# Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26 Page: https://stenobird.com/podcast/the-exchange-431205/wild-stock-swings-the-k-comes-for-housing-and-the-evolving-capex-trade-6-9-26 Text version: https://stenobird.com/podcast/the-exchange-431205/wild-stock-swings-the-k-comes-for-housing-and-the-evolving-capex-trade-6-9-26.md Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205) Published: 2026-06-09T18:31:43+00:00 Episode link: https://www.cnbc.com Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/2ac3bc46-f7fe-4e8d-bc40-e28ee31eb109/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=2ac3bc46-f7fe-4e8d-bc40-e28ee31eb109&feed=tc4zxWgX Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/wild-stock-swings-the-k-comes-for-housing-and-the-evolving-capex-trade-6-9-26 Duration seconds: 2806 ## Resource Stocks give up earlier gains, with tech the biggest laggard once again. The homebuilder KBW says can defend margins in the K-shaped housing market. Plus, Fast Money trader Tim Seymour on the differences he’s seeing in today’s sell-off versus last week’s. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/wild-stock-swings-the-k-comes-for-housing-and-the-evolving-capex-trade-6-9-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-exchange-431205/wild-stock-swings-the-k-comes-for-housing-and-the-evolving-capex-trade-6-9-26.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.