All Episodes
The Exchange — 40 episodes
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
The Exchange 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
The Exchange 6/5/26
The Exchange 6/4/26
The Exchange 6/3/26
The Exchange 6/2/26
The Exchange 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
The Exchange 5/15/26
Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26
The Exchange 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