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Check latest episodes from The Exchange podcast

Next Leg of AI Rally, Long Live Live (Nation), Ukraine War: 2 Years Later 2/23/24

2024/02/23

Stocks are treading water after a big run. Is the AI momentum finally starting to slow or just shift to different names? Plus, Live Nation getting a lift after yesterday’s strong earnings. We’ll speak to the CEO about the quarter and the year ahead. And tomorrow marks the 2-year anniversary of Russia’s invasion of Ukraine. We’ll talk to a panel of experts about the geopolitical landscape, the Biden Administration’s new sanctions, and the outlook for defense stocks.

AI Boom Buys, Read on Real Estate, Earnings Exchange: WBD, LYV, SQ 2/22/24

2024/02/22

Nvidia proves AI can continue powering big gains and our market guest has some names he’s looking within the AI ecosystem. Plus, our housing guest has the setup for the spring selling season, and we’ll speak with the CEO whose company owns the Empire State Building. And we’re talking content, concerts, and cash in Earnings Exchange with Warner Bros. Discovery, Live Nation, and Block.

Intel CEO at Foundry Event, Nvidia Earnings on Deck, and Travel + Leisure Trends 2/21/24

2024/02/21

We’ve got a First on CNBC interview with the CEO of Intel on the heels of their big Foundry Event. Plus, how do you trade Nvidia’s earnings ahead of the tech titan’s results? And the Travel + Leisure CEO joins us fresh off the company’s latest results with the travel trends he’s seeing to start the year.

Stronger for Longer, Serving Up Gains, Earnings Exchange: TOL, PANW, WING 2/20/24

2024/02/20

What if the economy isn’t just avoiding a recession, but getting stronger instead? We’ll debate. Plus, one food stock just served up solid earnings and has been red hot, doubling off its recent low. Its CEO joins us to discuss. And our trader breaks down the narratives and numbers ahead of Toll Bros., Palo Alto Networks, and Wingstop.

To Cut or Not to Cut, How AI Regulation Could Impact a Credit Score, and 3 Buys and a Bail: International Edition 2/16/24

2024/02/16

Inflation data coming in hot yet again, so what’s next for the Fed? Moody’s Mark Zandi wants four cuts, while Wells Fargo’s Mark Smith sees the possibility of NO rate cuts in 2024. FICO’s software leverages AI to determine a customer’s creditworthiness...but there could be big changes ahead as lawmakers hash out how to regulate that tech. The FICO CEO tells us what’s next. Plus, go around the world in today’s edition of 3 Buys and a Bail. Stephanie Link gives us the trades on India, Japan, Macao and China.

The American Consumer, Nvidia vs. Tesla, Earnings Exchange: COIN, ROKU, AMAT 2/15/24

2024/02/15

Is the American consumer finally about to crack? Our market guest says there are still ways to make money in the U.S., bring some global plays as well. Plus, retail investors are selling Tesla and buying Nvidia, but one investor says that may be about to change. And we’ve got the action, the story, and the trade for Coinbase, Roku, and Applied Materials ahead of their results.

Worst-Case Scenario, Brokerage Battles, Charging Ahead 2/14/24

2024/02/14

Will inflation resume its downward trend, or will the so-called “last mile” require a harder landing? We’ll debate. Plus, an exclusive interview with Robinhood CEO Vlad Tenev on the heels of the company’s surprise profit. And EV demand is slowing globally, but one company is looking to capitalize on that and its CEO joins us to explain how.

Timeline Turmoil, Bitcoin Flowmentum, Gig Economy Earnings On Deck 2/13/24

2024/02/13

Stocks are plunging on today’s inflation read. We’ll look at the implications for the Fed and how to position from here. Plus, Grayscale’s global head of ETFs joins us with the latest read on their bitcoin products. And a trio of gig economy stocks set to report. We’ll look at the numbers and narratives to know.

Tough Earnings Setup, Super Bowl Winners & Losers, and Earnings Exchange 2/12/24

2024/02/12

The consumer isn’t cracking yet, but one analyst says the setup for retail earnings is tough nonetheless. She joins us with the one group she says can keep the retail party going. Plus, a lot of brands spent big money during last night’s big game, but the biggest winner may have been those who spent the least. And we’re tackling three names in earnings exchange: Marriott, Vornado, and Waste Management.

Chip Value Pick, Spring Selling Surprise, 3 Buys & A Bail: Big Game Edition 2/9/24

2024/02/09

It’s been a big week for chip stocks, and while one name in the group isn’t getting a lot of attention from Wall Street, our market guest loves it. Plus, “Million Dollar Listing New York” star Ryan Serhant is here to weigh in on the spring season for housing. And we’re talking streaming, snacking and spirits in 3 Buys & a Bail.

“The Magic’s Back”, Bargain Buys, Moment of “Zyn” 2/8/24

2024/02/08

Needham is upgrading Disney to buy for the first time in five years. The analyst behind that call joins us with what’s behind the decision. Plus, the S&P is nearing a record but our guest is bargain hunting in the beaten-down parts of the market and brings us his favorite names. And Philip Morris’ fastest-growing, tobacco-free product is facing some criticism from Capitol Hill. We’ll speak to an analyst about what it means for the stock, and former FDA Commissioner Dr. Scott Gottlieb for the impact on consumers.

Hidden Risks in the Regional Banks, The AI Nine, Stream Dream Team - 2/7/24

2024/02/07

Former Dallas Fed President Robert Kaplan is here with the risks he sees in the regional banks. Plus, Goldman Sachs says forget the Magnificent 7 and makes the case for owning the AI 9. And ESPN, Fox, and Warner Bros are teaming up to launch a sports streaming service, but is it too saturated to succeed? We’ll debate.

Read The Exchange podcast reviews

3.9 out of 5

298 reviews

AMAZingAmazing007 2023/12/30

Kelly is the best female host here

Dan is everywhere this entire week! Can Dan learn some wisdom from Brian, Frank, Jon, Tyler and Scott? Be soft! Don’t be so hard and boring!

Liyutyang 2023/09/09

Great show and unique viewpoint

Great show. Listen to it everyday. She breaks down the markets well and always asks greater questions. Guests are awesome

sussex Mike 2022/02/18

Great Podcast’s

Always enjoy listening to your podcasts

stu knodd 2022/07/22

Major lies from BANK OF AM ANALYST

Must be a typical liberal saying Biden had nothing to do with gas prices. How dumb does he think we are. I’m getting rid of this podcast, as soon as I...

Jhwahaha 2021/12/10

I judged Kelly

I judged Kelly and was wrong. Her short episode about “is bitcoin going away” was so well informed that I have committed to writing a positive review.

@requejo1 2021/12/09

Great, insightful and entertaining business content

Kelly is outstanding. She covers any and all sectors with such ease, pulling insights from key insiders, bringing her own insights and connecting the ...

EmmyL28 2020/11/13

Solid Business News and Insights

A solid business news tv show that has been converted to a podcast.

ZenAbba 2021/07/26

Missing NBR

I have to agree with the comments that lament the loss of NBR. The music and format of this podcast are too frenetic for easy evening listening. Ple...

Trade Wyze 2021/03/14

Constant host interruptions

Not just on this show but now just about all CNBC shows. Most be the company format. Why have guests talk when you constantly interrupt them if you do...

My mail review 2021/01/27

Please stop interrupting guests

The host (main)constantly interrupt guests and it’s extremely annoying

check all reviews on aple podcasts