The Exchange - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

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:

Sour Investor Sentiment, Bank Earnings Bonanza, and AI Regulation Nation 4/18/23 Apr 18, 2023

Show notes

Investors are the most pessimistic they’ve been in in over a decade, but one advisor sees opportunities overseas.

It’s a tale of two quarters for Bank of America and Goldman Sachs on day 2 of the big bank earnings reports.

Plus, a deep dive into the future of AI regulation in America with VC Sam Lessin and a lookahead to Netflix and United reporting results after the bell.

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

Earnings Pain Ahead?, Bullish on the Builders, and AI’s labor impact 4/17/23 Apr 17, 2023

Show notes

Earnings season is off to a surprisingly good start. In fact, too strong says one of our guests. He’s bracing for earnings to drop 30 percent. He tells us why he so concerned, and the one sector he is bullish on right now.

Plus, a lack of listings helping homebuilders to a near record share of the housing market. So if they have the edge, can you own them for the long run? We debate.

And, Google’s CEO says AI will impact every product and every company. We talk to two CEOs who will have a front row seat to those changes.

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

Canary in the Regional Bank Coal Mine, A Contrarian Travel Call, and the Data Divergence 4/14/23 Apr 14, 2023

Show notes

Investors initially cheering PNC’s earnings report, but after digesting results, the street noting some weakness. What that could signal about the health of the regional banks. Booking Holding shares up 30% so far this year as the travel trade roars back, but one analyst is seeing headwinds. Plus, we dig into the week’s data dump for further indication about what the next Fed meeting could bring, and if the US is indeed on the road to recession.

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

Rising Recession Risks?, Debt Dilemma, and Crypto Warning 4/13/23 Apr 13, 2023

Show notes

Producer prices are cooling sharply, while jobless claims are rising. We’ll explain why the economic slowdown could be closer than you think. Plus, the recent bank collapses are touching off concerns about systemic risk in the financial sector. But what if it doesn’t stop there? We’ll dig into some warnings signs. And, Bitcoin has surged back about $30,000 this year. But one key factor is missing in that climb. We’ll reveal what that is, and why it has one analyst very concerned about a crunch.

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

Inflation Turning Point?, and Buy It Like Buffett Apr 12, 2023

Show notes

San Francisco Fed President Mary Daly says “we don’t expect to continue to raise rates every meeting.” Her remarks follow this morning’s cooler-than-expected CPI print, which boosted stock prices.

CNBC received exclusive reaction to the CPI print and more from legendary investor Warren Buffett. We’ll break down his best comments, including the ones you may have missed.

Plus, our Buffett “watcher” will reveal which of the Oracle’s stock picks he likes best, and where he sees the most opportunity next.

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

Faltering Fed?, The Bank Bifurcation, and Dividend Divide - 4/11/23 Apr 11, 2023

Show notes

Markets are anxiously awaiting tomorrow’s CPI report. But should it even matter that much? One of our big investors says “no” – and if anything, it could lead to a big mistake by the Fed.

Plus, Wall Street is remaining positive on the big banks ahead of earnings on deck, while Main Street is worried about the potential crunch. We’ll look deeper into the dichotomy.

And, when you hear the words “dividend payer,” do you think safety play? Well, you might want to think again. We’ll look at the dividend stocks you’ll want to avoid in this market.

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

Hike or Halt?, Earnings Warning, and Beijing’s Bold Moves - 4/10/23 Apr 10, 2023

Show notes

After the decent March jobs report, Wall Street is now ratcheting up the likelihood of another Fed hike in a few weeks. But our economists say “not so fast!” They’ll explain why more hikes would be a “big mistake” for the Fed, and where they think rates should go next. Plus, we’ll dig into the biggest pain points – as well as some unexpected bright spots – for the upcoming earnings season as low expectations take hold. And, China just wrapped up 3 days of military exercises around Taiwan. We’ve got the latest details, and the U.S. response.

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

TEX Goes Tech: Digging into the Sustainability of the Nasdaq Rally, The Names to Buy Now, and Why Rates Could Now Stay Lower 4/6/23 Apr 06, 2023

Show notes

New jobs data revisions painting an uglier labor market picture than previously thought, which could have the Fed on pause. What that means for both the economy and the tech rally ahead of tomorrow’s key jobs report.

But, will lower rates provide a tailwind for tech? Our stock pickers say yes, despite the ongoing outperformance. We have the names to buy now.

Plus, the technical tale of two mega cap names—one poised to break out and the other facing steep resistance.

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

The Tech Trade, Recession Risk on the Rise?, and Travel’s Price Problem 4/5/23 Apr 05, 2023

Show notes

Tech stocks have had a major run this year. But with Loretta Mester echoing James Bullard’s comments in support of more rate hikes, the Nasdaq is underperforming today. So is it time to take profits? We’ll debate. Plus, private payrolls and ISM Services data both came in weaker-than-expected, just ahead of the all-important jobs report. Is Barry Sternlicht’s “serious recession” prediction close to coming true? We’ll discuss. And, one area of services not seeing prices softening is travel. But one analyst sees signs of slowing demand. He’ll join us to make his case, and provide his key names to watch.

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

Fed Pause Ahead?, Overseas Opportunities, and Hold on to Your Staplers! 4/4/23 Apr 04, 2023

Show notes

Higher rates. Tighter lending. Huge deposit outflows. Will the Fed need to hike rates much further to fight inflation, or will a potential credit crunch do the trick? We’ll discuss. Plus, sentiment is at record bearish levels, according to Bank of America. But one of our strategists says pessimism is clouding investors’ vision. He’ll explain why he’s putting money to work overseas. And, Apple CEO Tim Cook will meet with lawmakers to talk China, Google is coming for employees’ staplers, and Jamie Dimon says AI is “critical” to JPMorgan’s success. We’ll tackle it all in ‘TechCheck.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Related Podcasts