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Artwork for The Exchange

The Exchange

CNBC
Federal Reserve
NVIDIA
Openai
Tariffs
Inflation
Interest Rates
Apple
Tesla
Artificial Intelligence
Bitcoin
Labor Market
China
Housing Market
Stock Market
Oil
S&P 500
Oil Prices
Iran
Consumer Spending
Government Shutdown

"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.

PublishesDailyEpisodes1725Founded14 years ago
Number of ListenersCategories
InvestingBusinessNews

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Artwork for The Exchange

Latest Episodes

Stocks give up earlier gains, with tech the biggest laggard once again. The homebuilder KBW says can defend margins in the K-shaped housing market.  Plus, Fast Money trader Tim Seymour on the differences he’s seeing in today’s sell-off versus last we... more

Apple’s highly-anticipated Siri AI fails to wow. Bank of America says when it comes to chips, it’s not about whether the returns will come—“it’s about whether the industry can keep up.” Plus, Berkshire board member and Portfolio Manager Chris Davis’ ... more

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.

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.

Key Facts

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Accepts Sponsors
Contact Information
Podcast Host
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Recent Guests

Ross Perot Jr.
Chairman/Developer, Hillwood
Hillwood
Episode: “Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26
Walter Isaacson
Author & CNBC Contributor
Pirella Weinberg; Tulane University
Episode: “Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26
Dan Skelly
Head of Market Research and Strategy, Morgan Stanley Wealth Management
Morgan Stanley Wealth Management
Episode: Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26
Komal Sri-Kumar
President, SriKumar Global Strategies
SriKumar Global Strategies
Episode: Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26
Peter Haynes
Head of Index and Market Structure Research, TVSecurities
TV Securities
Episode: Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26
Timothy Seymour
CIO, Seymour Asset Management; CNBC contributor
Seymour Asset Management
Episode: Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26
Carol Schleif
Chief Market Strategist at BMO Wealth Management
BMO Wealth Management
Episode: The $1T Club, Cyber the New Semi & A Potential Rate Hike 5/27/26
Erica Brescia
Managing director at Redpoint Ventures and OpenAI investor
Redpoint Ventures
Episode: Warsh sworn in as Fed Chair, OpenAI’s IPO Plans, “Chip mania” still intact? 5/22/26
Larry Lindsey
Former Fed Governor and NEC Director, CEO of the Lindsey Group
Lindsey Group
Episode: Warsh sworn in as Fed Chair, OpenAI’s IPO Plans, “Chip mania” still intact? 5/22/26

Host

Kelly Evans
Host focused on delivering market context with deep dives into macro and equities.

Reviews

4.1 out of 5 stars from 485 ratings
  • 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 States6 months ago
  • 好用

    练习听力必备app!

    Apple Podcasts
    5
    Chen Aden
    China9 months 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 Statesa year ago
  • Leave the liberal bias at the door

    Kelly needs to cool her liberal bias. It’s very off putting and often inspires me to turn off the show

    Apple Podcasts
    2
    PAC NW Mike
    United Statesa year ago

Listeners Say

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

Listeners value the clear market framing and broad guest diversity but some feel interruptions can detract from insightful answers.
Audience appreciates deep dives into AI, semis, and macro policy, with real-time market color and actionable context.
The host is praised for composure and logical questioning, though a subset criticizes guest selection or perceived bias.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26
Q: What is the key takeaway from Google's IO regarding Gemini 3.5 and Spark?
Gemini 3.5 Flash is the new default for Gemini and AI mode, delivering strong performance at lower cost, while Gemini Spark represents a consumer-facing personal AI agent designed to scale AI interactions within users' workflows.
The Exchange 5/13/26
Q: What did Tom Simons think about the inflation data and Fed policy?
He viewed the report as hot overall but noted some components, particularly the core services, were softer, suggesting the Fed may still face a tricky policy path with rate cuts unlikely this year.
Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26
Q: What is Nadella's stance on the OpenAI-Microsoft relationship amid Musk's criticisms?
Nadella presents Microsoft as a neutral business partner, highlights the long-standing collaboration with OpenAI, and argues that customer impact remained intact during earlier trials, while acknowledging the strategic pivot to a for-profit structure to fund ongoing mission.
Semiconductors Soar, Apple's AI Fumble, and Former FDIC Chair Bair 5/6/26
Q: What is the key takeaway about the AI-driven rally in semiconductors at this moment?
The bulls see meaningful upside based on analysts' earnings power and AI-driven demand, but the panel stresses that the higher valuations must be justified by sustained AI-driven growth and a favorable earnings trajectory.
Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26
Q: How long can this current bull market last, given the historical context and current inflation dynamics?
The guest explains that the bull market could extend beyond a few more years, citing historical bull cycles that last several years and suggesting that growth plus a supportive labor market can sustain gains.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Frequently Asked Questions About The Exchange

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

A fast-paced financial news show focused on macro markets, tech and AI narratives, and cross-asset analysis. Episodes routinely blend live market updates with interviews from investors, analysts, and industry leaders to unpack how inflation, rate policy, and geopolitical developments influence equities, fixed income, and commodities. AI, semiconductors, and tech platform dynamics anchor many discussions, often paired with practical sector takes on energy, housing, and macro policy. A standout is the routine sequencing of high-profile tech executives, policy makers, and market strategists alongside real-time market moves, providing listeners with context for timing trades, evaluating risk, and spotting thematic opportunities across the inves... more

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 three 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 14 years ago and published 1725 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. Ross Perot Jr.
2. Walter Isaacson
3. Dan Skelly
4. Komal Sri-Kumar
5. Peter Haynes
6. Timothy Seymour
7. Carol Schleif
8. Erica Brescia

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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