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The Exchange

Latest episodes

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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. 
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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.  
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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.
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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. 
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Nov 7, 2024 • 40min

Fed Decision Countdown, Trump Tariff Impact, Upwork CEO on Earnings 11/7/24

Less than 60 minutes until the Fed decision on interest rates. We’ll tell you what to expect, what to watch for, and what impact the Trump administration could have on the future of the central bank. Speaking of Trump policies, we’re drilling down on the potential tariff impact to IT and Hardware with Evercore’s Amit Daryanani, and shares of freelance platform Upwork are up 60% in 2 weeks. We’ll ask the CEO what’s driving the rally and get her read on the labor market.
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Nov 6, 2024 • 46min

Election Market Rally, Countdown to Fed Decision, Broadcast M&A Coming Soon? 11/06/24

Stocks are surging as Trump becomes the President-Elect and the possibility for a GOP-controlled Congress remains. We’ll look at the three areas of the market our guest says stand to benefit. Plus, we’re just about 24 hours away from the Fed decision on interest rates, and one of our guests has noticed a shift in the central bank’s approach. And we’ll speak with the Wells Fargo analyst who says the state is set for significant M&A cycle in broadcast media.
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Nov 5, 2024 • 44min

Election Day 2024, Foreign Policy Fallout, Fed Decision Countdown 11/5/24

The trades for both candidates seem to be working today with big tech outperforming, along with DJT, crypto and bond yields on the rise. We’ll look at the market implications of today’s election outcome. Plus, foreign policy and the future of NATO is front and center today with the world watching the U.S. choose a new president. And Thursday’s Fed decision is around the corner as 10-year notes go up for auction today. We have the results and analysis.
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Nov 4, 2024 • 44min

Final Election Countdown, Consumer Trades, Berkshire’s Money Moves 11/4/24

We’ll round up the latest polling data and look at the key trades to consider under each outcome. Plus, we’re checking in on the consumer, with inflation and the economy top of mind ahead of tomorrow’s election. And Berkshire Hathaway is revealing its latest moves, including a growing cash pile that’s bigger than most U.S. stocks.
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Nov 1, 2024 • 44min

Jobs Warning Signal?, Read on Retail, 3 Buys & A Bail: MSFT, LLY, PTON, SNAP 11/1/24

Stocks are mostly higher despite a lighter-than-expected jobs report, but if the weakness is just storm- and strike-related, does it even matter to the Fed ahead of next week’s meeting? Plus, one analyst is tracking the scary read-throughs following the busiest week of earnings season and joins us with the fallout ahead of the holiday season. And we’re trading the winners and losers of this earnings week in 3 Buys & A Bail.
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Oct 31, 2024 • 47min

Big Tech Earnings, Comcast Considers Spinoff, CEOs of Generac, Equinix & Kontoor Brands 10/31/24

Apple earnings on deck, as Microsoft and Meta are under pressure following their reports. We’ll look at what went wrong and how it sets up the rest of big tech. Plus, CNBC’s parent company Comcast is considering a spinoff of its cable networks business. We have exclusive comments from Liberty Chairman John Malone. And the CEOs of Generac, Equinix, and Kontoor Brands join us on the heels of their earnings reports.

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