The Exchange
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CNBC Special: The Fed Decision 11/1/23
46 mins; November 01, 2023
Countdown to the Fed Decision, Rising Rate Play, and the ‘Scariest’ Bear Cases in Tech 10/31/23
43 mins; October 31, 2023
Slowdown Low-down, XPO’s Big Beat, Scary Consumer? 10/30/23
50 mins; October 30, 2023
Data Delusion?, The View from Vanguard, and Health of Housing 10/27/23
45 mins; October 27, 2023
The Fed’s Next Move, Buy or Beware?, and Rate Resilience 10/26/23
44 mins; October 26, 2023
Can You Hear Me Now, Downturn Resiliency, and Get the Government 10/25/23
45 mins; October 25, 2023
Hedge Hawk, 100% Wrong?, and Good Problems 10/24/23
45 mins; October 24, 2023
Equity-like Returns, Fiscal Dominance, and Commercial Real Estate Pivot 10/23/23
43 mins; October 23, 2023
From the Desk of Kelly Evans: Who's the PIIG now? 10/23/23
4 mins; October 23, 2023
Yields Hit 5%, Now What? The Data the Fed Should be Using, and Harker’s Case Against Rate Hikes 10/20/23
43 mins; October 20, 2023
From the Desk of Kelly Evans: The Fed has THREE mandates 10/20/23
4 mins; October 20, 2023
The Exchange 10/19/23
49 mins; October 19, 2023
The House Divided, Biden’s Israel Visit, and Regionals & Rates 10/18/23
47 mins; October 18, 2023
What’s Next for Yields, Sentiment Slump, Salaries Surge 10/17/23
47 mins; October 17, 2023
The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23
44 mins; October 16, 2023
Seeking Safety, Crude’s Climb, Curbing the Run in Rates 10/13/23
45 mins; October 13, 2023
The Exchange 10/12/23
44 mins; October 12, 2023
The Exchange 10/11/23
52 mins; October 11, 2023
Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23
45 mins; October 10, 2023
Geopolitical Turmoil, Peltz vs. Disney, and Utilities Opportunities 10/9/23
45 mins; October 09, 2023
Reversing Course, Mortgage Mania, and Airlines Grounded 10/6/23
41 mins; October 06, 2023
The Exchange 10/5/23
43 mins; October 05, 2023
Fed Fallacy?, Rising Rates Bail, and Two Cents on the Dollar 10/4/23
45 mins; October 04, 2023
Crypto & Consumers, $9B AI Tool, Weighing the Trades 10/3/23
45 mins; October 03, 2023
Bond Voyage, Trash Talk, Take Shelter 10/2/23
44 mins; October 02, 2023
It Might Just Be the Everything Shutdown 9/29/23
43 mins; September 29, 2023
Charting Returns, Strikes & Stocks, and Demand Destruction 9-28-23
44 mins; September 28, 2023
The Value Names to Buy Now, Cannabis and Capital, and the Everything Shutdown 9/27/23
43 mins; September 27, 2023
Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23
50 mins; September 26, 2023
From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23
3 mins; September 25, 2023
From the Desk of Kelly Evans: Who is really raising rates in Washington? 9/25/23
4 mins; September 25, 2023
Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23
44 mins; September 25, 2023
Perfect Storm for Private Equity, UAW Expands its Strike, and In Da Club-onomics 9/22/23
47 mins; September 22, 2023
From the Desk of Kelly Evans: The Less United Nations 9/22/23
4 mins; September 22, 2023
Wrong Answer, Stocks Stalling, DTC Divergence - 9/21/23
47 mins; September 21, 2023
The Fed Decision: Live from Washington, D.C. 9/20/23
47 mins; September 20, 2023
From the Desk of Kelly Evans: Is Trouble Brewing for Private Equity? 9/20/23
4 mins; September 20, 2023
The Exchange 9/19/23
45 mins; September 19, 2023
Fantasyland, The Perfect Storm, Window Closing 9/18/23
43 mins; September 18, 2023
Strike Ripples. Returns Getting Harder, 3 Buy & a Bail IPO Edition 9/15/23
47 mins; September 15, 2023
From the Desk of Kelly Evans: China Looms Over the Autoworkers' Strike 9/15/23
5 mins; September 15, 2023
From the Desk of Kelly Evans: Boring IPOs are better IPOs 9/14/23
3 mins; September 14, 2023
The Right to Buy Arm(s), Softbank’s Pricing Problem, and Fast Casual Winners 9/14/23
45 mins; September 14, 2023
It’s the Economy, Stupid, The Case for $100 Oil, and Developing San Francisco 9/13/23
43 mins; September 13, 2023
From the Desk of Kelly Evans: CPI takes a backseat 9/13/23
3 mins; September 13, 2023
Apple’s Big Event, CNBC’s Top Financial Advisor’s Best Ideas, and Needham’s Tesla Caution 9/12/23
44 mins; September 12, 2023
Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23
43 mins; September 11, 2023
The Exchange 9/8/23
43 mins; September 08, 2023
From the Desk of Kelly Evans: The Strange Celebration of the Slowing Economy 9/8/23
3 mins; September 08, 2023
Behind the Ban, Seeking Support, Spending Slowdown 9/7/23
44 mins; September 07, 2023
Why Now, Gatekeeping & Government Bans, and a TV Tipping Point 9/6/23
44 mins; September 06, 2023
Sweet or Sweat Spot, Key Trend to Watch, and Risky Business 9/5/23
44 mins; September 05, 2023
Goldilocks Jobs Report, Housing Inflection Point, 3 Buys & a Bail 9/1/23
44 mins; September 01, 2023
No Surprise, Sentiment Slump, Semiconductor Strategy 8/31/23
43 mins; August 31, 2023
Jury Duty Market, Crypto Court Decision, and Privacy, Pets & Pricing 8/30/23
45 mins; August 30, 2023
Positioned for Gains, The First Ten, and Health of Housing 8/29/23
44 mins; August 29, 2023
Key Ticker, National (In)security & Earnings Exchange 8/28/23
43 mins; August 28, 2023
Powell Stays Hawkish, Injectables Boost Profits, and Zillow Home Loan’s 1% Down Payment 8/25/23
43 mins; August 25, 2023
Jackson Hole Kicks Off, Nvidia’s Blowout Quarter, and Splunk Makes a Splash 8/24/23
44 mins; August 24, 2023
Tech’s Make-or-Break Moment, Office Pain to Gain, and La-Z-Boy CEO Exclusive 8/23/23
44 mins; August 23, 2023
Sticking Point for Stocks, Shutdown Showdown, and Pricing Power Play 8/22/23
43 mins; August 22, 2023
Rising Rates & Risks, China's Troubles, and The Read on Retail 8/21/23
43 mins; August 21, 2023
Bond Voyage, Brace or Embrace, and 3 Bails & A Buy 8/18/23
44 mins; August 18, 2023
From the Desk of Kelly Evans: The "Lazy Girl" Investment Strategy 8/18/23
4 mins; August 18, 2023
A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23
44 mins; August 17, 2023
Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23
43 mins; August 16, 2023
No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23
43 mins; August 15, 2023
The Exchange 8/14/23
44 mins; August 14, 2023
China’s Sluggish Recovery, Hire Education, and Soft Landing Save? 8/11/23
44 mins; August 11, 2023
Sell-off Watch, Ad-vantaged, Cyber Pains & Gains 8/10/23
44 mins; August 10, 2023
Tug of War, Stifel CEO Exclusive, and Keeping It Clean 8/9/23
44 mins; August 09, 2023
Credit Crunch, Winners & Losers, Cost of Care 8/8/23
43 mins; August 08, 2023
The Potential for Cuts, ADP vs. BLS, Health of Housing 8/7/23
45 mins; August 07, 2023
The Goldilocks Number, SEC vs. Coinbase, and Protecting Your Portfolio 8/4/23
44 mins; August 04, 2023
Executive Exchange, Crypto Couple, and Major Payments Player 8/3/23
43 mins; August 03, 2023
Recession Call Reversal, Warning Shot to Washington?, and Prices at the Pump 8/2/23
43 mins; August 02, 2023
The Exchange 8/1/23
46 mins; August 01, 2023
Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23
44 mins; July 31, 2023
Potential Pause, Messi of AI, Restaurant Revamp 7/28/23
44 mins; July 28, 2023
Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23
44 mins; July 27, 2023
Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23
42 mins; July 26, 2023
The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23
44 mins; July 25, 2023
The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
42 mins; July 24, 2023
A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23
50 mins; July 21, 2023
Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
44 mins; July 20, 2023
Alarm Bells, Too Much Credit, Health of Housing 7/19/23
43 mins; July 19, 2023
The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23
44 mins; July 18, 2023
Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23
43 mins; July 17, 2023
The Ripple Effect, Citi’s CFO on Earnings, and “All Bulled Up” 7/14/23
43 mins; July 14, 2023
The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23
43 mins; July 13, 2023
The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23
44 mins; July 12, 2023
Prime Day Underway, and Game On 7/11/23
47 mins; July 11, 2023
Hiking a Huge Mistake, Time to Strike, and Threads vs. Twitter 7/10/23
38 mins; July 10, 2023
The Exchange 7/7/23
44 mins; July 07, 2023
The Exchange 7/6/23
45 mins; July 06, 2023
The Exchange 7/5/23
43 mins; July 05, 2023
From FOMO to GERF, SCOTUS vs. POTUS, and A Tale of Two Housing Markets 6/30/23
44 mins; June 30, 2023
Craze or Catalyst, Retail Rebranding, and Apocalypse FedNow 6/29/23
47 mins; June 29, 2023
Bidenomics, Powell’s warning, and IPOs on deck 6/28/23
19 mins; June 28, 2023
Kyle Bass’ Next Big Bet, Under-The-Radar AI Plays, and A Big Week for IPOs 6/27/23
44 mins; June 27, 2023