The Exchange

CNBC
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Oct 9, 2025 • 44min

The Odd Commodity Out, LULU Lags and Rare Earths Soar 10/9/25

Gold, silver and copper all hitting new highs, but one commodity has yet to participate in the rally. Lululemon's founder says the company is in a nosedive. Plus, could the government take a stake in another rare earths company? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Oct 8, 2025 • 44min

The Bank of Nvidia, Metal Momentum and Freight's State 10/8/25

Dan Niles, the founder of Niles Investment Management, provides keen insights into the current market landscape. He explores Nvidia's strategy of lending to AI startups while questioning the sustainability of this circular demand. Niles discusses how potential Fed rate cuts could temporarily boost AI stocks yet warns of a future reckoning without revenue generation. He also touches on the recent surge in gold and silver prices and examines the concerning state of freight logistics ahead of the holidays.
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Oct 7, 2025 • 44min

The AI Economy, Shutdown hits Housing & Potential Earnings Winners 10/7/25

Box CEO Aaron Levie on partnering with OpenAI. Real estate gets hit by the government shutdown. Plus, three non-AI names that could pop on earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Oct 6, 2025 • 44min

AMD's OpenAI partnership, Gold's Record Year, and Trump's Affordability Fix 10/6/25

AMD surges as OpenAI enters another multi-billion dollar partnership, but one venture capitalist is watching for red flags. A technical check on gold as it hits its 42nd record high this year. Plus, can Fannie and Freddie help lower home prices? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Oct 3, 2025 • 43min

Data Dearth, Gambling Lows and Tariff-Proof Taylor 10/3/25

With the jobs number delayed due to the government shutdown, we dig into alternative data for a read on the economy.  Increased competition weighs on betting stocks. Plus, why the newest showgirl is duty-free. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Oct 2, 2025 • 44min

Chips Rally, Credit Score Changes and Battle of the Bots 10/2/25

Semis continue to rally as Nvidia hits an all-time high. FICO shakes up the credit score market. Plus, Jefferies puts three AI chat bots to the test. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Oct 1, 2025 • 43min

The Shutdown's Impact on Your Money 10/1/25

We break down how the government shutdown could impact everything from the IPO pipeline to home sales. Plus, the important difference between 2013 and 2018 when it comes to returns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 30, 2025 • 44min

Coal Revival, Discounted Medications and AI in Banking 9/30/25

U.S. Secretary of Energy Chris Wright talks coal and nuclear power. Pfizer strikes a deal with the White House to lower drug prices. Plus, an exclusive look into JPMorgan's big AI plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 29, 2025 • 41min

Tesla Rallies, EA Goes Private and Government Shutdown Looms 9/29/25

Tesla hits a 10-month high, EA will be taken private in a $55B deal, and how a government shutdown could impact your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 26, 2025 • 44min

New Tariffs, the U.S. Push for Key Metals, and Countdown to Shutdown 9/26/25

President Trump announcing a new wave of tariffs targeting pharmaceuticals, furniture and trucks. The U.S. has 'big time' momentum in its rare earths buildout, according to Canaccord. Plus, how a government shutdown could cost the travel industry billions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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