The Exchange

Latest Episodes:

Dow drops 1000+ points on coronavirus fears, oil is in bear market territory, retail takes it on the chin. Feb 24, 2020

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Dow plunges 1000+ points as coronavirus fears spread around the world…just how much pain could be ahead.

Crude oil prices fall 5% as travel, transportation and manufacturing all get hit by virus… why oil will continue to react the worst.

Retailers falling, with names like Tapestry and Nike getting hit the hardest thanks to China exposure…a top analyst reveals where he’s finding opportunities.

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Special Episode | Squawk Pod: Ask Warren Buffett Feb 24, 2020

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Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box,” anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer. Listen in to today’s episode and subscribe to the podcast today.

Warren Buffett—the world’s most high-profile investor—sits down with Becky Quick at the Berkshire Hathaway headquarters in Omaha, Nebraska days after writing his latest annual letter to shareholders. Buffett weighs in on Mike Bloomberg’s bid for the Presidency and Berkshire Hathaway’s 5.6% stake in Apple. (And, he just graduated from a flip phone!) The 89-year old investor also shares the best time to buy stocks—even during the coronavirus outbreak. Plus, in a conversation exclusive to Squawk Pod, the Oracle of Omaha reveals what’s on his podcast feed and his unorthodox strategy for settling meal checks with fellow billionaire Bill Gates.

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ViacomCBS plays cord-cutting catch up, SpaceX’s sky-high valuation and Nevada’s caucus calculator plan. Feb 21, 2020

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ViacomCBS shares have plunged this year as the cable giant struggles to keep up with the cord-cutters. Will its new offerings spell success? A top analyst weighs in.

Elon Musk’s SpaceX is looking for massive funding and it could send its valuation to the moon.

The Nevada Democratic caucuses are tomorrow—whether its tech be ready or if it will be a repeat of Iowa.

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The biggest bank takeover since the crisis, the 2020 political ad problem and the fight for housing in California Feb 20, 2020

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Morgan Stanley is buying E*Trade in a $13 billion deal, the largest since the financial crisis… why Morgan wants it and what it means for retail investors.

2016 was the year of political ads on social media, but in 2020, the ads are moving to streaming services…which presents a big problem for regulators. We discuss.

And you know NIMBY, meet YIMBY…the movement gaining steam in California as more people are priced out of the housing market.

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A potential earnings warning, Bloomberg’s first debate, and Bed Bath & Beyond cluttered? Feb 19, 2020

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If you take the big tech companies out of it, earnings growth is at zero. So is this market too top-heavy? We debate.

Mike Bloomberg makes his much anticipated debut at tonight’s presidential debate. His campaign co-chair joins us with what we should expect.

And Bed Bath & Beyond’s new CEO says decluttering the store could be key to more sales. Is he right? That’s ahead in Rapid Fire.

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Apple warns about the coronavirus, the blue-collar jobs problem, Bloomberg leans left and Soros takes on Zuckerberg Feb 18, 2020

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Apple is the latest company to warn about the coronavirus’ impact on its bottom line, saying it doesn’t expect to meet its March quarter revenue guidance…how much more pain is ahead.

Former Office Depot CEO Steve Odland has a jobs warning.

Michael Bloomberg unveils his left-leaning plan to regulate Wall Street.

And drama plays out in the pages of the Financial Times between Mark Zuckerberg and George Soros.

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A divided investor, a terrible investment, and Facebook’s flops. Feb 14, 2020

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As the Dow inches closer to the 30 thousand milestone, investors are pouring into bonds at record levels. We’ll tell you why.

Plus, a terrible investment. That’s what T. Rowe Price is saying now about its involvement with WeWork. A look at what’s next, and whether there are more shoes to drop.

And is Facebook really the world’s greatest copycat? Or the worst? We debate.

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Market Risks, Tesla’s Stock Offering, Mapping the Outbreak, and Bloomberg’s Meme-mentum. Feb 13, 2020

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Dow 30k? We’re within shooting distance of that major marker but Berkshire’s Charlie Munger has a major warning for this market. We’ll tell you what it is.

Tesla taps the market. We’ll tell you why shares are higher on news that Tesla will issue more stock.

Mapping an outbreak…meet the CEO and Doctor whose company provides the technology to do just that. She joins us with a look at how it works and the agencies relying on it in the coronavirus outbreak.

Plus, Mike Bloomberg is turning to Internet meme-makers to promote his campaign. Brilliant strategy or money misdirected? We debate.

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Market rally, Coronavirus retail fallout, and a beyond belief drop. Feb 12, 2020

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The Dow, the S&P and the NASDAQ all set new record intraday highs today. We’ll look at the catalyst behind the rally and whether anything can bring it down.

Plus, retail is one of the sectors most exposed to supply chain disruptions from the Coronavirus. We’ll rank who’s most vulnerable, who could see some impact, and who’s best positioned to withstand the fallout.

And Bed Bath & Beyond sinking after warning on same-store sales. The CEO calls it short-term pain but could this company be beyond a turnaround? We debate.

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Full ‘stream’ ahead, Coronavirus retail impact, and a resilient economy? Feb 11, 2020

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Fed Chair Jerome Powel says the economy is resilient but he warns of risks from the coronavirus. We take a closer look at his testimony on the hill and the President’s response to what he said.

Plus, the fallout from the Coronavirus is showing up in several retailers’ quarterly results. The names and how much it’s costing them.

And, if you think American’s appetite for more apps and services to stream content has peaked, new data suggests otherwise. We have the details.

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