Podcast
The Exchange
Hosted by CNBC · EN
"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.
242episodes
Episodes
Newest firstAll episodes
Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26
Apr 700:43:43Summary readyEquities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryIran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26
Apr 200:43:57Summary readyThe President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryNike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26
Apr 100:44:02Summary readyNike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first quarter, but Benchmark is bullish on name in particular. Plus, with gold on pace for its first positive week in five, Tim Seymour says the rally will continue if one particular condition is met. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryCrude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26
Mar 3000:43:08Summary readyWTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due to disruption in the Strait of Hormuz. Plus, KKR agrees to sell cooling systems company CoolIT for $4.75 billion to Ecolab, making 15 times its initial investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryFed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26
Mar 2700:44:01Summary readyMounting inflation concerns could put Trump's pick for Fed Chair in a bind. The company Wells Fargo says is the "best-positioned" name in the AI race. Plus, a rough week for memory stocks but will the dip be short-lived? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryU.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26
Mar 2600:43:37Summary readyTrump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure after Google unveiled its new AI model, but Morgan Stanley sees underlying resilience in the space. Plus, a Fed hike is back on the table. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryChevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26
Mar 2500:43:39Summary readyChevron says California risks a fuel crisis unless the Iran war ends. Ondas CEO Eric Brock talks autonomous drone usage in the ongoing conflict. Plus, OpenAI announces plans to shut down its popular AI video app just six months after its launch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryEnergy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26
Mar 2400:43:21Summary readyCarlyle's Jeff Currie says even if the Iran war stops now, surging oil prices will impact the economy for months. Databricks CEO Ali Ghodsi on his new cybersecurity product and AI disruption within the space. Plus, Anthropic and the Department of Defense head to court. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryMixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26
Mar 2300:44:12Summary readyPresident Trump postponed strikes on Iranian power plants after saying negotiations were underway, but Iranian state media refuted those claims, triggering wild swings across asset classes. Markets now expect the Fed to hold rates steady, but HFE's Carl Weinberg makes the case for a hike. Plus, the airline bracing for oil prices to top $100 through 2027. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryCrude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26
Mar 2000:43:54Summary readyThe energy complex keeps climbing as the Iran war enters its third week. Housing season officially kicks off, but rising mortgage rates could challenge the market. Plus, the Mag 7 name that Clockwise Capital thinks will come out on top this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Summary