The Exchange

“No landing” might be the new consensus, and our market guest is sounding the alarm, saying the market is overvalued and recession risk is super elevated. Plus, Carvana shares are rallying today, now up 1,000% from their lows. Are investors giving the company too much credit for its move to deleverage? And we’ll delve into the roadmap for home prices and inventory in light of a surprise drop in ne...

KPMG’s Diane Swonk sees a trifecta of headwinds for the economy, but still believes the US could avoid recession.  With just days before the release of “Barbie,” Roth MKM has a retailer that’s poised to pop.  Plus, Evercore ISI is “PINS it to Win it,” and has four reasons Pinterest is at a fundamental inflection point.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...

From “hard landing” to “soft landing” to the economy taking off again, our market guest has one sector where he sees a multi-decade runway developing. Plus, credit card usage and debt levels are climbing. How significant are the consumer cracks bubbling under the surface? We’ll ask the CEO of Primerica. And a power player in the lithium space (and Tesla supplier) joins Kelly with the company’s lat...

A federal judge deciding Ripple’s token isn’t a security…kinda. The CEO tells us why he’s counting the decision as a win.  Citi CFO Mark Mason breaks down second quarter earnings and tells us his plans to help boost Citi stock performance.  Plus, a super bullish call on Spotify.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal...

Former Dallas Fed President Robert Kaplan argues government spending is forcing the Fed to keep rates high.  Disney CEO Bob Iger will be at the helm through 2026 and he’s got big plans for its networks.  Plus, thanks in part to today’s cooling inflation data, stocks could be at a Goldilocks moment, according to one strategist.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for info...

With the S&P and Nasdaq hitting 52-week highs, our small cap portfolio manager says a new investing trend is emerging, even as mega cap tech keeps rallying.  Not all AI ETFs are created equal, warns Bank of America’s Jared Woodard.  And between slowing parks traffic and box office disappointments, there could be trouble brewing in the Magic Kingdom. Hosted by Simplecast, an AdsWizz company. See pc...

Talk of a recession just around the corner has been going on for a long time. One economist says it’s finally time to move on, and he has four indicators that are keeping him steadfastly bullish. Plus, Amazon’s Prime Day is underway, but is the bump to its bottom line overstated? We’ll look at the bull case for the stock. And the Microsoft-Activision deal is moving closer to the finish line. We’ll...

Our market guest says a July rate hike would be a “huge mistake” by the Fed. He’ll explain why as one CEO warns that the bond market is flashing troubling signs. Plus, a bullish call in one part of the REITs sector. And with Threads crossing 100 million signups, we’ll discuss its ad ambitions as it looks to take on Twitter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat...

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Forget FOMO, because “greed eventually replaces fear”, according to our market guest. He’ll tell us where he sees the biggest opportunities. Plus, the Supreme Court is blocking President Biden’s student loan forgiveness plan. We’ll look at the under-the-radar names most at risk. And a tale of two housing markets: The numbers you need to know whether you’re a buyer, seller, or investor. Hosted by S...

The IPO market is definitely opening back up, but is the hype overdone? We look at three names making their public debut. Plus, Overstock.com is buying Bed Bath & Beyond’s intellectual property, and plans to change its name to reflect its big buy. Overstock’s CEO joins us to discuss. And will the Fed’s new payment system help or hurt fintech stocks? Our guest says next month’s launch makes him bea...

Pres. Biden delivers a major address on “Bidenomics,” his vision for growing the economy. Plus, Fed Chair Powell says more “restriction” is coming to monetary policy. We’ll look at the implications for the economy. And the IPO drought could finally be coming to an end. Bob Pisani has a preview of the names going public this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in...

Investor Kyle Bass bet big against subprime mortgages ahead of the 2008 financial crisis, and now he’s betting against office space. He joins Kelly to defend his call. Plus, our market guest has two international AI plays for your portfolio, and one of them has matched Nvidia’s gains YTD! And is the IPO freeze starting to thaw? We’ll debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...

Russian President Vladimir Putin faced the biggest threat to his leadership this past weekend, but our guest says the game of thrones around him is just beginning. We’ll look at what’s next and how to position. Here at home, our market guest says the setup for small caps is pointing to a major cycle run. She’ll bring us the names she likes the most in that trade. And Netflix is gaining while legac...

All three major averages set to snap weeks-long winning streaks, but one economist is calling this ‘a lazy bull market.’  A new Florida bill goes into effect on July 1 barring foreign nationals from China and six other countries from buying what the state deems sensitive American land. Real estate investor and developer Don Peebles weighs in…and tells us the states and cities that ban could benefi...

Fed Chair Powell repeating there’s a long way to go in the fight against inflation in his Senate testimony today. With the surprise half a point hike from the Bank of England just the latest hawkish move from a global central bank, could the Fed follow suit at its July meeting? The economics are ‘horrible (but unsurprising)’ at Intel, according to one analyst. He tells us what could finally turn t...

Fed Chair Jay Powell testifying on the Hill today, and not letting go of the Fed’s 2% inflation target. Former NEC director Larry Lindsey weighs in on what he expects from the July meeting.  Barclays downgrading Tesla to equal weight, but hiking their price target. We talk to the analyst behind the call.  Plus, one strategist says the mega-cap tech rally is running out of steam, he gives us the sm...

A new CNBC economic survey revealing most economists see improving growth this year, so could we avoid a hard landing? Wells Fargo’s Chris Harvey says not so fast, he tells us why he’s breaking out the 1999/2000 playbook.  May housing starts surging on the heels of strong homebuilder sentiment. We talk what’s next for the real estate market.  Plus, nevermind the mega cap tech stocks, there’s a rot...

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains how markets are bucking conventional wisdom here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Mediterranean chain restaurant Cava soaring in their market debut, but will it be enough to inspire others to go public?  The CEO of one of the largest non-bank lenders in the US joins us with the opportunities he’s seeing in commercial real estate and why this could be one of the best years in his 20+ year-long career.  Plus, “Black Swan author” Nassim Nicholas Taleb warns the current m...

Kelly’s Power Lunch co-host Tyler Mathisen joins for a special Fed Decision edition of The Exchange, covering the intersection of politics, policy, and your money. Congressman Brad Sherman (D-California) weighs in on bank regulation, while Senator Bill Hagerty (R-Tennessee) stresses the importance of Secretary of State Blinken’s trip to China. Plus, Dan Clifton of Strategas’ on the what could turn...

Bank of America CEO Brian Moynihan weighs in on the state of the economy, what the Fed should do next, and the strength of his bank’s balance sheet.  We look at the cardboard box indicator and what that tells us about the chances of a global recession, and what could keep one at bay.  Plus, we take a deep dive into the super high-end real estate market in NYC and who’s managed to get it right.  Ho...