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The Exchange — Business
The Exchange

“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.

Copyright: © 2023 CNBC

Latest Episodes:

Kyle Bass’ Next Big Bet, Under-The-Radar AI Plays, and A Big Week for IPOs 6/27/23 Jun 27, 2023

Show notes

Investor Kyle Bass bet big against subprime mortgages ahead of the 2008 financial crisis, and now he’s betting against office space. He joins Kelly to defend his call. Plus, our market guest has two international AI plays for your portfolio, and one of them has matched Nvidia’s gains YTD! And is the IPO freeze starting to thaw? We’ll debate.

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Russia’s Game of Thrones, Small Caps’ Big Gains, and Legacy Media Meltdown 6/26/23 Jun 26, 2023

Show notes

Russian President Vladimir Putin faced the biggest threat to his leadership this past weekend, but our guest says the game of thrones around him is just beginning. We’ll look at what’s next and how to position. Here at home, our market guest says the setup for small caps is pointing to a major cycle run. She’ll bring us the names she likes the most in that trade. And Netflix is gaining while legacy media names are waning. We have an all-star panel looking at the trends in the landscape.

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The Lazy Bull Market, DeSantis’ Real Estate Ban, and Calm Seas for Cruises 6/23/23 Jun 23, 2023

Show notes

All three major averages set to snap weeks-long winning streaks, but one economist is calling this ‘a lazy bull market.’

A new Florida bill goes into effect on July 1 barring foreign nationals from China and six other countries from buying what the state deems sensitive American land. Real estate investor and developer Don Peebles weighs in…and tells us the states and cities that ban could benefit.

Plus, think inflation would be bad for the cruise industry? Think again says Citi. Why cruise lines could benefit from sustained higher prices.

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Hikes Heard ‘Round the World, Unsurprisingly Horrible, and Shrinking Shrink 6/22/23 Jun 22, 2023

Show notes

Fed Chair Powell repeating there’s a long way to go in the fight against inflation in his Senate testimony today. With the surprise half a point hike from the Bank of England just the latest hawkish move from a global central bank, could the Fed follow suit at its July meeting?

The economics are ‘horrible (but unsurprising)’ at Intel, according to one analyst. He tells us what could finally turn the company around.

Plus, retailers from Target to Foot Locker saying shrink—or unexpected inventory loss—took a bite out of profits last quarter. But UBS expects shrink to start shrinking thanks to a few factors and names the retailers poised to benefit.

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The Fed’s Inflation Fight Continues, Tesla’s Short-Term Risks, Navigating the Narrow Rally 6/21/23 Jun 21, 2023

Show notes

Fed Chair Jay Powell testifying on the Hill today, and not letting go of the Fed’s 2% inflation target. Former NEC director Larry Lindsey weighs in on what he expects from the July meeting.

Barclays downgrading Tesla to equal weight, but hiking their price target. We talk to the analyst behind the call.

Plus, one strategist says the mega-cap tech rally is running out of steam, he gives us the smaller names to buy should the market broaden.

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Invest Like its 1999? What’s Next for Housing? And Nevermind the Narrow Rally? 6/20/23 Jun 20, 2023

Show notes

A new CNBC economic survey revealing most economists see improving growth this year, so could we avoid a hard landing? Wells Fargo’s Chris Harvey says not so fast, he tells us why he’s breaking out the 1999/2000 playbook.

May housing starts surging on the heels of strong homebuilder sentiment. We talk what’s next for the real estate market.

Plus, nevermind the mega cap tech stocks, there’s a rotation underway according to Goldman Sachs. We have the names to buy now.

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Advertising turns to AI, Post-Pandemic Travel & SMH ETF 6/16/23 Jun 16, 2023

Show notes

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From the Desk of Kelly Evans: This is a pretty odd time for a "melt-up" 06/16/23 Jun 16, 2023

Show notes

Kelly explains how markets are bucking conventional wisdom here.

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Cava’s Market Debut, CRE Lending Opportunities, and The Black Swan 6/15/23 Jun 15, 2023

Show notes

Shares of Mediterranean chain restaurant Cava soaring in their market debut, but will it be enough to inspire others to go public?

The CEO of one of the largest non-bank lenders in the US joins us with the opportunities he’s seeing in commercial real estate and why this could be one of the best years in his 20+ year-long career.

Plus, “Black Swan author” Nassim Nicholas Taleb warns the current macro environment resembles that of 2007/2008.

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The Exchange: Fed Edition 6/14/23 Jun 14, 2023

Show notes

Kelly’s Power Lunch co-host Tyler Mathisen joins for a special Fed Decision edition of The Exchange, covering the intersection of politics, policy, and your money. Congressman Brad Sherman (D-California) weighs in on bank regulation, while Senator Bill Hagerty (R-Tennessee) stresses the importance of Secretary of State Blinken’s trip to China. Plus, Dan Clifton of Strategas’ on the what could turn around market leadership and why the Fed could be pressured to end tightening early.

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