The Exchange

A top strategist says a market rotation is ahead; one which will say ‘goodbye’ to Fed dependence and ‘hello’ to growth. We’ll explain why.

Plus, Americans are apparently sitting on an estimated $1.3 trillion in extra cash savings amid the pandemic. Chris Senyek of Wolfe Research joins to discuss what that means for the recovery in 2021.

And, Gen Z’s disruptive buying powering will surpass Millennials’ in the next 10 years, according to Bank of America. Which industries could be in line for a boost or a bust? We’ll discuss in Rapid Fire. 

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Stocks may be down today, but fund managers’ optimism isn’t. According to BofA’s latest Global Fund Manager Survey, they’re more bullish now than they’ve been all year.

Is it time for investors to fade the herd, or to follow it? Our market experts debate.

Plus, the CEO of Tripadvisor joins to discuss the company’s big bet on rentals, just as rival Airbnb gets ready to go public.

And, Tesla is set to join the S&P 500 beginning on December 21st. But with shares already up more than 500% in the past year, can it keep up momentum? We’ll discuss in Rapid Fire. 

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Markets are rallying on more vaccine hopes from Moderna, with the Dow nearly hitting 30,000 for the first time.

But will this be another reopening trade headfake like we saw last week? Our market experts debate.

Plus, real estate entrepreneur Don Peebles joins to discuss the pandemic impact on the industry, including why he expects permanent damage across the retail & office sectors. 

And, payment players Paypal & Square have had a monster year, as more folks go cashless. But one name has nearly leapfrogged them both in the past quarter. We’ll explain. 

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Markets continue to rally in the face of negative virus developments, including cities from New York to Chicago rolling back reopening efforts.

We’ll explore the economic ripple effect, and what it could mean for investors.

Plus, home prices are on the rise in every corner of the country for the first time in 40 years. But is the housing market getting too hot? We’ll debate.

And, lockdowns aren’t stopping fans from planning to attend live events in a post-pandemic world. SeatGeek CEO Jack Groetzinger joins to discuss how he plans to get them back into venues safely. 

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The markets are setting new records on the same week that COVID-19 cases and hospitalizations are hitting records highs too. How long can this disconnect last? We’ll explore.

Plus, the record virus spike is straining medical resources, especially in the South. We’ll get the full picture from the CEO of the one of the biggest hospital systems in Texas.

And, a research team at Deutsche Bank is proposing a 5% “work from home” tax. Is it a smart idea, or a financial fantasy? We debate in Rapid Fire

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Tech stocks are turning around today, as the high-flyers are taking off yet again while value names sell off. We’ll take a look at why with our market experts.

Plus, the regime in China is taking aim at its own tech giants. We’ll explain what they’re doing, why and the implications for firms here in the U.S.

And, dividend-paying stocks usually outperform during times of crisis, but not this year. Ned Davis Research’s Ed Clissold joins us to explain why he thinks that’s about to change.

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Investors are fleeing many of the names that have thrived during the pandemic, and piling into recovery plays instead. Should you fade the move or chase it? We’ll debate.

Plus, Apple’s last product event before the big holiday shopping season is underway. We’ll bring you the highlights and the trade in real time.

And, Wall Street Journal’s Jerry Seib says the election could end up empowering both sides of the aisle, and explains the three key things he thinks could get done in the next administration.

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Positive vaccine news from Pfizer is sending stocks surging, just as the presidential election was called in Joe Biden’s favor.

The Dow, S&P and Russell 2000 all hitting record highs, as there now appears to be a light at the end of the tunnel for the pandemic.

We’ll bring you all of the latest details, and will try to answer key questions that remain about the vaccine, its availability and its effectiveness.

Plus, legendary investor Stanley Druckenmiller joins to discuss his views on markets and the historic election, including why he believes the dollar could be in for some big trouble ahead.

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America is still anxiously awaiting the outcome of the presidential race.

Key states like Pennsylvania, Arizona and Georgia are all still in play. We’ll bring you the latest vote counts as they happen.

Plus, investors appear to be banking on a divided government in the new year. But would gridlock actually be good for the muni market? We’ll debate.

And, legendary investor Bill Miller explains why he believes it’s still a bull market, and there’s big upside in value stocks and Bitcoin too.

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Stocks are surging again today despite no outcome of the presidential election.

We’ll bring you the latest calls from swing states like Georgia, Arizona and Pennsylvania, which are all still in play.

Plus, markets are on pace for their biggest weekly gain since April, even while the nation sees a record rise in daily Coronavirus cases.

We’ll do a deep dive on the rally, and tell you what to expect from the latest Fed decision just moments away.

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