The Exchange
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Russia’s Game of Thrones, Small Caps’ Big Gains, and Legacy Media Meltdown 6/26/23
44 mins; June 26, 2023
The Lazy Bull Market, DeSantis’ Real Estate Ban, and Calm Seas for Cruises 6/23/23
44 mins; June 23, 2023
Hikes Heard ‘Round the World, Unsurprisingly Horrible, and Shrinking Shrink 6/22/23
43 mins; June 22, 2023
The Fed’s Inflation Fight Continues, Tesla’s Short-Term Risks, Navigating the Narrow Rally 6/21/23
44 mins; June 21, 2023
Invest Like its 1999? What’s Next for Housing? And Nevermind the Narrow Rally? 6/20/23
45 mins; June 20, 2023
Advertising turns to AI, Post-Pandemic Travel & SMH ETF 6/16/23
43 mins; June 16, 2023
From the Desk of Kelly Evans: This is a pretty odd time for a "melt-up" 06/16/23
3 mins; June 16, 2023
Cava’s Market Debut, CRE Lending Opportunities, and The Black Swan 6/15/23
45 mins; June 15, 2023
The Exchange: Fed Edition 6/14/23
39 mins; June 14, 2023
Brian Moynihan on the Record, The Cardboard Box Recession, and Billionaires’ Row 6/12/23
51 mins; June 12, 2023
The Bear Market is Over, Where to Invest in China Now, eVTOL Sector Poised for Lift-Off? 6/9/23
46 mins; June 09, 2023
When Bad News Is Bad News, Credit Card Crackdown, and Smooth Sailing 6/8/23
43 mins; June 08, 2023
Flights Paused, The Fed's Next Move & AI Travel Booking 6/7/23
43 mins; June 07, 2023
The Fed’s Fight Against Inflation, A Crypto Clash, and The Read On Retail 6/6/23
48 mins; June 06, 2023
Apple WWDC 2023, Fed At A Crossroads, and The Growth Playbook 6/5/23
47 mins; June 05, 2023
The Good & The Bad, AI Holy Grail, Addressing America’s Cancer Drug Shortage 6/2/23
44 mins; June 02, 2023
Pause in Peril, Discount Retail Trade, and The Great De-Stocking 6/1/23
44 mins; June 01, 2023
Global Walls of Worry, The Next AI Gainers, and A Rising Rates Play 5/31/23
44 mins; May 31, 2023
Debt Ceiling Deal Risks, Soft Landing Ahead, and Will AI Save Silicon Valley Real Estate? 5/30/23
45 mins; May 30, 2023
A Debt Deal Potentially Within Reach, Strike One For The Doves, and AI’s Big Week 5/26/23
47 mins; May 26, 2023
Debt Ceiling Showdown, Potential Sell Signal for Nvidia, and The DeSantis DeSaster 5/25/23
45 mins; May 25, 2023
Risk to the Upside, Real Estate Mogul Don Peebles, and a Mystery ‘Genuine Bull Market’5/24/23
44 mins; May 24, 2023
Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23
43 mins; May 23, 2023
Wall Street’s Wall of Worry, Freight Pain, and The Next Generation of Economists 5/22/23
43 mins; May 22, 2023
Risky Business, AI Winner & Losers, and Time to Trim Tech? 5/19/23
45 mins; May 19, 2023
The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23
44 mins; May 18, 2023
Musk-see TV, The Debt Ceiling Trade, and The Read on Real Estate 5/17/23
44 mins; May 17, 2023
Bots & Banks on Capitol Hill, Don’t Believe The Bears?, and The Future of Forecasting 5/16/23
42 mins; May 16, 2023
The Fed’s Inflation Fight, Regional Bank Opportunities, and M&A Monday 5/15/23
44 mins; May 15, 2023
Debt Ceiling Negotiations, Inflation Complacency & Digital Banking 5/12/23
42 mins; May 12, 2023
From the Desk of Kelly Evans: The Debt Ceiling is Just Act One 5/12/23
2 mins; May 12, 2023
The Last Shoe To Drop, The Booming ‘Burbs, and The Fed’s Next Move (according to dead economists) 5/11/23
44 mins; May 11, 2023
Google’s AI Do-Over, The Retailer to Buy into Earnings, and Disrupting Fertility Care 5/10/23
45 mins; May 10, 2023
Debt Ceiling Dilemma, Travel Trends with Choice Hotels, Amazon’s New Cost-Cutting Measure 5/9/23
44 mins; May 09, 2023
From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23
2 mins; May 08, 2023
Debt Ceiling: Political Rhetoric or Real Risk? Life Time CEO on Student Loan Debt Exposure, and Portillo’s CEO on What’s Next 5/8/23
43 mins; May 08, 2023
Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23
44 mins; May 05, 2023
Regional Bank Wreck, Royal Caribbean’s Read, and Apple Earnings On Deck 5/4/23
44 mins; May 04, 2023
CNBC Special: The Fed Decision 5/3/23
42 mins; May 03, 2023
The Future of Streaming, First Republic Fallout & Fed Preview 5/2/23
46 mins; May 02, 2023
First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23
47 mins; May 01, 2023
The Big Cap Tech Name with the Lowest Earnings Quality, FDIC’s Review of Signature Bank Collapse, and the Health Care Market Poised to Boom 4/28/23
45 mins; April 28, 2023
Debt Limit Showdown, Telecom Trades & The CNBC Stock Draft 4/27/23
39 mins; April 27, 2023
First Republic’s last chance, investing in a slowdown, and UK regulators block a major deal 4/26/23
44 mins; April 26, 2023
A Red Day For Regionals, Big Tech on Deck & The Fed’s Next Move 4/25/23
45 mins; April 25, 2023
Big Box Bankruptcy, Recessionary Red Flag, and LVMH’s Major Milestone 4/24/23
45 mins; April 24, 2023
A laissez-faire FedMain Street’s credit crunch, and XPrize’s new $11M challenge 4/21/23
45 mins; April 21, 2023
Sound the Alarms, The Consumer Trade, and an Alaska Airlines CEO Exclusive 4/20/23
45 mins; April 20, 2023
Regional Bank Reversal, Reading the Earnings Tea Leaves, and NVID(AI) 4/19/23
45 mins; April 19, 2023
Sour Investor Sentiment, Bank Earnings Bonanza, and AI Regulation Nation 4/18/23
46 mins; April 18, 2023
Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23
45 mins; April 17, 2023
Canary in the Regional Bank Coal Mine, A Contrarian Travel Call, and the Data Divergence 4/14/23
44 mins; April 14, 2023
Rising Recession Risks?, Debt Dilemma, and Crypto Warning 4/13/23
43 mins; April 13, 2023
Inflation Turning Point?, and Buy It Like Buffett
44 mins; April 12, 2023
Faltering Fed?, The Bank Bifurcation, and Dividend Divide - 4/11/23
45 mins; April 11, 2023
Hike or Halt?, Earnings Warning, and Beijing’s Bold Moves - 4/10/23
45 mins; April 10, 2023
TEX Goes Tech: Digging into the Sustainability of the Nasdaq Rally, The Names to Buy Now, and Why Rates Could Now Stay Lower 4/6/23
46 mins; April 06, 2023
The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23
45 mins; April 05, 2023
Fed Pause Ahead?, Overseas Opportunities, and Hold on to Your Staplers! 4/4/23
49 mins; April 04, 2023
The Exchange: Recession Risk & Tech Trade Winners 4/3/23
46 mins; April 02, 2023
The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23
44 mins; March 31, 2023
Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23
43 mins; March 30, 2023
From the Desk of Kelly Evans: We are SO not out of the woods 3/30/23
4 mins; March 30, 2023
Anatomy of a Bank Run, Bigger is Better?, and Stocks vs. Bonds 3/29/23
45 mins; March 29, 2023
Bank Regulators on the Hot Seat, A Bank for Gen Z?, and Dethroning King Dollar 3/28/23
45 mins; March 28, 2023
Banks Boost, Short Duration = Big Gains?, and SVB Collapse Hearing On Deck 3/27/23
44 mins; March 27, 2023
Bank Risks & Ripples: What the Fed Needs to Do and the Impacts on Autos, Clean Energy & Crypto 3/24/23
46 mins; March 24, 2023
Done Raising Rates?, Health of Housing, and TikTok on the Hot Seat 3/23/23
45 mins; March 23, 2023
Walk Up to the Fed Decision: A Hike, A Pause or a Pivot? 3/22/23
42 mins; March 22, 2023
Hike, Pause or Pivot? Time to Strip the Fed? And Russia’s New Lifeline? 3/21/23
45 mins; March 21, 2023
From the Desk of Kelly Evans: Deflation--Not Hyperinflation--Is The Real Risk Here 3/20/23
3 mins; March 20, 2023
The Fed’s Dilemma, Bitcoin’s Big Moment, and Red Flags Ignored? 3/20/23
45 mins; March 20, 2023
Why Pivot Talk is “Rubbish,” Muni Bond Red Flags, and the Bearish Options Signals 3/17/23
47 mins; March 17, 2023
The Fed’s Next Move, The Banks & Housing, And a Capital Infusion for First Republic? 3/16/23
46 mins; March 16, 2023
The SVB Fallout Continues 3/15/23
47 mins; March 15, 2023
The Problem with Pausing, Charles Schwab CEO, and Bet on Housing? 3/14/23
55 mins; March 14, 2023
The SVB Fallout 03/13/23
53 mins; March 13, 2023
The Fed & The Financials 3/10/23
45 mins; March 10, 2023
Fed & the Financials, Biden’s Budget, and Labor Pains 3/9/23
45 mins; March 09, 2023
Unnecessary Recession?, Rates & Real Estate, and “No Soft Landing” 3/8/23
45 mins; March 08, 2023
“Stay the course until the job is done” 3/7/23
45 mins; March 07, 2023
Fed vs. Markets, Buy or Bail?, Bull vs. Bear 3/6/23
45 mins; March 06, 2023
Toss Out the Rules?, Risky Business, and the China Conundrum 3/3/23
45 mins; March 03, 2023
From the Desk of Kelly Evans: Should you rotate out of index investing? 3/3/23
3 mins; March 03, 2023
Data Delusion. Invest Overseas?, and “Burn the Boats” 3/2/23
45 mins; March 02, 2023
The Exchange 3/1/23
45 mins; March 01, 2023
From the Desk of Kelly Evans: Are rates now going to 6%? 2/28/23
3 mins; February 28, 2023
Ready For Prime Time, International Warning Signs?, and $400 Billion on The Docket 2/28/23
45 mins; February 28, 2023
From the Desk of Kelly Evans: The small business problem 2/28/23
2 mins; February 28, 2023
The Read on Rates, and No Pause, No Problem? 2/27/23
45 mins; February 27, 2023
Full Attack Mode?, Fed Fallout, and 3 Buys & A Bail: AI Edition! 2/24/23
44 mins; February 24, 2023
No more Doves, The China Divide & The Nat Gas Collapse 2/23/23
44 mins; February 23, 2023
Who’s backing Bullard?, “Money Illusion”, and Wings & Inflation 2/22/23
44 mins; February 22, 2023
From the Desk of Kelly Evans: The stimulus is still happening 2/22/23
2 mins; February 22, 2023
State of the Consumer, Bet on the Bulls, and Rates, Retail & Risk-On 2/21/23
44 mins; February 21, 2023
From the Desk of Kelly Evans: Do rates need to go much (much) higher? 2/21/23
2 mins; February 21, 2023
From the Desk of Kelly Evans: The long, long wait for recession 2/17/23
3 mins; February 17, 2023
From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23
2 mins; February 17, 2023
From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23
2 mins; February 17, 2023
The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23
44 mins; February 17, 2023