The Exchange
1,818 episodes — Page 3 of 37
“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26
Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26
The $1T Club, Cyber the New Semi & A Potential Rate Hike 5/27/26
Micron’s $1T Move, Pope Leo’s AI Warning, Knicks Win & Potential Spin(off) 5/26/26
Warsh sworn in as Fed Chair, OpenAI’s IPO Plans, “Chip mania” still intact? 5/22/26
The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap 5/21/26
Not Hot on Nvidia, Public Offering Parade & Hundred-Point Hike? 5/20/26
The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26
Court Rules Against Musk in Legal Battle with Sam Altman, OpenAI 5/18/26
The Exchange 5/15/26
Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26
The Exchange 5/13/26
Bubble Babble, Memory Mayhem, and a Spring Swing 5/12/26
Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26
Two Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26
Whirlpool's Recession Warning, A Spending Split, and the Burger Battle 5/7/26
The Exchange 5/6/26
Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26
Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26
Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26
Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26
Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26
OpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26
Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26
DOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26
Debunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26
Tech Still Cheap, SpaceX's $60B Deal, and Google's Enterprise Fight 4/22/26
Apple's Turnover, Warsh Gets Grilled, and Airline Indigestion 4/21/26
The Exchange 4/20/26
Markets Rally, Airlines Soar, and Oracle Bounces Back 4/17/26
Markets' Seismic Shifts, SanDisk's Surge, and 2026's Biggest IPO 4/16/26
Meta's AI Ambitions, JPMorgan's Airline Warning, and the "Ultimate Contrarian Trade" 4/15/26
Software Earnings Set-Up, Big Banks' Big Issues, and Iran Peace Talks Latest 4/14/26
U.S. Blockade, China's Role in Iran, and Bank Earnings Underway 4/13/26
Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26
Ceasefire Under Pressure, The Fed's Next Move, and Tokenmaxxing 4/9/26
Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26
Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26
Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26
The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26
Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first quarter, but Benchmark is bullish on name in particular. Plus, with gold on pace for its first positive week in five, Tim Seymour says the rally will continue if one particular condition is met. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26
WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due to disruption in the Strait of Hormuz. Plus, KKR agrees to sell cooling systems company CoolIT for $4.75 billion to Ecolab, making 15 times its initial investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26
Mounting inflation concerns could put Trump's pick for Fed Chair in a bind. The company Wells Fargo says is the "best-positioned" name in the AI race. Plus, a rough week for memory stocks but will the dip be short-lived? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26
Trump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure after Google unveiled its new AI model, but Morgan Stanley sees underlying resilience in the space. Plus, a Fed hike is back on the table. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26
Chevron says California risks a fuel crisis unless the Iran war ends. Ondas CEO Eric Brock talks autonomous drone usage in the ongoing conflict. Plus, OpenAI announces plans to shut down its popular AI video app just six months after its launch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26
Carlyle's Jeff Currie says even if the Iran war stops now, surging oil prices will impact the economy for months. Databricks CEO Ali Ghodsi on his new cybersecurity product and AI disruption within the space. Plus, Anthropic and the Department of Defense head to court. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26
President Trump postponed strikes on Iranian power plants after saying negotiations were underway, but Iranian state media refuted those claims, triggering wild swings across asset classes. Markets now expect the Fed to hold rates steady, but HFE's Carl Weinberg makes the case for a hike. Plus, the airline bracing for oil prices to top $100 through 2027. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26
The energy complex keeps climbing as the Iran war enters its third week. Housing season officially kicks off, but rising mortgage rates could challenge the market. Plus, the Mag 7 name that Clockwise Capital thinks will come out on top this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26
Oil prices spike after Iran strikes key energy infrastructure in Qatar, but is the end of the war on the horizon? Micron shares slide despite blowout earnings, but BofA is still bullish. Plus, why private equity's pain could be commercial real estate's gain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26
As fuel costs spike and inflation proves sticky, our panel dissects the delicate balance Jay Powell has to strike in today's Fed decision. Brookings' Michael O'Hanlon on why the killing of more Iranian leadership could backfire. Plus, are higher food prices on the way? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26
Orlando Bravo talks uncertainty in private equity, private credit, and software. How will the Fed navigate oil's surging prices as their two-day meeting kicks off? Plus, American Airlines CEO Robert Isom says TSA workers deserved to be paid. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.