The Exchange
1,818 episodes — Page 1 of 37
The Exchange 10/23/26
Oct 23, 202644 min
Capital Concerns Hammer the AI Trade 10/22/26
Oct 22, 202644 min
SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26
Oct 21, 202643 min
Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
Oct 20, 202643 min
Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
Oct 19, 202644 min
Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
Oct 16, 202643 min
Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26
Oct 15, 202643 min
Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26
Oct 14, 202643 min
the Exchange 10/13/26
Oct 13, 202643 min
The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26
Oct 12, 202643 min
SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26
Oct 9, 202643 min
Oil Spike, The Technical Take, and Oppormunities 10/8/26
Oct 8, 202646 min
Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26
Oct 7, 202644 min
Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26
Oct 6, 202643 min
A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26
Oct 5, 202643 min
A Jobs Jolt, Mayer’s New Venture, and Can Nike Pick Up the “Pace”? 10/2/26
Oct 2, 202644 min
Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26
Oct 1, 202644 min
The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26
Sep 30, 202644 min
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
Sep 30, 202621 min
OpenAI’s Dev Day and A Shift for College Sports? 9/29/26
Sep 29, 202646 min
Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26
Sep 28, 202643 min
Rate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26
Sep 25, 202643 min
Navigating Rising Rates and the Trump-Xi Summit 9/24/26
Sep 24, 202643 min
Yields Jump, A High-Stakes Visit, and Lefrak’s Real Estate Warning 9/23/26
Sep 23, 202644 min
Inspiring the AI Trade, Peloton Product Launch, and Muni Bonds to the Rescue? 9/22/26
Sep 22, 202643 min
AI Stocks Rally, Meta’s Muse Moment, Nike’s Swoon 9/21/26
Sep 21, 202644 min
Nvidia Too Cheap to Ignore?, AI Safety Debate, Apple’s iPhone Launch 9/18/26
Sep 18, 202644 min
A Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26
Sep 17, 202644 min
Countdown to the Fed Decision 9/16/26
Sep 16, 202642 min
Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
Sep 15, 202643 min
“Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
Sep 14, 202644 min
Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26
Sep 11, 202644 min
Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26
Sep 10, 202644 min
Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26
Sep 8, 202643 min
Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
Sep 4, 202643 min
Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
Sep 3, 202643 min
The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2/26
Sep 2, 202644 min
Hike vs. Cut, FTC Chair on Amazon Lawsuit, and Why Electricians Love Data Centers 9/1/26
Sep 1, 202646 min
Renewed Iran Tensions, Colorado’s Data Center Fight, and the Summer Software Surge 8/31/26
Aug 31, 202639 min
Warsh at Jackson Hole, Retail Roundup, and Treasury Trouble? 8/28/26
Aug 28, 202643 min
Nvidia’s Record Quarter, Connecticut Sues Kalshi, and So Long, SaaSpocalypse? 8/27/26
Aug 27, 202643 min
Nvidia Earnings, A Winter Warning, and China’s Government Hack 8/26/26
Aug 26, 202644 min
Media Deal in Limbo, Bitcoin’s Bounce, and Football Firestorm 8/25/26
Aug 25, 202644 min
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