The Exchange

• AI Pullback, Homebuilder Hope & the Next Big IPO 12/12/25

  Broadcom, Oracle and Intel shares all lower this week as AI bubble fears continue. Homebuilder ETF XHB is underperforming the broader market, but one guest thinks 2026 will be a better year for housing. Plus, Elon Musk confirms that SpaceX will go public, which could be the largest IPO ever. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• OpenAI Announcements, Crypto Under Pressure & Rivian's New Chip 12/11/25

  OpenAI announces a new ChatGPT model and gets a $1 billion investment with Disney. Bitcoin is down 20% in the past 3 months, but the CEO of Bitwise is playing the long game. Plus, Rivian launches autonomous driving on an in-house chip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• Final Fed Decision of the Year 12/10/25

  The Federal Reserve is expected to deliver its third straight interest rate cut in its last meeting of 2025. We break down the impact on markets, the economy and tech financing ahead of Oracle's earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• DeepSeek Redux?, Weighing down Netflix & Rate Cut Buys 12/9/25

  Why Netflix buying Warner Brothers Discovery is a bad idea, why we could be in for another DeepSeek moment, and the stocks to buy ahead of the Fed decision. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• Paramount's Hostile Bid, Berkshire's Shakeup & Delistings Soar 12/8/25

  Paramount launches an all-cash offer for Warner Bros. Discovery just days after losing to Netflix in the bidding war. A look into Berkshire's next chapter as Buffett's CEO tenure comes to a close. Plus, sellers are taking their homes off the market at a record rate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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