Episodes

  • The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
    Jun 22 2026

    Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from here.

    Plus, a look at Alan Geenspan’s influence on Fed policy.


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    44 mins
  • Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26
    Jun 18 2026

    Apple will reportedly raise prices, and President Trump says the company will partner with Intel to design and build chips in the US. Oil and gas prices fall as the Iran peace agreement seems to move forward. Plus, CFRA says markets are overvaluing SpaceX’s future optionality while discounting execution risks.


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    44 mins
  • Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26
    Jun 17 2026

    Kelly Evans and Brian Sullivan host CNBC’s special coverage of the Federal Reserve rate decision live from Washington, DC. Former Philadelphia Fed President Patrick Harker, Former Kansas City Fed President Thomas Hoenig, AOL Founder Steve Case, and Senator Dave McCormick (R-PA) are just a few of the big names weighing in on new Chairman Kevin Warsh and how he could reshape the central bank.


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    49 mins
  • Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26
    Jun 15 2026

    Stocks pop after the US and Iran sign an agreement to continue to negotiate an end to the war. Tech stocks surge, with chips, software and the Mag 7 all catching a bid ahead of this week’s Fed decision. Plus, how to capitalize on the tax-free investments powering the World Cup host cities.


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    44 mins
  • SpaceX Soars in Trading Debut 6/12/26
    Jun 12 2026

    Shares of SpaceX pop in the biggest IPO ever. We dig into what it will take to bring the company to scale, some of the key technological risks it faces, and what it will take for Elon Musk to maintain his newly-minted trillionaire status.


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    49 mins
  • The Exchange 6/11/26
    Jun 11 2026

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.


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    49 mins
  • Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26
    Jun 10 2026

    Stocks under pressure as investors prepare for the SpaceX IPO, which is shaping up to be an historic liquidity event. The names that could see the most selling, plus a former derivatives trader on how to hedge any current SpaceX exposure. The CFTC’s proposed new rules for prediction markets could mean major changes for sports betting. And speaking of sports, CNBC’s Alex Sherman breaks down the big numbers behind the Knicks ahead of Game Four.


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    44 mins
  • Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26
    Jun 9 2026

    Stocks give up earlier gains, with tech the biggest laggard once again. The homebuilder KBW says can defend margins in the K-shaped housing market. Plus, Fast Money trader Tim Seymour on the differences he’s seeing in today’s sell-off versus last week’s.


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    47 mins