The Commercial Break Podcast with Tim Seymour and Guy Adami is where investing and pop culture mingle. This is what we talk about when CNBC's Fast Money cameras are off. For those who like their stocks with a side order of movies, music, and sports.
…
continue reading
1
Renovation vs. Inflation with Home Depot and Lowe’s
7:09
7:09
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:09
Home Depot and Lowe’s love that we got hooked on renovation in lockdown, but, even if demand persists, inflation may put a dent in forecasts with delayed purchases, higher inventory, and lower margins.
…
continue reading
Baseball fans and shareholders may disagree if there's a must-win game in August, but, regardless, Disney is positioned to win the long game.
…
continue reading
1
You Can Go Your Own Way, but Should You Stay Home?
5:14
5:14
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
5:14
Who do you listen to — Stevie Nicks or interest rates? Stevie puts on a better show, but Covid threw a Monkey Wrench into her concert plans, and it's more than Rumours to Southwest Airlines.
…
continue reading
The infrastructure in Flushing may be collapsing (and we don’t mean roads and bridges), but, elsewhere, companies like US Steel are standing strong.
…
continue reading
Great hair will only take you so far. It’s what’s under that matters. Robinhood’s brand looks good, but it isn’t as innovative as some may have you believe — especially compared to a Coinbase.
…
continue reading
1
The Parts May be Greater than the Whole in Big Tech and Music
5:41
5:41
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
5:41
The Traveling Wilburys was a supergroup that failed to fully exploit the potential of its individual parts. Big tech companies like Amazon and Facebook have a lot in common.
…
continue reading
1
Apple, Google, and Microsoft Take the Mound
7:56
7:56
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:56
It’s a different kind of Moneyball when Microsoft, Apple, and Google pitch earnings, and they’ve all got great arms, but the long game may be in Google’s favor.
…
continue reading
1
You Can Only Use Your Illusion for So Long
9:54
9:54
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
9:54
We used to love them, but we had to kill them. Stocks like Netflix and Tesla don’t have the following they once had — but is it better to burn out than to fade away?
…
continue reading
1
They Aren’t Dead Flowers, but They Aren’t in Bloom
6:09
6:09
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
6:09
A Night at the Opera beats a bad day at the ballpark or a sell-off in the market. Is pain priced-in?
…
continue reading
Can’t You Hear Me Knocking over the outstanding songs from Sticky Fingers? We apply its soundtrack to the markets as Wild Horses drag us into the weekend.
…
continue reading
1
Passing Basketballs and Cannabis Bills
9:07
9:07
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
9:07
Schumer shoots, but can he score on cannabis? A state-by-state status quo is complicated, but it keeps the CPG monsters out of the game … for now. Is the Schumer cannabis bill the right bill for right now?
…
continue reading
1
It’s a Close Shave for Consumers’ Budgets
8:51
8:51
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:51
Housing, cars, hotel rooms — inflation is creating a hairy situation for consumers as the Fed trims the yield curve.
…
continue reading
1
Never Side Against the Big Tech Family
9:03
9:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
9:03
The five families of big cap tech are Microsoft, Google, Facebook, Amazon, and Apple, but are they making an offer we can’t refuse?
…
continue reading
Amazon’s Vinyl-of-the-Month Club could be Columbia House without the hassle. Add e-commerce, AWS, and ever-increasing margins, and Amazon may be singing our song come earnings time.
…
continue reading
Nike may have dropped the ball on All-Star jerseys, but they’re knocking it out of the park on earnings.
…
continue reading
Citi Field and Bitcoin have something in common — they’re both electric. That’s a big plus in baseball, but a big negative in crypto where volatility is no longer shocking.
…
continue reading
CDs have joined 8-tracks in the rear view, but vinyl is back. Could the market pre-Fed announcement make a comeback too?
…
continue reading
We’ve got Spin Doctors on the radio, the pitcher’s mound, and at the Fed, and yesterday’s shot across the bow may be the first sign of a more aggressive Fed going forward.
…
continue reading
1
We’re Sky High Without a Reason Why
4:39
4:39
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
4:39
The Fed blew it all Sky High and, last year, had a reason why. Today, on the other hand? Is Jerome Powell trying to do too much?
…
continue reading
What do Boy George, deGrom, and the Fed have in common? They could all be considered MVPs. We’ll see how the Fed plays things this Wednesday.
…
continue reading
1
The Market’s Golden Tickets and Glass Elevators
9:45
9:45
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
9:45
Are investors flying too close to the sun, or are Apple, Amazon, Microsoft, Google, and Facebook golden tickets to the glass elevator?
…
continue reading
1
It’s a Heartache When the Fed Leaves Us
7:17
7:17
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:17
We aren’t Holding Out for a Hero because the Fed is already here — but what happens when it leaves? Maybe we Never Can Say Goodbye.
…
continue reading
1
Not Even Rhonda Can Help Transports Today
7:08
7:08
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:08
FedEx and UPS aren’t having Fun, Fun, Fun at the moment, but Wouldn’t It be Nice if they could Hold On for One More Day?
…
continue reading
1
Amusing Ourselves to Death in the Market
6:36
6:36
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
6:36
Fun and fundamentals are often at odds, but, in a market that’s moved by messaging, both can make or break stocks.
…
continue reading
1
Good Guys, Bad Guys, and Vigilantes in the Market
8:35
8:35
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:35
In classic cop shows, the heroes and villains were obvious, but the lines are blurrier in a post-meme stock market.
…
continue reading
1
Gold Rallies, Gold Records, and Golden Girls
7:44
7:44
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:44
The value of gold is always changing - just ask Andrew Gold, the man behind the ‘Golden Girls’ theme song. As the precious metal rises, is a market pullback coming?
…
continue reading
1
Does the Market Want Charlie Watts or John Bonham
7:22
7:22
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:22
As we salute the great Charlie Watts on his 80th birthday, we wonder if the market prefers a steady beat, or the more flashy and volatile style of a John Bonham.
…
continue reading
1
The Market Plays Ball with Infrastructure
5:09
5:09
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
5:09
A well-kept stadium tells the world that you’re ready to play ball, and an infrastructure investment could put General Electric and Boeing up to bat.
…
continue reading
1
The Market Would Rather Say Yes than be Fragile
9:53
9:53
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
9:53
Two weeks ago the market was looking pretty Fragile, but with strong earnings, a tech rally, and continued liquidity, the Roundabout has taken us back to where we were.
…
continue reading
Don’t ride the Bitcoin roller coaster if you’re below the height restriction, pregnant, or have a Heart of Glass. One Way Or Another, this volatility has to affect traditional markets.
…
continue reading
Spin a tune for a great cause. When you Like or Play The Quarantine Blues, $5 will be donated to A Leg to Stand On, helping children with limb disabilities. Visit https://www.quarantineblues.net Benefits A Let To Stand On (ALTSO) http://altso.org Play The Quarantine Blues on Spotify: https://open.spotify.com/track/4MgxVdfZKTBojVmfTLNOoj?si=c68bfb1b…
…
continue reading
1
There’s No Such Thing as a Good Excuse
9:57
9:57
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
9:57
Major League team owners and Fortune 500 CEOs have a lot in common, but fans and shareholders probably don’t want to hear an excuse from either. Should a team owner give forward guidance like a CEO?
…
continue reading
From CDC guidelines to C+C Music Factory, we’re wondering about a lift in the market. Was it algorithms and keywords or optimism on reopening? Either way, Disney plays the Best of Both Worlds with streaming and parks.
…
continue reading
1
Who Nominated The Fed for this Lifetime Achievement?
8:05
8:05
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:05
Once a band is inducted into the Rock & Roll Hall of Fame, they’re a part of it — sort of like how the Fed is a part of the market, whether it belongs there or not.
…
continue reading
1
Sometimes the Market Throws a Curveball
9:50
9:50
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
9:50
The market was down in early innings, but made a comeback. We’ve seen this game before, and it’s usually business-as-usual in a few days. Could the dollar’s status as a reserve currency be at risk?
…
continue reading
Despite the S&P’s all-time highs, big names like Square, Peloton, Zoom, and The Trade Desk may find their multiples hard to live up to.
…
continue reading
1
When Printing Money Creates Problems, Print More Money!
6:25
6:25
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
6:25
The Fed’s meddling (Feddling?) has created big problems in the labor market — and doubling down may be the only thing that works.
…
continue reading
We may spend May The Fourth trolling Star Wars fans, but we can’t deny that the Force is strong with Disney acquisitions.
…
continue reading
1
The Beatles and Apple Aren’t Your Only Options
8:39
8:39
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:39
The Beatles is to record collections as Apple is to portfolios, but the best record collections are diversified. Can you make a case for Wings over The Beatles? Can anyone?
…
continue reading
Bugs Bunny sends us down a rabbit hole on his 83rd birthday, and we consider CNBC Stock Draft picks. Ford, GM, Tilray … ACME?
…
continue reading
1
CNBC’s Annual Stock Draft is Upon Us
7:48
7:48
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:48
Forget the NFL Draft. CNBC’s annual stock draft is where the action is. Tim has the number one pick, which is a wonderful position vs. competitors like Kevin O’Leary.
…
continue reading
We’ve been grounded for so long that the hassles of flying might feel like a luxury, and, upon reopen, Delta is looking up.
…
continue reading
Sometimes having a short term memory works out to your advantage — whether we’re talking sports or markets.
…
continue reading
Today we celebrate the great Jack Nicholson’s birthday. His filmography is as good as it gets, but not flawless — which might also describe Chipotle, Tesla, and Netflix.
…
continue reading
Archegos may have washed away, but the stocks commonly associated with it are riding a wave. Sometimes you have to wait until the tide comes in.
…
continue reading
1
Let’s Talk High Growth Industries on 4/20
8:57
8:57
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:57
The date is 4/20, but times have changed. 2021 sees some highly profitable companies that weren’t fully baked in the days of Cheech & Chong, or even 2018 and 2019.
…
continue reading
1
A Little Change Will Do You Good — or Not
7:47
7:47
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:47
A change-up can reinvigorate a team, a band, or a streaming service, but Disney winning attention from Netflix could mean a changing of the guard.
…
continue reading
1
We’re Going Mobile as the Market Walks Tall
7:52
7:52
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
7:52
We’re keeping our eyes on the road and our hands upon the wheel, but the market is walking tall to end the week.
…
continue reading
1
Is Jerome Powell a Hero, or is it Just Magic?
8:48
8:48
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:48
Has the Fed blown it all sky high, by telling us a lie, without a reason why? It’s the song that consumers want to hear, but the hits don’t always keep coming.
…
continue reading
Who are you? Whether you choose Coke or Pepsi, McDonald’s or Burger King, Goldman Sachs or Coinbase can say a lot. What we really want to know is The Stones or The Who?
…
continue reading