Betting on a bounce, Disney’s dilemma and traders love a bargain

FromThe Exchange

Start listening View podcast show

Betting on a bounce, Disney’s dilemma and traders love a bargain

FromThe Exchange

ratings:

Length:

46 minutes

Released:

Jul 13, 2020

Format:

Podcast episode

Description

Some of the most popular stocks to own on Wall Street are also the most expensive. Is it time to bet on some underdog names instead? We’ll discuss.Also, Disney says it’s closing its Hong Kong theme park amid a rise in new COVID-19 cases in China. Could Disney World in Orlando be headed for the same fate? We’ll debate in Rapid Fire.And, a new study found that more time at home is *not* the reason why trading apps like Robinhood have seen a surge of activity. We’ll explore trading behavior amid the pandemic.

Released:

Jul 13, 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

Grindr Grinds To A Halt: The fastest-growing dating app had a blockbuster SPAC this month, but the tale so far has not been a love story for shareholders. by Stock Club
45 min listen
Sound Comes First [Season 3 Premiere]: If there was a Yelp listing for every industry niche, "Headphone Brand" would appear with the most possible dollar signs. Big brands use bigger celebrities and spend some of the biggest ad budgets around to promote their products and, really, the emotion they want you to feel when you buy their products. Artists like Kendrick Lamar and Nicki Minaj, athletes like LeBron James, and brands like Apple, Sony, Bose, and more, all slug it out to deliver the same message in increasingly expensive ways: "These headphones are the best." This is a flashy, fast-paced industry niche. So what in the heck do we make of Grado Labs? In 1918, a Sicilian immigrant purchased a small building on a nondescript block in Brooklyn. Over nearly a century, while the world around this building changed at breakneck speed, the world inside plodded along. It was one kind of business, and then, gradually, another. It was led by one generation of Grado, and then, by Unthinkable with Jay Acunzo
33 min listen
E56: Dubai’s Best Property Portal? by Taking Care of Business
21 min listen
Intellectual Property Lawyer & Author - Rosie Burbidge - S3E11 by Legally Speaking Podcast
26 min listen
American Exceptionalism | Group Chat News Ep. 787: Today, Drama, Dee, and Anand discuss a wide range of topics. They dive into Nike's captivating new ad featuring Wimbledon Champion Carlos Alcaraz, as highlighted by Front Office Sports on Twitter. They also explore the belief held by Appear that the... by Group Chat
79 min listen
Flying Monkeys Could Save The World/ Zaha Queen Of The Curves by FlyingTalkers By Geoffrey Arend
31 min listen
TMBA545: Is Dropshipping Still a Valid Business Model?: "Dropshipping" is one of the most used and abused terms in Digital Nomad circles. It refers to the practice of selling items without keeping inventory on hand, relying instead on a third-party manufacturer to ship the items directly to the customer. The term recently reached a much broader audience through a widely-shared piece in Wired magazine by Sirin Kale titled “‘It’s bullshit’: Inside the weird, get-rich-quick world of dropshipping”. On today's podcast, Dan and Ian weigh in with some of their own thoughts about the article, whether dropshipping can be used to create long-term success, and the pros and cons of the business model itself. by Tropical MBA: Entrepreneurship & Founder Lifestyle
42 min listen
SQUAWK BOX, FRIDAY 13TH AUGUST, 2021 by Squawk Box Europe Express
29 min listen
448: Unplug Everything! by Grumpy Old Geeks
71 min listen
Samsung hopes you'll flip over latest foldables by Rich On Tech
68 min listen
Episode 11: Jared Dyson: The evidence is mounting that a global roll-out of UN-sanctioned authoritarian rule under the guise of COVID-19 lockdowns is coming to fruition. Once again, globalist elites will be meeting in Davos, Switzerland for the World Economic Forum. The topic of discussion? The Great Reset. Host Nick Yaya reveals that there is much more to their plan than what is being presented. We are also joined by guest Jared Dyson, founder of The Liberty Loft and The Closet Conservative. We'll be discussing the recent debate, Trump's COVID-19 diagnosis, and much more! Acton Links: https://thelibertyloft.com/ https://www.facebook.com/thelibertyloft/ https://www.facebook.com/jareddysonshow/ https://www.facebook.com/closetconservativepodcast/ Operation Lockstep (page 18) https://www.nommeraadio.ee/meedia/pdf/RRS/Rockefeller%20Foundation.pdf by The Free America Podcast
89 min listen
In the future, every app will have a clubhouse by Rich On Tech
55 min listen
The Next Commodity Bull Market with Rick Rule: Stansberry Investor Hour by Stansberry Investor Hour
74 min listen
"Blame it on the alcohol," Diddy dropped from Ciroc, Affirmative Action, greatest hip-hop groups by Urban X Podcast
96 min listen
How an Art-Dealing Prodigy Became the Market's Most Wanted Outlaw: A man on the run, millions of dollars missing, major artworks with multiple claims to ownership: these aren't plot points in the latest Hollywood blockbuster, they're elements of the of the young art dealer Inigo Philbrick. The son of a lauded museum... by The Art Angle
28 min listen
Disney+ Dazzles Wall Street: Disney shares hit an all-time high after the unveiling of Disney+, a streaming service that’s less expensive than Netflix’s. Uber gets ready for its Wall Street debut. Delta takes off. JetBlue plans for a trip to Europe. And Rite Aid extinguishes... by Motley Fool Money
39 min listen
No One Dies At Disney by Stuff They Don't Want You To Know
37 min listen
? “I bought it at Netflix” — Netflix’s store. Tesla’s ultra-luxury car. DiDi’s $100B IPO. by The Best One Yet
19 min listen
Dragon Milking by Armstrong & Getty On Demand
38 min listen
Week in Review: AI backlash, Neighborhood Goods shutters, struggles at HBC by The Glossy Podcast
22 min listen
Ep. 13: Bartop Banter: This week, we drop a line into a candid conversation between IDLers over beers at our favorite local PDX watering hole, The Big Legrowlski. You'll get a rough cut of chatter as we riff on PR stunts like IHOP's recent temporary name change to IHOB and... by Bring the Real
27 min listen
"Where's Waldo?" Fauci to Testify under oath, Gillie and Wallo, Adidas stock drops by Urban X Podcast
94 min listen
Casper: Philip Krim by How I Built This with Guy Raz
81 min listen
How To Get A Free Meal | Group Chat News Ep. 783: Today, Drama, Dee, and Anand discuss the shocking collapse of Airbnb, as highlighted by Nick Gerli on Twitter. They delve into Thomson Reuters' acquisition of Casetext, an AI legal tech startup, for a staggering $650 million in cash. The trio also... by Group Chat
82 min listen
Ep. 224 Andrew Horowitz: Why Natural Gas Prices Are About to Plunge: This week, Andrew Horowitz, President and Founder of Horowitz & Company, joins S&A Investor Radio.They cover topics like Facebook, Apple, natural gas, and the bull market that nobody believes in... Find out why Andrew says investors should be... by Wall Street Unplugged - What's Really Moving These Markets
56 min listen
Google Glass Half Empty with Leah Rudick and Rod Thill | 18 by The Big Flop
34 min listen
402: We Know When You’ve Been Sleeping by Grumpy Old Geeks
65 min listen
Forget "Think Different," Think Remarkable for Results (with Guy Kowasaki) by The Stacking Benjamins Show
70 min listen
Roundtable - 05/15/07: News,Updates from Walt Disney World and the Disney Cruise Line,Roundtable Rapid-Fire and Listener Email. by The DIS Unplugged - A Weekly Roundtable Discussion About All Things Disney World
60 min listen
Ep. 112: Shop Your Closet (And Other Strategies to Spend Less) by Happier in Hollywood
35 min listen

Discover this podcast and so much more

Betting on a bounce, Disney’s dilemma and traders love a bargain

Betting on a bounce, Disney’s dilemma and traders love a bargain

Description

More Episodes from The Exchange

Related podcast episodes