Worldwide Exchange delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Anchor Brian Sullivan informs viewers about business stories that have global significance. The conversations include analysis of business and investor trends in international markets. Covering local stories with international significance. Available to listen each morning.
Goldman’s “Margin of Safety” Stocks; The Crude Reality of Diesel Fuel Prices; Disruptor 50: How One Company is Revolutionizing E-Commerce Through Robotics. 5/18/22
Brian Sullivan lays out 20 stocks that Goldman Sachs identifies as falling within the bank’s “margin of safety”. Plus, the true cost for truckers filling up with diesel fuel. And, the CEO of CNBC Disruptor Exotec, on how robotics can help address the global supply and labor shortage.
Changes China is Making to Ease the Global Supply Crunch; Which Retailers Will Stand Out During Earnings Season?; Where Wall Street is Putting its Money in the Pennsylvania Primary. 5/17/22
Lori Ann LaRocco discusses the steps China is taking to try to alleviate shipping snags at its major ports. Plus, retail insider Jan Kniffen says Walmart and Target are doing the best job among the major store chains in taking on Amazon. And, Ylan Mui details which candidates in the Pennsylvania Senate primary race are being backed by billionaire investors on Wall Street.
Cloud stocks, crypto’s crash, investment opportunities during tight financial conditions. 5/16/22
Amid the tech wreck, cloud stocks may offer a silver lining, as the ongoing migration of legacy client-server apps to the cloud signals opportunities in software-based businesses. John Freeman of CFRA Research joins us to discuss which of these opportunities he’s most enthusiastic about. Plus, following crypto’s crash and stablecoin’s collapse last week, do Bitcoin or Terra have futures as payments networks? Lawrence Lewitinn of CoinDesk joins us to give his take on how much damage has been done. And, though investors, consumers, and businesses have benefitted from significant monetary tailwinds in the past, investors can no longer rely on financial conditions to support portfolio growth, says Seema Shah of Principal Global Investors. She joins us to answer the question of everyone’s mind: where are the investment opportunities, and how can investors prepare for anticipated challenges?
In a market more volatile than ever, where do we go from here? 5/13/22
Like many commodities, the cost of fertilizer has been increasing due to COVID-19 related supply chain issues, weather disruptions to shipping and production, energy costs, and geo-political issues. Ken Seitz of Nutrien Ltd joins us to discuss the biggest cost drivers of fertilizer on the market and what the company is doing to deliver high crop yields and maximize productivity. Plus, though the capital markets saw significant volatility, the Dow and the S&P ended the week where it started, unlike the tech sector and the Nasdaq Composite. Ryan Payne of Payne Capital Management joins us to discuss the best opportunities for investors and how volatility can be used as a leveraging tactic. And, the big question on all investors’ minds is when will the economic and monetary backdrop set up to foster stability and a new bull phase? Liam Dalton of Axiom Capital Management joins us to identify the key steps in a necessary adjustment process.
Crypto plunges, Disney shares fall, Rivian stock jumps. 5/12/22
Liquidity concerns around “stablecoin” provider Terra has caused a hit on confidence across the crypto spectrum, with many of the coins seeing major losses this week. Juthica Chou of Kraken joins us to discuss the current state of the crypto market, recent Bitcoin price movements, and hedging inflation. Plus, Disney reported in its earnings report yesterday stronger-than-expected growth in Disney+ subscriptions but warned shareholders that the company is still seeing the impact of COVID on its theme parks. Jonathan Kees of Daiwa Capital Markets America joins us to give his take on why Disney shares have fallen following the report and what’s in store going forward. And, the Rivian stock jumped yesterday, maintaining its 2022 production target to build 25,000 vehicles this year. Dan Ives of Wedbush Securities joins us to provide insight on whether Rivian is worth investing in.
Major reports this week, threats to solar capacity installations, the U.S. dollar’s historic high. 5/11/22
This week, it’s all about inflation, with the April CPI, PPI, and Import Prices reports due. Michelle Girard of Natwest Markets Securities joins us to discuss whether she expects today’s CPI report to reinforce the Fed’s current projected rate path. Plus, the Department of Commerce’s investigation into 17.5 gigawatts of solar capacity installations may threaten nearly 66% of the U.S.’ energy plans. Marcelo Ortega of Rystad Energy joins us to break down exactly how this freeze happened. And, Kamakshya Trivedi of Goldman Sachs says that more money is being concentrated in dollars due to the selloff in stocks and bonds. He joins us to give us his thoughts on the demand for major currencies and the likelihood of a recession.
Brian Sullivan is the best host!
The next level of hosting! WWEX is the must chew morning routine! Everyone extremely loves Brian Sullivan’s wisdom!!!
Great podcast to start your day
One of the podcasts I listen every day
Topical, inciteful and thorough yet personal and fun with random but interesting snapshots.