The Exchange

The Dow falling for a second straight day, while the Nasdaq touches a record intraday high ahead of the Fed’s interest rate decision. We examine the moves still available to help keep the economy humming. And the White House saying there is a very good chance there will be a fourth phase of stimulus, NEC Director Larry Kudlow joins to discuss. Plus, why Starbucks is taking a page from rival Luckin...

The Dow is taking a breather, the NASDAQ crossing 10,000 for the first time ever, and the S&P is up over 25 percent since mid-March. We look at whether this market could be topping out. Plus, legendary investor Ron Baron says Tesla will be up ten fold from where it is today, even as the stock hits all-time highs. Will he be proven right? We debate. And…why work from home could backfire for compani...

With stocks continuing to rally--despite the National Bureau of Economic Research declaring the US is in a recession--a top asset manager discusses the sectors that are poised for gains. And, the CEO of Empire State Realty Trust, which ones the famed Empire State Building, discusses the reopening of NYC and what the city looks like post-COVID 19. Plus, Google pays billions of dollars to be the def...

Today’s jobs report defying all expectations, showing job growth and fewer unemployed Americans. So did the stock market have it right all along? We’ll explore. Plus, Boeing shares up 124% and Apple up 50% since the March lows, we’ll take a closer look at what’s driving the gains of these two Dow Powerhouses. And, the surge in bond yields isn’t great news for homebuyers shopping this weekend. We’l...

Markets on track for their third straight week of gains, but can you trust the rally? One strategist says he’s not overreaching right now. And, the CEO of the largest minority- and woman-owned investment bank joins us to talk everything from how to make businesses more inclusive to the muni bond market. Plus, with retailers not paying rent, we take a look at the legal battle commercial landlords w...

Stocks staging yet another rally today, one strategist tells us why small caps are the next big thing. And Franklin Raines, former Fannie Mae CEO and the first African American CEO of a Fortune 500 company, weighs in on what corporate America needs to do to help heal the country during this time of social unrest. Plus, the CEO of Silicon Valley Bank discusses whether IPOs are set to stage a comeba...

With stocks shrugging off ongoing civil unrest in America on top of coronavirus concerns, we take a look at why the markets don’t seem to care and what you should do with your money.  And a former retail CEO weighs in on why he’s staying positive on the sector, while also anticipating big corporate changes thanks to the COVID-19 pandemic. Plus, Facebook employees organize a virtual walkout after i...

The market adding civil unrest to the wall of worry, which already includes the showdown with China and the Coronavirus Pandemic. Are investors walking into a trap? We’ll take a closer look. Plus…what NASA and SpaceX’s historic launch means for the future of American spaceflight, SpaceX, and Tesla, as Elon Musk’s reputation keeps growing. And, why NIKE saying “Don’t do it” could be a lesson for ot...

Stocks had a nice run this month but just as the markets are finding their footing, investors have to deal with a new worry, China. We look at what’s at stake for your money. Plus, the war of words between the White House and Twitter heating up, the stock is down again, is Jack Dorsey going to regret policing political speech? We have the latest. And more on the epic supply shortage in housing, th...

National Economic Council Director, Larry Kudlow, sounds off on U.S.-China tensions, the state of reopening, jobless claims, paying companies to come home, and paying workers bonuses to get back to work. Plus, the man behind the idea of back-to-work bonuses…Senator Rob Portman joins us with a closer look at how his plan would incentivize the unemployed to find a job. And, new retail data that caug...

Another rally on Wall Street and two strategists both say there’s more room to run…where they’re finding opportunities. The CEO of AbCellera joins to discuss the company’s partnership with Eli Lilly in the race for a COVID-19 antibody drug. And two policy strategists weigh in one of the biggest and most underappreciated risks for the market right now. Plus, a ‘cool’ trade for the summer. Hosted by...

As stocks stage a major rally on vaccine hopes, two strategists reveal where they’re hunting for yield—including an under the radar play. Plus, one economist explains why he thinks a V-shaped recovery could still happen. And HBO Max, the most expensive streaming service to hit the market, launches tomorrow…the man behind it joins to talk timing, content and competition Hosted by Simplecast, an Ads...

Protests erupting in Hong Kong after China’s government proposed a new security law aimed at bringing Hong Kong under full Chinese control. We look at the fallout for the markets, and the complicated position it puts the U.S. in. Plus, there’s one part of the market that is outperforming all three major averages and every other sector. We’ll break down what it is and if you should play it. And, Vi...

Existing home sales in April dropping to the lowest point in nearly 10 years as the market got a one-two punch from inventories and prices. So did we hit a bottom in April? And how quickly can the housing market recover? We’ll take a closer look. Plus, the world is racing to develop Covid-19 vaccines at record pace, and at a time when there’s still a lot we don’ t know about the virus. We look at...

With growth stocks are outperforming value names by the widest margin in decades, two portfolio managers duke it out over which is the better bang for your buck. And, from mortgages to mansions—we get reads on the hottest trends in housing. Plus, the CEO of Sony Pictures entertainment joins to discuss Apple TV spending $70m for its new Tom Hanks’ picture and the future of the movie industry as sta...

After Secretary Steve Mnuchin and Fed Chair Jerome Powell gave remote testimony in front of the Senate Banking Committee, we discuss what the next phase of relief out of Washington could look like. And as the retailers report earnings this week, we take a look at why the good ol’ honey-do list could be one of the new trends in the sector. Plus, as banks underperform, the CEO of KBW, which advised...

Markets rallying on promising vaccine news and reassuring words from Federal Reserve Chairman Jay Powell. We’ll talk about what it means for your investments. Plus, investors -big and small-are flocking into the biotech sector in large numbers. We’ll look at the names they’re flowing into and whether you should follow suit. And, if Michael Jordan were a stock, analysts would have a buy rating on t...

Stocks continue to sell off amid increasing China tensions and some weak economic data. One of our guests says there are five things that could cause a another selloff from here. He tells us what they are. Plus, there’s so much we don’t know yet about Covid-19, including what role genetics may be playing in how severely someone gets infected. The CEO of 23andMe joins us with what her company is do...

Eurasia Group’s Ian Bremmer says we’re in the first Depression of our lifetimes and massive relief and subsidies are needed to get us through it. He joins us live with how much pain he sees ahead. Plus, we check back in with one luxury mall owner and operator since he started reopening some of his properties. He tells us how much foot traffic he’s seeing and which brands are doing better than othe...

Stocks selling off as Fed Chair Jay Powell delivers downbeat commentary earlier in the day, adding him to the list of heavyweights, including Warren Buffett and Sam Zell, to warn about the economy. So, should investors be ready for a long winter as we head into summer? We discuss.   And, companies shifted supply chains from China to other parts of the world like India and Vietnam due to the US tra...

A slew of policymakers have come out against the idea of negative rates in the past couple of days but the President likes the idea. We take a closer look at whether negative rates would do more harm than good to the U.S. Plus, the Fed is boldly going where it’s never gone before….the ETF market, specifically corporate bond ETFs. We’ll look at why this could help brighten economic prospects not ju...

Disney reopening its Shanghai Disneyland, making it the first park to reopen during the COVID-19 pandemic—we go live to Shanghai for the details and hear from Disney CEO Bob Chapek on Disney’s path forward to reopening. Plus, the Department of Justice’s assistant Attorney General for National Security joins to discuss the “holy grail” of biomedical research and why China is launching cyberattacks...

20.5 million jobs were lost in the month of April, sending unemployment to 14.7%. Labor Secretary Eugene Scalia joins to discuss the economic impact and whether the worst is behind us.  Plus, during record unemployment, a check on the top industries hiring and the positions that are most in-demand. And, with the NFL announcing its full-season schedule yesterday, we’ll get an inside look at the tim...

Stocks rallying on positive drug news, earnings, and optimism that the economy will improve as states start to reopen. We’ll look at how investors should position themselves as the markets and the economy show signs of life. Plus, a battle is brewing in the education world as to when colleges should open. We’ll speak with the President of the Arizona University who says they’re absolutely planning...

Companies across all sectors are pulling guidance as Covid-19 continues to take its toll on the economy. So how do you invest in a market with no clear outlook? We’ll ask the experts. Plus, a new study by the Federal Reserve shows loans haven’t been going to the hardest-hit areas. We’ll tell you why. And, as auto sales have been hit hard, we’ll speak to the CEO of one company that’s found a way fo...