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The Exchange

CNBC
Federal Reserve
Nvidia
Artificial Intelligence
Oil
Openai
Bitcoin
Iran
Oil Prices
Housing Market
Consumer Spending
Apple
Semiconductors
Meta
Labor Market
Inflation
Amazon
China
Microsoft
Spacex
Interest Rates

"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.

PublishesDailyEpisodes1795Founded15 years ago
Number of ListenersCategories
InvestingBusinessNews

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Latest Episodes

Yields, and rate hike expectations, climb on strong manufacturing data. With President Trump pushing back on creating a global entity for AI oversight, will a visit from Chinese president Xi Jinping’s be more show than substance? Plus, legendary real... more

Meta’s Muse is a hit with Main Street, but is the next phase of AI enough to keep the trade alive on Wall Street? Peloton launches a new suite of products. Plus, how muni bonds are coming to the rescue when it comes to climate disasters.

Hosted by ... more

The Nasdaq is climbing 2% as semiconductors and tech stocks rally. Meta having its third-best month on record amid investor optimism about its Muse personal agent app. And we look at whether Nike is nearing a bottom, as shares hit a 12-year low

Hos... more

Our market guest’s favorite big AI name used to be Microsoft but now says Nvidia is too cheap to ignore. Plus, the AI safety debate is heating up in Washington and across the country. And the iPhone 18 Pro and Pro Max are launching today, but Wall St... more

Key Facts

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Recent Guests

Dan Simkiewicz
Morgan Stanley's co-president
Morgan Stanley
Episode: Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
Jonathan Cantor
Former Assistant Attorney General for Antitrust
U.S. Government
Episode: Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
Cormac Slade Bird
Quant trader turned AI researcher, Trajectory Institute
Trajectory Institute
Episode: “Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
Samantha Macklemore
Founder and CIO at Patient Capital Management
Patient Capital Management
Episode: “Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
Eric Lefkovsky
Tempus AI CEO; Groupon co-founder; investor
Tempus AI / LightBank Capital
Episode: “Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
Kathy Bajancic
Chief Economist at Nationwide
Nationwide
Episode: Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26
Jeff Currie
CEO of Real Macro
Real Macro
Episode: Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26
Kathy Bustjancic
Chief Economist at Nationwide
Nationwide
Episode: Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26
Eric Hansotia
CEO of AGCO
AGCO
Episode: Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26

Host

Kelly Evans
Host of The Exchange

Reviews

4.1 out of 5 stars from 492 ratings
  • So much information

    Podcast Addict
    4
    rhideokim
    20 days 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 States10 months 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 Statesa year 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.

Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
Q: Are Anthropic and OpenAI likely to go public this year, and how would that impact the broader IPO pipeline?
The Morgan Stanley executive declined to name specific deals but suggested the IPO market is ready for big AI-related listings and that individual company timing will vary, with examples like SpaceX cited as precedent.
“Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
Q: What is the most effective way to regulate AI labs without slowing progress too much?
Independent third-party evaluators and a regulatory framework akin to FINRA could monitor internal AI agent behavior, balance safety with innovation, and prevent unchecked activities without halting development entirely.
Hike vs. Cut, FTC Chair on Amazon Lawsuit, and Why Electricians Love Data Centers 9/1/26
Q: How do data centers affect local communities, according to the guest from the Electrical Workers Union?
Data centers are presented as a major, long-term opportunity for union workers, with large-scale investments, thousands of jobs, and well-paying roles that support sustained careers in the northern Virginia area.
Hike vs. Cut, FTC Chair on Amazon Lawsuit, and Why Electricians Love Data Centers 9/1/26
Q: What is the FTC seeking in the Amazon case?
The FTC seeks an injunction to protect advertisers from deception and to require Amazon to adhere to its stated advertising practices, along with civil penalties and disgorgement to return money to harmed advertisers and, ultimately, to consumers.
Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
Q: What does the Nvidia-Hugging Face deal signify for the AI ecosystem?
Analysts view it as a strategic move to gain scale, open-source openness, and better control over the AI development stack, potentially giving Nvidia influence beyond silicon into the software and model deployment layer.

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?

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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. CNBC's "Fast Money"
2. Power Lunch
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 1795 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.

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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. Dan Simkiewicz
2. Jonathan Cantor
3. Cormac Slade Bird
4. Samantha Macklemore
5. Eric Lefkovsky
6. Kathy Bajancic
7. Jeff Currie
8. Kathy Bustjancic

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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