The Exchange

Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ll speak with an expert who says $120/barrel could still be on the horizon. And, in today’s Earnings Exchange: we’ll giv...

The Fed faces a challenge unlike anything Kelly’s seen before. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

St. Louis Fed President James Bullard says the Fed needs to “front-load” tightening, and it’s credibility is now on the line. But one key data point just showed a *tiny* bit of breathing room on the inflation front. We’ll explore that and what it means for stocks. Plus, it’s not just inflation – the supply chain has struggled from overwhelming demand too. The CEO of PGA Tour Superstore joins to te...

Kelly explains why the economy is running too hot for the Fed’s liking right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why it’s not worth sounding the alarm on the flattening yield curve just yet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s being called the earnings season that reshaped Tech, and the “Dean of Valuation” joins us with the names he likes now. Plus, we’ll speak with the CEO of an under-the-radar mortgage company that actually *benefits* from rising rates. And, Simpler Trading Director of Options Danielle Shay joins us for “3 Buys & A Bail” – and you won’t believe the names she’s bailing on today. Hosted by Simpleca...

Kelly sits down with Drew Elliott, the man behind "viral" hits like Kim Kardashian's famous Paper magazine cover from 2014. He shares his insight about how all brands and companies can grow their internet presence today--even ones that are less visual than MAC Cosmetics, where he is now global creative director. He talks about how brands have become networks, why being on TikTok is so important, h...

Inflation came in way higher than expected today, and now economists are scrambling to catch up amid the biggest surge in 40 years. And we’re starting to see markets price in upwards of 6 rate hikes this year. We’ve got the latest data and what it means for markets. Plus, car prices have soared to unimaginable levels over the past year. But are they starting to turn for the better? We’ll speak wit...

In today’s show we check in with legendary investor Bill Miller. We’ll get his thoughts on markets, the Fed, inflation, crypto & more. Plus, we’ll give you an under-the-radar reopening play that’s not a cruise line or travel company, but may still have plenty of pent-up demand. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Uber, Disney and Twitter with r...

The 10-year yield is closing in on 2% for the first time in nearly two years, while experts brace for another 7% CPI print tomorrow. We’ll look at why stocks are rallying in the face of all of this. Plus, Pfizer shares are dropping after earnings, falling short of forecasts despite surging vaccine revenues. We’ll speak to the CEO about all of it. And, in today’s Earnings Exchange: we’ll bring you...

It’s a new week, and we have a new set of challenges facing investors – mainly from the Federal Reserve. We’ll talk to David Zervos as yields hover at the top of their recent range, and as we await the CPI report later this week. Plus, Frontier is buying Spirit Airlines in a $6.8 billion deal. Will more – and bigger – airline M&A deals be next? We’ll explore. And, in today’s Earnings Exchange: we’...

After this morning’s strong jobs report, the question now is: how many rate hikes from the Fed? We have brand new data which might surprise you. Plus, crude is spiking again, now above $92 per barrel. We’ll look at the impact $100 could have on the economy, if it gets there. And, we’ll bring you a Friday edition of “3 Buys and a Bail” after some of the wildest stock moves we’ve ever seen this week...

Kelly sits down with two very familiar faces to CNBC viewers: Jon and Pete Najarian. They discuss how they made their ways into the NFL, then wound up in the Chicago trading pits. Jon and Pete reveal the ups and downs in their careers, their thoughts on recent NFL controversies, and how they put made “unusual activity” their signature. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...

Meta’s big earnings miss has the stock on pace for its worst day ever, and dragging other social media names right down with it. We’ll take a hard look at the results & guidance. Plus, there’s plenty of nervousness about tomorrow’s big jobs report, with experts bracing for big declines due to Omicron. We’ll get an inside look at the labor market. And, in today’s Earnings Exchange: we’ll give you t...

After two years of buying stuff and skipping experiences, is that trend about to reverse? We’ve got the numbers, and the market impact – from stocks to inflation. Plus, all of these new experiences mean a lot more flying and driving. Is there more room to run in oil & energy stocks? We’ll get some top picks for 2022. And, in today’s Earnings Exchange: we’ll give you the story, the action and the t...

Yields spiked this morning after the ISM Prices Paid Index reversed higher again – the last thing the Fed wants to see right now. But which tools will be more effective in battling it: rate hikes, or cutting the balance sheet? We’ll ask the experts. Plus, PayPal reports earnings tonight, and the stock is down 25% since it abandoned its pursuit of Pinterest. What can turn it around? We’ll explore....

Kelly explains why investors should keep a close eye on the flattening yield curve. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly sits down with Mark Douglas, CEO of MNTN, about the company’s “Creative as a Subscription” model, the big firms investing big money, how MNTN plans to change the future of TV advertising…and what it’s like to work with Ryan Reynolds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq is trying to avoid posting its worst January ever, but headed for a doubt digit drop this month either way. Will February usher in a break from the selling and volatility? We’ll give you a list of names to buy right now. Plus, a lot of the shine has suddenly rubbed off on streaming stocks. Is the business model broken? We’ll debate. And, in today’s Earnings Exchange: we’ll give you the...

Another topsy turvy trading session, with the Dow sinking more than 350 points before reversing and turning positive. The Nasdaq is higher at the moment, but still on pace for its worst month since October 2008. We’ll look at the key takeaways from tech earnings, and see how next week’s results could impact markets. Plus, Biotech has been a horrible bet lately, with the XBI & IBB ETFs both down ar...

There’s been volatile trading since the Fed’s meeting yesterday. Futures plunged, then stocks surged at the open, and now they’re losing gains. The Nasdaq is still on pace for its 5th straight down week, and we’ll speak with an expert who warns that tech still isn’t a buy. Plus, we’ll look at 5 key tailwinds for commodities that could give the sector a long-term boost. And, in today’s Earnings Exc...

We’re just an hour away from today’s big Fed decision, where Jerome Powell is expected to telegraph a rate hike in March. Is this a sell-the-rumor, buy-the-fact moment? Or could markets still be surprised to the downside? We’ll debate. Plus, Tesla reports earnings after the bell. The stock is down 10% this year, but Elon Musk might be back on the call. We’ll bring you a preview. And, after the sel...

Markets are down once again, but above the lows from yesterday’s carnage. We’ll speak with an expert who has several oversold stocks that you can still buy here. Plus, billionaire investor Marc Lasry joins us live with his take on volatility, the Fed, rates and more. And, we’ll highlight Microsoft earnings on deck, pain for solar stocks and the great homebuilder debate. Hosted by Simplecast, an Ad...

Kelly sits down with Jonathan Chaplin of New Street Research to discuss what the internet will look like over the next five to ten years and who the major players will be. What is the future of Comcast, Charter, Verizon, AT&T, T-Mobile, and Dish? Will Elon Musk's Starlink satellite internet play a major role, or not? Will Netflix and other streaming services stay independent or be possible acquisi...

Kelly talks to Chargepoint CEO Pasquale Romano about the future of electric vehicles, the impact on his company—and society as a whole—and why the alternative energy space has been so beaten up as of late. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.