Explore every episode of the podcast Morning Call
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Boeing Worker Strike, Healthcare Driven by AI & Robotics 09/13/24 | 13 Sep 2024 | 00:43:35 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Worldwide Exchange+ Palantir CEO Alex Karp 9/12/24 | 12 Sep 2024 | 00:10:15 | |
NBC’s Frank Holland sits down with Palantir CEO Alex Karp to discuss joining the S&P 500, the company’s AI platform conference, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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| Fed Rate Cut Hopes & Tracking the Transport Bounce-Back 8/30/24 | 30 Aug 2024 | 00:40:57 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Big Tech Earnings, Foreign Aid Funding, and Tesla Troubles 4/22/24 | 22 Apr 2024 | 00:33:47 | |
Big tech is in focus this week with four of the Magnificent 7 set to report earnings. Clockwise Capital’s James Cakmak tees up the results. Plus, House Speaker Mike Johnson is supporting a vote on several foreign aid packages, including one to Ukraine. Fordham Global Foresight’s Tina Fordham explains. And, Tesla is under pressure again as it fires off another round of price cuts. Roth MKM’s Craig Irwin discusses the road ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Israel Retaliates, Netflix Subscriber Growth, EU Antitrust Investigation 4/19/24 | 19 Apr 2024 | 00:42:30 | |
Israel has retaliated against Iran’s unprecedented drone and missile attack. Energy Aspects’ Amrita Sen discusses what this means for oil prices. Plus, Netflix is under pressure despite blowing past subscriber growth estimates. Citi’s Jason Bazinet dives into the quarter. And, EU regulators say a preliminary probe into Microsoft’s investment in OpenAI is still ongoing. The European Commission’s Margrethe Vestager explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Stocks vs. Bonds, Netflix's Momentum, and TSMC Profit Growth 4/18/24 | 18 Apr 2024 | 00:42:43 | |
There's a new cause for concern when it comes to the staying power of stocks. Goldman Sachs Asset Management's Gurpreet Garewal makes the case for fixed income. Plus, Netflix is on a roll thanks to a big boost in subscribers and its password-sharing crackdown. Annadale Capital's George Seay gives his expectations for earnings today. And, TSMC has grown profit for the first time in a year. Wedbush's Matt Bryson details the quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Transports Tumble, LVMH's Warning, and the Fed vs. Stocks 4/17/24 | 17 Apr 2024 | 00:42:35 | |
A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explains. And, Fed Chair Jay Powell says he needs more confidence in inflation's path forward before cutting rates. Delancey Wealth Management's Ivory Johnson and Plurimi Wealth's Patrick Armstrong discuss what this means for the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Portfolio Protection, Big Bank Earnings, and AI Investments 4/16/24 | 16 Apr 2024 | 00:43:07 | |
Wall Street is bracing for what could be a third straight negative session for stocks in a row. Leavell Investments' Andrew Grinstead lays out how to position from here. Plus, Morgan Stanley and Bank of America cap out first quarter big bank earnings this morning. Argus Research's Stephen Biggar gives his expectations. And Microsoft says it will invest $1.5 billion in the UAE's top AI firm, G42. EY's Jeff Wong dives into a new survey on artificial intelligence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Iran Strikes Israel, Tech’s Slide, and the Dow’s Worst Week 4/15/24 | 15 Apr 2024 | 00:42:28 | |
Investors around the world are coming to grips with one of the boldest attacks by Iran on Israel. CIBC Private Wealth’s Rebecca Babin discusses the impact on oil prices. Plus, a big part of the market’s slide last week was tech. Hightower’s Stephanie Link and Wedbush’s Dan Ives explain. And, Wall Street is trying to pick up the pieces after the Dow’s worst week in more than a year. Citi’s Steven Wieting and RBC’s Amy Wu Silverman lay out what’s to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The Fed's Inflation Target, Bank Earnings, and Markets' Whipsaw Week 4/12/24 | 12 Apr 2024 | 00:42:54 | |
As the Fed's 2% inflation target remains elusive, is the mandate still a realistic goal? BNP Paribas' Daniel Morris and The Conference Board's Dana Peterson weigh in. Plus, JPMorgan and Citi kick off bank earnings today. Essex Investment Management's Nancy Prial tees up the results. And markets are closing out what has been a whipsaw week. RBC Brewin Dolphin's Janet Mui and G Squared Private Wealth's Victoria Greene wrap up the key action. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Sticky Inflation, The Technical Take, and Chip Sell-Off 4/11/24 | 11 Apr 2024 | 00:42:19 | |
Pain at the pump, stubborn housing costs, and higher food prices are just some parts of inflation weighing on consumers. Mastercard's Michelle Meyer explains. Plus, what are the technicals saying about the direction of the markets? CappThesis' Frank Cappelleri weighs in. And, the fallout of the hotter-than-expected CPI report is hitting semi stocks. Fox Advisors' Steven Fox discusses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| March CPI, Boeing Whistleblower Investigation, and Fed Rate Cuts 4/10/24 | 10 Apr 2024 | 00:42:47 | |
Investors are preparing for the big event of the week: March CPI. Former Fed Vice Chairman Roger Ferguson gives his expectations. Plus, the FAA is investigation new whistleblower claims around Boeing's 787 Dreamliner. Jefferies' Sheila Kahyaoglu explains. And, is the chance of three rate cuts this year off the table? Hargreaves Lansdown's Emma Wall and Capital Wealth Planning's Kevin Simpson weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Apple's New Headwinds, June Rate Cut Odds, and Navigating the Fed 4/9/24 | 09 Apr 2024 | 00:42:42 | |
Shares of Apple are falling on a new note warning of weak demand for the iPhone. Cleo Capital's Sarah Kunst lays out the road ahead. Plus, the odds for a June rate cut are at their lowest since October. WisdomTree's Jeremy Schwartz explains. And, Jim Cramer says investors should just be thankful that the Fed isn't hiking anymore. Charles Schwab's Jeff Kleintop discusses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Nvidia & The Early Stages of AI 8/29/24 | 29 Aug 2024 | 00:42:36 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Exclusive with Treasury Secretary Yellen and Wall Street's Next Test 4/8/24 | 08 Apr 2024 | 00:47:47 | |
Treasury Secretary Janet Yellen addresses tariffs, electric vehicles, and green exports in an exclusive interview with CNBC. Atlantic Council's Hugh Tran gives his thoughts on the conversation. Plus, Yellen also says she's focused on keeping American companies in business as they face growing pressure from China. KraneShares' Brendan Ahern dives into the issue. And, Wall Street faces a fresh test this week with March CPI on Wednesday. Rose Advisors at Hightower's Patrick Fruzzetti and Blanke Schein Wealth Management's Robert Schein discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Worldwide Exchange 4/5/24 | 05 Apr 2024 | 00:41:58 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Worldwide Exchange 4/4/24 | 04 Apr 2024 | 00:42:35 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Worldwide Exchange 4/3/24 | 03 Apr 2024 | 00:42:38 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Worldwide Exchange 4/2/24 | 02 Apr 2024 | 00:42:40 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Worldwide Exchange 4/1/24 | 01 Apr 2024 | 00:42:17 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Tesla's Rough Road, Disney Under Iger, and S&P's Strong Quarter 3/28/24 | 28 Mar 2024 | 00:42:47 | |
It's been a rough road for Tesla, with several firms cutting their price targets this week. RBC's Tom Narayan and Roth MKM's Craig Irwin debate the bull and bear cases. Plus, Disney is set to notch its best Q1 performance since 2000. Yale School of Management's Jeff Sonnenfeld discusses why he's backing the company in its proxy fight against Nelson Peltz. And, it's not just Disney getting a boost: the S&P 500 is on track for its best first quarter since 2019. Goldman Sachs Asset Management's Gurpreet Garewal and Defiance ETFs' Sylvia Jablonski close out the quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Politics vs. Markets, U.S. CEOs in China, and Baltimore Bridge Collapse Business Impact 3/27/24 | 27 Mar 2024 | 00:42:30 | |
Shares of Donald Trump's social media company jumped more than 50% in their trading debut yesterday. TD Cowen's Jaret Seiberg discusses the intersection between politics and markets. Plus, China's Xi Jinping is meeting with U.S. executives this week. Longview Global's Dewardric McNeal explains. And, what does the Francis Scott Key Bridge's collapse mean for the global supply chain? Freightos' Judah Levine weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Boeing Executive Shake-Up, Microsoft Stock Upgrade, and S&P Price Targets 3/26/24 | 26 Mar 2024 | 00:42:28 | |
Boeing CEO David Calhoun will be stepping down at the end of this year following that Alaska Airlines door plug blowout. Gabelli Funds' Tony Bancroft and Laffer Tengler Investments' Nancy Tengler debate the outlook for the stock. Plus, Wedbush is raising its price target on Microsoft, citing "transformative" monetization for Co-Pilot. Wedbush's Dan Ives explains his new note. And, the list of big banks increasing their S&P targets continues to grow. Sanlam UK's Hannah Gooch-Peters and Decatur Capital's Degas Wright discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Semi Stocks, China's CEO Forum, and Mega-Cap Bull Case 3/25/24 | 25 Mar 2024 | 00:42:37 | |
Key to Wall Street's record run so far this year has been chip stocks. Clockwise Capital's James Cakmak discusses. Plus, Beijing kicks off a major forum this week, welcoming around 100 CEOs from across the globe. China Beige Book's Shehzad Qazi explains. And, Goldman Sachs says mega-cap tech could lead the S&P 500 to a 15% rise by year-end. Potomac Wealth Advisors' Mark Avallone and KKM Financial's Jeff Kilburg dive deeper into the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Nvidia Results & Global Outage Financial Impact 8/28/24 | 28 Aug 2024 | 00:42:47 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Reddit’s Red-Hot IPO, Apple $113B Loss, and Nike and Lululemon’s Consumer Concerns 3/22/24 | 22 Mar 2024 | 00:42:41 | |
Reddit is enjoying the fruits of its IPO yesterday, jumping nearly 50% in its debut. Cleo Capital’s Sarah Kunst lays out the road ahead. Plus, Apple’s stock has shed $113 billion in value after the Department of Justice launched an antitrust case against the company. Big Technology’s Alex Kantrowitz explains. And, shares of Nike and Lululemon are falling on concerns about slowing growth. AB Bernstein’s Aneesha Sherman dives into the quarters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The Fed's Rate Cut Outlook, FedEx Earnings, and Where to Invest 3/21/24 | 21 Mar 2024 | 00:42:29 | |
Wall Street is cheering on the prospect of three rate cuts this year. Wall Street Journal's Gunjan Banerji and KKM Financial's Jeff Kilburg discuss. Plus, FedEx reports earnings after the close today. Bank of America's Ken Hoexter tees up the results. And, where should investors put their money to work? Waddell & Associates' David Waddell weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The Fed's Policy Decision, Chip Competition, and the Trading Day Ahead 3/20/24 | 20 Mar 2024 | 00:42:43 | |
The Fed releases its latest monetary policy decision today. The New York Times' Jeanna Smialek gives her expectations. Plus, Micron reports earnings this afternoon as Nvidia rallies on its newly unveiled AI chip. Mizuho's Jordan Klein tees up the results. And, what's in store for the trading day ahead? Principal Asset Management's Seema Shah and GenTrust's Mimi Duff weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Powell Policy Playbook, Nvidia’s New AI Chip, and the State of Real Estate 3/19/24 | 19 Mar 2024 | 00:42:28 | |
The Fed kicks off its latest monetary policy meeting today. Wilmington Trust’s Meghan Shue and Howard Capital Management’s Vance Howard lay out the Powell policy playbook. Plus, Nvidia is out with a new AI chip. WisdomTree’s Chris Gannatti explains. And, the National Association of Realtors has agreed to slash commissions for real estate agents. Nest Seekers’ Erin Sykes discusses what this means for the housing market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| March Fed Meeting, S&P 500 Shake-Up, and the New Trading Week 3/18/24 | 18 Mar 2024 | 00:42:31 | |
The Federal Reserve kicks off its latest monetary policy decision this week. Former Atlanta Fed President Dennis Lockhart previews the decision. Plus, the S&P 500 is set to look a little different today. Inside Edge Capital’s Todd Gordon explains. And, what’s ahead for the new trading week? Bone Fide Wealth’s Douglas Boneparth and Advisors Capital Management’s JoAnne Feeney discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Rethinking the Magnificent 7, Commercial Real Estate Risk, and Disney+ (Taylor's Version) 3/15/24 | 15 Mar 2024 | 00:42:41 | |
Adobe shares are falling on weak guidance, but the stock is still outperforming Tesla. Big Technology's Alex Kantrowitz discusses whether Adobe should replace Tesla in the Magnificent 7. Plus, the commercial real estate risk continues to rise. Marcus & Millichap's Hessam Nadji weighs in on the outlook. And, Disney+ is out with Taylor Swift's "Eras" movie today. The Hollywood Reporter's Alex Weprin dives into what this means for the streaming landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Consumer Bull vs. Bear, Steel Deal in Doubt, and The Final Inflation Read 3/14/24 | 14 Mar 2024 | 00:42:37 | |
A busy day is shaping up for the retail sector on top of what's already been a market-moving week around inflation. SW Retail Advisors' Stacey Widlitz and Oppenheimer's Brian Nagel debate the health of consumer spending. Plus, President Biden is reportedly planning to express concern over Nippon Steel's takeover proposal for U.S. Steel. Wolfe Research's Timna Tanners explains. And, today's producer prices will give investors a final read on inflation before next week's Fed meeting. GLOBALT Investments' Thomas Martin and Crossmark Global Investments' Victoria Fernandez discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Potential TikTok Ban, Rising Housing Costs, and Japan Wage Hikes 3/13/24 | 13 Mar 2024 | 00:42:31 | |
Lawmakers are set to vote on a bill that could ban TikTok in the U.S. Longview Global's Dewardric McNeal lays out the impact on geopolitics and the economy. Plus, housing is still one of the stickiest parts of inflation. Brown Harris Stevens' Bess Freedman explains. And, several Japanese companies have agreed to grant workers their biggest pay increases since the 1990's. Goldman Sachs' Tomohiro Ota discusses what this means for the Bank of Japan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| February CPI, A TikTok Ban, and Arm's Lockup Expiration 03/12/24 | 12 Mar 2024 | 00:43:31 | |
February CPI is out this morning, with economists expecting the inflation rate to remain unchanged. Apollo Global Management's Torsten Slok lays his expectations. Plus, lawmakers are set to vote on a bill that could ban TikTok in the U.S. Wiley Rein's Nova Daly explains. And, Arm's post-IPO lockup period expires today. MSA Capital's Ben Harburg discusses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Nvidia's Tumble, Oracle Earnings, and Reddit's IPO Roadshow 03/11/24 | 11 Mar 2024 | 00:43:46 | |
Nvidia is looking to turn things around after a brutal Friday, where shares closed down more than five percent. Piper Sandler's Craig Johnson and Cleo Capital's Sarah Kunst lay out the outlook. Plus, Oracle reports earnings after the close today. Main Street Research's James Demmert tees up the results. And, Reddit reportedly kicks off its IPO roadshow this week. Bain & Co.'s Alexander De Mol discusses the IPO and private equity landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Nvidia Earnings Preview & The Health of the Consumer 8/27/24 | 27 Aug 2024 | 00:42:45 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| February Jobs Report, Mastercard SpendingPulse, and State of the Union Highlights 03/08/24 | 08 Mar 2024 | 00:44:07 | |
The monthly jobs report is out this morning, with economists expecting hiring to have slowed in February. Stifel’s Lindsey Piegza lays out her forecast. Plus, new data from Mastercard shows consumer spending is still strong. Mastercard’s Steve Sadove details the report. And, President Biden has vowed to raise taxes on the wealthy and large companies. Strategas Securities’ Courtney Gelman gives the key takeaways from last night’s State of the Union. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| State of the Union, Citi’s Super 7, and Powell’s Rate Expectations 03/07/24 | 07 Mar 2024 | 00:44:08 | |
President Biden will deliver his State of the Union address today. American Enterprise Institute’s James Pethokoukis gives his expectations. Plus, Citi is out with a list of stocks with characteristics similar to the Magnificent 7. Citi’s Beata Manthey lays out the names to watch. And, Fed Chair Jay Powell isn’t ready to say when rates will come down this year. WisdomTree’s Jeremy Schwartz, Hargreaves Landsdown’s Sophie Lund-Yates, and Requisite Capital Management’s Bryn Talkington explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Powell on the Hill, Regional Bank Reckoning, and Magnificent 7 Sell-Off 03/06/24 | 06 Mar 2024 | 00:44:07 | |
Federal Reserve Chairman Jay Powell is set to begin two days of testimony before Congress today. Former Fed Vice Chairman Roger Ferguson tees up the hearing. Plus, shares of New York Community Bank are coming off their lowest levels since 1996. Old National Bancorp CEO Jim Ryan describes the regional banking space. And, weakness in the Magnificent 7 is fueling a broader market sell-off. MRB Partners' Phillip Colmar and Payne Capital Management's Courtney Garcia explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Target Earnings, Super Tuesday, and the Nasdaq 100 03/05/24 | 05 Mar 2024 | 00:44:00 | |
Target reports earnings this morning as it comes off two straight quarters of same store sales declines. D.A. Davidson's Michael Baker tees up the results. Plus, it's Super Tuesday, with voters in more than a dozen states heading to the polls. Ned Davis Research's Ed Clissold explains. And, the Nasdaq 100 has gone more than 300 trading sessions without a pullback of 2.5% or more, the third longest stretch since 1990. F/M Investments' Alex Morris and Freedom Capital Markets' Jay Woods discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Wall Street's Great Debate, Regional Bank Sell-Off, and Year-End S&P 500 Target 03/04/24 | 04 Mar 2024 | 00:43:55 | |
Wall Street is debating whether the factors fueling the rally are stronger than those working against it. Clockwise Capital's James Cakmak and Milken Institute's William Lee lay out their views. Plus, shares of New York Community Bank are ticking up today after closing at their lowest level since 1997 on Friday. Mendon Capital's Anton Schutz discusses the outlook. And, Bank of America is raising its S&P 500 price target to 5,400 by year-end. New Street Advisors' Delano Saporu and Delancey Wealth Management's Ivory Johnson weigh in on the new trading week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The Case for Small Caps, Japan's Continued Momentum, and a Fourth Winning Month 03/01/24 | 01 Mar 2024 | 00:43:50 | |
Small caps are coming off an impressive run in February, when it notched their best month since December. Goldman Sachs' Greg Tuorto explains. Plus, Japan's Nikkei is at another fresh record high. Neuberger Berman's Kei Okamura dives into whether this rally has more room to run. And, stocks in the U.S. have logged a fourth straight month of gains. Horizon Investments' Scott Ladner and Aureus Asset Management's Kari Firestone discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bitcoin Rally, Salesforce Dividend, and the Ozempic Revolution 02/29/24 | 29 Feb 2024 | 00:43:39 | |
The bitcoin rally is showing no signs of slowing down. Standard Chartered's Geoff Kendrick and Ranger Equity Bear's David Tice debate the currency. Plus, Salesforce has issued a weaker-than-expected forecast but is initiating a $0.40 dividend. BNP Paribas Exane's Stefan Slowinski dives into the quarter. And, Ozempic and other GLP-1 drugs have disrupted the weight loss industry. Barclays' Emily Field explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| AI Backlash, Salesforce Earnings, and Stocks' Winning Streak 02/28/24 | 28 Feb 2024 | 00:43:49 | |
Alphabet continues to face backlash around its AI tool, just as Apple winds down its electric car efforts to focus on artificial intelligence. Big Technology's Alex Kantrowitz dives into the outlook for both companies. Plus, Salesforce reports fourth quarter earnings after the close. Annadale Capital's George Seay tees up the results. And, the major averages are on track for a fourth winning month in a row. Piper Sandler's Craig Johnson and Evans May Wealth's Elizabeth Evans discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Consumer Spending, Earnings Season Takeaways & Guyana's Importance to Oil Markets 2/27/24 | 27 Feb 2024 | 00:43:38 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Nvidia "Nirvana", Uber, Berkshire Hathaway & The Fed's Future Rate Path 2/26/24 | 26 Feb 2024 | 00:43:37 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Demand for AI & Fed Rate Cuts 8/26/24 | 26 Aug 2024 | 00:42:48 | |
“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Magnificent 7 Rally, Global Hotspots, and Stocks' Fresh Record Highs 02/23/24 | 23 Feb 2024 | 00:43:18 | |
Magnificent 7 stocks continue to power the market higher as AI-enthusiasm shows no signs of waning. Laffer Tengler Investments' Nancy Tengler and Clockwise Capital's James Cakmak discuss. Plus, what investing opportunities do current global hotspots present? Control Risks' Cormac Mc Garry weighs in. And, stocks are coming off another round of fresh record highs. UBS' Mark Haefele and Pivotal Advisors' Tiffany McGhee explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Nvidia's Blowout Quarter, Carvana: Bull vs. Bear, and Cyber Demand 02/22/24 | 22 Feb 2024 | 00:43:44 | |
Nvidia is surging after posting a 265% increase in revenue. Stifel's Ruben Roy discusses the quarter. Plus, it's been an incredible turnaround story for Carvana over the past year. RBC's Brad Erickson and Citizens JMP's Nicholas Jones debate the outlook. And, Palo Alto Networks is rebounding after dragging down the rest of the cyber space yesterday. Tenable CEO Amit Yoran describes what his company is seeing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Nvidia Earnings, Digital Infrastructure Market, and Magnificent 7 Stock Exposure 02/21/24 | 21 Feb 2024 | 00:43:46 | |
Wall Street is setting the bar sky high for NVIDIA earnings after the close today. Innovator ETFs' Tim Urbanowicz tees up the report. Plus, what's in store for the digital infrastructure market? Equinix CEO Charles Meyers weighs in. And, Goldman Sachs says hedge funds are reducing their exposure to all Magnificent 7 stocks except Amazon. Cetera's Gene Goldman and RBC Capital Markets' Amy Wu Silverman explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||