The Exchange

The extra $600 per week unemployment benefit is set to expire at the end of the month. What happens if it gets wiped away? We’ll explore with Evercore ISI Policy Economist Ernie Tedeschi. Also, new airfreight data indicates Asia & N. America are past the worst of the Coronavirus impact…but the Eurozone is a whole different story. We’ll discuss.  And, Goldman Sachs & Jefferies are both boosting the...

The Administration ramping up its China rhetoric and blaming several U.S. companies for being part of the problem. Is it just saber-rattling or a real new worry for Wall Street beyond Covid-19? We’ll debate. Plus, tech lower once again with Netflix leading the declines on growth concerns. By elevating one of Hollywood’s most powerful people to CO-CEO, is the streaming giant making the right move?...

Twitter is under pressure following an unprecedented hack targeting the accounts of some of its most high-profile users. A cybersecurity expert explains how this could have happened. Also, Domino’s shattered second quarter earnings estimates as delivery & takeout demand surged amid the pandemic. But can that deliver more gains for its stock? We’ll explore.  And, as growth powerhouses start to lose...

Stocks climb on Moderna’s vaccine trial news—we have the details and what the next phases will look like. Plus, Jefferies tracks real-time data like consumer foot traffic and restaurant bookings to get a better idea of how quickly the economy will recover from the pandemic fallout—their Chief Financial Economist has the details. And, what’s old is new again… The Count Basie Center for the Arts has...

Stocks surging partly on hopes more government stimulus is ahead…should investors should ride the wave of optimism or are stocks overheated? We discuss. And the coronavirus testing fiasco: wait times for results are getting longer and longer while pro-athletes in the NBA’s so-called “bubble” in Orlando reportedly get their results in hours. The Chairman of the lab conducting those tests joins us,...

Some of the most popular stocks to own on Wall Street are also the most expensive. Is it time to bet on some underdog names instead? We’ll discuss. Also, Disney says it’s closing its Hong Kong theme park amid a rise in new COVID-19 cases in China. Could Disney World in Orlando be headed for the same fate? We’ll debate in Rapid Fire. And, a new study found that more time at home is * not * the reas...

Markets are shrugging off record virus spikes and election concerns, on pace for a second straight week of gains. Is this the start of a “new” bull market? We’ll discuss. Also, Tesla shares continue driving to all-time highs. Does the stock belong in the S&P 500? We’ll debate in a scorching edition of Rapid Fire. And, while the Trump Administration considers banning TikTok, Gene Munster of Loup Ve...

Covid cases are rising, supreme drama in DC and rethinking reopenings…investors are digesting a lot of headlines today. As selling pressure creeps back into the market, how worried should you be? Plus, Wells Fargo is underperforming its peers, layoffs could be ahead, and it’s the only bank to cut its dividend. So is the stock untouchable or ripe for a comeback? We debate. And, a new immigration po...

With stocks having a volatile session after yesterday’s selloff, two strategists on the sectors to buy and which to avoid. And Bank of America Securities’ retail analyst tells us which name she’s cherry-picking out of the wreckage and giving a ‘buy’ rating. Plus, Rapid Fire gets even hotter with the return of Bill Griffeth…the panel tackles everything from Facebook’s civil rights fallout to the re...

Tesla, Apple, Netflix, Amazon, these are just some of the same stocks that keep hitting all-times highs. This can’t be sustainable…or can it? We’ll debate. Plus, one Texas restaurant owner shares his main concern as cases in his state spike and re-opening plans get rolled back.            And, social media giants take a stand in Hong Kong but are they on a collision course with the world’s biggest...

Stocks are rallying, but big banks like Goldman and Citi aren’t running with the bulls…a look at why the markets are defying expectations and the names to own now. And the CEO of Becton Dickinson joins to discuss the company’s new rapid, mobile Covid-19 test. Plus, after the government released a list of PPP recipients, our panelists take a look at the companies that took loans, and the potential...

Investors seem to think June’s strong jobs gains may not last as the stay-at-home trade keeps going strong. Should you stick with those stocks or not? We’ll ask. Plus, an inside look at Moderna’s corporate culture and how the company became the frontrunner to develop a Coronavirus vaccine despite not having a single medicine on the market. And, McDonald’s pausing its plans for reopenings as Covid...

Reopenings and macro data were the key drivers of the market action in the last quarter, will the next six months be driven by vaccine news like today? We debate. Plus, full speed ahead for Tesla as the company becomes the world’s largest automaker by market cap. Can it keep the momentum going? We explore. And, we’ll speak with one of New York City’s largest property owners about whether rent paym...

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...