logo
episode-header-image
Feb 2022
43m 53s

Navigating volatility, supply shock ahea...

CNBC
About this episode
Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He’ll join us to explain why. And, could the Ukraine crisis derail the Fed’s tight ... Show More
Up next
Aug 21
Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26
The Wall Street Journal’s Greg Ip joins us to discuss whether U.S. Treasurys are losing their safe haven status after Treasury Secretary Bessent’s buyback plan. Plus, Guggenheim’s Simeon Siegel is here with his retail outlook after a big earnings week. And Pantera Capital’s Cosmo ... Show More
44m 1s
Aug 20
Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26
Former OMB Director Mitch Daniels on the Trump administration’s fiscal policy fight. Five-star fund manager Matt McLennan says despite the rising bond risks, investors should broaden their holdings, rather than get bearish. Plus, why Stripe could stay private for the long-term. H ... Show More
43m 55s
Aug 19
The Exchange 8/19/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
43m 21s
Recommended Episodes
Apr 2024
A Puzzling End To The Week… And More Room To Run In Energy’s Price Spike 4/5/24
<p>Stocks bouncing back after yesterday’s big sell off. But between a hot jobs report, hawkish Fed talk, and even a literal earthquake… is a market rally the normal reaction? Plus even more room to go in energy’s price spike. The pain at the pump, and where energy stocks could be ... Show More
43m 40s
Sep 2023
Brent oil at a new high this year – quo vadis from here?
<p>Good news on the US economy was bad news for US equities yesterday as increased interest rate expectations weighed on stocks. An expanded ban on using iPhones in China also weighed on market sentiment, and this is also spilling over to Asian markets that are a sea of red this ... Show More
11m 55s
Feb 2022
How Will War in Eastern Europe Impact the Battle Against Inflation?
U.S. equity indexes soared on Friday, with the Dow Jones Industrial Average posting a near 800-point gain and the S&P 500 Index and the Nasdaq Composite rising 1.86% and 0.92% two hours ahead of the close of regular trading. Equity futures indicated a positive open after Russian ... Show More
37m 20s
Mar 2022
Will Russia's Invasion of Ukraine Raise Inflationary Pressures?
U.S. equity markets were mixed with just over two hours remaining in the trading day, with the Dow Jones Industrial Average and the S&P 500 Index holding small gains and the Nasdaq Composite and the Russell 2000 Index down nearly 1%. Yields on the 10-year U.S. Treasury note and t ... Show More
33m 30s
Oct 2025
Is The Risk Trade Off?... And Another Rare Earth Rout 10/17/25
<p>Stocks ticking higher and closing out a strong week of gains, but with gold & crypto pulling back as yields catch a bounce, will the risk-off action continue through Q4? Plus… coming back down to earth. How ongoing China trade uncertainty is hitting the rare earth material sto ... Show More
43m 55s
Apr 2025
Murky Monday For Stocks… And Tariff Impact On Automakers 4/14/25
<p>Stocks kicking off the week with another volatile session. How the latest tariff headlines are causing even more market swings, why a technical ‘death cross’ is flashing warning signs in the S&P 500’s technicals, and why one currency expert says to steer clear of the U.S. doll ... Show More
43m 40s
Nov 2022
11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers
Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ETF, ... Show More
46m 2s
Mar 2022
What the Dollar Surge Means For Markets, and Two Tales of Transports
Commodities and the dollar jumping this week as markets take another big breather. But will the downtrend continue in the coming weeks? The traders break down their outlook. Plus, the airlines have taken a major hit in recent days, but the broader transports actually eked out a g ... Show More
22m 17s
Aug 2021
Keep Riding the Record Rally?
Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall? Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the ene ... Show More
44m 38s