The Exchange

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Debt Ceiling Negotiations, Inflation Complacency & Digital Banking 5/12/23 May 12, 2023

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
CNBC’s Hugh Son joins ‘The Exchange’ to discuss Goldman Sachs’ A.I. powered social network Louisa, the startup community Louisa focuses on, andhow Louisa uses A.I. to pre-populate user information.
Ben White, chief economic correspondent at Politico, and CNBC’s Kayla Tausche join ‘The Exchange’ to discuss the ongoing debt ceiling negotiations, June tax revenue expectations, and Donald Trump’s comments about the debt ceiling fight.
Wolfe Research’s Chris Senyek joins ‘The Exchange’ to discuss positive guidance in industrials, inventory concerns impacting retail earnings, and guidance for the financial sector leading the downtrend.
Andrew Jeffrey, managing director of fintech software research at Truist, joins ‘The Exchange’ to discuss future of banking the shift towards digital banking, how SoFi is attracting deposits with a high-yield savings account, and the case for fintech services.
Ran Eliasaf, Northwind Group founder and managing partner, joins ‘The Exchange’ to discuss private equity funds stepping up lending as banks pullback, converting vacant hotels to multi family homes, and concerns about a macro downturn.
CNBC’s Pippa Stevens joins ‘The Exchange’ to discuss solar stocks performing better following updated tax credit guidance, a stronger dollar sending oil prices lower, and China’s role as a key player in commodity markets.

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From the Desk of Kelly Evans: The Debt Ceiling is Just Act One 5/12/23 May 12, 2023

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Kelly explains why the battle over the debt ceiling is just the beginning of the economic drama playing out in Washington. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Last Shoe To Drop, The Booming ‘Burbs, and The Fed’s Next Move (according to dead economists) 5/11/23 May 11, 2023

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Kelly uses AI to speak to some of the greatest economic minds of the 20th century about the Fed’s next move.

And with jobless claims hitting the highest level in a year and a half, our market guest says to buckle up for a hard landing.

So where are the opportunities? We’ll look at why REITs in the suburbs are booming, and how you can play that trend.

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Google’s AI Do-Over, The Retailer to Buy into Earnings, and Disrupting Fertility Care 5/10/23 May 10, 2023

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The Google IO Conference kicks off at the top of the hour, we’re live in Mountain View CA for the headlines.

Evercore ISI putting out a tactical bull and a tactical bear call ahead of earnings. We dig into both names with analyst Greg Melich.

Plus, Kindbody is #43 on the Disruptor 50 list this year. The company’s founder joins Kelly to discuss the big business of babies.

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Debt Ceiling Dilemma, Travel Trends with Choice Hotels, Amazon’s New Cost-Cutting Measure 5/9/23 May 09, 2023

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With just a few hours to the White House meeting on the debt ceiling, we look at what it means for the markets and how to position your portfolio.

Choice Hotels blowing earnings estimates out of the water, CEO Pat Pacious tells us what’s next for the brand and the trends he’s seeing.

Plus, need 10 bucks? Amazon will pay you to pick up your own packages.

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From The Desk of Kelly Evans: Where The Banking System Hits The Economy 5/8/23 May 08, 2023

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Kelly explains why an under-the-radar economic indicator could highlight trouble ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 May 08, 2023

Show notes

Warren Buffett says he’s not worried about a US debt default, but if 2023 shapes up to be a repeat of 2011, equity investors could be in for a world of pain. So is the debt ceiling showdown just political rhetoric or a signal to move to safety? We discuss.

With the sunset of the Covid-era student loan payment moratorium, Wells Fargo named fitness brand Life Time as one of the companies most exposed to that debt. The Life Time CEO sounds off on those claims.

Plus, Portillo’s shares under pressure on disappointing earnings, but management sees input costs falling as inflation cools. CEO Michael Osanloo has what’s next for the fast casual chain and its customers.

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Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23 May 05, 2023

Show notes

Despite the strong headline number, the labor market is slowing…but is it slowing fast enough for the Fed? No, says one of my guests, and don’t bank on a rate pause ahead because of it.

And, shares of Warner Brothers Discovery bouncing back after its U.S. streaming business turns a profit but is the euphoria misguided? We look at who is best positioned to come out on top in the streaming wars.

Plus, our market guest says there’s one trade you should definitely avoid right now, it’s the names with exposure to San Francisco—which she says- is starting to look like Detroit.

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Regional Bank Wreck, Royal Caribbean’s Read, and Apple Earnings On Deck 5/4/23 May 04, 2023

Show notes

More pain for regional banks with PacWest down more than 50% after saying it’s considering “all options,” including a possible sale.

Royal Caribbean’s CEO joins Kelly on the heels of reporting better-than-expected results, and raising full-year earnings guidance.

And we go on the ground at Apple HQ in Cupertino, California, with a lookahead to the tech giants earnings after the bell.

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CNBC Special: The Fed Decision 5/3/23 May 03, 2023

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The Exchange goes on the road to Washington, D.C. ahead of the Federal Reserve’s interest rate decision.

Sen. John Kennedy joins Kelly and Tyler to discuss the economy, the banking industry, and the debt ceiling deadline.

David Wessel from the Brookings Institute says the big question is what the Fed will signal about June.

And Dan Clifton from Strategas has a closer look at the policy implications of the recent bank failures and a potential default.

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