S&P 500 closes above 5600 for the first time ever as that index and the Nasdaq set fresh record closes and Apple notched its 7th straight record close. BD8 Capital’s Barbara Doran and Bespoke’s Paul Hickey break down the market action. Carlyle Group’s Jeff Currie on the setup for the energy trade heading into the second half. Breeze Airways founder and CEO David Neeleman on TSA record numbers, the busy summer travel season and new routes and destinations of his new airline. Hosted by Simplec...
Jul 10, 2024•43 min
What should investors be watching ahead of tomorrow’s data and start of earnings season? Dan Greenhaus from Solus, Stephanie Link of Hightower and Jason Snipe from Odyssey Capital give their takes. Plus, Goldman Sachs Asset Management’s Sung Cho reveals the under-the-radar tech plays he is betting on right now. And, Max Kettner from HSBC tells us how he is navigating stocks in the second half. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and ...
Jul 10, 2024•43 min
Investors closely watching Fed Chair Jay Powell’s first day of testimony on Capital Hill. Rockefeller International’s Ruchir Sharma breaks down the major takeaways for investors while Goldman’s Lindsay Rosner talks the impact in the fixed-income market. Vistra is the third-best performing stock in the S&P 500 so far this year; CEO Jim Burke talks the AI demand story and what else is driving the company’s growth. Plus, our Phil LeBeau on the wild swings in used car prices and Julia Boorstin i...
Jul 09, 2024•43 min
How should investors navigate all that lies ahead? Sofi’s Liz Young Thomas tells us what she is expecting from upcoming data and earnings… and what it could mean for your money. Plus, Former Deputy Treasury Secretary Roger Altman tells us what he thinks the road ahead for the Fed might be and how the upcoming election could impact stocks. And, JP Morgan Asset Management’s Gabriela Santos reveals the themes she is watching in the second half, and the names she is betting on right now. Hosted by S...
Jul 09, 2024•43 min
Renaissance Macro’s Neil Dutta makes the case for the Fed to cut rates at its meeting later this month. Shield Capital’s Raj Shah on how Silicon Valley learned to love the defense industry. Guggenheim’s John DiFucci downgrades ServiceNow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 08, 2024•43 min
If the economy is slowing and the Fed isn’t cutting – what’s next for this rally? Trivariate’s Adam Parker and Payne Capital’s Courtney Garcia give their forecasts. Plus, Boston Celtics Majority Owner Wyc Grousbeck discusses all things sports, the team’s record 18 championship wins and his sale announcement that stunned the sports world. And, Skybridge’s Anthony Scaramucci breaks down the fall in Bitcoin and tells us how he is navigating the crypto space right now. Hosted by Simplecast, an AdsWi...
Jul 08, 2024•43 min
Nasdaq and S&P 500 set record closes; Unlimited Funds’ Bob Elliott breaks down the market action. Apollo Global Chief Economist is still saying the Fed won’t cut rates in 2024. He makes his case. Neuberger Berman’s John San Marco on his top retail picks and consolidation in the sector. Guggenheim analyst Ron Jewiskow on why he’s still bearish despite Tesla’s major runup in July so far. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use ...
Jul 05, 2024•43 min
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 05, 2024•43 min
After a weaker-than-expected ADP jobs report, CAVA CEO Brett Schulman breaks down hiring from his view and if the consumer is still spending. Value Investment Group's Rashaun Williams on VC's funding bounceback and sports valuations. Plus, reaction to the latest Fed minutes and what it means for your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 03, 2024•1 hr 5 min
The Canadian Space Agency has awarded MDA Space $1 billion to develop an autonomous robotic arm for the lunar Gateway. The space station will serve as a lunar outpost and house Artemis astronauts for NASA and international space partners. MDA Space CEO Mike Greenley joins Morgan Brennan to discuss Canadaarm3, the new space race, and the critical role of AI and robotics in the lunar economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...
Jul 03, 2024•23 min
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 02, 2024•44 min
Is this slow grind more a show of the bull market’s resilience or evidence of short-term fatigue? Adam Parker from Trivariate, UBS’ David Lefkowitz and Ayako Yoshioka of Wealth Enhancement Group break down their point of view. Plus, RBC’s Lori Calvasina revised her S&P outlook. She explains the reasoning behind that and where she thinks the market is headed in the second half. And, Amazon hit another record high – gaining more than 7% in one week. We tell you what is behind that rally. Hoste...
Jul 02, 2024•43 min
Matt Garman has been AWS CEO for a month. Jon sits down with him in his first interview since starting the role – he talks AI plans, power needs and capital spending. Booking Holdings CEO Glenn Fogel on the consumer, summer travel demand and global hotspots. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 01, 2024•44 min
Should investors’ strategy shift as the market takes the turn into the second half? Solus’ Dan Greenhaus maps out his forecast for the next few months. Plus, Former Fed Vice Chair Rich Clarida breaks down his rate cut forecast and where the rally could be heading from here. And, EV makers Tesla, Nio and Li Auto popped in today’s session. We tell you what’s driving those moves higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of per...
Jul 01, 2024•43 min
After stocks closed out a strong first half and second quarter, Truist’s Keith Lerner and Citi’s Drew Petit, plus 3Fourteen Research’s Warren Pies, weigh in with their best ideas for the second half of 2024. Jon sits down with Nokia CEO Pekka Lundmark after the company buys Infinera for around $2B, plus an interview with MoviePass CEO Stacy Spikes on buying back the company and MoviePass’s second act. Former Kansas City Fed President Thomas Hoenig on recent data, Fedspeak and the consumer. Hoste...
Jun 28, 2024•43 min
NewEdge’s Cameron Dawson, Invesco’s Kristina Hooper and CIC Wealth’s Malcolm Ethridge break down their second half playbooks. Plus, top strategist King Lip tells us where he is seeing opportunity in the tech space – and the one big tech name he is trimming right now. And, solar stocks sold off in today’s session. Pippa Stevens tells us what is behind that leg lower. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv...
Jun 28, 2024•42 min
Former PIMCO Chief Economist Paul McCulley gets you set for the next big data points the Fed is watching and what it means for the market. RBC’s Lori Calvasina and BNY’s Jake Jolly on market positioning. Plus, our Sara Eisen breaks down Nike’s numbers before Barclays analyst Adrienne Yih dives deep on the stock reaction. Plus, Hunterbrook publisher and co-founder Sam Koppelman on their new report investigating Hims & Hers and why Hunterbrook Capital shorted the stock. Hosted by Simplecast, a...
Jun 27, 2024•44 min
Will the same AI related stocks lead the market or will it finally broaden in a meaningful way? Trivariate’s Adam Parker, Virtus Investment Partners’ Joe Terranova and Requisite Capital’s Bryn Talkington break down what they are forecasting. Plus, Nike shareholder Kevin McCarthy tells us what he is expecting from that report in Overtime. And, Walgreens shares sank on the back of some weak results. We break down those numbers and how the rest of the drugstores are faring. Hosted by Simplecast, an...
Jun 27, 2024•43 min
The Fed released its annual stress results for the 31 largest banks in the country. Hennessy Funds Portfolio Manager Dave Ellison and RBC’s banks analyst Gerard Cassidy break down the investment implications. G Squared Private Wealth’s Victoria Greene and Ariel Investments’ Charlie Bobrinskoy on today’s market action. Earnings from Micron, Levi and AeroVironment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advert...
Jun 26, 2024•44 min
Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightower’s Stephanie Link break down all the details. Plus, Deepwater Asset Management’s Doug Clinton tells us how he is navigating the tech trade – as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidia’s shareholder meeting and what to expect from Micron’s report in Overtime. Hosted by Simplecast, an...
Jun 26, 2024•42 min
Dynasty Equity co-led a Series A round for Tiger Woods’ TMRW; Dynasty co-founder K. Don Cornwell on what’s next for the venture and the boom in sports investing. Third Bridge’s Peter McNally reacts to FedEx’s strong quarter. Skylar Capital’s Bill Perkins gives top energy plays. Epyllion CEO Matt Ball on crypto and adding ether to his ETF. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 25, 2024•46 min
Could a significant broadening be in the cards? Charles Schwab’s Liz Ann Sonders explains where she sees stocks headed. Plus, EMJ’s Eric Jackson makes a bold call on Nvidia and reveals how he is navigating that name. And, Allianz’s Mohamed Ed-Erian breaks down what he is expecting from the Fed and this week’s inflation print. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 25, 2024•43 min
Arm CEO Rene Haas talks the company’s momentum as it rides the AI boom to a nearly 200% gain since its IPO last September. TIAA Wealth Management CIO Niladri Mukherjee talks best market opportunities. Recursion Pharmaceuticals CEO Chris Gibson on Nvidia partnership and AI’s promise for finding new drugs. Plus, American Giant CEO Bayard Winthrop on new partnership with Walmart. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...
Jun 24, 2024•44 min
Is the second half set-up favorable for the rally to continue? Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia give their predictions. Plus, Nvidia sold off again in today’s session after snapping an 8 week win streak. Dan Chung – CEO and CIO of Alger – tells us if this is warning sign for this year’s tech-led rally heading into the second half. And, top technician Jeff DeGraaf called the sell-off in Nvidia. He weighs in on that stock’s move and reveals the sector he thinks is ripe...
Jun 24, 2024•43 min
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 21, 2024•43 min
The Nasdaq and S&P 500 notched their third straight positive weeks; Unlimited Funds’ Bob Elliott and Cantor Fitzgerald’s Eric Johnston break down their top trades. Olaulu Aganga, Mercer US CIO, on the playbook for the second half. Ben Reitzes, Melius analyst, on why he’s upping his Nvidia price target again, despite the stock’s decline this week. TD Cowen’s Riu Baral on Sarepta Therapeutics’ huge move on FDA’s expanded use approval for its DMD drug. Plus, a cyberattack is forcing car dealers...
Jun 21, 2024•44 min
S&P 500 and Nasdaq hit fresh highs before retreating into the close – Branch Global Capital’s Greg Branch and John Hancock Investment Management’s Emily Roland break down how to play the market at these levels while Moor Insights & Strategy Founder Patrick Moorhead talks the Nvidia trade. Nuveen Real Estate Global CIO on her second-half real estate playbook and where opportunities are. Our Phil Lebeau on Joby’s plans to launch an Uber-style app for its coming eVTOL. Oshkosh Corporation C...
Jun 20, 2024•43 min
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner , Jon Fortt , Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 20, 2024•43 min
Venture capital is back on the rise for space technology – especially for defense and national security contractors. Apeis the latest to benefit, raising $95 million in a Series B round to ramp production of its satellite bus production. On this episode of Manifest Space, Apex CEO Ian Cinnamon sits down with Morgan Brennan to discuss the company’s Series B capital raise, the competitive landscape, and the long-term vision for Apex. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com fo...
Jun 20, 2024•23 min
Evercore’s Julian Emanuel breaks down why he is raising his year-end price target for the S&P 500 to 6,000. Nvidia closed above Microsoft in market valuation for the first time; Bespoke’s Paul Hickey and Stifel’s Barry Bannister break down where tech goes from here. Two Boeing analysts break down CEO Dave Calhoun’s hearing before the Senate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jun 18, 2024•43 min
