flying, Tech is tanking and bond yields are strengthening. All this as a formerly dovish Fed official just got a little more hawkish. We’ll reveal the biggest threat to the market rally right now. Plus, Disney was the worst stock in the Dow last year, but Wells Fargo just named it a top pick anyway. We’ll speak with the analyst behind the call. And, in today’s Rapid Fire: b...

Markets are trying to start the year with gains, though some analysts are concerned valuations are too high coming off last year. But is the market actually *cheaper* now? We’ve got the numbers. Plus, bond yields are popping right now, as the morning breakout gains more stream. We’ll look at the global bond selloff & other trends to watch in 2022. And, in today’s Rapid Fire: analysts are placing t...

Everyone is expecting the Fed to raise rates next year. But what if that doesn’t actually happen? Why one strategist says rate hikes could be off the table completely for 2022. Plus, we’ll take a look at what’s next for bitcoin, NFTs and the rise of ‘DeFi’ as the crypto craze rolls on. And, in today’s Rapid Fire: will energy get hot again? Can the stay-at-home trade rebound? And what do you do wit...

Markets are nearing record highs, despite surging Covid cases and fresh lockdowns across China & Europe. We’ll speak with one economist about why he’s unwaveringly optimistic about the future. Plus, it’s been a tough go for Robinhood, on pace for its worst month ever. We’ll speak with Wall Street’s most bullish analyst about why he’s sticking with it. And, in today’s Rapid Fire: Tesla’s safety rec...

The S&P 500 was unable to clinch a 70th record closing high yesterday. Will today be the day, or is the Santa Claus rally already over? We’ll debate. Plus, Brian Sullivan peers into his 2022 ‘crystal ball’ to reveal the top 5 predictions he has for markets & the economy in the year ahead. And, in today’s Rapid Fire: crypto gets crushed, the building boom continues, an inflation indicator, and can...

The S&P 500 is trying for its 70th record closing high of the year. We’ll tell you the best places for your money as we near a record finish to 2021. Plus, President Biden is calling in more regulatory reinforcements to try and fight soaring inflation. Will his strategy work? We’ll debate. And, in today’s Rapid Fire: will there be less bite and more bark for the “dogs” of the Dow next year? We’ll...

Wall Street shrugging off Omicron concerns with the S&P 500 hitting a record intraday high…we get a few under-the-radar small cap plays to invest in now. Demand for at-home rapid Covid tests still outrunning supply, but just how good are they at detecting the Omicron variant? A leading infectious disease doctor weighs in. And cruise lines get hit yet again as four sailings are turned away from por...

Stocks are rising for a third straight day, but there are still some major concerns out there – including inflation and the Fed’s reaction to it. We’ll take a look at what it all means for markets in 2022, and tell you how to position your portfolio for the year ahead. Plus, Omicron continues to surge just as folks get ready to celebrate the holidays with friends and family. Will the outbreak get...

Markets are higher again today, but after a series of huge moves, the action is relatively calm. Does that mean the dust has settled and it’s safe to dive back in? We’ll give you some names that are attractive here. Plus, we’ll hear from an Apple watcher who says supply chain pain could cost the company billions of dollars more than previously thought. And, in today’s Rapid Fire: analysts are maki...

Stocks are bouncing back following three straight down days. Does that mean the ‘Santa Claus rally’ is back on Wall Street? We’ll debate. Plus, we’ll dig deeper into some key sectors to figure out where they might be headed in 2022, and tell you how to position for the new year. And, we’ll speak with the head of a company that’s figured out a unique way to offset inflation and rising food prices:...

Markets are down again today, and for the fifth time in the past six sessions. Sure Omicron is hurting sentiment, but we’ll at some other factors adding to the selling too. Plus, Senator Joe Manchin says he opposes President Biden’s ‘Build Back Better’ plan. We’ll tell you what that means for GDP. And, have you seen the line for Covid tests lately? We have too. We’ll tell you which stocks will act...

Kelly sits down with the Chairman and CEO of New Jersey utility company PSEG, Ralph Izzo, to discuss the reason why Europe's energy crisis is so much worse than the U.S. this year, the difference in carbon markets and prices, whether the grid can handle more extreme weather events in the years to come, and promising new developments in his specialty field: nuclear fusion . Ralph also tries to conv...

Between inflation and Covid, the stock market is dealing with a lot of moving pieces right now. We’ll look at why AI, Big Data and cybersecurity could be good bets right now amid rising worries. Plus, staples are having a great month, but not all of them are created equal. We’ll give you our top picks for safety. And, in today’s Rapid Fire, we’ll talk the semi slowdown, why J.P. Morgan is ‘lovin’...

The Dow is holding onto early gains, but the Nasdaq is the big loser today – and the only major index still lower for December. So what’s changed since yesterday? And how do you play this market? We’ll ask the experts. Plus, AT&T is getting a boost today on an upgrade at Morgan Stanley. We’ll speak with the analyst behind the call for 20% upside from here. And, in today’s Rapid Fire: Google vs. Di...

Markets are trading in a tight range as investors brace for one of the most anticipated Fed decisions in a long time. With inflation running at a 39-year high, Jerome Powell surprised markets last month by retiring the word “transitory” and admitting it’s time to considering speeding up the taper. What does it all mean for the markets and the economy? We’ll ask the experts, and cover every angle f...

Kelly speaks with BMO’s Simeon Siegel. They talk about how Peloton shares have fallen sharply, just like Simeon warned they would; how that restores his faith in efficient markets; and what it was like for him when they were trading above $100. They also talk about how wholesale is making a comeback as a business model, what that means for stores like Macy's and Nordstrom, and why Traeger grills a...

The ugly PPI report has sent stocks into the red, as the Fed kicks off its big two-day meeting. Will they look at the data and start to taper faster? We’ll debate. Plus, media stocks have been crushed lately, but trying to stage a comeback today. We’ll look at what’s driving the losses and who’s best positioned for a turnaround. And, in today’s Rapid Fire: we’ll bring you some big calls for 2022,...

Is it time for markets to start preparing for a worst-case scenario from the Fed? We’ll tell you what that could look like, and the likely stock winners & losers too. Plus, 2021 is shaping up to be the year of the merger, with record M&A deals. Who’s best positioned to benefit if that momentum continues into 2022? We’ll explain. And, in today’s Rapid Fire: Apple’s ascension to $3 trillion, Harley...

In this conversation, Kelly covers everything from her unlikely entry into the world of cryptocurrencies to the next hot investment with venture capitalist Sarah Kunst of Cleo Capital, which was involved in a big fundraise at the Winklevoss twins’ Gemini. Sarah talks about the way she fell into the space, why she keeps buying the crypto dips and why she’s dipping her toe into the clean energy name...

Stocks are on track for big weekly gains, despite the biggest jump in inflation in nearly 40 years. And even with the nasty headlines, bond yields are moving lower today. We’ll try to make sense of it all. Plus, restaurants are feeling the inflation pinch. We’ll look at who’s hurting the most, and who’s best positioned to weather the storm. And, in today’s Earnings Exchange: we’ll bring you the ac...