

The Exchange
CNBC
"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.
Episodes
Mentioned books

Dec 22, 2021 • 45min
Value hunting, supply chain pain, and calls of the day
Markets are higher again today, but after a series of huge moves, the action is relatively calm. Does that mean the dust has settled and it’s safe to dive back in? We’ll give you some names that are attractive here. Plus, we’ll hear from an Apple watcher who says supply chain pain could cost the company billions of dollars more than previously thought. And, in today’s Rapid Fire: analysts are making bold calls ahead of the holidays, and we’ll ask our panel if these stocks are a buy or not. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 21, 2021 • 45min
Ready to rally?, 2022 playbook, and the Island of Misfit Fruit
Stocks are bouncing back following three straight down days. Does that mean the ‘Santa Claus rally’ is back on Wall Street? We’ll debate. Plus, we’ll dig deeper into some key sectors to figure out where they might be headed in 2022, and tell you how to position for the new year. And, we’ll speak with the head of a company that’s figured out a unique way to offset inflation and rising food prices: ugly fruits & vegetables! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 20, 2021 • 45min
Why stocks are sliding, bill killed?, and ‘testing, testing’…
Markets are down again today, and for the fifth time in the past six sessions. Sure Omicron is hurting sentiment, but we’ll at some other factors adding to the selling too. Plus, Senator Joe Manchin says he opposes President Biden’s ‘Build Back Better’ plan. We’ll tell you what that means for GDP. And, have you seen the line for Covid tests lately? We have too. We’ll tell you which stocks will actually benefit from the testing surge. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 19, 2021 • 34min
Conversations with Kelly Evans: Crisis, Carbon, and Climate with PSEG CEO
Kelly sits down with the Chairman and CEO of New Jersey utility company PSEG, Ralph Izzo, to discuss the reason why Europe's energy crisis is so much worse than the U.S. this year, the difference in carbon markets and prices, whether the grid can handle more extreme weather events in the years to come, and promising new developments in his specialty field: nuclear fusion . Ralph also tries to convince Kelly to get a "smart thermostat" for her house. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 17, 2021 • 45min
The worry trade, the safety trade and more than a meme trade?
Between inflation and Covid, the stock market is dealing with a lot of moving pieces right now. We’ll look at why AI, Big Data and cybersecurity could be good bets right now amid rising worries. Plus, staples are having a great month, but not all of them are created equal. We’ll give you our top picks for safety. And, in today’s Rapid Fire, we’ll talk the semi slowdown, why J.P. Morgan is ‘lovin’ it’ and whether or not AMC is more than just a meme stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 16, 2021 • 45min
Fed rally fades, beaten-down buy?, and a Reddit IPO
The Dow is holding onto early gains, but the Nasdaq is the big loser today – and the only major index still lower for December.
So what’s changed since yesterday? And how do you play this market? We’ll ask the experts. Plus, AT&T is getting a boost today on an upgrade at Morgan Stanley. We’ll speak with the analyst behind the call for 20% upside from here. And, in today’s Rapid Fire: Google vs. Disney, Reddit files to go public, and an under-the-radar restaurant stock gets served some love from Wall Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 15, 2021 • 40min
Fed Decision Countdown
Markets are trading in a tight range as investors brace for one of the most anticipated Fed decisions in a long time. With inflation running at a 39-year high, Jerome Powell surprised markets last month by retiring the word “transitory” and admitting it’s time to considering speeding up the taper. What does it all mean for the markets and the economy? We’ll ask the experts, and cover every angle for you as the decision looms just minutes away. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 15, 2021 • 31min
Conversations with Kelly Evans: Hitting Resistance, Wholesale’s Resurgence, and the Retail Name to Watch in 2022
Kelly speaks with BMO’s Simeon Siegel. They talk about how Peloton shares have fallen sharply, just like Simeon warned they would; how that restores his faith in efficient markets; and what it was like for him when they were trading above $100. They also talk about how wholesale is making a comeback as a business model, what that means for stores like Macy's and Nordstrom, and why Traeger grills are actually a good example of that. Plus--the name that Simeon thinks is one to watch into 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 14, 2021 • 44min
Inflation situation, media meltdown and top picks
The ugly PPI report has sent stocks into the red, as the Fed kicks off its big two-day meeting. Will they look at the data and start to taper faster? We’ll debate. Plus, media stocks have been crushed lately, but trying to stage a comeback today. We’ll look at what’s driving the losses and who’s best positioned for a turnaround. And, in today’s Rapid Fire: we’ll bring you some big calls for 2022, including Apple, Chipotle and Disney, and tell you how to trade them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Dec 13, 2021 • 44min
Fed fatale?, M&A mania, and Peloton’s “Big” resurrection
Is it time for markets to start preparing for a worst-case scenario from the Fed? We’ll tell you what that could look like, and the likely stock winners & losers too. Plus, 2021 is shaping up to be the year of the merger, with record M&A deals. Who’s best positioned to benefit if that momentum continues into 2022? We’ll explain. And, in today’s Rapid Fire: Apple’s ascension to $3 trillion, Harley Davidson’s EV moves and Peloton’s “Big” moment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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