49 episodes
The Exchange, page 2
by CNBC · English
"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.
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The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26
The episode covers (1) the bull market’s 4-year anniversary and what could drive the next leg, (2) energy headwinds from Houthi attacks on Saudi Arabia and oil’s macro impact, (3) Meta’s new AI “Muse…
12 Oct 2026 · 43m · 24 chaptersSpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26
The Exchange (10/9/26) covers: (1) SpaceX’s push into telecom via Starlink buying nationwide cell phone spectrum, weighing effects on wireless carriers and tower REITs; (2) the “real price of oil,”…
9 Oct 2026 · 43m · 23 chaptersOil Spike, The Technical Take, and Oppormunities 10/8/26
The Exchange episode covers real-time market moves driven by (1) OpenAI revenue/accounting headlines, (2) oil/energy risk, (3) a hurricane forecast, and (4) technical and corporate-market setups.
8 Oct 2026 · 46m · 16 chaptersBond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26
Markets pull back as bond yields rise (10-year ~5.30% after a $39B auction).
7 Oct 2026 · 44m · 22 chaptersStocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26
The episode covers three main areas: (1) stock-market record highs, (2) a bullish case for bonds amid cooling Treasury yields, and (3) New York City’s push to regulate AI safety.
6 Oct 2026 · 44m · 20 chaptersA New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26
The Exchange episode covers: (1) whether rising U.S. Treasury yields are a “new normal” or a sign of trouble; (2) how investors should position for rates; (3) Texas Stock Exchange’s launch and…
5 Oct 2026 · 44m · 17 chaptersA Jobs Jolt, Mayer’s New Venture, and Can Nike Pick Up the “Pace”? 10/2/26
Market reaction to a soft U.S. jobs report; Fed-rate expectations; AI personal assistants; Nike’s turnaround plan and layoffs; plus a “would you rather” segment comparing Nike vs.
2 Oct 2026 · 44m · 15 chaptersUnder-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26
The episode of The Exchange covers: (1) Stocks under pressure as Treasury yields stay near multi-decade highs, with debate over whether higher yields reflect healthy growth or a looming debt crisis.
1 Oct 2026 · 44m · 24 chaptersThe Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26
The episode covers three main threads: (1) the Federal Reserve’s $1.3B-to-$2.4B building renovation, where the Fed Office of the Inspector General found no criminal wrongdoing or administrative…
30 Sep 2026 · 44m · 26 chapters
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
A CNBC investigation into how Chinese intelligence allegedly targeted Federal Reserve senior adviser John Rogers using a long-term romance, travel, and requests for Fed thinking and documents,…
30 Sep 2026 · 22m · 9 chaptersOpenAI’s Dev Day and A Shift for College Sports? 9/29/26
OpenAI Dev Day and AI safety/liability; tech CEOs’ White House meeting; market implications of rising rates; college sports NIL regulation; Aura IPO delay; and broader investing themes.
29 Sep 2026 · 47m · 21 chaptersNvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26
The Exchange episode (9/28/26) covers markets and policy through four themes: Nvidia’s security and buyback, sector leadership amid high Treasury yields, consumer resilience, and energy/politics…
28 Sep 2026 · 44m · 22 chaptersRate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26
Market and macro outlook centered on AI stock concentration, rising real yields, and borrowing-cost impacts on housing; plus oil/geopolitics tied to U.S.-Iran talks and Strait of Hormuz; also…
25 Sep 2026 · 44m · 20 chaptersNavigating Rising Rates and the Trump-Xi Summit 9/24/26
Markets and macro outlook amid surging Treasury yields; AI-driven capex and tech earnings; Oracle’s New Mexico data-center delay risk; Trump–Xi summit headlines (tariff truce extension, AI governance…
24 Sep 2026 · 44m · 17 chaptersYields Jump, A High-Stakes Visit, and Lefrak’s Real Estate Warning 9/23/26
The Exchange episode covers: (1) a sharp jump in Treasury yields after a hotter-than-expected flash PMI, with markets pricing more Fed hikes; (2) a high-stakes U.S.-China state visit focused more on…
23 Sep 2026 · 44m · 19 chaptersInspiring the AI Trade, Peloton Product Launch, and Muni Bonds to the Rescue? 9/22/26
Market rally driven by the “AI trade,” especially Meta’s Muse consumer AI agent; plus Peloton’s treadmill relaunch and turnaround; then healthcare cost pressures using AI primary care; and finally…
22 Sep 2026 · 44m · 21 chaptersAI Stocks Rally, Meta’s Muse Moment, Nike’s Swoon 9/21/26
A market-and-politics roundup focused on a tech-led rally driven by AI, plus major U.S.-China summit expectations (trade, AI safety, Iran), a White House press-pool fight, AI cybersecurity concerns…
21 Sep 2026 · 44m · 22 chaptersNvidia Too Cheap to Ignore?, AI Safety Debate, Apple’s iPhone Launch 9/18/26
The Exchange episode covers: (1) markets and tech trades amid stocks sliding and 10-year yields near 5%; (2) AI safety and regulation debates; (3) cybersecurity’s near-term impact from AI-enabled…
18 Sep 2026 · 44m · 17 chaptersA Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26
The episode of CNBC’s The Exchange covers a “post-rate-hike” market rebound and the implications of Fed policy, inflation, and the yield curve.
17 Sep 2026 · 44m · 18 chaptersCountdown to the Fed Decision 9/16/26
Live CNBC “Countdown to the Fed” coverage ahead of the Fed’s 9/16/26 rate decision, focused on whether the Fed will deliver a quarter-point hike (or surprise with 50 bps), how it will signal future…
16 Sep 2026 · 43m · 21 chaptersYields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
The episode covers three main threads: (1) markets ahead of a Federal Reserve decision, with rising Treasury yields and oil prices; (2) crypto and AI policy debates; and (3) prediction markets’ surge…
15 Sep 2026 · 44m · 20 chapters“Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
The Exchange episode focuses on whether the U.S. should slow down and regulate frontier AI, amid market volatility and a looming Fed decision.
14 Sep 2026 · 44m · 23 chaptersHikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26
The Exchange covers markets after firmer core CPI, rising Treasury yields, and expectations for Fed rate hikes; oil/diesel price pressure tied to Middle East shipping disruptions; AI safety debate…
11 Sep 2026 · 44m · 24 chaptersBond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26
Markets debate whether rising oil prices and a stronger economy mean the Fed should deliver more rate hikes, while Treasury debt buybacks and bond auctions unfold.
10 Sep 2026 · 44m · 21 chapters