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TitreDateDurée
Warning Sign for the Fed?, Powering AI Demand, Gen-Z Love Story 8/30/2430 Aug 202400:43:23

The soft-landing narrative is getting stronger with the Fed’s preferred inflation gauge coming in as expected. It could be smooth sailing for investors from here, but our market guest has one major concern. Plus, we’ll check in with one company that’s leveraging AI to keep the lights on, literally. And Abercrombie & Fitch is getting some love on Wall Street today, thanks in part to its inroads with Gen Z.


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Catalysts & Concerns, The Next Best Buy, A REIT to Read Retail 8/29/2429 Aug 202400:43:50

The Dow is hitting a record high on the back of Nvidia’s solid report, so what’s the next catalyst or concern for the market? We’ll debate. Plus, Citi’s analyst double-upgraded Best Buy from a sell rating to buy ahead of its blockbuster report. He’ll join us with where else he’s seeing opportunity in retail. And Tanger is uniquely positioned to monitor foot traffic with its 40 shopping centers across the country. The CEO joins us with the trends they’re seeing.


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Overlooked Market Risks, Harris’ Economic Plan, Classic Car Craze 8/16/2416 Aug 202400:43:52

Stocks are on pace for their best week of the year, but one portfolio manager says investors are ignoring two very significant market risks. Plus, Vice President Harris is laying out her economic policies ahead of next week’s DNC. And Robert Frank is in Monterey, California, with a look at the $30B classic car market and the $400M test it faces this week.


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No Cuts, No Problem?, Buy Now, Pain Later? & Supply Chain Winners 4/17/2417 Apr 202400:44:21

Has the Fed’s base case shifted from “later cuts” to “no cuts this year?” Our market guest says it doesn’t matter. He sees stocks going higher regardless. He’ll tell us why, and the one scenario that could change it. Plus, credit card debt stands at a record high. At the same time, using buy now pay later to fund purchases remains popular. Klarna has its finger on both of these trends, and the CEO is here with what he’s seeing. And, a push to on-or near-shoring supply chains is making one sector increasingly attractive. We’ll tell you which one, and the names that stand to benefit the most. 


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Tech turmoil, “preparation buying” and hedge funds playing defense26 Feb 202100:54:42
Following its worst day since October, the Nasdaq is trying to claw its way back with some gains today. Will March bring the tech trade back to life? We’ll ask the Co-Head of Goldman Sachs’ tech fund. Plus, we’ll talk to Wall Street’s #1 retail analyst, who says it’s time to get ready for the “preparation buying” phase of the recovery. And, the Gamestop frenzy nearly led to the collapse of some hedge funds. We’ll explain why they’re now using the same websites to defend themselves. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech wreck, hot new research and time to sell Netflix?25 Feb 202100:44:05
Stocks are selling off today, as fears of rising rates seep into the markets and hit the tech sector the hardest. Big names like Amazon, Apple and Facebook are down this week and heading lower. Is this a buying opportunity? We’ll debate. Plus, investors are looking for a hot new type of research these days – Reddit mentions. We’ll speak with a company offering just that. And, Laura Martin of Needham & Co. says investors should sell Netflix so they can buy into ViacomCBS. She’ll explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A market reversal, Over-stocked?, and not-so-electric24 Feb 202100:44:42
Stocks are wiping out earlier losses, as investors seem to be putting fears of rising rates aside. But why the sudden shift in sentiment? We’ll ask Angela Mwanza of UBS, and get her best practices for investors right now. Plus, shares of Overstock are sinking despite posting a solid earnings beat. We’ll talk about its outlook, the consumer and its crypto investments with the CEO. And, the electric vehicle sector is sinking this month, with some big names down 20% or more. We’ll take a close look at what’s driving the move lower. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A “long way to go”, EV battery demand gets a jolt and a crypto crash23 Feb 202100:45:19
Federal Reserve Chairman Jerome Powell said the economy has a long way to go to recover, but also committed to keeping a backstop in place. We’ll break down all of his comments from his testimony today, and what they mean for both the recovery and your money. Plus, demand for electric vehicle batteries is set to surge, and a former Tesla executive is looking to cash in. We’ll give you the key details. And, in today’s Rapid Fire: Bitcoin tumbles from record highs, Home Depot sinks despite delivering a Q4 beat and WeWork is back in the headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A shot at cruising?, a Spring Squeeze and robot warehouses?22 Feb 202100:43:41
When will Royal Caribbean and other cruise lines get back to sea? And will vaccinations be required? CEO Richard Fain joins us exclusively to discuss the path forward for travel and the pent-up demand he’s seeing for voyages. Plus, we’ll take a look at how rising mortgage rates, surging prices and tight supply could lead to a ‘Spring Squeeze’ for the housing market. And, in today’s Rapid Fire: Bitcoin whales are trimming their holdings, activist investors take aim at Kohl’s and does Instacart love robots? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
An economic temperature check, adding to the Chip Wreck and time to take Dogecoin seriously?19 Feb 202100:44:18
As the pandemic drags on, we speak exclusively with New York Fed President John Williams. We’ll ask him all about the economy, policy flexibility, inflation and the path forward for asset purchases. Plus, the semiconductor industry is facing a new problem – the weather. We’ll explain why. And, should the so-called “joke” cryptocurrency Dogecoin be taken seriously? We’ll speak to an expert who thinks so. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Robinhood’s DC debut, Miami embraces Bitcoin and the Texas Energy Nightmare17 Feb 202100:43:38
Embattled app Robinhood is set to testify on Capitol Hill about its role in the Reddit-fueled stock trading frenzy. We’ll talk to Congressmen from both sides of the aisle who are getting ready to grill the CEO. Plus, Miami is considering a number of initiatives to embrace Bitcoin and other cryptos. We’ll speak with the city’s Mayor about them. And, we’ll bring you the latest details on the energy nightmare in Texas amid the state’s deep winter freeze. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Valentine Rally, Tech’s new battle and Reddit’s next target?16 Feb 202100:43:44
Stocks continue their “Valentine” rally, setting new intraday highs in earlier trading today. But can the February surge continue? We’ll look at what could derail it, and where to put your money to work right now. Plus, North Dakota is voting on a bill that could have huge implications for Big Tech. The state senator who introduced it joins us live. And, in today’s Rapid Fire: retail traders eye Palantir’s big drop, Wall Street’s “plumbing” is clogged and Facebook could soon unveil a watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
“Stuckflation”, banks under pressure and a beauty boom ahead?12 Feb 202100:44:50

Rising commodity prices, a hot housing market, soaring stocks and trillions in stimulus sound like a recipe for inflation, right? Well…maybe not. Jim McDonald of Northern Trust explains why he thinks the economy is actually in a state of “stuckflation.” Plus, the banking industry is feeling pressure to adopt Bitcoin, and the push isn’t just from clients. We’ll give you the exclusive details. And, in today’s Rapid Fire: is a beauty boom ahead?, fleeing to Florida and an NYC staple goes from sweet to sour.  


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Embracing Bitcoin, the “audio-only” revolution and Robinhood’s front door11 Feb 202100:44:29
Bitcoin hits another record high today, as BNY Mellon and Mastercard join firms embracing cryptocurrencies. We’ll look at what it means for the industry, and how it could open up the gates for new investors. Plus, the recent rise in popularity of Clubhouse could spark an “audio-only” Internet revolution. We’ll explain why. And, angry Robinhood customers are showing up at the company’s Menlo Park, CA doorstep. We’ll give you the key details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/2416 Apr 202400:46:47

The bond market is keeping stock gains in check as we prepare to hear from Fed Chair Powell this hour. We’ll bring you the headlines and reaction from BNY Mellon’s CEO. Plus, the winners and losers ahead of REIT earnings as office vacancy rates hit a 20-year high. And housing starts just posted the biggest drop in 4 years, but one name is better-insulated from high rates, according to our analyst.


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A warning shot?, the commodity climb and “chip”-ping away at supply10 Feb 202100:44:53
The Reddit Revolution is shifting its focus to marijuana, with pot stocks headed sky-high today. We’ll discuss why one strategist thinks the retail trading army may actually change the game. Plus, name a commodity, and it’s probably soaring in price. Is a ‘supercycle’ underway, and could it bring inflation with it? We’ll debate. And, a growing chip shortage could impact multiple sectors, including some unusual ones. We’ll explain why autos could get hit the hardest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Wall of winning, the $77B industry and a brewing worker battle09 Feb 202100:44:34
Stocks, oil, commodities, cryptos and metals…there’s no discriminating when it comes to winning in this market. Can this commodity boom continue to blast off into outer orbit, or will it turn into a bust? Our market experts debate. Plus, we’ll speak with NFL star Russell Wilson about his new venture to help turn youth coaches into superstars in kids’ eyes. And, we’ll explore why companies are having to pay workers to get vaccinated, including a frontline battle brewing for grocery stores. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Priced for perfection?, an eyebrow-raising move and a unionization situation08 Feb 202100:44:33
Vaccinations, falling new virus cases and stimulus measures all have markets higher again today. But are we finally closing in on the end of a big run for stocks? Our market experts debate. Plus, could the SEC have a problem with Elon Musk’s tweeting ahead of Tesla’s $1.5 billion stake in Bitcoin? We’ll explore. And, we’ll explain how one Amazon facility in Alabama could change how more than 1 million employees work and get paid. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A “SPAC” Attack, the restaurant recovery and the student loan perk05 Feb 202100:44:52
The latest hot investments – SPACs – are getting a lot of attention from short sellers lately. Will the Reddit Rebellion come calling too? We’ll ask Pacific Square Research’s Herb Greenberg. Plus, the CEO of Dickey’s Barbecue Restaurants joins to discuss the latest relief bill and the path forward for restaurants. And, doggy day care, free rides and student loan relief are just some of the new perks companies are using to lure in top talent. We’ll explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Playing catch-up, a wild ride and the new kings of ESG04 Feb 202100:45:23
Mitt Romney just revealed a big stimulus surprise, while COVID-19 cases continue to fall fast. With your money moving higher again, we’ll tell you how to follow the market and prepare for what’s ahead. Plus, we’ll take you deep inside the “Reddit Rebellion,” including the story of a 24 year old who turned $500 into $203,000. And, when it comes to environmentally or socially-conscious investing, the offerings are not one size fits all. We’ll explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Overstock CEO Battles Short-Sellers, Visa CEO on Consumer Growth and the Stock Markets’ New Driver03 Feb 202100:44:05
Overstock CEO Jonathan Johnson discusses his ongoing battle with the short-sellers. And Visa CEO Al Kelly weighs in on consumer growth—where it’s strongest and why he still hopes to do a deal with Plaid. Plus, it’s a stock picker’s market…one strategist gives his names to bet on now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Surge, Positive Covid Milestone and MGM’s Mobile Gaming Bet02 Feb 202100:44:07
Stocks having their best day since November, we drill down on what’s driving the surge and where the opportunities are. And there have now been more people inoculated against Covid than have been diagnosed with it, we’ll get a check on the vaccine distribution chain and the efforts to get shots into arms Plus, Amazon after the bell, Uber’s billion-dollar boozy bet and GameStop goes Hollywood. All that and more in Rapid Fire. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Shiny new Bet, Making Room, and a White House Visit01 Feb 202100:43:54
Silver shooting higher. Is this the latest play in the Reddit Rebellion or are some *being* played. We’ll explain. Plus, more good news on the vaccination front. Moderna says it can fit more doses in each vial and is asking the FDA to approve the move. Will it alleviate some the production bottlenecks? And, could we actually be seeing some real, old fashioned bipartisanship on the hill? Maybe, but it all comes with a price tag. We have the latest on stimulus. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Wild Week for Markets, The Future of Robinhood, and Stand Down on Patents29 Jan 202100:44:47
It’s been a wild week with populist investing shocking the markets. What are money managers telling their clients in this environment? We’ll ask. Plus, too many big bets on GameStop sending Robinhood scrambling for more money. Does this put the entire company at risk? And, New York City Mayor Bill De Blasio says companies need to do *this* to really ramp up vaccine rollout. He tells us what it is he’s suggesting and when the Big Apple can reopen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investors vs. Institutions, Washington’s message to Wall Street and a method to the madness?28 Jan 202100:44:21
Robinhood and other retail brokerages are cutting off trading for some red-hot stocks. And that’s causing some of them to collapse in a big way. With some investors starting to cry foul, should we expect a reaction from the broader market? We’ll ask Jonathan Golub of Credit Suisse. Plus, Republicans in Washington are weighing in on the “Reddit Revolution,” and have a warning for Wall St.: the populist movement is here to stay. And, Paul Hickey of Bespoke says there’s more to the run-up in names like Gamestop besides amateurs buying stocks blindly. He’ll explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Examining Geopolitical Risks and the Market Impact 4/15/2415 Apr 202400:44:09

Stocks sink after Israel vows to retaliate against Iran following its missile attack over the weekend. We discuss the ramifications across energy and defense and what it means for US foreign policy. Plus, Netflix kicks off big tech earnings later this week. Morgan Stanley’s Ben Swinburne joins with the key numbers to watch and why he sees $1000/share in the not-too-distant future.  


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Shifting sentiment?, gauging your “options” and earnings heavy hitters27 Jan 202100:41:54
There’s a ton of selling going on today, from stocks to Bitcoin and many, many commodities. With the Fed’s rate decision also on deck, we’ll tell you all you need to know and why. Plus, options, short sellers and Internet message boards are creating some of the wildest stock moves ever. We’ll explore. And, some heavy hitters report earnings after the bell, including Apple & Tesla. We’ll preview both, and tell you how to play them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Justified by earnings?, “brighter days ahead” and a housing market message26 Jan 202100:43:55
Stocks are hitting new all-time highs with nearly every sector represented today, from Microsoft to Etsy and more. Are we looking at a frothy market, or are earnings justifying these sky-high levels? We’ll ask Neil Hennessy of Hennessy Funds. Plus, Alaska Air just posted a quarterly loss, but says it sees signs of brighter days ahead. We’ll speak exclusively with the CEO. And, the latest consumer confidence report is sending a strong message to the housing market. We’ll explain why, and what’s ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
An earnings conundrum, the “pipe dream” and Bud bows out25 Jan 202100:44:44
The busiest week of earnings season is underway, and we’re seeing an anomaly develop: beat & drop, or miss & rally. We’ll explore. Plus, we’ll take a close look at pipe financing, an under-the-radar trend that’s helping fuel the recent SPAC boom. And, in today’s Rapid Fire: the most compelling story in retail, a Super Bowl ad shakeup and podcast-palooza. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The wage debate, a trading frenzy and let the games begin22 Jan 202100:54:50

President Biden is expected to sign an executive order today aimed at promoting a $15 Federal minimum wage.

We’ll take a close look at the numbers, and debate whether or not it will create progress if it becomes a reality.

Plus, trading volumes are through the roof…and it’s not just equities. What’s fueling this high level of engagement? We’ll explore.  

And, Michigan has officially made mobile gaming legal. We’ll speak exclusively with the CEO of Penn National Gaming to discuss the future of the industry.  


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

“Casino mentality”, the money keeps flowing and a bad connection?21 Jan 202100:44:26
“Casino mentality”…”carried away”…and “extreme euphoria.” Those are just some of the words two famed investors used to describe the market today. As earnings season kicks into high gear, will they be proven right, or will the numbers justify the multiples? We’ll debate. Plus, investors are piling into one area of the market at the fastest pace in a decade. We’ll tell you what it is, and if you should buy in. And, in today’s Rapid Fire: a moment of truth for Intel, Wall Street goes gaga for Google and an e-commerce boom for Baby Boomers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A triple play of catalysts, a runup into results and “revenge spending”19 Jan 202100:45:02
There’s a triple play of big news to kick off the trading week, including Biden’s inauguration, Janet Yellen’s tough message on stimulus and lots of earnings calls. We’ll discuss the key points you should keep an eye on, and detail the opportunity sectors for 2021 and beyond. Plus, the banks are posting a big rally ahead of earnings results. So why do investors seem unimpressed? We’ll debate. And, in today’s Rapid Fire: the first of the FANGs reports, “revenge spending” in China and what investors think is the biggest “bubble” 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.
$7 trillion on the line, no looking, no problem and cybersecurity carveout15 Jan 202100:45:06
The Fed has been tasked with a delicate balancing act, navigating inflation, deficits, stimulus and much more. But can it handle the job when $7 trillion in taxpayer dollars are on the line? We’ll discuss with Boston Fed President Eric Rosengren. Plus, a new survey found 63% of homebuyers made an offer sight unseen in 2020. We’ll explore the red-hot housing market with Redfin’s chief economist. And, President-Elect Joe Biden’s stimulus plan includes a ton of money for cybersecurity initiatives. Who stands to benefit most? We’ll discuss with Dan Ives of Wedbush. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bitcoin bounces back, a growing retirement crisis?, and a rare policy change14 Jan 202100:39:36
Impeachment, rising rates, surging virus cases and high unemployment…and the market still isn’t slowing down. And Bitcoin is headed higher again after tanking earlier in the week. We’ll talk all of that and more with Guggenheim’s Scott Minerd. Plus, new data shows millions of Americans are pulling money out of their retirement funds. But what are they doing with it? We’ll explore. And, the FAA just issued a special order to deal with unruly flyers in the wake of last week’s riots on Capitol Hill. We’ll give you all the details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Inflation nation?, the vote begins and late to the party13 Jan 202100:47:23
Rising inflation is the topic of the day, as commodity prices have begun to soar seemingly out of nowhere. Does this put the Fed between a rock and a RATE place? We’ll debate with our market experts. Plus, the House is debating a second set of impeachment proceedings against President Trump. But will the senate go along? We’ll explore. And, in today’s Rapid Fire: the first big IPO of the year delivers, Intel’s swan song and Airbnb is doing something that may surprise you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rising rate debate, red hot energy trade and powerful returns12 Jan 202100:44:49
Interest rates are on the move, hitting their highest level in nearly a year. Could this supertanker swing sink stocks? Our market experts debate, and tell you all you need to know. Plus, the energy sector is soaring, leading the market again as oil rallies. How can investors buy in? We’ll explore. And, Plug Power shares have surged 80% this year, and are higher today on a big new deal. We’ll talk to the CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tracking the Sell-off, The VC View, Box CEO Aaron Levie 4/12/2412 Apr 202400:49:18

We’re tracking the market sell-off to end the week, but our market guest says investors need to be selective to avoid a lost decade of gains ahead. Plus, venture capitalist and “Shark Tank” guest judge Matt Higgins joins us with where he sees the most risk and opportunity in the VC landscape right now. And Box CEO Aaron Levie is here to weigh in on the debate of whether AI will cut or create jobs.


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Covid relief conundrum, social media showdown and buying the Bitcoin universe11 Jan 202100:44:49

Lines are already being drawn around what the next relief bill should or shouldn’t include.

We’ll bring you the latest details from DC, including why you shouldn’t expect that $2,000 stimulus check anytime soon.

Plus, we’ll explore why some critics are praising social media platforms for banning President Trump, while others say they’re the problem.

And, Bitcoin goes bust, down more than $6,000 today. We’ll discuss why some retail investors need to tread very carefully here. 


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

The Bitcoin Boom, “an economic dud” and market disconnect08 Jan 202100:47:18

The Bitcoin Boom continues, with the cryptocurrency surging to all-time highs over $41,000 today.

Famed value investor Bill Miller, an early bettor on Bitcoin, joins for an exclusive interview to discuss crypto, crude and more.

Plus, former FDIC Chair Sheila Bair called the Fed’s corporate debt relief “an economic dud” in a new op-ed. She joins to explain why.

And, we’ll explore the disconnect between soaring stocks and the individual investor, and whether or not you should pull back now.


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

A chaotic and historic 24 hours on Capitol Hill07 Jan 202100:41:54

Congress ultimately confirmed Joe Biden’s election as President, after being disrupted for hours by unprecedented violence & riots yesterday.

President Trump vowed an “orderly transition” in a statement, though some top lawmakers are still calling for his removal from office today.

And Democrats are set to control all three chambers of government after winning both Senate seats in the Georgia runoff.

We’ll bring you the latest details, including analysis from our team of experts on all the angles: policy, economics and the markets.


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

All eyes on Washington, vaccine challenges and PPP round 306 Jan 202100:35:03

Investors are watching the political landscape closely, with a close eye on events today in Washington.

As votes are being counted on Capitol Hill and in Georgia, we’ll explore why the markets are already jumping to conclusions about a “Blue Wave.”

Plus, the COVID-19 vaccine rollout is going much slower than expected. We’ll discuss the holdup and the key reasons behind it. 

And, nearly $300 billion in fresh PPP funding is set to become available soon. We’ll explain why some small businesses still have concerns.  


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

Here comes Georgia, Taper Tantrum 2.0?, and watching the money flow05 Jan 202100:44:08

Investors are anxiously awaiting the results of the Georgia Senate race.

The outcome could impact everything from tech to energy stocks and more. We’ll break it all down.

Plus, Morgan Stanley says the Fed will announce tapering this year. Could that lead to a ‘taper tantrum’ like it did back in 2013? We’ll explore.

And, one expert says Bitcoin’s rally isn’t a repeat of 2017, in part because of the big money entering the game. He’ll join us to explain.


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

Stocks tumble to start 202104 Jan 202100:43:32

In the span of just a few hours, the stock market went from the “Everything Rally” to the “Everything Selloff.”

With the Dow on pace for its worst first trading day of the year since 1932, should investors expect gloom ahead in 2021? We’ll debate.

Plus, this is a make-or-break year for the travel sector as people try to get back to a sense of normalcy. But what are the top plays? We’ll explore.

And, money keeps pouring into Georgia amid one of the most consequential senate races in years. We’ll look at where we stand. 


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

Covid concerns, breaking bottlenecks and distillers cheer new stimulus bill31 Dec 202000:45:07

Virus cases continue surging across the country, as the U.S. hits new records for hospitalizations and daily deaths.

We’ll bring you the latest updates, and explain how COVID-19 could impact the stock market as it hovers near record highs.

Plus, we’ll speak to a company trying to break through vaccine bottlenecks using supply chain solutions.

And, craft distillers lost $700 million in sales during the pandemic, but Michter’s Distillery still finished 2020 in the green.

We’ll talk to its President about help it got from the e-commerce boom, and why the latest stimulus bill was a shot in the arm.


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A valuation revolt?, rise of the individual investor and a crude reality30 Dec 202000:45:24

When Facebook and Honeywell shares are trading at the same lofty valuation, could the market be out of whack?

We’ll debate, and take a closer look at whether or not stocks are getting too pricey here.

Plus, individual investors jumped head-first into the market this year. We’ll discuss their influence and who benefits the most.

And, Dan Yergin of IHS Markit explains why he thinks crude is trapped in “virus alley,” and why it could remain there next year too. 


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To spend, or not to spend?, ‘Streets of Dreams’ and a touchdown for big tech29 Dec 202000:45:24

Stocks are pulling back, but only after hitting record highs once again.

Can more stimulus help keep the gains coming in 2021, or is that unnecessary now? We’ll debate.

Plus, “The Profit” host Marcus Lemonis joins us to talk the consumer, the next round of PPP and his “Streets of Dreams.”

And, in today’s Rapid Fire: Amazon scores with the NFL, streamers get a holiday download boost and a big investor goes after Intel.  


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Stocks Soar on Stimulus, China Pressures Alibaba, and the New Real Estate Hotspot28 Dec 202000:44:52

Stocks climbing higher after President Trump signed another round of stimulus, one strategist reveals the names she’s snapping up with just four trading days left in 2020.

Beijing moving to regulate Jack Ma’s Ant Group and launching an investigation into Alibaba…why big tech in China should be concerned.

Plus, it’s not just suburbs seeing a surge in homebuying…we get a look at the other, often-overlooked, hot real estate market. 


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Adam Neumann Exclusive, Underestimating Apple?, Great Setup for Markets 4/11/2411 Apr 202400:47:46

WeWork co-founder Adam Neumann is unveiling his new venture and spoke exclusively to our Deirdre Bosa about that and his bid to buy back WeWork. Plus, Bank of America says the Street is underestimating Apple’s pricing power ahead of its results and joins us to make his case. And the market is fixated on the macro, but that’s a good thing according to our market guest who says the setup into earnings couldn’t be better.


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What’s the deal?, stimulus winners and a unionization situation23 Dec 202000:45:13

President Trump is calling on congress to change the latest stimulus bill, and markets seem unfazed. What’s the deal? We’ll debate.

Plus, we’ll dive into who the winners of the stimulus bill are, including one high-flying stock that’s up more than 200% this year.

And, in today’s Rapid Fire: a push to unionize Amazon workers, a warehouse gold rush and high score for video games stocks in 2020. 


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2021 catalysts, can the hot housing market avoid a winter freeze?, and Apple’s big auto bet22 Dec 202000:44:51

Stocks are looking for direction today, as virus fears are outweighing vaccine rollouts in consumers’ minds.

We’ll look ahead to what could be the next catalyst for markets in the new year.

Plus, existing home sales just dropped for the first time in 6 months. Is the hot housing market losing steam? We’ll discuss.

And, in today’s Rapid Fire: Apple wants to make cars, Peloton’s big purchase and Lululemon wants more overseas exposure. 


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