Worldwide Exchange

CNBC
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Jul 18, 2024 • 43min

Nasdaq Rebound, Netflix Earnings, and Navigating Volatility 7/18/24

The Nasdaq is pointing towards a possible rebound this morning after logging its worst one-day loss since 2022. GAM Investments' Paul Markham discusses. Plus, Netflix is expected to add fewer subscribers this quarter compared to last. Main Street Research's James Demmert tees up the report. And, how should investors navigate this latest bout of volatility? Bone Fide Wealth's Douglas Boneparth weighs 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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Jul 17, 2024 • 43min

Global Chip Stocks Sinking, Dow Transports Record, and Data Center Spending 7/17/24

Global chip stocks are sinking on reports the U.S. is considering tougher trade restrictions on China. Callan Family Office's RaeAnn Mitrione and G Squared Private Wealth's Victoria Greene discuss. Plus, the Dow Transports is coming off its best daily performance since mid-November. XPO CEO Mario Harik lays out what his business is seeing. And, a new report from Gartner forecasts a 24% increase in spending on data centers this year. MongoDB CEO Dev Ittycheria digs into the outlook. 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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Jul 16, 2024 • 43min

Trump's VP Pick, Regional Bank Earnings, and Consumer Warning Signals 7/16/24

Former President Donald Trump has tapped Senator J.D. Vance as his running mate. Veda Partners' Henrietta Treyz discusses. Plus, as the big banks wrap up second quarter earnings, attention now turns to the regionals. ServisFirst Bank CEO Tom Broughton lays out what his company is seeing. And, a number of retailers are sending warning signals around the consumer. R5 Capital's Scott Mushkin and Jane Hali & Associates' Jessica Ramirez explain. 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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Jul 15, 2024 • 44min

Assassination Attempt on Former President Donald Trump 7/15/24

Global investors are working through this weekend’s assassination attempt on Former President Donald Trump. In a rare prime time oval office address, President Biden struck a similar tone, telling Americans it’s time to lower the temperature around political discourse. Futures are broadly higher as markets weigh shifting sentiment across the country. 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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Jul 12, 2024 • 43min

Big Bank Earnings, Biden Defiant, and Fixed Income Outlook 7/12/24

JPMorgan, Citi, and Wells Fargo kick off second quarter earnings season. Argus Research's Stephen Biggar tees up the results. Plus, President Biden is remaining defiant in his fight to keep his campaign afloat. Raymond James' Ed Mills explains. And, the prospect for rate cuts could be a boon for fixed income investors. Goldman Sachs Asset Management's Gurpreet Garewal discusses. 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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Jul 11, 2024 • 43min

June CPI, Oppenheimer's Best Smidcap Ideas, and Inflation's Consumer Impact 7/11/24

Today's CPI report is expected to show a slight increase in headline inflation on a monthly basis. Bank of America's Aditya Bhave gives his forecast. Plus, Oppenheimer is out with its Best Smidcap Ideas list. Jed Kelly makes the case for Genius Sports. And, sticky inflation may be taking too big a toll on consumer spending. Compass Diversified CEO Elias Sabo explains what his business is seeing. 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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Jul 10, 2024 • 43min

Rate Risk for Markets, AI Alternatives, and Japan's Rally 7/10/24

Fed Chair Jay Powell says keeping rates restrictive for too long poses a risk to the labor market. Blanke Schein Wealth Management's Robert Schein and Payne Capital Management's Courtney Garcia dive into the impact on the markets. Plus, the AI trade continues to drive the S&P 500 and Nasdaq to record highs. Citi's Drew Pettit recommends alternative names to hedge against the exponential growth rates. And, it's not just the U.S. – Japan's stock market is experiencing a rally of its own. Neuberger Berman's Kei Okamura discusses. 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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Jul 9, 2024 • 43min

Powell on Capitol Hill, 10% Market Correction, and Innovation vs. Concentration 7/9/24

Fed Chair Jay Powell heads to Capitol Hill for two days of testimony. The New York Times' Jeanna Smialek tees up the event. Plus, Morgan Stanley's Mike Wilson is warning a 10% market correction is highly likely. Main Street Asset Management's Erin Gibbs gives her take. And, Jim Cramer says investors should focus on innovation, not market concentration. 2/13 Strategic Partners' Greg Sarian discusses. 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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Jul 8, 2024 • 43min

Tech's Record Run, 2024 Election's Investor Impact 7/8/24

“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.
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Jul 5, 2024 • 44min

Historic UK Election, Monthly Jobs Report, and Amazon Turns 30 7/5/24

UK Prime Minister Rishi Sunak has conceded defeat following historic election results. Deutsche Bank's Maximilian Uleer explains. Plus, the monthly jobs report is expected to show a slowdown in hiring during May. CookNSolo Restaurants' Michael Solomonov and Steven Cook describe what their business is seeing. And, Amazon turns 30 today after passing $2 trillion in market cap last week. Arete Research's Rocco Strauss discusses. 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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