All episodes
Jackson Hole Kicks Off, Nvidia’s Blowout Quarter, and Splunk Makes a Splash 8/24/23
Tech’s Make-or-Break Moment, Office Pain to Gain, and La-Z-Boy CEO Exclusive 8/23/23
Sticking Point for Stocks, Shutdown Showdown, and Pricing Power Play 8/22/23
Rising Rates & Risks, China's Troubles, and The Read on Retail 8/21/23
Bond Voyage, Brace or Embrace, and 3 Bails & A Buy 8/18/23
From the Desk of Kelly Evans: The "Lazy Girl" Investment Strategy 8/18/23
A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23
Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23
No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23
The Exchange 8/14/23
China’s Sluggish Recovery, Hire Education, and Soft Landing Save? 8/11/23
Sell-off Watch, Ad-vantaged, Cyber Pains & Gains 8/10/23
Tug of War, Stifel CEO Exclusive, and Keeping It Clean 8/9/23
Credit Crunch, Winners & Losers, Cost of Care 8/8/23
The Potential for Cuts, ADP vs. BLS, Health of Housing 8/7/23
The Goldilocks Number, SEC vs. Coinbase, and Protecting Your Portfolio 8/4/23
Executive Exchange, Crypto Couple, and Major Payments Player 8/3/23
Recession Call Reversal, Warning Shot to Washington?, and Prices at the Pump 8/2/23
The Exchange 8/1/23
Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23
Potential Pause, Messi of AI, Restaurant Revamp 7/28/23
Forget the Fed, Cruise Control, and The Busiest Day of Earnings Season 7/27/23
Fed Decision Countdown, Real Estate Risks, and Striking a Deal 7/26/23
The Fed’s Endgame, Alaska Air Turbulence, and Alphabet’s Bull Case 7/25/23
The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
A.I. in D.C., Time to Buy, and 3 Buys & A Bail 7/21/23
Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
Alarm Bells, Too Much Credit, Health of Housing 7/19/23
The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23
Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23
The Ripple Effect, Citi’s CFO on Earnings, and “All Bulled Up” 7/14/23
The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23
The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23
Prime Day Underway, and Game On 7/11/23
Hiking a Huge Mistake, Time to Strike, and Threads vs. Twitter 7/10/23
The Exchange 7/7/23
The Exchange 7/6/23
The Exchange 7/5/23
From FOMO to GERF, SCOTUS vs. POTUS, and A Tale of Two Housing Markets 6/30/23
Craze or Catalyst, Retail Rebranding, and Apocalypse FedNow 6/29/23
Bidenomics, Powell’s warning, and IPOs on deck 6/28/23
Kyle Bass’ Next Big Bet, Under-The-Radar AI Plays, and A Big Week for IPOs 6/27/23
Russia’s Game of Thrones, Small Caps’ Big Gains, and Legacy Media Meltdown 6/26/23
The Lazy Bull Market, DeSantis’ Real Estate Ban, and Calm Seas for Cruises 6/23/23
Hikes Heard ‘Round the World, Unsurprisingly Horrible, and Shrinking Shrink 6/22/23
The Fed’s Inflation Fight Continues, Tesla’s Short-Term Risks, Navigating the Narrow Rally 6/21/23
Invest Like its 1999? What’s Next for Housing? And Nevermind the Narrow Rally? 6/20/23
Advertising turns to AI, Post-Pandemic Travel & SMH ETF 6/16/23
From the Desk of Kelly Evans: This is a pretty odd time for a "melt-up" 06/16/23
Cava’s Market Debut, CRE Lending Opportunities, and The Black Swan 6/15/23
The Exchange: Fed Edition 6/14/23
Brian Moynihan on the Record, The Cardboard Box Recession, and Billionaires’ Row 6/12/23
The Bear Market is Over, Where to Invest in China Now, eVTOL Sector Poised for Lift-Off? 6/9/23
When Bad News Is Bad News, Credit Card Crackdown, and Smooth Sailing 6/8/23
Flights Paused, The Fed's Next Move & AI Travel Booking 6/7/23
The Fed’s Fight Against Inflation, A Crypto Clash, and The Read On Retail 6/6/23
Apple WWDC 2023, Fed At A Crossroads, and The Growth Playbook 6/5/23
The Good & The Bad, AI Holy Grail, Addressing America’s Cancer Drug Shortage 6/2/23
Pause in Peril, Discount Retail Trade, and The Great De-Stocking 6/1/23
Global Walls of Worry, The Next AI Gainers, and A Rising Rates Play 5/31/23
Debt Ceiling Deal Risks, Soft Landing Ahead, and Will AI Save Silicon Valley Real Estate? 5/30/23
A Debt Deal Potentially Within Reach, Strike One For The Doves, and AI’s Big Week 5/26/23
Debt Ceiling Showdown, Potential Sell Signal for Nvidia, and The DeSantis DeSaster 5/25/23
Risk to the Upside, Real Estate Mogul Don Peebles, and a Mystery ‘Genuine Bull Market’5/24/23
Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23
Wall Street’s Wall of Worry, Freight Pain, and The Next Generation of Economists 5/22/23
Risky Business, AI Winner & Losers, and Time to Trim Tech? 5/19/23
The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23
Musk-see TV, The Debt Ceiling Trade, and The Read on Real Estate 5/17/23
Bots & Banks on Capitol Hill, Don’t Believe The Bears?, and The Future of Forecasting 5/16/23
The Fed’s Inflation Fight, Regional Bank Opportunities, and M&A Monday 5/15/23
Debt Ceiling Negotiations, Inflation Complacency & Digital Banking 5/12/23
From the Desk of Kelly Evans: The Debt Ceiling is Just Act One 5/12/23
The Last Shoe To Drop, The Booming ‘Burbs, and The Fed’s Next Move (according to dead economists) 5/11/23
Google’s AI Do-Over, The Retailer to Buy into Earnings, and Disrupting Fertility Care 5/10/23
Debt Ceiling Dilemma, Travel Trends with Choice Hotels, Amazon’s New Cost-Cutting Measure 5/9/23
From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23
Debt Ceiling: Political Rhetoric or Real Risk? Life Time CEO on Student Loan Debt Exposure, and Portillo’s CEO on What’s Next 5/8/23
Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23
Regional Bank Wreck, Royal Caribbean’s Read, and Apple Earnings On Deck 5/4/23
CNBC Special: The Fed Decision 5/3/23
The Future of Streaming, First Republic Fallout & Fed Preview 5/2/23
First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23
The Big Cap Tech Name with the Lowest Earnings Quality, FDIC’s Review of Signature Bank Collapse, and the Health Care Market Poised to Boom 4/28/23
Debt Limit Showdown, Telecom Trades & The CNBC Stock Draft 4/27/23
First Republic’s last chance, investing in a slowdown, and UK regulators block a major deal 4/26/23
A Red Day For Regionals, Big Tech on Deck & The Fed’s Next Move 4/25/23
Big Box Bankruptcy, Recessionary Red Flag, and LVMH’s Major Milestone 4/24/23
A laissez-faire FedMain Street’s credit crunch, and XPrize’s new $11M challenge 4/21/23
Sound the Alarms, The Consumer Trade, and an Alaska Airlines CEO Exclusive 4/20/23
Regional Bank Reversal, Reading the Earnings Tea Leaves, and NVID(AI) 4/19/23
Sour Investor Sentiment, Bank Earnings Bonanza, and AI Regulation Nation 4/18/23
Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23
Canary in the Regional Bank Coal Mine, A Contrarian Travel Call, and the Data Divergence 4/14/23
Rising Recession Risks?, Debt Dilemma, and Crypto Warning 4/13/23
Inflation Turning Point?, and Buy It Like Buffett
Faltering Fed?, The Bank Bifurcation, and Dividend Divide - 4/11/23
Hike or Halt?, Earnings Warning, and Beijing’s Bold Moves - 4/10/23
TEX Goes Tech: Digging into the Sustainability of the Nasdaq Rally, The Names to Buy Now, and Why Rates Could Now Stay Lower 4/6/23
The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23