The Exchange

CNBC
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Nov 30, 2023 • 45min

The Exchange 11/30/23

This podcast discusses reducing costs in preparation for a recession, the performance of sales force stock, financials as people move away from cash, the state of malls and luxury spending, updates on the OpenAI board and Elon Musk's comments, Elon Musk's impact on the electric vehicle industry, insights on the housing market and mortgage lenders, and challenges faced by the furniture industry.
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Nov 29, 2023 • 43min

The Exchange 11/29/23

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.
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Nov 28, 2023 • 45min

Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23

Consumer confidence is climbing for the first time in 4 months, but some other economic data suggests a “hard landing”. We’ll look at what’s driving the divergence. Plus, Cyber Monday spending surpassed Black Friday, giving a big boost to the Buy Now, Pay Later names. The analyst who upgraded Affirm will join us with why now and what’s next. And Workday, Intuit and Foot Locker results are on deck. We’ll reveal at the AI angles Wall Street will be watching. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 27, 2023 • 44min

Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23

This podcast discusses the surge in 'buy now, pay later' usage on Black Friday, the popularity of online shopping and the growth of Shopify, the current state of the housing market and its impact on home sales, the success of hybrids compared to EVs in the US market, and Goodwill's expansion into the online resale industry.
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Nov 22, 2023 • 46min

Holiday Shopping, Spending Signals, Pandora CEO 11-22-23

People across the country gearing up for one of the busiest shopping days of the year as consumer sentiment shows signs of improvement. We’ll look at whether spending could surprise to the upside. Plus, prices for goods and services are falling, but remain above pre-pandemic levels. We’ll look at where the drops are – and aren’t – and what that signals about the strength of the economy. And could jewelry-maker Pandora benefit from the consumer shift to more affordable, lab-grown diamonds? The CEO joins us for an exclusive interview ahead of Black Friday. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 22, 2023 • 3min

From the Desk of Kelly Evans: Where Things Are Getting Cheaper 11/22/23

Kelly explains fact vs. fiction when it comes to consumer prices right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 21, 2023 • 45min

AI Sector Shakeup, Trust the Rally?, and Corporate Pensions Comeback 11/21/23

Discussion on Sam Altman's exit from OpenAI and its potential legal implications for Microsoft. Market guest predicts the rally will continue despite current weakness. The resurgence of corporate pensions is explored, highlighting the benefits and impact on budgets. Breaking news on Binance CEO's guilty plea and resignation. Analysis of potential investment opportunity in 'Deer' stock.
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Nov 20, 2023 • 46min

The Exchange 11/20/23

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.
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Nov 17, 2023 • 45min

Musk’s Mess, Lost the Recession Battle?, and E-Commerce Cold War 11/17/23

Elon Musk's tweets cause controversy and damage control, debate on recession and inflation, Chinese retail apps threaten US brands
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Nov 16, 2023 • 46min

The Exchange - 11/16/23

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.

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