The Exchange

The Exchange

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Release Date

Latest Episode

Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adverti ...  Show more

 . 43min 57sec

All Episodes

Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adverti ...  Show more

 . 43min 57sec
Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26

Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first quarter, but Benchmark is bullish on name in particular. Plus, with gold on pace for its first positive week in five, Tim Seymour ...  Show more

 . 44min 2sec
Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due to disruption in the Strait of Hormuz. Plus, KKR agrees to sell cooling systems company CoolIT for $4.75 billion to Ecolab, making ...  Show more

 . 43min 8sec
Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

Mounting inflation concerns could put Trump's pick for Fed Chair in a bind. The company Wells Fargo says is the "best-positioned" name in the AI race. Plus, a rough week for memory stocks but will the dip be short-lived? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c ...  Show more

 . 44min 1sec
U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26

Trump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure after Google unveiled its new AI model, but Morgan Stanley sees underlying resilience in the space. Plus, a Fed hike is back on the ta ...  Show more

 . 43min 37sec