The Exchange

Latest Episodes:

The Future of Streaming, First Republic Fallout & Fed Preview 5/2/23 May 02, 2023

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23 May 01, 2023

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First Republic became the third bank to fail since March, but will it be the last?

Charlie Munger is warning about cracks in commercial real estate – we’ll look ahead to three big names ahead of their results this week.

And tech investor Brad Gerstner had some harsh words for Alphabet CEO Sundar Pichai earlier on CNBC.

We’ll break down why he thinks Alphabet is falling behind in the AI race.

Plus, and Exchange Exclusive interview with SoFi CEO Anthony Noto on the heels of their record financial results.

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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 Apr 28, 2023

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Four of the five mega cap tech companies have reported, we take a look at the company one strategist says has shown the lowest quality earnings.

Plus, the “Dean of Valuation,” NYU’s Aswath Damodaran’s on how the lack of risk capital is impacting tech’s performance.

The FDIC releases its finding regarding the Signature Bank Collapse.

And the one corner of the health care market Mizuho’s Jared Holz expects to be a booming, multi-billion dollar business.

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Debt Limit Showdown, Telecom Trades & The CNBC Stock Draft 4/27/23 Apr 27, 2023

Show notes

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

First Republic’s last chance, investing in a slowdown, and UK regulators block a major deal 4/26/23 Apr 26, 2023

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Don’t miss the new details on First Republic’s desperate pitch to save the bank. Plus, how should you invest in a slowdown if the economy is like a car speeding down a cul-de-sac? And if the UK is closed for business, we’ll look at what it means for Microsoft’s deal to buy Activision.

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A Red Day For Regionals, Big Tech on Deck & The Fed’s Next Move 4/25/23 Apr 25, 2023

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First Republic hemorrhaged deposits in the first quarter, and one guest says it’s now a battle of survival.

Does that mean hopes for a Fed cut this year are premature? David Zervos from Jefferies will weigh in.

Plus, Alphabet and Microsoft earnings are on deck. Will last quarter’s cost cuts be enough to fund their investments in AI?

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Big Box Bankruptcy, Recessionary Red Flag, and LVMH’s Major Milestone 4/24/23 Apr 24, 2023

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Is Bed Bath & Beyond’s bankruptcy a sign of trouble in the retail industry, or simply a case of mismanagement?

Plus, the one key data point flashing a signal only see during – or right before – a recession.

And with LVMH topping $500M in market cap, is it time to take profits or is a bigger luxury spending boom on the way?

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A laissez-faire FedMain Street’s credit crunch, and XPrize’s new $11M challenge 4/21/23 Apr 21, 2023

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Is the Fed being too laissez-faire about stress in the banking system? Former Dallas Fed President Richard Fisher says it still has to slay the “inflation dragon” and at least one economist agrees, saying that’s exactly why the Fed will hike rates in less than 2 weeks.

Meantime, as the credit crunch hits Main Street, he hear from one small business owner who’s feeling the effects as he tries to expand.

And XPrize Founder Peter Diamandis joins Kelly to discuss his latest $11M competition, and the impact AI will have on it, as well as the broader tech landscape.

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Sound the Alarms, The Consumer Trade, and an Alaska Airlines CEO Exclusive 4/20/23 Apr 20, 2023

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Stocks are back in the red as a key economic indicator unexpectedly drops to a near three year low. It’s one of several data points that has our guest worried. She tells us which signals truly matter right now, and whether we should officially start the countdown to the recession.

As for the consumer right now, American Express still sees resiliency, Ally Financial sees rising delinquencies, and one in five Americans are buying groceries with installment loans. We’ll discuss which names are still in the sweet spot, and for how long.

Plus, the airlines are supposed to be one of the main pockets of strength right now but Alaska Airlines posting a bigger than expected loss. The CEO joins us for a CNBC exclusive.

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Regional Bank Reversal, Reading the Earnings Tea Leaves, and NVID(AI) 4/19/23 Apr 19, 2023

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Western Alliance is growing deposits – is that a bullish sign for the rest of the regionals? We look at the fallout for the financials post-SVB. Tesla earnings are out after the bell today, and there’s one key metric that Wall Street’s watching. And Nvidia shares have nearly doubled to start the year -- can it keep up the momentum? We speak with one analyst who sees it rallying another 20% from here thanks to AI.

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