Worldwide Exchange

Release Date

Latest Episode

Market rotation, AI disruption, and private credit under scrutiny 2/27/26

Markets navigate a broad shift away from megacap tech as energy, utilities, and transports surge while volatility persists beneath the surface. Plus, consumers remain resilient despite affordability pressures, private credit concerns linger, and AI driven productivity gains raise ... Show more

. 42min 42sec

All Episodes

Market rotation, AI disruption, and private credit under scrutiny 2/27/26

. 42min 42sec

AI volatility, private credit risks, and tech’s search for a floor 2/26/26

Markets grapple with AI-driven volatility as strong tech earnings clash with layoffs, repricing fears, and shifting momentum. Plus, concerns over liquidity in private credit and software exposure keep investors cautious despite improving spreads. And later, strategists debate whe ... Show more

. 42min 43sec

Tariffs, AI power demands, and markets after the State of the Union 2/25/26

Markets parse the State of the Union for policy clues as tariffs, tax uncertainty, and affordability dominate the economic message. Plus, AI’s surging electricity needs spotlight utilities, infrastructure, and data center buildouts as the next investment battleground. And later, ... Show more

. 43min 54sec

Worldwide Exchange 2/24/26

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysi ... Show more

. 40min 40sec

Worldwide Exchange 2/23/26

. 42min 54sec