The Exchange

The Exchange

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Latest Episode

China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26

A new Chinese AI model reportedly narrows the gap between OpenAI and Anthropic. A CNBC investigation reveals how criminals are using tap-to-pay technology to commit fraud. Plus, the CEO of Underdog, America’s fastest growing daily fantasy sports company. Hosted by Simplecast, an ...  Show more

 . 43min 58sec

All Episodes

China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26

A new Chinese AI model reportedly narrows the gap between OpenAI and Anthropic. A CNBC investigation reveals how criminals are using tap-to-pay technology to commit fraud. Plus, the CEO of Underdog, America’s fastest growing daily fantasy sports company. Hosted by Simplecast, an ...  Show more

 . 43min 58sec
Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26

Nvidia is finally derisked enough to buy, according to GMO’s Tom Hancock. New York becomes the first state to pass anti-data center development legislation. Plus, the steps South Korea plans to take to calm the Kospi’s wild swings. Hosted by Simplecast, an AdsWizz company. See pc ...  Show more

 . 43min 56sec
The Exchange 7/15/26

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. 

 . 43min 24sec
Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26

Fed chair Kevin Warsh says inflation is a choice in his first Monetary Policy Report testimony on Capitol Hill. IBM shares have their worst day since October 1987 after the company pre-announces disappointing Q2 earnings, with CEO Arvind Krishna saying “this quarter we faltered.” ...  Show more

 . 42min 46sec
Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26

Crude prices surge as President Trump says the US is ‘reinstating’ a Strait of Hormuz blockade. Apple sues OpenAI, alleging intellectual property theft, but The Verge’s Nilay Patel questions if trade secrets even exist when it comes to AI. Plus, with tech companies trading at pea ...  Show more

 . 44min 20sec