Our Steve Liesman reports the latest regarding the Powell probe while former Dallas Fed President Richard Fisher weighs in on what it means for the Fed and market confidence. Warren Pies of 3Fourteen Research lays out a bold call: upgrade equities, downgrade bonds and stay long oil. The episode also examines how geopolitical tensions are showing up in corporate earnings. Companies like Procter & Gamble warn of rising commodity costs and growing profit pressure tied to global instability. Ada...
Apr 24, 2026•43 min•Ep. 2
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, Melissa Lee 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.
Apr 24, 2026•42 min
Intel takes center stage after the stock soared on earnings. Gil Luria of D.A. Davidson analyzes what they mean for the semiconductor landscape and AI competition. Cameron Dawson, CIO at NewEdge Wealth, and Steve Sosnick of Interactive Brokers debate the market outlook and how investors should position from here. Huntington Bank CEO Stephen Steinour discusses bank earnings and what they signal for lending and the economy. Rodney Comegys, CIO at Vanguard Capital Management, examines the IPO marke...
Apr 23, 2026•43 min
Tensions with Iran continuing to flare and earnings season is starting to kick into high gear. So, what’s at stake for the market’s record run? We discuss with Wealth at Neuberger’s Shannon Saccocia, iCapital Sonali Basak and BNY Wealth’s Alicia Levine. Plus, Wedbush’s Matt Bryson tells us what he is expecting from Intel’s results in Overtime. And, Ed Yardeni from Yardeni Research tells us the one beaten-down sector he sees as a buying opportunity. Hosted by Simplecast, an AdsWizz company. See p...
Apr 23, 2026•43 min
Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, lays out the broader market theme and explains how investors should think about positioning as earnings and macro forces collide. Tesla headlines earnings. Seth Goldstein of Morningstar reacts to the results and what they signal for demand, margins and the EV landscape. Reports from IBM, Lam Research, ServiceNow and Texas Instruments add further insight into enterprise tech, semis and AI-driven spending trends. Gargi Chaudhuri of Bla...
Apr 22, 2026•44 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 22, 2026•43 min
Stephanie Aliaga of JPMorgan Asset Management joins on set to assess the market backdrop and where opportunities remain. Interactive Brokers Chairman Thomas Peterffy reacts to earnings and discusses trading trends and investor activity. United Airlines and Capital One reports add further insight into travel demand and consumer health. Henry McVey of KKR steps back to frame the big picture for markets and global investing. Plus, SpaceX’s analyst day as it prepares for a monster IPO. Chad Anderson...
Apr 21, 2026•43 min
What does the looming ceasefire deadline mean for the market? We discuss with Sofi’s Liz Thomas, Citi’s Kate Moore and Hightower’s Stephanie Link. Plus, Apple named a new CEO. We break down all the details and what it could mean for the stock with shareholder Bryn Talkington and best-selling author Leander Kahney. The IGV software ETF is on its 7th day of straight gains. Vista Equity Partners’ Ashley MacNeill tells us what her forecast for the space looks like. And, Former Dallas Fed President R...
Apr 21, 2026•46 min
Apple said Tim Cook will become executive chairman and John Ternus will be the new CEO starting September 1. We have the first and instant reaction with analysts Gil Luria and Patrick Moorhead along with Deepwater Asset Management’s Gene Munster. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 20, 2026•52 min
Is the market taking a quick breather or is something bubbling beneath the surface? We discuss with Solus’ Dan Greenhaus, JPMorgan Private Bank’s Abby Yoder and Ayako Yoshioka from Wealth Enhancement Group. Plus, Federal Reserve Chair Nominee Kevin Warsh made some headlines this afternoon. The details – and what it could mean for the economy with Allianz’ Mohamed El-Erian. And, Alex Kantrowitz from Big Technology breaks down all things big tech – from Adobe’s summit to a new report on Marvell. H...
Apr 20, 2026•43 min
Markets stage a rapid recovery alongside a massive move in oil. Keith Lerner of Truist explains the market’s lightning fast rebound and what it says about momentum and positioning. Charles Bobrinskoy of Ariel Investments adds a note of caution, arguing stocks are getting more fully valued even as opportunities remain beneath the surface. Jason Gableman of TD Cowen analyzes oil and energy stocks and where the trade goes next. Priya Misra of JPMorgan Asset Management breaks down moves in yields an...
Apr 17, 2026•44 min
So, what is next for this record setting rally? We discuss with Partners Group’s Anastasia Amoroso. Plus, airline analysts are cutting their forecasts ahead of a busy week of earnings for the sector. We discuss with top analyst Savanthi Syth from Raymond James. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Apr 17, 2026•43 min
Markets push to fresh record highs as earnings take center stage and investors lean into momentum. Liz Ann Sonders of Charles Schwab explains what’s driving the rally and whether markets can continue climbing from here. Netflix headlines earnings. Mark Mahaney of Evercore reacts and outlines what it means for growth, margins and the streaming landscape. Alcoa adds another key signal. Our Morgan Brennan covers the results and has an exclusive interview with CEO Bill Oplinger to discuss demand tre...
Apr 16, 2026•43 min
Our all-star panel of Hightower’s Stephanie Link, Sofi’s Liz Young and Trivariate’s Adam Parker tell us how they’re positioning with stocks at highs. Plus, former Treasury Secretary Hank Paulson said US officials should prepare for a “vicious” crash in treasuries. Allianz’s Mohamed El-Erian weighs in. And we run through what to watch from Netflix’s numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Apr 16, 2026•43 min
Record closes for the S&P 500 and Nasdaq as stocks come roaring back from the Iran war lows. Tim Hayes of Ned Davis Research assesses the broader market setup and where risk and reward stand from here. Kristina Partsinevelos and Mackenzie Sigalos break down the latest on Broadcom and Meta and focus on the AI trade from both the platform and chipmaker angles. Netflix takes center stage ahead of earnings. Our Julia Boorstin previews what to watch while Laura Martin of Needham lays out expectat...
Apr 15, 2026•44 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 15, 2026•43 min
Markets climb back to pre-war levels as tech regains leadership and investors lean back into risk. Tony Wang of T. Rowe Price highlights the return of the tech trade as semis and software push higher. Brent Schutte, CIO at Northwestern Mutual Wealth Management, explains what’s driving the broader rebound and whether it can continue. Our Steve Liesman dives into the latest on Kevin Warsh’s finances and reacts to new comments from Treasury Secretary Scott Bessent on rates and policy. Alastair Pind...
Apr 14, 2026•43 min
What is the best way to be positioned right now? We discuss with one of the country’s top financial advisors – Richard Saperstein of Treasury Partners. Plus, Treasury Secretary Scott Bessent made some comments about the Fed’s next move. We get instant reaction from Former Federal Reserve Vice Chair Richard Clarida. And, Goldman Sachs’ Alexandra Wilson-Elizondo tells us if she thinks we’re on the cusp of an everything rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform...
Apr 14, 2026•43 min
Our Seema Mody breaks down strength in Oracle and the broader software space. Julian Emanuel of Evercore ISI joins explains what the latest developments mean for markets and how investors should be thinking about positioning. Helima Croft of RBC Capital Markets explains whether the U.S. is more insulated than other regions and what the next move in crude could be. In financials Jason Goldberg of Barclays analyzes Goldman’s earnings and what it could signal for the broader banking sector. Benchma...
Apr 13, 2026•44 min
Professor Jeremy Siegel from the Wharton School tells us where he thinks stocks are headed. Plus, star retail analyst Matt Boss maps out his playbook for the space. And, Alger’s Ankur Crawford tells us if she thinks tech’s recent comeback is durable. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 13, 2026•43 min
Victoria Greene of G Squared Private Wealth and Meghan Shue of Wilmington Trust debate whether the bottom is in. Cyber threats move into focus: Eamon Javers reports on risks facing major banks while former White House CIO Theresa Payton explains how AI is changing the cybersecurity landscape. In tech Pat Walravens of JMP examines the ongoing software slump. Private credit concerns also surface. Mark Malek of Siebert Financial explains why the real risk may be psychological as redemption headline...
Apr 10, 2026•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, Melissa Lee 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.
Apr 10, 2026•42 min
Markets try to refocus on fundamentals despite continued geopolitical uncertainty. Stephen Parker of JPMorgan Private Bank joins explains why markets could shift back to earnings and fundamentals if a ceasefire holds and oil prices stabilize. Gregory Daco, Chief Economist at EY-Parthenon, assesses the outlook for growth and what it means for the Federal Reserve. Stifel’s Brian Gardner on the latest updates from Washington and the evolving ceasefire narrative. In tech Kate Rooney breaks down Amaz...
Apr 09, 2026•44 min
Morgan Stanley’s Mike Wilson maps out his forecast for stocks and his post-war market playbook. Plus, top analyst Mike Mayo tells us what he’s expecting from the banks this earnings season. And, there are also more places to watch The Masters than ever. CNBC’s Alex Sherman explains all the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 09, 2026•43 min
Cantor Fitzgerald’s Eric Johnston and Capital Area Planning Group’s Malcolm Ethridge debate a key question: how real is this rally and can it hold. Jonathan Krinsky of BTIG walks through the technical picture and what the charts say about the rally. Our Kristina Partsinevelos examines rising competition out of China and whether it poses a real threat to Nvidia and the broader semiconductor trade. Sarah Bianchi of Evercore on historical parallels to the Iran ceasefire and lessons for investors. E...
Apr 08, 2026•44 min
“What a relief” are the words of the day for the markets following news of the two-week cease fire. So what does it all mean for the investing road ahead? We discuss with Fundstrat’s Tom Lee and Goldman Sachs’ Meena Flynn. Plus, private credit stocks sat out today’s mega-rally. Sycamore Tree Capital’s Mark Okada gives us his take. And, top technician Jeff DeGraaf tells us if he thinks the bottom is in for the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...
Apr 08, 2026•42 min
Stocks push higher in the final hour with the S&P 500 and Nasdaq ending the day higher on renewed ceasefire hopes. Adam Crisafulli of Vital Knowledge and Paul Christopher of Wells Fargo break down the outlook and explain why risks for the S&P 500 may still skew to the upside even as recent events create a ceiling. Robert Drbul of BTIG analyzes Levi’s results and what they signal about spending trends and demand. Commodities remain a key driver; Francisco Blanch of Bank of America discuss...
Apr 07, 2026•44 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....
Apr 07, 2026•47 min
Former Bush 43 White House foreign advisor Dan Senor analyzes developments around Iran and a potential ceasefire. Barb Doran of BD8 Capital joins to assess market reaction and what it means for positioning. Michael Gapen of Morgan Stanley discusses how automation could reshape jobs and economic growth. Joe Amato of Neuberger Berman explains how to think about buying the dip and what signals matter most in volatile markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informa...
Apr 06, 2026•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, Melissa Lee 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.
Apr 06, 2026•42 min
