The Exchange
Podcast image
Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26
43 mins; April 02, 2026
The Exchange 4/1/26
44 mins; April 01, 2026
Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26
43 mins; March 30, 2026
Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26
44 mins; March 27, 2026
U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26
43 mins; March 26, 2026
Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26
43 mins; March 25, 2026
Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26
43 mins; March 24, 2026
Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26
44 mins; March 23, 2026
Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26
43 mins; March 20, 2026
Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26
43 mins; March 19, 2026
The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26
38 mins; March 18, 2026
Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26
43 mins; March 17, 2026
“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/263/13/26
42 mins; March 13, 2026
Ripple Effects of the Iran War 3/12/26
43 mins; March 12, 2026
Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26
43 mins; March 11, 2026
The Exchange 3/10/26
49 mins; March 10, 2026
Overnight Oil Spike, Jet Fuel Soars, and Momentum in Tech 3/9/26
43 mins; March 09, 2026
Oil Rally Strengthens, Labor Market Weakens, and Oracle's Opportunity 3/6/26
46 mins; March 06, 2026
China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26
42 mins; March 05, 2026
Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26
43 mins; March 04, 2026
Iran Conflict Continues, Energy Erupts, and a Market Sell-Off 3/3/26
43 mins; March 03, 2026
The Iran Conflict, Energy Spikes, and One-on-One with Jamie Dimon 3/2/26
49 mins; March 02, 2026
Private Credit Concerns, OpenAI's Record Round, and Paramount Wins Warner Bros. 2/27/26
43 mins; February 27, 2026
The Exchange 2/26/26
41 mins; February 26, 2026
Nvidia After the Bell, Crypto Relief, and the State of The Union 2/25/26
44 mins; February 25, 2026
Meta & AMD Team Up, Bearish on Banks, and FedEx's Tariff Suit 2/24/26
37 mins; February 24, 2026
Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26
43 mins; February 23, 2026
Iran Tensions, Trading Walmart, and “Owning” the Economy 2/19/26
43 mins; February 19, 2026
Not Nvidia, Mamdani's Property Tax Plan, and Zuckerberg Takes the Stand 2/18/26
43 mins; February 18, 2026
"Warnamount" vs. "Netflix Bros.", Ford's EV JV, and Amazon's Losing Streak 2/17/26
43 mins; February 17, 2026
AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26
44 mins; February 13, 2026
AI's Biggest Winner, AI's Newest Victim, and Housing's Huge Miss 2/12/26
44 mins; February 12, 2026
Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26
44 mins; February 11, 2026
Retail Sales Stall, Apple Bull Case, and Bitcoin Bottom in Sight? 2/10/26
38 mins; February 10, 2026
OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26
44 mins; February 09, 2026
Dow 50k, The Upside-Down AI Trade, and When Will Bitcoin Bottom 2/6/26
51 mins; February 06, 2026
Out with the New, In with the Old and Crypto Keeps Sliding 2/5/26
44 mins; February 05, 2026
Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26
43 mins; February 04, 2026
Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26
43 mins; February 03, 2026
The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26
44 mins; February 02, 2026
Warsh Wins, Wall Street's Wary, and Sen. Warren's Warning 1/30/26
46 mins; January 30, 2026
Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26
44 mins; January 29, 2026
Dollar Destruction, Another Powell Pause, and Tech on Deck1/28/26
39 mins; January 28, 2026
The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26
40 mins; January 27, 2026
Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26
44 mins; January 26, 2026
OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26
43 mins; January 23, 2026
Memory Momentum, Tech Trade Fade, and Lowe's' "Influencer" Era 1/22/26
43 mins; January 22, 2026
No Force for Greenland, The First Fed Fight, and the Housing Investor Ban 1/21/26
43 mins; January 21, 2026
Slumping Stocks and Surging Yields, the Greenland Case, and Trump's Tariff Threats 1/20/26
50 mins; January 20, 2026
Hesitation over Hassett, the Billionaire Tax Battle, and a Power Auction 1/16/26
43 mins; January 16, 2026
In Chips We Trust…Again, Crypto Regulation Roadblock, and Fed Independence & Inflation 1/15/26
43 mins; January 15, 2026
No Rate Cuts This Year, The Crude Conundrum, and Housing Catalysts 1/14/26
43 mins; January 14, 2026
A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26
43 mins; January 13, 2026
DOJ’s Powell Probe, Not Nvidia, and Credit Card Cap 1/12/26
43 mins; January 12, 2026
New Housing Plan, Big Oil at the White, and Meta goes Nuclear 1/9/26
45 mins; January 09, 2026
A Buyback Ban, the Copper Crunch, and Where the Jobs Aren't 1/8/26
43 mins; January 08, 2026
Market Highs, Memory Mania & Playing Defense 1/7/25
43 mins; January 07, 2026
Semis Soar, Fintech's Future & Robotics Race 1/6/26
43 mins; January 06, 2026
Venezuela's Impact, Tech's Biggest Conference & Crypto Climbs 1/5/25
43 mins; January 05, 2026
Tesla Loses its Crown, Tariff Tailwinds & Dow Dogs 1/2/25
43 mins; January 02, 2026
Final Trading Hours, Biotech's Boom & Buffett's Last Day 12/31/25
43 mins; December 31, 2025
The Exchange : 12/30/25
42 mins; December 30, 2025
Mag 7 Decoupling, A Crypto Winter & Housing's Inflection Point? 12/29/25
43 mins; December 29, 2025
Nvidia's Biggest Deal Ever, China Strikes Back & Retail's "Returnuary" 12/26/25
44 mins; December 26, 2025
Testing Troubles, Let’s Go to the Mall, AI in Aisle Six 12/24/25
43 mins; December 24, 2025
The Exchange 12/23/25
44 mins; December 23, 2025
The Return of the AI, Tim Seymour’s Naughty & Nice Stocks & The Underestimated Discounter 12/22/25
43 mins; December 22, 2025
Quadruple Witching, Stores Save 12/19/25
43 mins; December 19, 2025
The Exchange 12/18/25
43 mins; December 18, 2025
IPOs To Watch, WBD Rejects Paramount & Betting on Prediction Markets 12/17/25
43 mins; December 17, 2025
Clash of the Kevins, 2025's Biggest IPO & Reels Hit a Bigger Screen 12/16/25
43 mins; December 16, 2025
Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25
43 mins; December 15, 2025
AI Pullback, Homebuilder Hope & the Next Big IPO 12/12/25
43 mins; December 12, 2025
OpenAI Announcements, Crypto Under Pressure & Rivian's New Chip 12/11/25
43 mins; December 11, 2025
Final Fed Decision of the Year 12/10/25
42 mins; December 10, 2025
DeepSeek Redux?, Weighing down Netflix & Rate Cut Buys 12/9/25
43 mins; December 09, 2025
Paramount's Hostile Bid, Berkshire's Shakeup & Delistings Soar 12/8/25
42 mins; December 08, 2025
Meta's Metaverse Cuts, Jobs Check-In & Homebuilder Hesitancy 12/4/25
44 mins; December 04, 2025
AI vs. Rates, Rufus Rules & No Bottom for Bitcoin 12/3/25
49 mins; December 03, 2025
A 'Code Red', A Bitcoin Bounce & A Food Fight 12/2/25
43 mins; December 02, 2025
Bigger than AI, Crypto Collapse, and Cyber Monday’s Clues 12/1/25
43 mins; December 01, 2025
Big Gains for Small Caps, Health of Housing & Holid-AI Shopping 11/26/25
43 mins; November 26, 2025
AI's Big Shift, Crushed Confidence & Retail's Best Buy 11/25/25
49 mins; November 25, 2025
Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25
43 mins; November 24, 2025
Markets Rebound, Bitcoin Breaks Down & Google's Gains 11/21/25
43 mins; November 21, 2025
Wall Street's Double Whammy 11/20/25
43 mins; November 20, 2025
Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25
42 mins; November 19, 2025
Scaling Back on AI, Crypto Cools & 3 Names to Buy 11/18/25
43 mins; November 18, 2025
Tracking Nvidia Trades, Retail Wreckage, and AI Super PAC Spending 11/17/25
43 mins; November 17, 2025
A Divided Fed, Bitcoin’s Breakdown & AI Anxiety 11/14/25
43 mins; November 14, 2025
Stocks Sink, Disney Disappoints & 'Lacing Up for Liftoff' 11/13/25
43 mins; November 13, 2025
The Exchange 11/12/25
43 mins; November 12, 2025
Shutdown Wind-Down, Big Gains for Small Names? & a Top Tech Pick 11/11/25
43 mins; November 11, 2025
Senate's Shutdown Deal, a "Rare" Vote of Confidence, and 50-Year Mortgages 11/10/25
43 mins; November 10, 2025
OpenAI’s PR Debacle, Flight Disruptions & Home Improvement Headwinds 11/7/25
43 mins; November 07, 2025
Layoffs Soar, Musk's $1T Pay Package & Retail Tariff Reversal? 11/6/25
46 mins; November 06, 2025
Record Shutdown, Fast-Casual Falters & Barry Sternlicht’s Warning for New York City 11/5/25
43 mins; November 05, 2025
Freight Fright, Consumer Names Report and Uber's Slide 11/4/25
43 mins; November 04, 2025
Introducing: CNBC Changemakers and Power Players
6 mins; November 04, 2025
Kimberly-Clark to Buy Kenvue, Tech Deal Frenzy and Palantir's Potential 11/3/25
43 mins; November 03, 2025