The S&P 500 was unable to clinch a 70th record closing high yesterday. Will today be the day, or is the Santa Claus rally already over? We’ll debate. Plus, Brian Sullivan peers into his 2022 ‘crystal ball’ to reveal the top 5 predictions he has for markets & the economy in the year ahead. And, in today’s Rapid Fire: crypto gets crushed, the building boom continues, an inflation indicator, and can Star Wars help boost Disney shares? We’ll explore it all.
Dec 29, 2021•45 min
The S&P 500 is trying for its 70th record closing high of the year. We’ll tell you the best places for your money as we near a record finish to 2021. Plus, President Biden is calling in more regulatory reinforcements to try and fight soaring inflation. Will his strategy work? We’ll debate. And, in today’s Rapid Fire: will there be less bite and more bark for the “dogs” of the Dow next year? We’ll talk that plus how to trade Apple & Peloton in 2022.
Dec 28, 2021•45 min
Wall Street shrugging off Omicron concerns with the S&P 500 hitting a record intraday high…we get a few under-the-radar small cap plays to invest in now. Demand for at-home rapid Covid tests still outrunning supply, but just how good are they at detecting the Omicron variant? A leading infectious disease doctor weighs in. And cruise lines get hit yet again as four sailings are turned away from ports due to Covid outbreaks on board, Spiderman nets a billion dollars, and the surprising tech wi...
Dec 27, 2021•45 min
Stocks are rising for a third straight day, but there are still some major concerns out there – including inflation and the Fed’s reaction to it. We’ll take a look at what it all means for markets in 2022, and tell you how to position your portfolio for the year ahead. Plus, Omicron continues to surge just as folks get ready to celebrate the holidays with friends and family. Will the outbreak get even worse in the new year? We’ll ask a medical expert. And, in today’s Rapid Fire: Nikola completes...
Dec 23, 2021•44 min
Markets are higher again today, but after a series of huge moves, the action is relatively calm. Does that mean the dust has settled and it’s safe to dive back in? We’ll give you some names that are attractive here. Plus, we’ll hear from an Apple watcher who says supply chain pain could cost the company billions of dollars more than previously thought. And, in today’s Rapid Fire: analysts are making bold calls ahead of the holidays, and we’ll ask our panel if these stocks are a buy or not.
Dec 22, 2021•45 min
Stocks are bouncing back following three straight down days. Does that mean the ‘Santa Claus rally’ is back on Wall Street? We’ll debate. Plus, we’ll dig deeper into some key sectors to figure out where they might be headed in 2022, and tell you how to position for the new year. And, we’ll speak with the head of a company that’s figured out a unique way to offset inflation and rising food prices: ugly fruits & vegetables!
Dec 21, 2021•45 min
Markets are down again today, and for the fifth time in the past six sessions. Sure Omicron is hurting sentiment, but we’ll at some other factors adding to the selling too. Plus, Senator Joe Manchin says he opposes President Biden’s ‘Build Back Better’ plan. We’ll tell you what that means for GDP. And, have you seen the line for Covid tests lately? We have too. We’ll tell you which stocks will actually benefit from the testing surge.
Dec 20, 2021•45 min
Kelly sits down with the Chairman and CEO of New Jersey utility company PSEG, Ralph Izzo, to discuss the reason why Europe's energy crisis is so much worse than the U.S. this year, the difference in carbon markets and prices, whether the grid can handle more extreme weather events in the years to come, and promising new developments in his specialty field: nuclear fusion . Ralph also tries to convince Kelly to get a "smart thermostat" for her house.
Dec 19, 2021•34 min
Between inflation and Covid, the stock market is dealing with a lot of moving pieces right now. We’ll look at why AI, Big Data and cybersecurity could be good bets right now amid rising worries. Plus, staples are having a great month, but not all of them are created equal. We’ll give you our top picks for safety. And, in today’s Rapid Fire, we’ll talk the semi slowdown, why J.P. Morgan is ‘lovin’ it’ and whether or not AMC is more than just a meme stock.
Dec 17, 2021•45 min
The Dow is holding onto early gains, but the Nasdaq is the big loser today – and the only major index still lower for December. So what’s changed since yesterday? And how do you play this market? We’ll ask the experts. Plus, AT&T is getting a boost today on an upgrade at Morgan Stanley. We’ll speak with the analyst behind the call for 20% upside from here. And, in today’s Rapid Fire: Google vs. Disney, Reddit files to go public, and an under-the-radar restaurant stock gets served some love f...
Dec 16, 2021•45 min
Markets are trading in a tight range as investors brace for one of the most anticipated Fed decisions in a long time. With inflation running at a 39-year high, Jerome Powell surprised markets last month by retiring the word “transitory” and admitting it’s time to considering speeding up the taper. What does it all mean for the markets and the economy? We’ll ask the experts, and cover every angle for you as the decision looms just minutes away.
Dec 15, 2021•40 min
Kelly speaks with BMO’s Simeon Siegel. They talk about how Peloton shares have fallen sharply, just like Simeon warned they would; how that restores his faith in efficient markets; and what it was like for him when they were trading above $100. They also talk about how wholesale is making a comeback as a business model, what that means for stores like Macy's and Nordstrom, and why Traeger grills are actually a good example of that. Plus--the name that Simeon thinks is one to watch into 2022.
Dec 15, 2021•31 min
The ugly PPI report has sent stocks into the red, as the Fed kicks off its big two-day meeting. Will they look at the data and start to taper faster? We’ll debate. Plus, media stocks have been crushed lately, but trying to stage a comeback today. We’ll look at what’s driving the losses and who’s best positioned for a turnaround. And, in today’s Rapid Fire: we’ll bring you some big calls for 2022, including Apple, Chipotle and Disney, and tell you how to trade them.
Dec 14, 2021•44 min
Is it time for markets to start preparing for a worst-case scenario from the Fed? We’ll tell you what that could look like, and the likely stock winners & losers too. Plus, 2021 is shaping up to be the year of the merger, with record M&A deals. Who’s best positioned to benefit if that momentum continues into 2022? We’ll explain. And, in today’s Rapid Fire: Apple’s ascension to $3 trillion, Harley Davidson’s EV moves and Peloton’s “Big” moment.
Dec 13, 2021•44 min
In this conversation, Kelly covers everything from her unlikely entry into the world of cryptocurrencies to the next hot investment with venture capitalist Sarah Kunst of Cleo Capital, which was involved in a big fundraise at the Winklevoss twins’ Gemini. Sarah talks about the way she fell into the space, why she keeps buying the crypto dips and why she’s dipping her toe into the clean energy names.
Dec 12, 2021•30 min
Stocks are on track for big weekly gains, despite the biggest jump in inflation in nearly 40 years. And even with the nasty headlines, bond yields are moving lower today. We’ll try to make sense of it all. Plus, restaurants are feeling the inflation pinch. We’ll look at who’s hurting the most, and who’s best positioned to weather the storm. And, in today’s Earnings Exchange: we’ll bring you the action, the story and the trade in Lennar, FedEx and Rivian ahead of results next week.
Dec 10, 2021•45 min
The major averages are on track for nice weekly gains, trying to extend their winning streak to 4 straight sessions. We’ll speak with a strategist who says this rally is all about “TINA” & “FOMO,” and he’ll give us 3 stocks poised to benefit. Plus, we’ll speak with the CEO of UMH Properties about the hot housing market, and why his company’s manufactured homes are poised to take off even more. And, in today’s Earnings Exchange: we’ll give you the action, the story and the trade in Lululemon,...
Dec 09, 2021•45 min
Kelly explains why she thinks Bitcoin is here to stay, despite what many critics say.
Dec 09, 2021•4 min
Staying in the metaverse, Kelly chats with NFT artist GM Render about how he discovered digital art, his ongoing projects, and how NFTs and the metaverse are returning power to the people. They also explore how one group nearly bought a copy of the U.S. Constitution for $40+ million.
Dec 08, 2021•37 min
Stocks are taking a breather today after back-to-back strong gains that have helped close the gap on the recent selloff. But small cap names are still lagging the rest of the market this year. We’ll give you four stocks that are good buys at these levels. Plus, shares of ChargePoint are lower on a wider-than-expected loss, and down 30% since going public. We’ll speak with the CEO about earnings, expansion and the Infrastructure bill. And, in today’s Earnings Exchange: we’ll give you the action, ...
Dec 08, 2021•44 min
Kelly speaks with Justin Fuisz, CEO and Co-Founder of Octi, a recently launched social media app, about the rapid changes in the metaverse space. We talk about why Apple is a key player to watch; why Octi intentionally looks and feels a lot like TikTok right now; and how people should best get familiar with this emerging space. They also discuss the risks to Facebook's ambitions, and how Octi makes money.
Dec 08, 2021•32 min
We’re seeing a mega market rally for the second straight session, with the Nasdaq leading the way this time. We’ll look at what’s changed, and what stocks could be the next great opportunities in the tech space. Plus, semiconductors and cloud names are flying high today, while media stocks are selling off. We’ll dig deeper into today’s big movers. And, strong guidance and record margins have shares of Designer Brands soaring. We’ll speak with the CEO about the consumer and the holiday shopping s...
Dec 07, 2021•44 min
Stocks are in rally mode today but we’ve been here before. Is the volatility here to stay into year-end? We’ll look at how to best position yourself. Plus, putting a price on carbon. Former BP CEO Bob Dudley says it’s necessary but how will energy companies cope with that? And where does he see oil prices going from here? We’ll ask him. And, you may know him as Deadpool or as the face of Aviation Gin, but actor Ryan Reynolds is also working to change advertising. He joins us live with the discon...
Dec 06, 2021•45 min
Kelly talks to Graham Copley, Founding Partner at C-MACC about two critical issues: the supply chain and the energy transition away from fossil fuels. They dig into why Graham isn’t worried about permanent logistics issues and why inflation isn’t here to stay.
Dec 05, 2021•43 min•Ep. 5
The Nasdaq selling off in tandem with falling rates. What’s behind the tech disconnect…and where you can find opportunities. Users are spending millions of dollars on real estate in the metaverse. We explore how a virtual reality is creating real world jobs. And the restaurant darlings of the pandemic are falling out of favor with investors…what’s driving the dining drop.
Dec 03, 2021•45 min
What a difference a day makes…again. After a late-day selloff yesterday, the major indices stage a big rebound. We explore whether investors should wait for the volatility to calm down or go bargain hunting. Recruiter.com CEO Evan Sohn joins us ahead of the November Jobs Report to discuss employees’ and employers’ changing priorities as candidates reevaluate what they want out of new positions. Plus, Enron went bankrupt 20 years ago today. And while the ensuing fraud scandal was epic, Enron leav...
Dec 02, 2021•45 min
Kelly talks to Stan Majcher, Mid-Cap Value Portfolio Manager at Hotchkis & Wiley. They cover the Biden administration’s plans to lower oil prices, the structural issues in the energy industry, big oil’s spending issues, and where to invest.
Dec 02, 2021•42 min•Ep. 4
Before the CDC said the first Omicron case in the US has been identified, stocks were higher on day two of Powell and Yellen on the Hill, we dig into what their testimony means for both the bulls and the bears and how to play it. With AWS announcing two new chips and Apple bringing production in house, we look at what the manufacturing reshoring trend means for the global chipmakers. Plus, a wild week for airlines as covid variant concerns weigh…should you buy the dip? One trader says yes.
Dec 01, 2021•40 min
Fed Chair Jay Powell triggering a sell-off after he said the QE taper timeline could accelerate and that inflation is no longer ‘transitory.’ We dig into what it means for the equity and bond markets…and where to find opportunities. Consumer Confidence hit a low not seen since February as inflation continues to weigh…Conference Board CEO Steve Odland digs into what it means for retailers and the labor market. And Apple was a rare bright spot, Needham’s Laura Martin reveals why she’s staying bull...
Nov 30, 2021•46 min
Stocks bouncing back after Friday’s big selloff. Did the markets overreact to Omicron? We’ll explore. Plus, Jack Dorsey is stepping down as CEO of Twitter. With the stock down 40 percent from its February high, we look at what’s next for the company. And, Bitcoin rebounding today but still down double digits in the last two weeks. We look at why the Omicron variant isn’t the only thing driving the selling.
Nov 29, 2021•45 min
