The Exchange

CNBC
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Nov 29, 2024 • 44min

No Stopping the Rally?, Bitcoin’s Path to $500K, Black Friday Retail Rush 11/29/24

Stocks hitting record highs again and one strategist says there’s no reason to believe the rally will slow down. Plus, bitcoin is on track to snap a 4-week winning streak, but one trading platform executive sees it climbing to $250K by the end of next year and $500K by the end of 2027. He joins us to make his case. And we’ve got every angle of Black Friday shopping covered with an in-mall view, the consumer forecast for holiday shopping season, and the CEO of Pandora Jewelers with his pulse of the consumer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 27, 2024 • 44min

Black Friday, Shopable Ads, Tariff Impact on Semiconductor Sector 11/27/24

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.
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Nov 26, 2024 • 44min

Tariffs & Trades, Red Flags?, Health of Housing 11/26/24

President-elect Trump doubles down on tariffs. The option market waves a red flag. And housing misses big on another key metric.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 25, 2024 • 44min

Markets Cheer Trump Cabinet Pick, The Pasta Sauce Spending Indicator, and Gen Z’s “It” List 11/25/24

Stocks climb, yields fall after President-elect Trump chooses a fiscal hawk to head the Treasury Department. Bank of America explores the link between premium pasta sauce sales and restaurant foot traffic. Plus, what’s topping Gen Z’s holiday wishlists—and which companies are set to cash in.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 22, 2024 • 43min

AI Innovation & Impact, Trump 2.0 & Corporate Profits, Bitcoin’s March to $100K 11/22/24

Alphabet wrapping up a tough week dealing with DOJ scrutiny, while Amazon’s upping its investment in Anthropic. We have the headlines and industry impact. Plus, our guest sees the S&P 500 hitting 7,000 by the end of 2025, thanks in part to the Trump administration’s actions, and joins us to explain why. And bitcoin continues its march to $100K, but our guest says investors are still early in the game if they get into the crypto now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 21, 2024 • 43min

Nvidia, M&A Activity in 2025 & Hyundai's EV Ambitions 11/21/24

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.
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Nov 20, 2024 • 43min

Trump Tariffs 2.0, Crypto & Klarna CEO 11/20/24

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.
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Nov 19, 2024 • 43min

Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24

Stocks are recovering after ramping tensions in the Russia-Ukraine war weighed on the major averages earlier in the session. We have the latest and what the 2nd Trump administration could mean for the region. Plus, chip stocks are boosting the Nasdaq ahead of Nvidia’s results tomorrow. We’ll look at how to position and what’s ahead for the industry as a whole. And off-price retail is on deck to report results this week. Bank of America has the names to buy ahead of the print. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 18, 2024 • 44min

How to Trade on Thanksgiving Travel, The Future of Retail 11/18/24

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.
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Nov 15, 2024 • 43min

Trump Transition, Finding Opportunities, Undervalued Mag 7 Stocks 11/15/24

We’re tackling every angle of the Trump transition: Chips, EVs, Pharma, Food, and Tech Regulation. Plus, our market guest is joining us with the biggest opportunities he sees post-election. And Michael Nathanson brings the two names in the Mag 7 he says are undervalued and underappreciated. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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