All Episodes
The Exchange — 76 episodes
Retail Ramp-Up, Chinese Tech Catalysts, and a Bitcoin breakout? 8/17/26
Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26
S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26
The Exchange 8/12/26
Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump 8/11/26
Take a Three-Quarter Point Hike, Food Safety Changes, and Grab the Chips 8/10/26
Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26
Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26
SpaceX Sinks, AI’s Bad Behavior, 3 Rate Hikes this year? 8/5/26
Market Rally, Oil Slips, C-Shaped Economy 8/4/26
Torque in Tech, Macro Shifts, and Earnings Exchange 8/3/26
The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26
Countdown to the Fed Decision 7/29/26
Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26
Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26
Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26
Tech Trashed and Rising Risks 7/23/26
John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26
No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26
Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26
China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26
Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26
The Exchange 7/15/26
Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26
Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26
SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost 7/10/26
‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26
Trump's Meeting with Zelensky, The Chips Trade 7/8/26
Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26
Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26
Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26
A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26
Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26
Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
OpenAI Unveils GPT 5.6 Models, The Bearish Case for Micron 6/26/26
CNBC @ Cboe: Live from Chicago 6/25/26
Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26
Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26
The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26
Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26
Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26
SpaceX Soars in Trading Debut 6/12/26
Bank of America Double-Upgrades Intel, Hope for Gold Miners? 6/11/26
Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26
Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26
Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26
Boeing CEO on Production Ramp, Government Stakes in AI 6/5/26
SpaceX Kicks off IPO Roadshow, Hut 8 CEO on AI, Awaiting Quantinuum First Trade 6/4/26
SpaceX to Set IPO Terms Today, Caps on AI Token Costs 6/3/26
Big Tech's Capex Boom, Software's Comeback, Bitcoin's Narrative Problem 6/2/26
Nvidia Enters the PC Space, IPO Market Heats Up, Youtube Meets Hollywood 6/1/26
“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
Software's Turnaround Story, The Rise of Prediction Markets 5/15/26
Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26
Trump Arrives in China, Nebius Climbs on Q1 Results 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
Semiconductors Soar, Apple's AI Fumble, and Former FDIC Chair Bair 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