The Exchange

CNBC
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Sep 26, 2023 • 50min

Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23

Real estate magnate Don Peebles joins the podcast to discuss the health of the housing market and commercial real estate. Bank of America is slashing estimates on department stores due to rising consumer risks.
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Sep 25, 2023 • 4min

From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23

Discussion on the challenges of soaring government debt and rising interest rates, highlighting the need for a bipartisan commission to address the record budget deficits
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Sep 25, 2023 • 4min

From the Desk of Kelly Evans: Who is really raising rates in Washington? 9/25/23

Kelly explains why the Fed isn’t to blame for interest rates rising here. 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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Sep 25, 2023 • 45min

Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23

Raymond James’ Ed Mills analyzes the potential impact of government shutdown on stocks and bonds. Hospitality industry may face commercial real estate headaches. Goldman Sachs’ Jeff Currie makes bullish case for copper and oil in his last on-air interview at the firm.
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Sep 22, 2023 • 48min

Perfect Storm for Private Equity, UAW Expands its Strike, and In Da Club-onomics 9/22/23

Private equity faces challenges due to rising interest rates. UAW expands strikes impacting production and share prices. Inside the rapid rise of high society's private clubs in NYC.
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Sep 22, 2023 • 5min

From the Desk of Kelly Evans: The Less United Nations 9/22/23

Kelly explains why the U.N. General Assembly meeting might be losing its political luster. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 21, 2023 • 47min

Wrong Answer, Stocks Stalling, DTC Divergence - 9/21/23

Legendary economist John Taylor joins the show to discuss the impact of government debt on real rates. They debate whether the bond market is the place to invest right now. One analyst explains why Klaviyo's debut is an opportunity in the DTC space.
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Sep 20, 2023 • 47min

The Fed Decision: Live from Washington, D.C. 9/20/23

Live from Washington, D.C., the podcast explores the Fed's upcoming decision on interest rates and its implications for investors and consumers. Topics of discussion include labor strikes, rising energy prices, a potential government shutdown, and the impact of rising rates on buying power. Other subjects covered include healthcare, industrials, economic data, the mortgage market, UAW strike updates, and a new feature on Facebook and Instagram.
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Sep 20, 2023 • 4min

From the Desk of Kelly Evans: Is Trouble Brewing for Private Equity? 9/20/23

Kelly explains why private equity could find itself becoming a casualty of the Fed’s rate hikes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Sep 19, 2023 • 45min

The Exchange 9/19/23

The podcast discusses market performance and weakness in tech and consumer discretionary sectors, rising interest rates and housing market concerns, potential impact of falling stocks and rising commodity prices, power of LinkedIn ads for B2B marketers, decline in US housing starts, and analysis of the UAW strike and its impact on the automotive industry.

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