
The Exchange
@cnbctheexchange
The Exchange w/ @KellyCNBC airs weekdays at 1pET, only on @CNBC.
ID: 19674395
http://CNBC.com 28-01-2009 20:40:15
178,178K Tweet
42,42K Followers
362 Following

Portfolio Wealth Advisors CIO Lee Munson and GMO U.S. Quality ETF Portfolio Manager Tom Hancock join Jon Fortt on The Exchange to discuss the winners and losers in AI.

Trex CEO Bryan Fairbanks joins Kelly Evans on The Exchange to discuss the impact of Fed rate cuts on housing and home improvement.

John Hancock Investment Management Co-Chief Investment Strategist Emily Roland joins Kelly Evans on The Exchange to discuss why investors need to "chill" right now.

Ironsides Macroeconomics Director of Research Ironsides Macro joins Kelly Evans on The Exchange to discuss the election and the impact on stocks and bonds.

Former PIMCO Chief Economist Paul McCulley joins @KellyEvans on The Exchange to discuss why the Fed's mission now is to get the terminal rate down to 4% as soon as possible.

Ariel Investments Vice Chairman Charles Bobrinskoy joins Kelly Evans on The Exchange to discuss the equities winners and losers in the next Trump administration.

UBS Asset Management's Evan Brown, Societe Generale's Subadra Rajappa, and Wells Fargo's Jay Bryson join Kelly Evans on The Exchange to discuss the path of rate cuts.

BCA Research Chief Strategist Marko Papic joins Kelly Evans on The Exchange to discuss why the trade after the "Trump Trade" will be the rest of the world due to a decline in the U.S. dollar.

KraneShares CIO Brendan Ahern joins Kelly Evans on The Exchange to discuss tariff risk and how to invest in China.

Permanent Portfolio Family of Funds President & Portfolio Mgr. Michael Cuggino joins Kelly Evans on The Exchange to discuss why he's still sticking with a diversified strategy post-election.

Bokeh Capital Partners CIO Kim Forrest kim forrest joins Kelly Evans on The Exchange to discuss why Trump 2.0 will be a tech administration and what it means for AI.

PGIM Fixed Income Chief U.S. Economist Tom Porcelli joins Kelly Evans on The Exchange to discuss why the Fed is on track to cut rates by 25bps in December.

Roth Capital Partners Chief Economist and Macro Strategist Michael Darda joins Kelly Evans on The Exchange to discuss the economic risks from tariffs and why the Fed may have to pause.

Galaxy CEO Mike Novogratz on the Bitcoin rally: "Will it last until the end of the year? I think so. Could it last till the Inauguration? I think so." Full interview here: cnbc.com/video/2024/12/โฆ


Great to be on The Exchange with Wilfred Frost and kim forrest discussing Apple and the White House tariff news flow over the weekend that ultimately puts Cupertino in a better position today relative to last week CNBC Kelly Evans ๐๐๐ฑ๐บ๐ cnbc.com/video/2025/04/โฆ



President Trump first 100 days has buffeted markets but equities resilience is telling - look forward to The Exchange with Kelly Evans Brian Sullivan Steve Liesman at 1pm ET FS Insight Fundstrat Capital $GRNY #WednesdayMotivation

Always great to join Kelly Evans on The Exchange to talk all things $NVDA. cnbc.com/video/2025/05/โฆ

Look forward to discussing Musk leaving the White House and driving Tesla in this next chapter of autonomous growth on The Exchange at 1:30 pm with Kelly Evans CNBC ๐ฅ๐๐บ๐ฟ๐