CNBC
Morning Call
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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Episodes
How the G-7 Deal on a Global Corporate Tax Rate Will Impact Countries and Companies; You May Have "Meme" Stocks in Your Portfolio, and Not Even Know It; Why One Top Investor Says Healthcare and Media Stocks Are Finally Having Their Day In the Sun 07.06.2021 45:10
Kate Barton of EY and Anna Palmer of Punchbowl News weigh in on the impact the G-7's deal on a 15% minimum corporate tax rate will have on multinational companies, and whether other countries will back the proposal. Plus, Larry McDonald of the Bear Traps Report discusses how wide and far the "meme" stocks have spread their wings into mutual funds and ETFs. And, David Katz of Matrix lays out what i...
One Investor Explains Why He's Still Riding the AMC Rollercoaster; Get Ready to Pay Up At Hotels as Travel Rebounds; The Top Insider Buys of the Week 04.06.2021 45:36
One professional investor discusses his rationale for investing in AMC's stock, and why he's held shares for much of the past year. Plus, a new report by PwC hints at how much we may have to pay to book a hotel room or airfare as travel rebounds this summer. And, your exclusive look at this week's top insider buys, including why one exec is falling in love with Bumble. Hosted by Simplecast, an Ads...
Metals March Higher, But Is There Any More Meaningful Upside For Copper, Aluminum and Gold?; What’s Separating AMC From the Rest of the “Meme” Stock Pack; On The Road Again: Where We’re Headed and Want To Go 03.06.2021 45:13
Top commodity strategist Michael Widmer of Bank of America discusses what’s really been driving the record rally in metals this year, from copper to gold and aluminum. Plus, Peter Madigan of BNY Mellon Markets makes the case that AMC is different than the other “meme” stocks, and the company has legs to stand on. And Today’s RBI: Americans are hitting the road again, but where are they going and h...
Back From The Brink: Weatherford CEO on Relisting Shares on the NASDAQ; How One of Europe’s Biggest Unicorns is Disrupting the Insurance Business; Why Zoom Can Still Prove the Stay-At-Home Trade Can Make You Money 02.06.2021 45:29
A First-On-CNBC Interview with the CEO of Weatherford, the oil & gas services company that’s relisting shares on the NASDAQ today, two years after filing for bankruptcy. Plus, how WeFox is shaking up the traditional insurance business in Europe with the use of artificial intelligence. And, a top analyst says there’s still room for Zoom to grow even as the pandemic ends and people meet more in pers...
RBC on OPEC's Debate Over Easing Supply Curbs; A New Push to Support Black Businesses On the 100th Anniversary of Tulsa; Theater Chains Are Very Optimistic Over the Summer Movie Season 01.06.2021 45:31
RBC's Helima Croft discusses what's at stake at today's OPEC+ meeting, amid an increase in global fuel demand and the expectation Iran may return more supply to the market. Plus, on the 100th anniversary of the Tulsa massacre and destruction of "Black Wall Street," companies are launching a new push to create and support Black businesses. And, the CEO of Bow Tie Cinemas says the monster opening fo...
NYC beaches reopen, Indy 500 weekend, Insider buys 28.05.2021 45:43
New York City beaches are reopening on Saturday. We speak with the NYC Parks Commissioner about what to expect this year. Plus, the Indy 500 kicks off this Sunday. We speak with two-time winner Juan Pablo Montoya and Indianapolis Motor Speedway President Doug Boles about the event. And Brian’s Insider Buying segment is back, highlighting three stocks seeing a big amount of insider buying this week...
Oil’s turnaround, Cybersecurity disruption, The Dow’s birthday 27.05.2021 45:30
Wednesday was a pivotal day for big oil and gas companies. We speak with CalSTRS CIO Chris Ailman about the implications for the planet. Plus, cybersecurity firm Cybereason ranked #32 on this year’s Disruptor 50 list. We speak with the CEO. And it’s the Dow’s birthday! We check in on some of the stocks from its original Dow 12 index. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswiz...
Gojek Co-CEO talks disruption, Retail sector check, Seafood price surge 26.05.2021 45:25
The eighteenth company on CNBC’s Disruptor 50 list, Indonesia-based Gojek, joins to discuss his company and the Super App space. Plus, we discuss the retail space with Dana Telsey during a busy couple weeks for earnings. And seafood prices are surging—we discuss the space ahead of Memorial Day weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our...
Guggenheim's Scott Minerd says Bitcoin has yet to hit bottom; Why Nike, Under Armour and Lululemon are falling out of favor with consumers on social and environmental issues; How one iconic landmark in the City of Brotherly Love is opening its doors as CO 25.05.2021 45:42
An exclusive conversation with Scott Minerd of Guggenheim Partners on where bitcoin and other cryptocurrencies are headed, and whether the Fed is right on its take on inflation. Plus, Stifel launches a new sustainable brand & lifestyle index tracking how companies fare on ESG issues. And, how the landmark Franklin Institute in Philadelphia is prepping for a full reopening ahead of the Memorial Day...
Crypto collapse, 6-month sector returns, Tax cheats 24.05.2021 45:39
Cryptocurrencies have been selling off all week and into the weekend. We discuss what it means for the broader markets and where they could go next. Plus, Brian Sullivan’s RBI focuses on comparing sector returns over the past six months. And our own Robert Frank joins to discuss how much wealthy tax cheats are costing the IRS. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com f...
Big oil call, Rising risks, Insider buys 21.05.2021 45:04
Barclays has put out a big call on BP. We speak to their Oil and Gas analyst. Plus, risks are rising for homebuyers—our own Diana Olick has the latest. And Brian’s weekly segment is back, highlighting the top five stocks seeing the most insider purchasing this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data f...
Crypto crunch, Retail earnings, Oil gushes higher 20.05.2021 45:42
Cryptocurrencies are experiencing a big pullback. We discuss the volatility and speak with Morgan Creek’s Mark Yusko about what investors should do. Plus, retail earnings have been surprising to the upside—we speak with Refinitiv’s Jharonne Martis about the space. And Oil prices are gushing higher—we speak with Miller Tabak’s Matt Maley about why. Hosted by Simplecast, an AdsWizz company. See http...
Retail earnings, Met Museum, Nirvana auction 19.05.2021 45:22
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 co...
AT&T/Discovery fallout, Hostess CEO on snacking, NYC subway ridership 18.05.2021 44:36
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...
Top Tech Analyst on The “White Knuckles” Trade in the Sector; How Investors Can Navigate the Threats to the Oil & Gas Industry; “Building” A Portfolio Through Infrastructure and Real Estate Stocks 17.05.2021 45:10
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 Simple...
Coinbase and crypto, Oil update, Disney earnings review 14.05.2021 46:25
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 AdsWiz...
Colonial Pipeline, Markets sell off, Investment banking update 13.05.2021 45:14
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...
Colonial Pipeline fallout, Big tech’s comeback, The state of renting 12.05.2021 45:00
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...
Seeking Value in the Regional Banking Stocks; Why the Cyber Attack on the Colonial Pipeline Should be a “Sputnik” Moment for the U.S.; What’s Behind the Spike in Pork and Beef Prices 11.05.2021 44:36
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 sk...
Colonial Pipeline hack, Lumber latest, Dogecoin and Elon Musk 10.05.2021 45:19
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.co...
April jobs report, Return-to-work tech, Insider buys 07.05.2021 46:06
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...
Solar stocks, China and Taiwan, Optimistic CDC data 06.05.2021 45:08
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.ad...
Big tech slumps, EV market, Honest Company IPO 05.05.2021 45:28
Some big tech stocks lost a combined $171B just on Tuesday. We discuss what led to the sell-off and what’s next for tech. Plus, are consumers pivoting away from electric vehicles? We have the numbers and speak to the President of Sonic Automotive. And the Honest Company goes public today. We speak with an early investor in the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...
Chemicals shortage, Capsule Pharmacy, 5 big companies 04.05.2021 45:16
There is a global shortage of chemicals, due to shutdowns and high demand. We speak with ICIS’s Head of North America about the impact to manufacturers. Plus, the CEO of Capsule Pharmacy joins to discuss disruption in digital health care. And Brian’s RBI focuses on the 5 big companies that are larger than 370 others in the S&P 500. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz....
Surprising and sobering data on the long-term economic impact of the pandemic; How President Biden will attempt to get bipartisan support for his spending plans; New mobility trends show more Americans are getting behind the wheel 03.05.2021 45:19
Paul Sheard of the Harvard Kennedy School discusses the long-term economic and financial implications of the pandemic and post-pandemic recovery. Plus, Ed Mills of Raymond James talks about the chances President Biden will get support from across the aisle for his spending plans. And, a random & interesting stat on how many more Americans are now hitting the roads to go just about anywhere. Hosted...
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