Three driving forces, retail’s mega-deal race and the future of live shopping

FromThe Exchange

Start listening View podcast show

Three driving forces, retail’s mega-deal race and the future of live shopping

FromThe Exchange

ratings:

Length:

45 minutes

Released:

Oct 12, 2020

Format:

Podcast episode

Description

There are three big forces at play in the market right now: vaccine, election and earnings. Which will be the biggest catalyst for gains? Our market experts debate.Plus, Amazon Prime Day kicks off after months of delays, and other big box players are cashing in with sales of their own. Who will come out on top? We explore.And, brands like Levi’s and Tommy Hilfiger are betting on QVC-style live pitches to reach shoppers amid the pandemic. Is this the next big idea, or a fad destined to flop? We discuss in Rapid Fire.

Released:

Oct 12, 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

Fast Five | Amazon And The War On Wages by Omni Talk Retail
40 min listen
Wall Street Breakfast February 19: Retail Sector Watch As Walmart Reports Earnings: Our top stories today: Retail sector watch as Walmart reports earnings; US futures in flux awaiting new details from latest U.S.-China trade talks; and more closures in the retail sector. by Wall Street Breakfast
8 min listen
Fast Five | Go Go Amazon Go In Whole Foods by Omni Talk Retail
32 min listen
Fast Five | Prime Day Left Us Feeling Like William H. Macy by Omni Talk Retail
36 min listen
Fast Five | Aldi Turns Up The Heat On The Race To Checkout-Free Retail by Omni Talk Retail
46 min listen
Fast Five: Grabango Upstages Walmart+, Amazon Fresh, and Charlie Sheen by Omni Talk Retail
37 min listen
Fast Five: Who Needs A Vacation When You Can Go To Target Instead? by Omni Talk Retail
39 min listen
2027: Which Retailers Will Win as Inflation Bites? Don't Be Fooled. It's a Tech Race.: Tom Summerfield, Retail Director at Peak joins me on Tech Talks Daily to discuss how he has helped retailers including B&M, Nike, and ASOS to stay ahead of the curve. We discuss why retail survival in the current climate is likely to boil down to... by The Tech Talks Daily Podcast
36 min listen
Fast Five | Target, Google, Amazon & Our CAMP-iest Discussion Yet! by Omni Talk Retail
32 min listen
MM139: Goldman doubles down and Trump wins big in Iowa by Market Maker
47 min listen
The Current Report: The Guardian's Luis Romero on strategies to thrive in the digital age: Today on The Current Report we're joined by Luis Romero, The Guardian US' SVP of Advertising, who talks three ways the legacy brand is thriving in the digital age, the importance of a global perspective, and how the brand is driving innovation around sports and lifestyle coverage. We also cover why streaming giants are looking to sub-Saharan Africa for growth and top news Across the Internet. by The Current Report
8 min listen
77- PR and Marketing Laws – Rule No. 17: Opposites by Nata PR School (EN)
12 min listen
Fast Five | An Amazon Reaffirmation, Ikea Resale, and the Allbirds IPO by Omni Talk Retail
31 min listen
Walmart Moves Into the Metaverse: The biggest U.S. retailer is getting deeper into crypto. by Raoul Pal: The Journey Man
37 min listen
Jaime Schmidt and Chris Cantino | Creating Commerce Opportunities: To understand how some of the strongest brands ar… by Greymatter
39 min listen
Fast Five | Target Takes A Tumble, Gap Sells On Amazon, & Nike Just Does It Again by Omni Talk Retail
48 min listen
Wall Street Breakfast November 27: Stakes Raised In U.S.-China Trade War: Our top stories today: Stakes raised in U.S.-China trade war; Cyber Monday’s 7.9 billion take the largest shopping day in U.S. history; and Microsoft briefly tops Amazon as largest publicly-traded company. by Wall Street Breakfast
8 min listen
Analyzing the Impact of Black Friday on Stock Market Companies by Market Mondays
9 min listen
Hot Jobs, Square Deals, and Hot IPOs: The stock market hits a record high on a stronger-than-expected jobs report. Square buys Australian fintech company AfterPay for $29 billion in stock. Etsy tumbles on earnings. And Weber Grill makes its public markets debut. Motley Fool analysts Ron... by Motley Fool Money
39 min listen
Is Amazon Too Big? We Ask Its Sellers by Land of the Giants
46 min listen
Week in Review: Ferragamo's growth plans, resale earnings and brands speak up about Roe v. Wade by The Glossy Podcast
31 min listen
The Current Report: What brands and marketers should know about Threads: This week on The Current Report, our own Damian Fowler and Travis Clark discuss what marketers should know about the arrival of Meta-owned app Threads. Plus, the programmatic supply chain is causing advertisers to reflect on where their ad impressions are being served. Next, we review updates in Microsoft’s potential acquisition of video game company Activision Blizzard, and in streaming news, we explore Animayhem, Hulu's new anime hub. by The Current Report
6 min listen
Motley Fool Money: 11.18.2011: The European crisis escalates. Sears reports slumping sales. Heinz gets squeezed. Pepsi considers splitting itself into two. Amazon considers making a smartphone. And the new GM celebrates its first anniversary as a... by Motley Fool Money
39 min listen
PNR 206: Marketing Associations to Blame Publishers for Allowing Bad Ads: Content Marketing with Pulizzi and Rose by This Old Marketing
66 min listen
The Brave New World of Retail Real Estate with the ICSC's Tom McGee: This week we do a deep dive into the rapidly changing world of retail real estate with Tom McGee, the CEO of the ICSC, the industry's biggest trade association. In a wide ranging conversation we get Tom's view of how the industry continues to evolve from legacy concepts to marketplaces, what the pandemic did to reshape the landscape, and which key trends we should be paying attention to. by Remarkable Retail
42 min listen
10.11.22 Clarkonomics: The Housing Market / Grocery Delivery Gets More Affordable: Clarkonomics: The Housing Market / Grocery Delivery Gets More Affordable by The Clark Howard Podcast
34 min listen
Alpha Trader #5 - The Man Who Solved The Market with the WSJ's Greg Zuckerman by Alpha Trader
29 min listen
Is Marijuana Making You Stupid?: On The Gist, Mike’s thoughts on the P-word. Then, Maria Konnikova of the New Yorker tells us about the challenge of doing a controlled trial on a controlled substance. She’s the author of The Confidence Game. For the Spiel, Mike... by The Gist
25 min listen
Are You $avvy?: The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon gains ground in digital advertising and announces... by Motley Fool Money
39 min listen
Fast Five | Walmart May Soon Be In A Load Of Shipt by Omni Talk Retail
33 min listen

Discover this podcast and so much more

Three driving forces, retail’s mega-deal race and the future of live shopping

Three driving forces, retail’s mega-deal race and the future of live shopping

Description

More Episodes from The Exchange

Related podcast episodes