The Exchange

CNBC
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Aug 24, 2023 • 44min

Jackson Hole Kicks Off, Nvidia’s Blowout Quarter, and Splunk Makes a Splash 8/24/23

Get the latest headlines from Jackson Hole and insights into Nvidia's blowout quarter. The CEO of Splunk joins us exclusively to discuss the quarter and AI's impact on the cloud business.
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Aug 23, 2023 • 44min

Tech’s Make-or-Break Moment, Office Pain to Gain, and La-Z-Boy CEO Exclusive 8/23/23

Topics discussed include NVIDIA's performance, the conversion of office buildings into apartments in NYC, the challenges faced by Dollar Tree, SoftBank's need to raise capital, and Lazy Boy's financial performance and consumer trends.
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Aug 22, 2023 • 44min

Sticking Point for Stocks, Shutdown Showdown, and Pricing Power Play 8/22/23

Worries about a stock market correction due to soaring bond yields and another government shutdown, which Goldman says is likely. UBS upgrades a company on its pricing power potential. The impact of disappointing retail earnings reports. Discussion on challenges faced by middle-class families. Converting garbage into energy and challenges in the labor market.
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Aug 21, 2023 • 44min

Rising Rates & Risks, China's Troubles, and The Read on Retail 8/21/23

Podcast discusses the impact of rising yields on money and the Fed's next move, China's surprising rate cut and its implications for U.S. investors, and the upcoming earnings reports of Macy's, Baidu, and Lowe's in the retail sector.
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Aug 18, 2023 • 45min

Bond Voyage, Brace or Embrace, and 3 Bails & A Buy 8/18/23

The podcast discusses the recent surge in bond yields and the potential reasons behind it, including economic growth and supply. It also covers Palo Alto Network's unorthodox earnings call decision, a big-name investor increasing their stake in a high-profile stock, and the importance of diversification in the stock market. They analyze China's currency movements and financial risk reduction efforts, as well as highlight the struggle of investors in picking stocks and the dominance of a few companies in wealth creation.
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Aug 18, 2023 • 4min

From the Desk of Kelly Evans: The "Lazy Girl" Investment Strategy 8/18/23

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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Aug 17, 2023 • 45min

A Tale of Two Retailers, Goodwill CEO, and Mike Novogratz Live 8/17/23

Goodwill CEO discusses the economics behind second-hand shopping. Mike Novogratz shares insights on the market, crypto, and the Fed's next move.
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Aug 16, 2023 • 43min

Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23

Market guest shares investment opportunities, Jack Henry CEO discusses poor performance of banks in S&P 500. CEO of housing company explains how they benefit from rising rates and dropping mortgage demand.
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Aug 15, 2023 • 44min

No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23

Today's retail data showing no signs of an economic slowdown, posing a problem for the Fed. Fitch warns of possible downgrades, including JPMorgan Chase. Homebuilder sentiment drops sharply. Shortage of minerals challenges meeting increasing demand. Housing trends shift with financing options and tech rally attracts big-name investors. Stock market predictions and asset allocation are discussed.
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Aug 14, 2023 • 44min

The Exchange 8/14/23

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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