The Exchange
1,775 episodes — Page 1 of 36
Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26
Aug 21, 202644 min
Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26
Aug 20, 202643 min
The Exchange 8/19/26
Aug 19, 202643 min
Global Bond Rout, Meta’s Landmark Trial, and Anthropic’s Revenue Surge 8/18/26
Aug 18, 202644 min
Retail Ramp-Up, Chinese Tech Catalysts, and a Bitcoin breakout? 8/17/26
Aug 17, 202644 min
Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26
Aug 14, 202643 min
S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26
Aug 13, 202644 min
The Exchange 8/12/26
Aug 12, 202643 min
Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump 8/11/26
Aug 11, 202643 min
Take a Three-Quarter Point Hike, Food Safety Changes, and Grab the Chips 8/10/26
Aug 10, 202644 min
Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26
Aug 7, 202643 min
Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26
Aug 6, 202644 min
SpaceX Sinks, AI’s Bad Behavior, 3 Rate Hikes this year? 8/5/26
Aug 5, 202643 min
Market Rally, Oil Slips, C-Shaped Economy 8/4/26
Aug 4, 202643 min
Torque in Tech, Macro Shifts, and Earnings Exchange 8/3/26
Aug 3, 202643 min
The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
Jul 31, 202643 min
Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26
Jul 30, 202643 min
Countdown to the Fed Decision 7/29/26
Jul 29, 202645 min
Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26
Jul 28, 202644 min
Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26
Jul 27, 202643 min
Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26
Jul 24, 202643 min
Tech Trashed and Rising Risks 7/23/26
Jul 23, 202644 min
John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26
Jul 22, 202644 min
No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26
Jul 21, 202644 min
Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26
Jul 20, 202643 min
China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26
Jul 17, 202643 min
Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26
Jul 16, 202643 min
The Exchange 7/15/26
Jul 15, 202643 min
Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26
Jul 14, 202642 min
Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26
Jul 13, 202644 min
SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost 7/10/26
Jul 10, 202644 min
‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26
Jul 9, 202643 min
Trump's Meeting with Zelensky, The Chips Trade 7/8/26
Jul 8, 202643 min
Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26
Jul 7, 202643 min
Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26
Jul 6, 202643 min
Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26
Jul 2, 202643 min
A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26
Jul 1, 202644 min
Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26
Jun 30, 202643 min
Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
Jun 29, 202644 min
The Exchange 6/26/26
Jun 26, 202644 min
CNBC @ Cboe: Live from Chicago 6/25/26
Jun 25, 202644 min
Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26
Jun 24, 202643 min
Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26
Jun 23, 202637 min
The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
Jun 22, 202644 min
Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26
Jun 18, 202643 min
Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26
Jun 17, 202648 min
Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26
Jun 15, 202644 min
SpaceX Soars in Trading Debut 6/12/26
Jun 12, 202649 min
The Exchange 6/11/26
Jun 11, 202649 min
Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26
Jun 10, 202644 min