The Exchange

The Exchange

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Latest Episode

The Iran Conflict, Energy Spikes, and One-on-One with Jamie Dimon 3/2/26

The Iran conflict enters its third day, and President Trump leaves the door open for American boots on the ground. Natural gas prices soar after the worlds largest producer, Qatar Energy, halts production. Plus, JPMorgan Chase CEO Jamie Dimon on geopolitical risks, the cracks in ...  Show more

All Episodes

The Iran Conflict, Energy Spikes, and One-on-One with Jamie Dimon 3/2/26

The Iran conflict enters its third day, and President Trump leaves the door open for American boots on the ground. Natural gas prices soar after the worlds largest producer, Qatar Energy, halts production. Plus, JPMorgan Chase CEO Jamie Dimon on geopolitical risks, the cracks in ...  Show more

Private Credit Concerns, OpenAI's Record Round, and Paramount Wins Warner Bros. 2/27/26

Problems are piling up on private equity and credit lenders, and it's spreading to the banks. OpenAI closed a $110 billion fundraising round, rocketing the company's valuation to $730 billion. Plus, the bid for Warner Bros. Discover finally ends with Paramount as the victor, but ...  Show more

Next for Nvidia, "AI-washing," and a Software Bounce? 2/26/26

Nvidia is on pace for its worst day since last April, but Deepwater Asset Management is staying bullish. More than 50,000 layoffs were tied to AI in 2025, but are companies merely using it as a scapegoat for job cuts? Plus, the software stocks Raymond James says are poised for sh ...  Show more

Nvidia After the Bell, Crypto Relief, and the State of The Union 2/25/26

Wedbush calls Nvidia the leader in the AI revolution ahead of earnings. Circle surges on strong results, but Mizuho says it's facing two major headwinds. Plus, what President Trump said, and didn't say, in his State of The Union address. Hosted by Simplecast, an AdsWizz company. ...  Show more

Meta & AMD Team Up, Bearish on Banks, and FedEx's Tariff Suit 2/24/26

Meta striking a massive deal with AMD, but should Meta be in the chips business? Financials post their worst day since last April, and one technician says the slump will continue. Plus, FedEx is taking the Trump administration to court. Hosted by Simplecast, an AdsWizz company. S ...  Show more