Worries vs. Relief, the state of stimulus and from beaker to bulk production

FromThe Exchange

Start listening View podcast show

Worries vs. Relief, the state of stimulus and from beaker to bulk production

FromThe Exchange

ratings:

Length:

44 minutes

Released:

Dec 21, 2020

Format:

Podcast episode

Description

A new COVID-19 variant abroad is overshadowing a new stimulus deal here at home. Will the markets end up shrugging this off, and where do stocks go from here? We’ll debate.Plus, we’ll take a closer look at what’s in the latest round of stimulus, and how soon folks could see relief.And, we’ll check in with a company that makes components for Covid vaccines on how the rollout is going.

Released:

Dec 21, 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

Coronavirus Update: The Rise of Pandemic and Conspiracy by Stuff They Don't Want You To Know
70 min listen
Booster Shots Expected, Prices Rising & Double ‘Jeopardy!’ Hosts - Thursday, August 12th, 2021: The news to know for Thursday, August 12th, 2021! We'll explain new developments around COVID-19 vaccines: who could soon get an extra dose, where they're now being mandated, and what experts have to say about the shots for pregnant women. Also, how... by The NewsWorthy
13 min listen
Medicine Monday?, the good & the bad, and Bitcoin’s huge backers: For the third week in a row, investors woke up on a Monday morning to promising results on a COVID-19 vaccine. But the market reaction is getting more and more muted. Is all the positivity already baked in? We’ll debate. Plus, more folks traveling is good news for airlines, but bad news for others as the virus spreads. We’ll bring you the latest details on new restrictions around the nation. And, Bitcoin has picked up some big backers lately. We’ll identify the whales that have thrown their weight behind the cryptocurrency and fueled its recent gains. by The Exchange
45 min listen
McConaughey’s Plea, 4th Covid Vaccine? & Common Chargers - Wednesday, June 8th, 2022: The news to know for Wednesday, June 8th, 2022! What to know about new, emotional calls for gun reform and the latest ideas from a bipartisan group of Senators. And federal officials laid out the top threats for local law enforcement to keep an eye... by The NewsWorthy
13 min listen
Celeb Vax Ads Cometh, Crypto’s Like Dead Dead 02.10.23 by The Daily Zeitgeist
70 min listen
A History of Vaccines: Learn more about how vaccines came to be by Everything Everywhere Daily
12 min listen
Prices Rising, 4th Vaccine Option & Netflix Ads- Thursday, July 14th, 2022: The news to know for Thursday, July 14th, 2022! We'll tell you about inflation hitting a new peak and a potential compromise with Russia to deal with world hunger. Also, the FDA authorized a fourth Covid-19 vaccine option: how it's different... by The NewsWorthy
13 min listen
It's in Germany by Here Weed Go!
15 min listen
CEO Convicted, Boosters for Kids & RIP BlackBerry- Tuesday, January 4th, 2022: The news to know for Tuesday, January 4th, 2022! We'll tell you how the omicron surge has schools and businesses rethinking reopening plans and another new decision about Covid-19 booster shots. Also, it turns out one CEO's "fake it until you make it"... by The NewsWorthy
13 min listen
Pandemic Economy: Best of Business Wars Daily | 61 by Business Wars
24 min listen
How to look at 2020's impact on the cannabis sector: BofC Live is the daily news and interview program of Business of Cannabis. Business of Cannabis highlights the companies, brands, people and trends driving the sector. On this episode of BofC Live, we connect with Liz Stahura of BDSA to talk about 2020's impact on the cannabis sector. In addition to the impacts of COVID, the sector saw new product trends develop, new purchasing methods and differences emerge between the US and Canadian markets. by Business of Cannabis: Cannabis News | Cannabis Views | Cannabis Trends
11 min listen
NIO Stock Gets Greenlight to Takeoff: After a few weeks of pulse-checks on the major players in the electric vehicle space, my co-host Aaron Davis and I revisit NIO stock. COVID lockdowns and supply chain shakeups in China have been weighing on the company, but now thi... by Hypergrowth Investing
67 min listen
Vaccine Donations, Fed Pulling Back & Netflix Buys Iconic Stories- Thursday, September 23rd, 2021: The news to know for Thursday, September 23rd, 2021! We'll break down another new update about COVID-19 booster shots. Who the FDA says can get the extra dose. Also, there were high hopes for a bipartisan police reform bill, but it looks like... by The NewsWorthy
13 min listen
COVID Immunity: The Road Ahead: What does it mean to be "immune" to COVID, and can we make even better vaccines? by The Naked Scientists Podcast
54 min listen
Coronavirus Impact on the Real Estate Market?: What impact is The CoronaVirus having on the real estate market? Steven will be covering what you need to know when it comes to COVID-19 as a real estate investor or real estate agent. ?? Join the Investor Mindset Facebook for more REI training at http://theinvestormindset.com/values by The Investor Mindset - Name Your Number Show [$]
15 min listen
Booster for Teens, Starbucks Union & New Metaverse App - Friday, December 10th, 2021: The news to know for Friday, December 10th, 2021! We'll tell you how the National Guard is stepping up to knock out this latest wave of Covid-19 and another decision from the FDA about booster shots. Also, where some Starbucks workers are now... by The NewsWorthy
12 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
Coronavirus: Community Spread in New York by The Daily Dive
20 min listen
BREAKDOWN: What the $1.9T Stimulus Means for Bitcoin by CoinDesk Podcast Network
14 min listen
309: Procurement’s Response to COVID-19 Beyond the Next 2 Weeks w/ Christian Heinrich: As we run this podcast, the entire world is consumed with the fallout from the COVID-19 pandemic. Procurement teams have been hit directly in the form of uncertain supply chains and unstable suppliers. While we are naturally consumed with short term... by Art of Procurement
29 min listen
Roblox Hits Roadblock: Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash. by Motley Fool Money
32 min listen
Wall Street Breakfast October 5: U.S. Committee Backs Phased Deployment Of COVID-19 Vaccines by Wall Street Breakfast
8 min listen
Ep. 136: Correcting the COVID-19 Media Fallacies, with Josh Ketter: Analytics expert Josh Ketter is back by popular demand. Josh has been analyzing the COVID-19 data for months now, and he is here to explain exactly what data regarding COVID-19, masks, lockdowns, and the like is relevant and why. He discusses the red... by Counterflow with Buck Johnson
69 min listen
9/10/22 When is a strong dollar a bad thing? A college degree may not be worth it (especially for women) & a look at today's markets by THE TRUTH ABOUT YOUR FUTURE with Ric Edelman
51 min listen
Wind Energy Boost, Supply Chain Solution? & Netflix’s Biggest Series - Thursday, October 14th, 2021: The news to know for Thursday, October 14th, 2021! What to know about offshore wind farms that could be going up all around the U.S. Also, a new study that might impact anyone who got the COVID-19 vaccine from Johnson & Johnson. And the World... by The NewsWorthy
13 min listen
Retail, Inflation and the State of the Consumer 8/16/22: Dominic Chu and the Investment Committee debate the latest earnings out of Walmart and Home Depot, and what that signals with regard to consumers and inflation. Plus, is the slow melt-up in stocks a start of a new cycle in the market or just another bear market rally? And later, some Calls of the Day on the payment stocks, the Committee take their positions on the sector. by Halftime Report
45 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
Pfizer’s FDA Approval, First Woman Leads NY & Paralympic Games Begin- Tuesday, August 24th, 2021: The news to know for Tuesday, August 24th, 2021! One of the COVID-19 vaccines now has full FDA approval. We'll explain how that's different from its prior status and what mandates it's inspired. Also, a decision about a police officer's... by The NewsWorthy
13 min listen
We 5/31 - Clear Channel Sell Off | For The Love Of Ketchup | Ad Titan Merger | Guest Announcement by Ad Nerds
18 min listen
Foreclosures Have Stopped. Now What? (Methodology) by Foreclosure Deals Coach Podcast
22 min listen

Discover this podcast and so much more

Worries vs. Relief, the state of stimulus and from beaker to bulk production

Worries vs. Relief, the state of stimulus and from beaker to bulk production

Description

More Episodes from The Exchange

Related podcast episodes