The Exchange

Big tech is getting pounded, Bitcoin is falling, and treasury yields are moving lower. We dive into today’s market sell-off as we round out the holiday-shortened trading week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Zervos tells us why he thinks the Fed is too restrictive heading into the Trump administratio. A retail analyst brings us the four names he’s most bullish heading into 2025--including one stock that’s up 20% in the past month. Plus, the PMG CEO gives us his read on the health of commercial real estate, and why rents won’t be falling any time soon.  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.

Trader Jenny Harrington gives us the names that can cut through the market noise. With Nordstrom being taken private, we look at the other retailers that could be poised for a deal next year. And we run through predictions from 13 media executives for what 2025 will bring.  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.

Dan Clifton, a strategist at Strategas, argues that Elon Musk is the ultimate bond vigilante and discusses the potential market disruptions ahead. Steve Leisman, a CNBC economics reporter, sheds light on the Federal Reserve's recent actions and their ramifications. The conversation also dives into the challenges in Washington, as Congress scrambles to prevent a shutdown. Additionally, Bloom Energy's CEO shares insights on their innovative fuel cell technology, highlighting its role in powering data centers efficiently.

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.

Today’s retail sales data suggests consumers are getting more cautious, and tariffs may not help things in 2025. Plus, our market guest is going long Europe despite the growing geopolitical uncertainty there. And BofA is out with its food forecast for 2025, claiming chocolate milk could be a growth driver next year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed is expected to cut rates this Wednesday, but it’s a somewhat controversial cut. We explain why. Plus, Bank of America just made Nvidia one its top picks for year, but the stock’s been stalling out. We dive into the risks to consider.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Jersey Congressman Josh Gottheimer, known for his focus on national security, shares insights on the potential TikTok ban and mysterious drone sightings in his state. Steve Sosnick, Chief Strategist at Interactive Brokers, breaks down Broadcom's recent stock surge, highlighting its landmark growth amid concerns about market breadth. They discuss the evolving landscape of tech investments, the implications of AI on market dynamics, and potential political shifts impacting companies like Amazon and their labor strategies.