app_store_button

google_play_button

DK - Details page - Device banner - 894x1036

Nyd den ubegrænsede adgang til tusindvis af spændende e- og lydbøger - helt gratis

Lyt når som helst, hvor som helst 

CNBC

"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.

The Exchange

There’s “no need to worry” about the situation in the Strait of Hormuz according to Defense Secretary Pete Hegseth. Why RBC Capital Markets is playing hide and seek with consumer staples stocks. And one professor’s case for why the Trump Administration needs to tame, not topple, the Islamic Republic. 

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/263/13/26

Oil flowing through the Straight of Hormuz is the “only thing that matters in the world,” according to BCA Research. A former NSA and Marine Corps. hacker warns Iran is being much more aggressive in its cyber warfare, and says businesses need to take the threat very seriously. Plus, why the ongoing war could wreak havoc on real estate's key spring season.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ripple Effects of the Iran War 3/12/26

The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the energy complex at risk? Inflation steady in February, but the Fed will have to reconcile high energy prices in next week's rate decision. Plus, Oracle looks to be in safer waters after its big third quarter beat.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26

Oil prices post their biggest daily loss since March 2022 after hitting above $119 just two nights prior. Will Oracle's data centers be able to accommodate Nvidia's next-gen chip? Plus, defense stocks have been outperforming the tech trade this year, but is there more room to run?

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil's Whipsaw Ride, Oracle's Data Center Dilemma, and is Defense the New AI? 3/10/26

Oil prices hit their highest peak since June 2022 before falling back below $100/barrel. Airline stocks take a dip as jet fuel costs surge amid the Iran war. Plus, software beat semis for its best week since April, but can the trade continue this week?

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Overnight Oil Spike, Jet Fuel Soars, and Momentum in Tech 3/9/26

Crude oil breaks above $90 a barrel for the first time since 2023. The economy lost 92,000 jobs, but rising oil prices leaves the Fed's next moves up in the air. Plus, why Jefferies thinks Oracle's sell-off may be overdone.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil Rally Strengthens, Labor Market Weakens, and Oracle's Opportunity 3/6/26

China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bifurcation between blue- and white-collar jobs. Plus, stocks under pressure as oil prices keep climbing, but software names buck the downtrend.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26

The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of software in the future. Plus, the Korean Kospi was the best performing stock market in the world last year, but posted its worst day ever amid concerns over the Iran conflict.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26

President Trump says Israel did not force his hand to enter the Iran conflict, now in its fourth day. Oil and natural gas prices surge as the Strait of Hormuz effectively closes. Plus, an ugly day on Wall Street as the Dow falls nearly 1,300 points.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Iran Conflict Continues, Energy Erupts, and a Market Sell-Off 3/3/26

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 credit, and deregulation.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some names that could be “AI-proof.” Plus, why Nvidia’s moat keep shrinking.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26

Lyt når som helst, hvor som helst

Other podcasts you might like ...