Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown

FromThe Exchange

Start listening View podcast show

Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown

FromThe Exchange

ratings:

Length:

45 minutes

Released:

Nov 30, 2020

Format:

Podcast episode

Description

Stocks are lower today, but still on pace to close out a monster month of gains and record highs. But is there more to come? We’ll debate.Plus, Gold is getting pummeled just as Bitcoin shoots back up to near all-time highs. We’ll take a look at the tug-of-war between these two investments. And, with holiday shopping in full swing, we’ll explore who could take the retail crown as shoppers shift out of the store and move online.

Released:

Nov 30, 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

1266. Microstrategy Buys More Bitcoin | Bullish Crypto Market Update: MicroStrategy's purchase of an additional 5,445 bitcoins for $214.6 million brings its total Bitcoin holdings to over 158,000 BTC, worth over $4.7 billion at current prices. This makes MicroStrategy the largest publicly traded corporate holder of... by Tech Path Crypto Investing
19 min listen
Crypto Carnage: Why Bitcoin May be Headed to $12,000 And Can UST/LUNA Be Saved?: "Bitcoin shining during inflation was always a myth," claims Gareth Soloway, president and CFO of InTheMoneyStocks.com. He tells our Daniela Cambone that Bitcoin has never experienced an era without quantitative easing stemming from the Fed, and has a... by The Daniela Cambone Show
24 min listen
TBP28 - Modern Day Gold Rush: The inevitable and unavoidable Thanksgiving food coma hit all three of us this week but we still came back to give you guys a mini-sode this week. Real-time bitcoin-to-gold exchange and banking 2.0 Vaultoro has reached a significant $2 million milestone in gold trading volume, so to celebrate we grabbed CEO Joshua Scigala, who joins us on the show this week as we dive further into his personal bitcoin story. Gold is a great way to preserve wealth, but it is hard to move around. You do need some kind of alternative, and Bitcoin fits the bill, baby! by Logos Podcast with Jarrad Hope
41 min listen
Bitcoin News Roundup for Jan. 13, 2021 by Markets Daily Crypto Roundup
7 min listen
Henry Blodget talks Bitcoin, bubbles, and Amazon - Alpha Trader podcast by Alpha Trader
41 min listen
Crypto Update 4/1/22 | Bitcoin Is Being Purchased to Act as a Reserve Currency by Markets Daily Crypto Roundup
20 min listen
BREAKDOWN: $50K BTC in 2021? Bloomberg Analysts Join the 'Traditional Onslaught' Driving Bitcoin's Rally by CoinDesk Podcast Network
10 min listen
Bitcoin Conviction with Eric Weiss by What Bitcoin Did with Peter McCormack
62 min listen
Gareth Soloway On VIX Hitting 40 During A Recession by Schwab Network
7 min listen
Bitcoin News Roundup for June 22, 2020 by Markets Daily Crypto Roundup
9 min listen
Bitcoin’s Rough Week, Plus Semis’ Spectacular Week 1/19/24: One week on from Bitcoin's momentous Wall Street moment, the results are underwhelming. The price of #Bitcoin has fallen to its lowest level since the SEC approval, underperformed gold, bonds and global equities this year, and inflows have also fallen short of estimates. Plus, semiconductor stocks help lead the Nasdaq 100 to an all-time high. But amid this tech optimism, tech firms are making cuts as they prioritize the shift to AI. by TechCheck
5 min listen
Lyn Alden and Nic Carter - E26: Lyn Alden, investment strategist, and Nic Carter, partner at Castle Island Ventures. by Swan Signal - A Bitcoin Podcast
78 min listen
Bitcoin News Roundup for Dec. 21, 2020 by Markets Daily Crypto Roundup
6 min listen
Crypto Update 4/6/22 | The Growing Digital Asset Lifeline in Ukraine by Markets Daily Crypto Roundup
18 min listen
Equity Monday: When does a selloff become a rout?: Despite the advanced week, news is still coming in in hot and heavy, so strap in for today's busy episode! by Equity
12 min listen
Crypto Update 4/7/22 | The Bigger Problem With Axie Infinity by Markets Daily Crypto Roundup
14 min listen
Bearish or Bullish? What Oil, DeFi Hacks and Cash Hoarding Tell Us About Markets: It’s hard to look at recent news from both crypto and traditional markets and not feel like we’re getting pretty mixed signals. Stocks have been recovering, but oil is hitting historic lows. DeFi suffers a major hack over the weekend, but Coinbase... by The Breakdown
23 min listen
BREAKDOWN: Why Citi Thinks Bitcoin Is at a Tipping Point by CoinDesk Podcast Network
15 min listen
The Fattest Trade in the Market, and an Unlikely Safe Haven Play? 3/17/23: Stocks dropped to end a volatile week, but while banks took broad markets lower, big tech held up. One of our traders, though, isn’t so convinced by the recent “flight to stability”. How he’s playing the move now. Plus bitcoin prices soared this week as investors looked for safety in the usually-volatile crypto. Can the momentum last? Fast Money Disclaimer by CNBC's "Fast Money"
22 min listen
BREAKDOWN: How the Macro Landscape Is Shaping Bitcoin Markets by CoinDesk Podcast Network
11 min listen
CMS Holdings co-founders say DeFi claimed trader attention before bitcoin's volatility spike by The Scoop
55 min listen
Crypto Update 4/25/22 | The Downfall of 'Shadow Banker' Reggie Fowler and Crypto's Rising Legitimacy by Markets Daily Crypto Roundup
17 min listen
BREAKDOWN: Bearish or Bullish? What Oil, Defi Hacks and Cash Hoarding Tell Us About Markets by CoinDesk Podcast Network
23 min listen
1261: Bitcoin Tipped to Hit $100,000 by 2024 End, Predicts Banking Giant Standard Chartered!!: Bitcoin could climb as high as $100,000 by the end of next year, according to banking giant Standard Chartered. by Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
28 min listen
Crypto Update 4/21/22 | Is Bitcoin a Risk-On or a Risk-Off Asset? Maybe It’s Neither by Markets Daily Crypto Roundup
13 min listen
Why Smart Investors Need To Be More Bullish On Bitcoin: Thanks to recent events involving certain banks, Steph and Albert have more than a few things to say about how little control we actually have over our own funds. Tune in to find out why they are betting on Bitcoin now more than ever. by Mission Daily
24 min listen
1231. SEC Loses MAJOR Grayscale Lawsuit! ? Bitcoin ETF Approval Imminent?: The crypto markets have been on a downward trend in recent months, but they took a sharp turn upwards on Tuesday following the news of Grayscale's victory against the SEC. The SEC had previously rejected Grayscale's application to convert its... by Tech Path Crypto Investing
15 min listen
Crypto Update 6/28/22 | What if the Federal Reserve Has Inflation All Wrong? by Markets Daily Crypto Roundup
12 min listen
Bitcoin News Roundup for Dec. 14, 2020 by Markets Daily Crypto Roundup
8 min listen
971: BITCOIN COULD REACH $72,000 THIS WEEK ACCORDING TO S2F MODEL, BUT SOMETHING WENT WRONG!!: The notorious stock-to-flow model that was perfectly predicting the direction of Bitcoin's movement until the massive correction we saw in May and June suggests that the king crypto (BTC) will reach $72,000 this week, but it is unlikely to happen. by Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
28 min listen

Discover this podcast and so much more

Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown

Can the record run to continue?, Bullion vs. Bitcoin and battle for the retail crown

Description

More Episodes from The Exchange

Related podcast episodes