Stocks Tumble on Virus Worries, Doubts about Reopenings, and the Stay-at-Home Trade.

FromThe Exchange

Start listening View podcast show

Stocks Tumble on Virus Worries, Doubts about Reopenings, and the Stay-at-Home Trade.

FromThe Exchange

ratings:

Length:

46 minutes

Released:

Jun 24, 2020

Format:

Podcast episode

Description

Stock getting slammed as Covid cases spike across the country. We’ll look at the hotspots and what it could mean for states reopening, and for the markets.Plus, from restaurants, to casinos, to banks, we drill down on the individual sectors and the big movers.And, as cases spike, we look at the stay-at-home trade and the names that could benefit.

Released:

Jun 24, 2020

Format:

Podcast episode

More Episodes from The Exchange

Skip carousel

Rate debate, un-welcoming party?, and Credit Suisse bets on bubbles: We’re just an hour away from getting the minutes from the latest Fed meeting, where the FOMC started to sound hawkish. We’ll debate which way rates go next. Plus, Chinese stocks are selling off again today. Did U.S. investors overestimate how committed China was to capitalism? We’ll explore how ‘welcoming’ (or not) it’s becoming to outside investors. And, in today’s Rapid Fire: more people are paying with crypto, some people are working less but getting paid the same, and Credit Suisse is betting more people will begin drinking hard seltzer. by The Exchange
44 min listen
China crackdown, ‘no deal’ and tech turmoil: China is cracking down on its own companies, starting with ride share firm Didi. Why are they doing it, and what does it mean for investing in China? We’ll explore. Plus, the OPEC nations met but left without making a deal. With oil already at 6-year highs, could $100 per barrel come next? We’ll ask Jeff Currie of Goldman Sachs. And, big tech is getting a boost with Amazon, Microsoft, Alphabet and Facebook hitting all-time highs despite growing regulatory scrutiny. Is the growth trade back? We’ll debate. by The Exchange
44 min listen
Taper Timeline, Billionaire Space Race and Boosts, Batteries, and Bezos: The economy adding 850k jobs in June, does this move up the Fed’s tapering timeline? Bank of America’s Head of Economics, Michelle Meyer, weighs in. It’s Bezos versus Branson in the race to space with Branson poised to become the first billionaire to fly to the stars…we have the details. And Jeff Bezos will have plenty of time on his hands soon as he steps down as Amazon CEO, what the company looks like without him at the helm. Plus, Uber offering big driver incentives as it faces a shortage, GM’s big EV investment and bitcoin mining made easier…all that in today’s Rapid Fire. by The Exchange
44 min listen
Collision course?, “timber!” and a donut debut: Chinese President Xi-Jinping just delivered a fiery speech aimed in part at the U.S. We’ll explore what it means for doing business and investing in China. Plus, lumber prices have gotten chopped in half since hitting their May peak. We’ll explain why it’s happening, and what it also says about inflation. And, in today’s Rapid Fire: Instagram wants to be more like TikTok, Robinhood wants you to use Robinhood to buy Robinhood stock, and Krispy Kreme goes public. by The Exchange
45 min listen
The space race, cleanup in all aisles and IPO-verload: One of Sir Richard Branson’s space companies launched satellites into orbit today, while the other just got cleared for commercial travel. Will he beat Jeff Bezos into flight? We’ll ask him. Plus, Bed Bath & Beyond CEO Mark Tritton has made it his mission to clean up its stores. The early returns are good, but can the stock return to its Reddit-fueled highs? We’ll explore. And, while SPACs have simmered down lately, the IPO market is heating back up. China’s Didi debuted today with Legal Zoom, SentinelOne and Krispy Kreme all on deck. We’ll discuss. by The Exchange
45 min listen
Too much for Medicare?, hot, hot housing and America’s ammo shortage: Biogen’s new Alzheimer’s Disease drug is being hailed as a medical breakthrough. But could its $56,000 per year price tag be too much for Medicare to handle? We’ll debate. Plus, home prices just posted their biggest gain in the history of the Case-Shiller Index, up 15% in April. Can the hot housing market keep rolling? And are investors actually driving up prices? We’ll ask Coldwell Banker’s CEO. And, record gun sales are leading to an ammunition shortage across America. Can the manufacturers catch up to demand? We’ll explore. by The Exchange
45 min listen
Overdue for a pullback?, the EV battle and Real or Reddit?: The Nasdaq and S&P 500 both hit record highs today. Will we ever see a pullback in the market again? We’ll ask the experts. Plus, it seems electric vehicles are here to stay. One analyst joins to explain why he’s betting on Ford as the next big winner in the EV space. And, shares of Blackberry have nearly doubled this year as the company gets caught up in ‘Meme Mania.’ Is the rally for real, or just a Reddit-fueled spike? We’ll debate. by The Exchange
45 min listen
The ‘Buy Everything’ Market, Rent Reality and the Future of Work: Both growth and value are moving higher this week, 10 of the 11 S&P sectors are in the green and commodities are climbing…so where are the opportunities? A strategists reveals his picks. The Biden administration extended the eviction moratorium through the end of July, we discuss what this means for the small landlords who are still awaiting federal aid. And as more people return to the office, we look at the future of work with a former Yahoo! executive who had a change of heart on the importance of the office. by The Exchange
45 min listen
The Exchange - 06/24/21: Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. by The Exchange
44 min listen
Forget F.A.N.G., (don’t) follow the leader, and Alcoa’s revenge: Microsoft just became the 2nd member of the exclusive $2 trillion club. Could it surpass Apple as the top tech titan next? We’ll debate. Plus, one strategist says following the investment crowd into growth names and big tech is a mistake right now. He’ll join us to explain why. And, in today’s Rapid Fire: a retail stock that could rally 50% from here, Warby Parker “eyeing” a direct listing and Alcoa’s market revenge. by The Exchange
45 min listen
All eyes on Powell, a market disaster and the crypto collapse: Federal Reserve Chair Jerome Powell is set to testify today, as investors weigh his words of continued support against changing course. We’ll bring you the latest details. Plus, we’ll reveal what one economist says is the number one thing the Fed can do right now that would be a complete disaster for financial markets. And, Bitcoin briefly dipped below $30,000 for the first time since January amid another volatile session. Will it ever get back to previous all-time highs? We’ll debate. by The Exchange
44 min listen
Rate threat, searching for bargains and “try the thigh”: The Fed’s heightened concern about inflation ironically sent the bond market headed downward, with yields hitting multi-month lows. We’ll explain why. Plus, Amazon’s Prime Day kicks off today and while the products may be cheap, the stock’s been the real bargain. We’ll give you three name that could be the next big scores. And, the chicken wing shortage has gotten so bad, Wingstop is now launching a new brand: Thighstop. We’ll speak to the CEO about its pivot to new offerings. by The Exchange
44 min listen
Inflation rotation, green growing pains and a soda snub: The inflation trade is collapsing today, as the Fed gets a little more aggressive. We’ll tell you what moves to make right now. Plus, a lot of investors have been piling into ESG stocks lately. But what exactly IS an ESG stock? We’ll define it for you. And, in today’s ‘star-studded’ Rapid Fire: Jessica Alba’s stock slide, and Cristiano Ronaldo’s big soda snub. by The Exchange
45 min listen
Pricing pressure, earning their ‘stripes’ and appetite for an IPO: We just got yet another report showing food, energy & many other products costing more. But has inflation already peaked? We’ll debate. Plus, Stripe is fast becoming the hottest unicorn on the market. But as it prepares for an IPO, is the best already priced in? We’ll explore. And, in today’s Rapid Fire: Amazon’s grocery games, Chobani’s IPO aspirations and Zillow’s new ‘Zestimates’. by The Exchange
45 min listen
Breaking up big tech, green gone wrong?, and the end of the Millennial lifestyle: Lawmakers are setting the stage for a crackdown on big tech. But would forcing a Facebook split from Instagram really be a punishment? We’ll debate. Plus, will the recent push for clean energy send oil prices soaring? We’ll explore, and tell you who could feel the pinch the most. And, the quest for profitability in Silicon Valley is having an unintended side effect: the end of the “Millennial lifestyle” as we know it. We’ll explain. by The Exchange
45 min listen
Rotating back?, sticker shock and boom or bust for NFTs: Growth has been outperforming again over the past month as more experts turn bullish on Tech. We’ll ask a top Value manager to respond to the rotation situation. Plus, from your breakfast bacon to your afternoon coffee, consumers are feeling the squeeze of inflation. We’ll walk you through all the parts of your day where you might be feeling the pinch. And, the NFT business seemingly exploded overnight, but has started to dissipate almost as quickly. We’ll explore why, and whether digital art is a smart place to put your money. by The Exchange
45 min listen
Market disconnect, The Street vs. Reddit, and a big bitcoin bet: Inflation has surged to the highest level in more than a decade. So why are stocks rallying and bond yields stuck in place? We’ll explore the disconnect. Plus, Bank of America is downgrading Clover to “Underperform” after its Reddit-fueled run up. We’ll explore the latest developments in this Wall St. tug-of-war.And, in today’s Rapid Fire: Starbucks is running out of cups, consumers behaving badly and cryptocurrencies coming soon to your 401(k). by The Exchange
40 min listen
Real or Reddit?, a net zero community, and time to retire “FANG”?: We’ve all heard of Gamestop, AMC and other “meme” stocks by now. We’ll dig deeper into Reddit and find the under-the-radar plays that still exist. Plus, a massive carbon-neutral housing project is now underway in California. We’ll tell you what it means for both residents and investors there. And, is it time to retire “FANG”? One market strategist says the trade is over, but its inventor – CNBC’s own Jim Cramer – disagrees. We’ll debate. by The Exchange
45 min listen
All about “flation”, lumber gets whacked and price shock ahead?: The focus on the street right now is all about “flation” – but which kind? Inflation, reflation or deflation? We’ll look at the latest economic data and figure out exactly which “flation” is winning the day. Plus, lumber prices keep dropping and are now down about 30% from their highs. Is wood no longer good? We’ll debate. And, a fresh Covid-19 outbreak in China could mean big delays – and price hikes – for your goods. We’ll bring you the key details. by The Exchange
45 min listen
Apple takes the stage, as good as it gets?, and the same-day surge: CEO Tim Cook is taking the stage at Apple’s developers conference today. We’ll highlight how the tech giant can get its goodwill back with them after some recent setbacks. Plus, while some experts say a rally higher won’t happen, one strategist says there’s more gains ahead for the market. He’ll join us with what will drive the next leg higher. And, just when you thought the delivery wars couldn’t get any hotter, Morgan Stanley says same-day shipping is about to go mainstream. We’ll give you their top pick to lead the way. by The Exchange
46 min listen
Not betting on tech, electric earnings and a wild ride: One 5-star fund manager is far outpacing the market this year, and the gains haven’t come from high-flying names. He’ll tell us what he’s buying. Plus, ChargePoint shares are higher after strong revenue and guidance. We’ll speak with the CEO about the EV surge and what it means for the company. And, “Meme Mania” came roaring back with a bang, including multiple stock sales and millions of shares issued for AMC. We’ll look back at its wild week. by The Exchange
45 min listen
Meme madness, charged up and a stealth EV play: A new question is emerging amid the meme stock madness: are investors getting played? We’ll search for some answers. Plus, as more legacy players dive into the EV space, one area that could benefit in a big way are charging stocks. We’ll speak with the CEO of Blink Charging. And, in today’s Rapid Fire: Twitter’s subscription strategy, Blackberry’s auto ambitions and Apple wants workers back in the office. by The Exchange
45 min listen
Straight to shareholders, back online and the need for speed: AMC trading got halted today as shares surged above $60, just after it launched a platform exclusively for its retail investors. We’ll explore the perks and the pitfalls of trading in this “meme” monster, and who’s pocketing the big bucks right now. Plus, The White House says nothing is off the table in responding to the ransomware attack on meat producer JBS. We’ll give you the details. And, the nation’s largest fast-charging EV network is set to go public via SPAC. The CEO of EVgo joins to discuss its forthcoming debut and the EV surge here at home. by The Exchange
44 min listen
The summer setup, box office bounce back and rearview mirror returns: The past few weeks have seen stocks return to near all-time highs, while Small Caps are enjoying their longest monthly winning streak since 1995. Are we headed for more of the same? Or will oil, crypto or another surprise sector spoil the party? We’ll ask our market experts. Plus, consumers are flocking back to theaters in droves as a fresh slate of movies hits the big screen. Is the box office officially back? We’ll debate. And, President Biden is considering a retroactive capital gains tax hike. We’ll explore the fallout if it happens -- especially for crypto investors. by The Exchange
44 min listen
The call heard around Wall St., “can’t rise fast enough” and hot hospitality: One expert is out with a major warning on Apple, saying iPhone 12 sales will miss expectations and the stock is a “sell.” He’ll join us. Plus, another analyst says prices can’t rise fast enough in the housing market right now. He’ll join us to explain why. And, hospitality is headed for a hot summer as the economy reopens, but the ongoing worker shortage could spell trouble ahead. We’ll discuss. by The Exchange
45 min listen
An auto revolution, reopening buzz and inflation hits Main Street: The auto industry is at a turning point as EVs go mainstream, D.C. dangles more incentives and prices keep surging. Who will come out on top as the industry evolves? We’ll ask our experts, and their answers may surprise you. Plus, we’ll speak to the CEO of Molson Coors about sales, its hard seltzer push and its recent ransomware attack. And, new data reveals the impact that inflation is having on businesses and consumers up and down Main Street. We’ll explain. by The Exchange
41 min listen
Mining for gains, falling behind?, and DC enters the debate: “Meme stocks” are roaring back and cryptos are rebounding too. But is there a way to play the space without all of the volatility? We’ll look at companies that *mine* bitcoin, and speak with an analyst who says one of his picks could rally more than 80% from here. Plus, hundreds of smaller banks are now offering access to crypto, while the big banks seem to be falling behind. Can they catch up? We’ll debate. And, inflation is turning into a political tactic on Capitol Hill, with Republican lawmakers using it to target President Biden’s economic agenda. We’ll give you the key details. by The Exchange
45 min listen
Amazon under fire, too large to handle?, and burnout buildup: The D.C. Attorney General just filed a lawsuit against Amazon, claiming its price controls are anti-competitive. We’ll speak with the AG live in a First On CNBC interview. Plus, Intel’s new CEO has managed to accomplish more in his first 100 days than the company had in years. But is it enough to bring the company back? We’ll debate. And, a new survey found 44% of professionals think they’re more burned out on the job today than they were a year ago. We’ll explain why that could be a boon for travel companies. by The Exchange
45 min listen
Buying the dip, running out of luck?, and the fight for 15%: A wild weekend of trading led to a crypto crash. We’ll look at who could be buying the dip here, and whether or not you should get in too. Plus, we’ve seen a bunch of other speculative blowups this year, from SPACs to FOMO stocks. Can the broader averages avoid a similar fate? We’ll explore. And, the White House is proposing a 15% global minimum corporate tax rate to put a halt to the race for the lowest figure. We’ll give you the key details. by The Exchange
45 min listen
Pandemic productivity boom, red hot housing and slash, substitute, swipe: There’s a pandemic productivity boom underway, with the U.S. doing more with fewer workers than ever before. We’ll look at what that could mean for markets, jobs, inflation – and the Federal Reserve, too. Plus, the housing market continues to be red hot. We’ll speak with the CEO of Realogy about trends they’re seeing, and its surging stock price. And, in today’s Rapid Fire: a 20% price cut for Tesla; another change for the Dow?; and the White House ‘swipes right’ to get people vaccinated. by The Exchange
45 min listen

Related podcast episodes

Skip carousel

U.S. Economy: John Boyd on Recovery Winners and Losers: The pandemic has dealt a painful blow to individuals, companies, and local governments across the nation. The economic losses hit every state, but we’re now seeing an uneven recovery from market to market. Somehow, real estate is an overall winner... by Real Wealth Show: Real Estate Investing Podcast
27 min listen
Reopening vs. stay-at-home, the great outdoors and the box office bounces back: It used to be that investors had to decide between the reopening trade or stay-at-home trade. But these days both are getting love. We’ll take a hard look at where you should put your money right now, and ask our market experts for their top strategies. Plus, Americans flocked to the great outdoors amid the pandemic, and it looks like that trend is here to stay. We’ll explain how you can cash in. And, we’ll speak to the producer behind some of the biggest hits in Hollywood, including last weekend’s blockbuster “Godzilla vs. Kong.” by The Exchange
45 min listen
Episode 389: M&A Legal Legend Robert Kindler Expounds on Deal-Making Diligence: When thinking of big time mergers of the past three decades, Wall Street memories may conjure thousands of different deals. Among the highest-profile deals, there’s a good chance Robert Kindler played a role in it. From his former M&A perch at... by Inside the ICE House
36 min listen
Investing in Canada With The Canadian Investor's Braden Dennis by The 7investing Podcast
47 min listen
The Caesar's Palace Coup, Max Frumes & Sujeet Indap: Episode 75 by Private Equity Fast Pitch
47 min listen
Pandemics, Pivots, and Predictions: Looking Back on 2020 and Ahead to 2021: On this special, year-end episode of Disruptors, an RBC podcast, host John Stackhouse welcomes back a voice that’s sure to be familiar to regular listeners; Theresa Do from RBC’s Thought Leadership Team. Together, they talk to a series of business leaders from across the country who’ve had to pivot their operations in dramatic and unexpected ways over the past year. They also delve into RBC’s world-class research to find out what these changes could signal about what’s coming our way in 2021. by Disruptors
38 min listen
Stimulus Progress, Restaurant & Retail Pain, and a potential Coronavirus Breakthrough.: Another whipsaw day for Wall Street with the Dow soaring as the Fed and the White House step in to calm investors. Is it enough to keep the economy going and spark a turnaround for the markets? We discuss. Plus, “it will get worse”, that’s what one of our guests is saying about the retailers. From the stocks best and worst positioned to the retail credit crunch, we’ll have more on the fallout for the sector. And, Regeneron says it aims to have a potential Covid-19 drug ready for clinical trials by early summer and it’s not the only Biotech company working on ways to fight the pandemic. We’ll talk to Johnson and Johnson’s chief of research about what his company is doing. by The Exchange
54 min listen
Shaky Ground, Out of Fashion, and Goodbye Value?: Rising cases, rising jobless claims and rising doubts about more Covid relief have the markets on shaky ground. We’ll have the latest and see if earnings can help the market. Plus, one analyst says a number of retailers could be negatively impacted if a blue wave sweeps over Washington. He joins us with the names. And, growth stocks have been outperforming value so far this year, now one major value fund is closing up shop….are investors completely giving up on value? We explore. by The Exchange
44 min listen
The World According to Mario Gabelli: The legendary investor joins the show to talk about this market cycle, where he spots opportunities, and his process for picking great companies. Plus, we are living in the land of huge numbers. How rising deficits, debt and household income are combining to create bubbles across capital markets. And, what to expect from the Fed’s meeting on interest rates. All that and more on The Investopedia Express. by The Investopedia Express with Caleb Silver
26 min listen
Reopenings Rolled Back, Mortgage Forbearances Rise & The growing Facebook Boycott: With another volatile day on Wall Street, we take a closer look at the biggest catalyst for the markets. Is it the virus or the Fed? We explore. Plus, Coronavirus mortgage bailouts suddenly swell as homeowners face new struggles. We’ll tell you what they are and what it means for the overall housing market. And…the list of companies boycotting ads on Facebook keeps growing. We’ll look at whether it could lead to changes and what it means for Facebook’s bottom line. by The Exchange
47 min listen
Shifting Demographics, Retiring "Baby Boomers" & Where Their Wealth Will Go | Mark Moss E143 by The Rich Somers Report
64 min listen
It's Your Crypto. Until The Platform Goes Bust by Bloomberg Crypto
19 min listen
6/3/20 What to Expect from a Post-COVID Recovery (Full Show): Good News: COVID's off the Headlines, thanks to Civil Unrest; Market Commentary: Weak bounces off marginal, skewed Gov't. Economic Data; Why You Don't Steal a Rolex; Folex & Weddings; Candid Coffee Tease; Article Tease: How the Market recovers,... by The Real Investment Show Podcast
45 min listen
Episode #328 Three Great Rookie Conflicts In Creative Real Estate Today!: In a perfect world, Creative Real Estate would be a dream. You would have deals, Sellers would be nice, and life would be fair. But in today's turbulent world on the heals of a two year highest ever real estate price hike, to now 10% inflation and 4%... by Flipping Houses for Rookies
74 min listen
The Next Big Trade - Steve Saretsky Says Canada’s Red-Hot Housing Market Will Cool: The Next Big Trade - Steve Saretsky Says Canada’s Red-Hot Housing Market Will Cool by Real Vision Daily Briefing: Finance & Investing
48 min listen
From Washington to Wall Street, When the Bill comes…, and Roll the Credits.: As the case count rises in Washington, we look at who has it, and the potential impact on top issues for investors. Plus, two major issues the U.S. will have to deal with after the pandemic…weaker population growth and the drag of high debt. We look at the fallout for the economy. And, an industry on the brink. We’ll look at the future of theaters, malls and Hollywood as cinemas close down again, and the impact it’s having on stocks. by The Exchange
45 min listen
Impact of Coronavirus Pandemic on the Real Estate Market | PREI 220: Today I’d like to talk a bit about the Short-Term Impact and Long-Term impact of the Coronavirus on the Housing and Rental Markets. Pay attention as I’m going to give you some insight and key takeaways on this episode. - by Passive Real Estate Investing
20 min listen
The Consumer in Turmoil, and the Ultimate Would You Rather 10/5/23: From discount retailers, to high-end luxury names, to grocery aisle staples – it’s tough to find a consumer name that hasn’t been under pressure in recent weeks. What the moves say about the strength of spending, the economy and the markets. Plus, we’re pitting stocks against bonds in an ultimate version of one of our games. Where would you rather put your money right now? Fast Money Disclaimer by CNBC's "Fast Money"
44 min listen
Daily News Brief for Wednesday, February 22nd, 2023 by Daily News Brief
11 min listen
284: Coronavirus And Your Money: The novel coronavirus threatens life, business, and the economy. 11 years of U.S. economic expansion could end soon. (**The entire episode transcript is below. You can read along as you listen.) Closed businesses mean that supply chains are disrupted.... by Get Rich Education
41 min listen
Bulls vs. Bears, Covid Cases Spike, and 1999 all over again?: With the Bulls and Bears battling it out on Wall Street, we look at who’s bound to have the upper hand, and what that means for your money. Plus, almost half of all U.S. states are reporting a rise in Covid cases but is the case count really what investors should be watching? We’ll explore. And…there’s something happening in the market that we haven’t seen since the late 1990s and one of our guests calls it “the perfect storm.” He tells us what it is and why it could spell trouble for Wall Street. by The Exchange
47 min listen
06-12-2020: Opinion: Rampant Speculation In The Stock Market Thanks To The FED by InvestTalk
46 min listen
Direct lending rush: The pandemic shut docked Carnival’s cruise ships and grounded Bombardier’s planes. But when the companies were in need of cash, one went to the bond market and the other to a direct lender. Robert Smith, FT capital market correspondent and Nikou Asgari... by Behind the Money
22 min listen
Navigating the Real Estate Market and Uncovering Conspiracies by The Problem Solver
49 min listen
How to do Social Distancing Right by Axios Re:Cap
16 min listen
Inflation and Investing: Consumer prices rise by more than 6% in October, the biggest increase in inflation in more than 30 years. Johnson & Johnson announces plans to split into two companies. Rivian Automotive records one of biggest IPOs of all time. And Disney slips on... by Motley Fool Money
39 min listen
Francis Hunt: Be Heavy on Gold Now!: Tom welcomes back Francis Hunt, Founder of "The Market Sniper" to the show. Francis discusses the current market dynamics, opportunities in gold and crypto markets, and the prospect of an impending financial crisis. by Palisades Gold Radio
64 min listen
AG Phil Weiser on His Effort To Block the King Soopers/Safeway Merger by City Cast Denver
22 min listen
059: Don’t count on banks and governments to go gentle into that good night…: Pop quiz: What was the top grossing movie in the world the last time the US tax code was overhauled? - The answer is Top Gun. And the year was 1986. - (Other major hits that year include Karate Kid II, Crocodile Dundee, by Schiff Sovereign Podcast
36 min listen
Hard to Imagine with Liz Young of SoFi and Mark Simmer of Clear Haven Capital Management by On The Tape
51 min listen

Discover this podcast and so much more

Stocks Tumble on Virus Worries, Doubts about Reopenings, and the Stay-at-Home Trade.

Stocks Tumble on Virus Worries, Doubts about Reopenings, and the Stay-at-Home Trade.

Description

More Episodes from The Exchange

Related podcast episodes