Commercial Break with Tim Seymour & Guy Adami
178 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 15 ratingsThe 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.
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Episodes
Renovation vs. Inflation with Home Depot and Lowe’s
August 17, 2021 17:36 - 7 minutes - 9.9 MBHome 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.
Disney Does Offense
August 12, 2021 16:24 - 5 minutes - 8.17 MBBaseball fans and shareholders may disagree if there's a must-win game in August, but, regardless, Disney is positioned to win the long game.
You Can Go Your Own Way, but Should You Stay Home?
August 11, 2021 18:07 - 5 minutes - 7.25 MBWho 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.
Could US Steel be a Steal?
August 10, 2021 18:00 - 8 minutes - 12.1 MBThe infrastructure in Flushing may be collapsing (and we don’t mean roads and bridges), but, elsewhere, companies like US Steel are standing strong.
Hair Today. Gone Tomorrow.
July 30, 2021 15:25 - 9 minutes - 12.9 MBGreat 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.
The Parts May be Greater than the Whole in Big Tech and Music
July 29, 2021 22:50 - 5 minutes - 7.87 MBThe 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.
Apple, Google, and Microsoft Take the Mound
July 27, 2021 17:13 - 7 minutes - 11 MBIt’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.
You Can Only Use Your Illusion for So Long
July 21, 2021 19:16 - 9 minutes - 13.7 MBWe 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?
They Aren’t Dead Flowers, but They Aren’t in Bloom
July 19, 2021 18:57 - 6 minutes - 8.49 MBA Night at the Opera beats a bad day at the ballpark or a sell-off in the market. Is pain priced-in?
The Market Meets Sticky Fingers
July 16, 2021 17:37 - 7 minutes - 11 MBCan’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.
Passing Basketballs and Cannabis Bills
July 14, 2021 18:40 - 9 minutes - 12.6 MBSchumer 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?
It’s a Close Shave for Consumers’ Budgets
July 13, 2021 16:54 - 8 minutes - 12.2 MBHousing, cars, hotel rooms — inflation is creating a hairy situation for consumers as the Fed trims the yield curve.
Never Side Against the Big Tech Family
June 30, 2021 10:00 - 9 minutes - 12.5 MBThe five families of big cap tech are Microsoft, Google, Facebook, Amazon, and Apple, but are they making an offer we can’t refuse?
Columbia House Prime
June 28, 2021 19:44 - 7 minutes - 10.7 MBAmazon’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.
Nike Scores with All-Star Earnings
June 25, 2021 15:36 - 8 minutes - 11.5 MBNike may have dropped the ball on All-Star jerseys, but they’re knocking it out of the park on earnings.
Talking Bitcoin and Ball Games
June 22, 2021 17:22 - 9 minutes - 12.7 MBCiti 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.
What’s Old is New Again
June 21, 2021 16:57 - 7 minutes - 10.6 MBCDs have joined 8-tracks in the rear view, but vinyl is back. Could the market pre-Fed announcement make a comeback too?
Will the Spin Stick?
June 17, 2021 18:08 - 5 minutes - 8.26 MBWe’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.
We’re Sky High Without a Reason Why
June 16, 2021 19:42 - 4 minutes - 6.44 MBThe 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?
MVPs in Sports, Music, and Markets
June 14, 2021 17:23 - 3 minutes - 4.87 MBWhat 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.
The Market’s Golden Tickets and Glass Elevators
June 11, 2021 17:37 - 9 minutes - 13.5 MBAre investors flying too close to the sun, or are Apple, Amazon, Microsoft, Google, and Facebook golden tickets to the glass elevator?
It’s a Heartache When the Fed Leaves Us
June 10, 2021 16:44 - 7 minutes - 10.1 MBWe 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.
Not Even Rhonda Can Help Transports Today
June 09, 2021 19:15 - 7 minutes - 9.85 MBFedEx 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?
Amusing Ourselves to Death in the Market
June 08, 2021 20:14 - 6 minutes - 9.12 MBFun and fundamentals are often at odds, but, in a market that’s moved by messaging, both can make or break stocks.
Good Guys, Bad Guys, and Vigilantes in the Market
June 07, 2021 17:34 - 8 minutes - 11.8 MBIn classic cop shows, the heroes and villains were obvious, but the lines are blurrier in a post-meme stock market.
Gold Rallies, Gold Records, and Golden Girls
June 04, 2021 18:41 - 7 minutes - 10.7 MBThe 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?
Does the Market Want Charlie Watts or John Bonham
June 02, 2021 19:48 - 7 minutes - 10.2 MBAs 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.
The Market Plays Ball with Infrastructure
May 27, 2021 19:39 - 5 minutes - 7.13 MBA 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.
The Market Would Rather Say Yes than be Fragile
May 26, 2021 18:40 - 9 minutes - 9.15 MBTwo 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.
Hodl the Phone!
May 20, 2021 19:18 - 5 minutes - 7.87 MBDon’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.
When Music Makes a Difference
May 18, 2021 20:25 - 7 minutes - 10.1 MBSpin 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=c68bfb1b717b4408
There’s No Such Thing as a Good Excuse
May 17, 2021 19:36 - 9 minutes - 13.7 MBMajor 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?
Things That Make You Go Hmmm …
May 13, 2021 19:40 - 9 minutes - 13.1 MBFrom 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.
Who Nominated The Fed for this Lifetime Achievement?
May 12, 2021 19:45 - 8 minutes - 11.2 MBOnce 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.
Sometimes the Market Throws a Curveball
May 11, 2021 20:33 - 9 minutes - 13.6 MBThe 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?
Big Names and High Multiples
May 10, 2021 20:13 - 9 minutes - 13.6 MBDespite 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.
When Printing Money Creates Problems, Print More Money!
May 07, 2021 18:21 - 6 minutes - 8.85 MBThe Fed’s meddling (Feddling?) has created big problems in the labor market — and doubling down may be the only thing that works.
Use the Fourth, Luke
May 04, 2021 20:12 - 9 minutes - 12.5 MBWe may spend May The Fourth trolling Star Wars fans, but we can’t deny that the Force is strong with Disney acquisitions.
The Beatles and Apple Aren’t Your Only Options
May 03, 2021 19:48 - 8 minutes - 11.9 MBThe 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?
Bugs is Long on ACME
April 30, 2021 20:01 - 9 minutes - 13 MBBugs Bunny sends us down a rabbit hole on his 83rd birthday, and we consider CNBC Stock Draft picks. Ford, GM, Tilray … ACME?
CNBC’s Annual Stock Draft is Upon Us
April 28, 2021 19:44 - 7 minutes - 10.8 MBForget 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.
We’re Ready for Takeoff
April 26, 2021 19:16 - 3 minutes - 5.01 MBWe’ve been grounded for so long that the hassles of flying might feel like a luxury, and, upon reopen, Delta is looking up.
The Market’s Short Term Memory
April 23, 2021 22:16 - 7 minutes - 10.5 MBSometimes having a short term memory works out to your advantage — whether we’re talking sports or markets.
You Don’t Know Jack
April 22, 2021 19:34 - 5 minutes - 6.94 MBToday 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.
Viacom Dios
April 21, 2021 19:48 - 9 minutes - 12.5 MBArchegos 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.
Let’s Talk High Growth Industries on 4/20
April 20, 2021 19:52 - 8 minutes - 12.4 MBThe 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.
A Little Change Will Do You Good — or Not
April 19, 2021 21:47 - 7 minutes - 10.7 MBA 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.
We’re Going Mobile as the Market Walks Tall
April 16, 2021 19:31 - 7 minutes - 10.8 MBWe’re keeping our eyes on the road and our hands upon the wheel, but the market is walking tall to end the week.
Is Jerome Powell a Hero, or is it Just Magic?
April 15, 2021 19:36 - 8 minutes - 12.1 MBHas 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.
Who Are You? I Really Wanna Know
April 14, 2021 19:56 - 7 minutes - 9.89 MBWho 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?