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The Exchange

CNBC
Federal Reserve
Artificial Intelligence
NVIDIA
Openai
Oil
Bitcoin
Iran
Housing Market
Oil Prices
Apple
Semiconductors
Inflation
Meta
Spacex
China
Consumer Spending
Cryptocurrency
Labor Market
Microsoft
AI Trade

"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work.

PublishesDailyEpisodes1820Founded15 years ago
Number of ListenersCategories
InvestingBusinessNews

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Artwork for The Exchange

Latest Episodes

The key numbers in Anthropic’s public IPO filing. The trade ahead of Microsoft’s, Amazon’s and Google’s results as the busiest week of earnings season kicks off. Plus, David’s Bridal’s big AI bet.

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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.

Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a step to address those concerns, planning to issue a new class of non-voting shares the company can use to rais... more

SpaceX pop on strong earnings and Elon Musk’s signaling about the possibility of a merger with Tesla, but one AI researcher is flagging a risk he calls an “unacceptable liability.” Meta shares down nearly 10% from its high following Muse’s launch, wi... more

Key Facts

Accepts Guests
Accepts Sponsors
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Recent Guests

Michael Kantrowitz
Chief investment strategist at Piper Sandler
Piper Sandler
Episode: Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
Michael Donovan
Senior analyst at Compass Point
Compass Point
Episode: Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
Fred Kempe
President and CEO of the Atlantic Council and CNBC contributor
Atlantic Council
Episode: Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
Simeon Gutman
Senior retail analyst at Morgan Stanley
Morgan Stanley
Episode: Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
Michael Sanzaterra
Portfolio manager at Sylvan Capital
Sylvan Capital
Episode: Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
Dan Rasmussen
Founder and portfolio manager at Verdad
Verdad
Episode: Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
Chris Kobach
Kansas Attorney General
Kansas Attorney General's Office
Episode: Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
Sam Lessin
Co-founder of Slow Ventures
Slow Ventures
Episode: Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
Victoria Green
CIO of G Squared Private Wealth and CNBC contributor
G Squared Private Wealth
Episode: Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26

Host

Kelly Evans
Host of The Exchange

Reviews

4.1 out of 5 stars from 493 ratings
  • So much information

    Podcast Addict
    4
    rhideokim
    2 months ago
  • Kelly as Host—absolutely the optimal choice.👌

    She commands the format, elevates the discussion, and makes the show/podcast an addiction for those interested in markets. She radiates ambition in doing this while being a super busy parent.

    Apple Podcasts
    5
    Mrbuttons704
    United Statesa year ago
  • 好用

    练习听力必备app!

    Apple Podcasts
    5
    Chen Aden
    Chinaa year ago
  • Chose the interview partners more wisely

    I honestly like CNBC, but bringing Lutnick on air and not challenging his answers, which obviously cringe anybody with a mediocre intellect earned you a one star rating.

    Apple Podcasts
    1
    nickhjj
    South Koreaa year ago
  • Love KE AX SL

    I love Kelly . She is level headed . Steve L is annoying . The reason the tariff calculation has never been used is because the US is the only country being REEMED and so it’s never had to be applied . The tariffs are justified and I believe they are great and we can stop being abused by other countries . He never talks about the imbalance he just casts shadows bc he is biased and tries to hide it . Kelly asks logical questions and makes useful points. Steve L should just zip it .

    Apple Podcasts
    4
    RieVa123
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners feel interruptions can derail guests and slow down insights.
Guest diversity and financial insight are praised, with occasional critiques about bias or balance.
Audience notes strong coverage of AI, memory chips, and macro context as differentiators.
Host keeps the pace fast and asks sharp questions, making complex topics actionable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

OpenAI’s Dev Day and A Shift for College Sports? 9/29/26
Q: Is it a four-horse race right now, and can four companies all succeed, or is this literally one winner?
Brescia said more than four companies can succeed, with open-weight models and specialized approaches expanding enterprise adoption and competition beyond a few frontier labs.
OpenAI’s Dev Day and A Shift for College Sports? 9/29/26
Q: Was there anything you heard that troubled you in any way?
Erica Brescia said AI labs are taking appropriate responsibility by slowing model releases when they cannot confidently manage risks, while companies should also build safeguards for models they deploy.
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
Q: So you believe it was espionage, but you believe that the jury made the right call?
Goff says yes: he believes the case involved espionage, but the government did not prove it beyond the required threshold, so the jury made the right decision.
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
Q: Was there anything about Rogers himself, his situation in life, his personality that made him the kind of target an intelligence officer would salivate over?
Ralph Goff says Rogers had vulnerabilities that a case officer could exploit, since intelligence services look for people with problems they may need help addressing.
The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26
Q: What did the Chinese actually get access to in this case?
Eamon Javers says investigators cited documents Rogers transmitted and economics classes he taught in Beijing, but could not establish what happened in the hotel rooms; the jury did not accept the espionage charge.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Exchange

What is The Exchange about and what kind of topics does it cover?

A brisk, market-focused program that blends live macroeconomics with tech and AI stock discussions. Episodes routinely tackle how AI spending, memory chips, and cloud infrastructure shape big-name equities, alongside Fed policy, inflation signals, and geopolitical risks. Notable is the panel's habit of stitching together macro context, company-level earnings, and regulatory debates into a cohesive market narrative, often with high-profile tech and finance guests. The format tends to mix immediate market color with deeper dives into AI governance, capital allocation, and the evolving AI-enabled economy, making it valuable for listeners who want practical takeaways on where technology and policy intersect with markets.

Where can I find podcast stats for The Exchange?

Rephonic provides a wide range of podcast stats for The Exchange. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Exchange and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Exchange get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for The Exchange, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Exchange?

Rephonic provides comprehensive predictive audience data for The Exchange, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Exchange have?

To see how many followers or subscribers The Exchange has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Exchange?

These podcasts share a similar audience with The Exchange:

1. Power Lunch
2. CNBC's "Fast Money"
3. Closing Bell
4. Morning Call
5. Halftime Report

How many episodes of The Exchange are there?

The Exchange launched 15 years ago and published 1820 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Exchange?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Exchange?

Rephonic pulls ratings and reviews for The Exchange from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Exchange?

Rephonic provides full transcripts for episodes of The Exchange. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Exchange?

Recent guests on The Exchange include:

1. Michael Kantrowitz
2. Michael Donovan
3. Fred Kempe
4. Simeon Gutman
5. Michael Sanzaterra
6. Dan Rasmussen
7. Chris Kobach
8. Sam Lessin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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