Real or Reddit?, a net zero community, and time to retire “FANG”?

FromThe Exchange

Start listening View podcast show

Real or Reddit?, a net zero community, and time to retire “FANG”?

FromThe Exchange

ratings:

Length:

45 minutes

Released:

Jun 9, 2021

Format:

Podcast episode

Description

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.

Released:

Jun 9, 2021

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
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
A complicated relationship, Got milk?, and chopping the lumber: The complicated relationship between the Fed & markets is getting more fragile as the words “tapering” and “transitory” draw contention. We’ll debate what’s happening in the real economy and explain what investors actually want from the Federal Reserve. Plus, Oatly’s debut through a traditional IPO is off to a decent start. Are direct listings and SPACs falling out of favor? We’ll explore. And, lumber prices are cracking after their climb to record highs. We’ll speak to one executive about his business, and what’s good for wood. by The Exchange
45 min listen

Related podcast episodes

Skip carousel

THE HASH: Sam Bankman-Fried Borrowed From Alameda to Buy Robinhood Shares; DeGods and Y00ts to Migrate Chains by CoinDesk Podcast Network
27 min listen
BITCOIN: Find Out What It Is, Why It’s So Popular & If You Should Invest In It – Kim Kiyosaki.: The world is buzzing about bitcoin. Is it a bubble? Is it the next big thing? In this episode, Kim talks to Adam Draper, and early investor in crypto currencies. Find out what a block chain is and how it is applied to crypto currencies. Hear what’s... by Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business
60 min listen
2022 Team Favorites: The Spectacular Collapse of FTX and SBF by Bloomberg Crypto
33 min listen
Thu. 09/14 – Ocean’s Eleven-Style Hacks by Techmeme Ride Home
17 min listen
Prologis CEO, Off the Charts, & Riverbed CEO: The market close slightly lower after an early day surge, and Jim Cramer is helping investors understand what it means for the recovery effort moving forward. Then, CEO Hamid Moghadam of logistic real estate investment trust, Prologis, discusses how COVID-19 is transforming supply chains and ushering in a new era of e-commerce. And, Cramer goes off the charts to examine how the current volatility stacks up to previous years and where future buying opportunities may be found. Plus, Riverbed CEO, Rich McBee, joins Cramer to talk network optimization as millions of Americans continue to work from home. by Mad Money w/ Jim Cramer
46 min listen
Can smaller games kill crunch? - The GamesIndustry.biz Podcast: Rebekah, Matt, Chris and Marie gather around their mics to discuss the biggest issues of the past week. Firstly, we discuss the recent Kotaku report on Rockstar's attempts to change its internal crunch culture, with the prominent suggestion that the... by The GamesIndustry.biz Podcast
59 min listen
The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis by Latent Space: The AI Engineer Podcast — Practitioners talking LLMs, CodeGen, Agents, Multimodality, AI UX, GPU Infra and all things Software 3.0
53 min listen
Wed. 06/29 – Netflix Running Up That Hill by Techmeme Ride Home
17 min listen
The GameStop Saga: How no-fee trading engineered both access & chaos: GameStop and the meme stock saga changed everything on Wall Street...but what role did the platforms we use to trade for free play? Time to find out, plus think about what comes next for a stock market in flux. by Morning Brew Daily
44 min listen
Oil is the New Data by CoinDesk Podcast Network
5 min listen
Fri. 12/22 – The Hyperloop Is Dead by Techmeme Ride Home
23 min listen
Cam Rogers & Sam Izzo (No Mario's Sky), games from outside the west & review lawsuits by Lightmap - Conversations with video game creators
31 min listen
Debating the value of Nintendo Switch Online: The GamesIndustry.biz team gathers around their mics and discusses the biggest stories of the past week. On this episode, we take a deeper dive into the announcements from the recent Nintendo Direct -- particularly the decision to lock N64 and... by The GamesIndustry.biz Podcast
39 min listen
11/12/2022: The Truth About the Collapse of FTX – What does this mean long-term for crypto? by THE TRUTH ABOUT YOUR FUTURE with Ric Edelman
51 min listen
Genesis May Be Facing Bankruptcy. Could It Take DCG Down With It? - Ep. 428: Ram Ahluwalia, CEO and co-founder of crypto-native investment advisor Lumida, and Samuel Andrew, crypto author and analyst, talk about the financial situation at Genesis and parent company Digital Currency Group (DCG). The collapse of FTX has dealt crypto lender Genesis another major blow, with the firm halting withdrawals and DCG stepping in to help. Now the two face a range of suboptimal outcomes in the face of massive debts. Ahluwalia and Andrew discuss what could come next, and what should be learned from the recent debacles. by Unchained
78 min listen
Is The Stock Market In A Bubble? Gamestop Mania & Hedge Fund Implosions: Are you wondering whether the stock market is in a bubble due to all the mania surrounding Gamestop, AMC Entertainment and more? Let's discuss what happened during past manias and the last time hedge funds lost billions of dollars of their client's money. by The Financial Samurai Podcast
17 min listen
Ex-Trump Advisor Joins Blockchain Startup by CoinDesk Podcast Network
7 min listen
The crypto crash was inescapable: The cryptocurrency crash has people talking about regulating and centralizing the notoriously anti-regulation, decentralized industry. But would regulations change cryptocurrency so much that it would essentially stop being crypto? by The Times: Essential news from the L.A. Times
27 min listen
THE HASH: Stablecoin Issuer Circle Scratches Plan to Go Public; Reddit's Avatar Tokens Set Minting Record by CoinDesk Podcast Network
25 min listen
The Nakamoto.com Debacle | January 9th, 2019 by Markets Daily Crypto Roundup
10 min listen
What the Hell is Happening with GameStop's Stock?: It’s a mixture of Internet trolling, Reddit threads, the fall of capitalism as we know it, and that movie Big Short. If like me you have but a cursory understanding of the stock market and you continually see mention of this GameStop fiasco making head... by CYBER
39 min listen
THE HASH: Solana Tumbles in Wake of FTX Collapse; Anonymous Twitter User Leaks 3Commas API Database by CoinDesk Podcast Network
23 min listen
Mon. 10/29 - Big Blue Gets Red Hat by Techmeme Ride Home
14 min listen
"GTA 6 WILL REPORTEDLY BE THE MOST EXPENSIVE VIDEO GAME EVER MADE" by Analytic Dreamz: Notorious Mass Effect
10 min listen
Meta Founder & CEO Mark Zuckerberg And Off The Charts: Bitcoin 6/22/22: The Dow closed down about 40 points and Jim Cramer is helping investors recognize the signs of a bottom in the market. In a two-part interview, Jim Cramer sits down with Meta Platforms CEO Mark Zuckerberg to talk about the metaverse, including the opportunities it presents for creators, expanding its reach across the globe and the company's future as it aims to bring the metaverse into the mainstream. Then, after falling over 70% from its record highs in November, has bitcoin finally hit a bottom? Cramer's going Off The Charts to find out where the digital asset might be headed. by Mad Money w/ Jim Cramer
45 min listen
Tuesday, Mar. 13, 2018 - Trump trumps Broadcom by Techmeme Ride Home
16 min listen
Episode 204 Cory DLG talks "DMA" issue #3 and we talk superpowers, the government, Kanye, Trump and by Conversations About...
60 min listen
2023 — The Year in Review: Veteran cartoonists Dave Kellett and Brad Guigar look back on their predictions for 2023. They nailed a few and failed a few! by Comic Lab
64 min listen
CORE 386: Pretty Sneaky: CORE 386: Pretty Sneaky by CORE - Core Gaming for Core Gamers
191 min listen
The Future of Truth Social (339): This week Donald Trump's Truth Social made the news concerning runway and SPAC issues. Does Truth and it's parent company have enough money to hold on? And even worse news...Google has a lot to say about it. In acquisition land, Benioff's Time brand... by This Old Marketing
71 min listen

Discover this podcast and so much more

Real or Reddit?, a net zero community, and time to retire “FANG”?

Real or Reddit?, a net zero community, and time to retire “FANG”?

Description

More Episodes from The Exchange

Related podcast episodes