

The Exchange
CNBC
"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work.
Episodes
Mentioned books

Oct 30, 2025 • 43min
Trade Truce, Big Tech Breakdown and Freight Fears 10/30/25
 Craig Moffett, co-founder and senior analyst at Moffett Nathanson, dives into the implications of recent U.S.-China trade agreements. He analyzes Apple and Amazon's upcoming earnings, focusing on the impact of market sentiment. Moffett shares insights on Apple's valuation risks tied to antitrust issues and service growth. He also discusses how AI is reshaping freight logistics, highlighting XPO's use of technology to boost shipments. The conversation is a deep dive into how these factors are poised to affect the tech landscape. 

Oct 29, 2025 • 44min
Countdown To The Fed Decision 10/29/25
 The Federal Reserve expected to cut rates by a quarter-point. Seymour Asset Management's Tim Seymour and BD8 Capital's Barbara Doran join for the hour to break down what that means for your money.  Plus, we look ahead to big tech earnings as Nvidia's market cap crosses $5 trillion. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Oct 28, 2025 • 42min
Market Cap Milestones, Workforce Woes and OpenAI's Newest Pal 10/28/25
 Apple and Microsoft both hit $4 trillion in market cap. Amazon announces the largest corporate job cut in its history as AI recalibrates the workforce.  Plus, PayPal partners with OpenAI.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Oct 27, 2025 • 44min
Bearish on Berkshire, Shutdown Risks and Big Tech on Deck 10/27/25
 Berkshire Hathaway gets a rare downgrade. How much pain the government shutdown could inflict on airlines. Plus, the big tech names to buy ahead of earnings this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Oct 24, 2025 • 44min
Inflation Cools, Metals Dip and the Christmas Countdown is on 10/24/25
 In this discussion, Krishna Guha, vice chairman at Evercore ISI, breaks down the recent cooler CPI print and its implications for Fed rate cuts while highlighting trends in corporate layoffs and labor markets. Barry Knapp from Ironside's Macroeconomics shares insights on inflation's impact on fiscal policy and his views on sector positioning, favoring cyclicals over tech. Francisco Blanche of BofA Securities analyzes the recent decline in gold's value and the oil market's dynamics, emphasizing the need for cautious investment strategies. 

Oct 23, 2025 • 44min
Oil Surges, Tesla Recoups and Meme Stocks are Back 10/23/25
 Oil prices jump after the Trump administration puts sanctions on Russia. Tesla shares recover after sliding on earnings. Plus, what the options market indicates about the direction of the meme trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Oct 22, 2025 • 44min
Wells Fargo Heads South, Mitigating AI Bubble Risk and Timeshares are Hot 10/22/25
 Wells Fargo CEO Charlie Scharf joins from the bank's new campus in Irving, Texas. Venture capitalist Bradley Tusk's solution for mitigating AI's funding issues. Plus, why Travel + Leisure says timeshares are being "rediscovered." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Oct 21, 2025 • 44min
Media Mayhem, Earnings Expectations and Sportswear Surge 10/21/25
 Warner Bros. Discovery is up for sale... we break down potential buyers and what it means for media. Earnings season continues as markets rally. Plus, how Dick's Sporting Goods is expanding their brick and mortar presence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Oct 20, 2025 • 44min
Apple Climbs, AWS Outage and Rare Earths Refocus 10/20/25
 Apple hits an all-time high. AWS network failures affect more than 8 million users. Plus, President Trump doesn't want to be dependent on China's rare earths...could Australia be the answer? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Oct 16, 2025 • 44min
The Exchange 10/16/25
 Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 


