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The Exchange

The Exchange

Auteur(s): CNBC
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 "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.2025 CNBC Finances personnelles Politique Économie
Épisodes
  • Berkshire’s Buffett Premium, Bullish on Builders, and the Earnings Trade 7/23/25

    Berkshire’s Buffett Premium, Bullish on Builders, and the Earnings Trade 7/23/25
    Jul 23 2025

    Should the Buffett premium in Berkshire be there anymore? One long-time shareholder says no, while UBS’ senior insurance analyst says it was never there to begin with. High prices and elevated rats weighing on housing, but the builders are a buy. Plus, the trade on Chipotle, Alphabet, and IBM ahead of their after the bell reports.

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    44 min
  • Bessent Doubles Down, Trimming Tech, and Risky Munis 7/22/25

    Bessent Doubles Down, Trimming Tech, and Risky Munis 7/22/25
    Jul 22 2025

    NEC Director Larry Lindsey weighs in on Treasury Secretary Bessent’s renewed call for a full review of the Federal Reserve. The old tech stock that’s looking expensive. Plus, with yields under pressure, are muni bonds starting to look risky?

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    44 min
  • Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25

    Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25
    Jul 21 2025

    Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts.

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    44 min

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