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
Nov 21, 2024 • 43min
Nvidia, M&A Activity in 2025 & Hyundai's EV Ambitions 11/21/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Nov 20, 2024 • 43min
Trump Tariffs 2.0, Crypto & Klarna CEO 11/20/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Nov 19, 2024 • 43min
Russia-Ukraine Tensions Rising, Semiconductor Near-term Headwinds, Off-Price On Deck 11/19/24
Stocks are recovering after ramping tensions in the Russia-Ukraine war weighed on the major averages earlier in the session. We have the latest and what the 2nd Trump administration could mean for the region. Plus, chip stocks are boosting the Nasdaq ahead of Nvidia’s results tomorrow. We’ll look at how to position and what’s ahead for the industry as a whole. And off-price retail is on deck to report results this week. Bank of America has the names to buy ahead of the print.
Nov 18, 2024 • 44min
How to Trade on Thanksgiving Travel, The Future of Retail 11/18/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Nov 15, 2024 • 43min
Trump Transition, Finding Opportunities, Undervalued Mag 7 Stocks 11/15/24
We’re tackling every angle of the Trump transition: Chips, EVs, Pharma, Food, and Tech Regulation. Plus, our market guest is joining us with the biggest opportunities he sees post-election. And Michael Nathanson brings the two names in the Mag 7 he says are undervalued and underappreciated.
Nov 14, 2024 • 49min
Post-Election Rally Stalling? 11/14/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Nov 13, 2024 • 44min
Sticky Inflation, Musk's White House Influence 11/13/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Nov 12, 2024 • 44min
Musk’s Influence & Disney on Deck 11/12/24
It’s like when you’re the kid and the teacher is mean to you, and then you become the principal. That’s how Tesla analyst Dan Ives describes Elon Musk’s new role in the Trump administration. Ives calls it a game-changer for Tesla. He joins us to make his case. Plus, Disney earnings are on deck. Analyst Laura Martin has long said it will be a takeover target if the regulatory environment allows it. With Trump in charge, we’ll ask her if the time has come and who could scoop it up.
Nov 12, 2024 • 43min
The Home Improvement Trade, Economic Headwinds in China 11/11/24
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Nov 8, 2024 • 44min
Momentum Rules, Global Assets, Trump Winners 11/8/24
What a week for the markets, the Dow hitting 44,000 to close out the best week in a year on Trump’s election win, while the S&P crosses the 6,000 mark for the first time. Our market guest says momentum rules. We ask him how he’s riding it. Plus, that brings us to our first mystery chart. We’ll give you a hint – it’s the key catalyst our international strategist is watching as a signal to trade out of the U.S., which he expects to happen under Trump. And, a special Three Buys & A Bail “Election Edition,” including one name in energy that hasn’t been mentioned as a Trump winner this week.
