Stocks staging a steep sell off late in the trading session. The Dow falling more than 500 points as Wall Street closed out the worst quarter for stocks in two years. SVB Private Bank Chief Investment Officer Shannon Saccocia on where she sees opportunities in this challenging investing environment and why healthcare is no longer just a defensive sector. Booking Holdings CEO Glenn Fogel on the outlook for travel demand and whether U.S. consumers are pushing back on higher prices. The CEO of fert...
Mar 31, 2022•44 min
Dow and S&P 500 snap a four-day winning streak. Is the rally running out of gas? Tom Lee from Fundstrat Global Advisors says, “We’ve probably made the low for the first half of 2022.” Plus, veteran trader Mark Fisher of MBF Trading explains why he prefers natural gas over crude oil. And, Bank of America’s Jessica Reif Ehrlich has a bullish call on Disney and says it is “hitting it out of the park.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about ou...
Mar 30, 2022•44 min
Stocks sinking on Wall Street as the Dow & S&P 500 snap a four-day winning streak. Cantor Fitzgerald’s Eric Johnston explains why he thinks recent earnings are flashing a warning sign for stocks and why he is bullish on commodity prices. Jefferies Chief Market Strategist David Zervos weighs in on what he sees as the biggest threat to the market right now. And the CEOs of online pet products retailer Chewy and discount retailer Five Below discuss the state of consumer spending, supply cha...
Mar 30, 2022•43 min
The 2-year/10-year yield curve comes close to inverting. Liz Ann Sonders from Charles Schwab says it may be time to dust off the recession playbook. Plus, Halftime Report trader Pete Najarian gives his instant reaction and analysis to Micron and Lululemon earnings. And, Wells Fargo Senior Equities Analyst Mike Mayo discusses what an inverted yield curve could mean for banks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of pers...
Mar 29, 2022•44 min
The Dow & S&P 500 rallying for a third straight day. Truist Advisory Services Co-Chief Investment Officer Keither Lerner discusses whether stocks can keep rallying despite the bond market flashing a recession signal. Starboard Value CEO Jeff Smith explains where he sees value in this market and discusses the takeover bid for retailer Kohl’s that he is backing. Nikola CEO Mark Russell on how much demand he is seeing for the company’s electric truck and why the supply chain challenge is th...
Mar 29, 2022•44 min
Stocks close near session highs, but Solus Alternative Asset Management’s Dan Greenhaus says, “We’re certainly not out of the woods.” Plus, Nicholas Colas from DataTrek Research breaks down whether a stock split helps or hurts Tesla. And, are stocks pausing at a critical spot? Michael Santoli takes a closer look with his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 28, 2022•44 min
Stocks making a comeback late in the day led by tech stocks. Medley Global Advisors Ben Emons on whether bond yields could be flashing a warning sign for the stock market. Oil prices plunging amid new concerns about demand from China. Husseini Energy Founder Sadad Al-Husseini gives his outlook for oil prices. And President Biden laying out his budget proposal, which includes big tax hikes on the ultra-rich and corporations. Raymond James Washington Policy Analyst Ed Mills has instant reaction to...
Mar 28, 2022•54 min
S&P 500 and Nasdaq close higher for the second-straight week. Can the rally keep going? Jim Cramer says the “bear market is over.” Halftime Report traders traders Jim Lebenthal and Steve Weiss debate Cleveland-Cliffs in tonight’s “Friday Night Fight.” Plus, is tech the biggest risk or biggest reward for your portfolio? Dan Suzuki from Richard Bernstein Advisors and Dan Ives from Wedbush Securities discuss. And, Michael Santoli is watching for “accidents” in the market. Hosted by Simplecast, ...
Mar 25, 2022•43 min
The S&P 500 closing higher for a second straight week even as treasury yields continue to climb. RBC Capital Markets Head of Global Commodity Strategy Helima Croft on how the attack on a Saudi Aramco facility is impacting oil prices. Tilray Brands CEO Irwin Simon on whether pot stocks will continue to rally as Congress considers a new bill to legalize marijuana. And Frontier Airlines CEO Barry Biffle explains why he’s never seen domestic demand this strong and whether he is considering fare ...
Mar 25, 2022•43 min
Wharton professor Jeremy Siegel on where the market is headed next with Joe Terranova from Virtus Investment Partners and Lisa Shallet from Morgan Stanley. Plus, is retail the most underappreciated market opportunity right now? Portfolio manager Avery Sheffield from Rockefeller Capital Management gives us her top stock picks. And, Michael Santoli unveils a new acronym for tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of p...
Mar 24, 2022•44 min
Stocks rebounding on wall street as the major averages close near session highs. Tech the best performing sector led higher by a surge in semiconductor stocks. Cowen’s Matt Ramsay reveals his top chip picks. NYSE Chair Sharon Bowen discusses market volatility and her plans to bring more IPOs to the exchange. And Bank of America Head of Global Commodity Research Francisco Blanch warning oil could hit $200 if there is a major disruption to oil production. Hosted by Simplecast, an AdsWizz company. ...
Mar 24, 2022•44 min
Stocks close at session lows. Josh Brown from Ritholtz Wealth Management explains why rallies are “guilty until proven innocent.” Meanwhile, Fundstrat’s Tom Lee says stocks can still go higher. And, Michael Santoli’s last word - can Apple hold its “safety premium” among big tech? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 23, 2022•43 min
Stocks closing near session lows as oil prices jump to nearly $115. Cannacord Chief Market Strategist Tony Dwyer explains why he thinks investors should be buying stocks on bouts of weakness. CME Group Chairman & CEO Terry Duffy on the recent volatility in commodity prices and his exchange launching new crypto products. And Petco’s CEO discusses whether customers are still spending big bucks on their pets despite the spike in inflation. Hosted by Simplecast, an AdsWizz company. See https://p...
Mar 23, 2022•43 min
Billionaire investor Carl Icahn says, “there very well could be a recession, or even worse.” Plus, the latest on his activist stake in McDonald’s. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 22, 2022•45 min
Stocks closing near the highs of the trading day as investors raise interest rate hike expectations. National Economic Council Director Brian Deese on the strength of consumer demand and the labor market. Carnival CEO Arnold Donald discusses booking strength and when the cruise line could return to normal. And Interactive Brokers Chairman Thomas Peterffy on why he thinks the return of the meme stock rally is bad for retail traders. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswiz...
Mar 22, 2022•44 min
Stocks turned lower following hawish comments from Federal Reserve Chairman Jerome Powell. Could rising rates sink stocks? Ed Yardeni from Yardeni Research weighs in. Plus, top investor Keith Meister from Corvex Management reveals his top stock picks. And, Michael Santoli sounds off on his last word: Hard road to a soft landing? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 21, 2022•45 min
Stocks snapping a 5-day win streak after Fed Chairman Jay Powell said inflation is much too high. The CEO of American Airlines on the outlook for travel demand, rising ticket prices and why he doesn’t see more consolidation ahead in the industry. Thoma Bravo’s Managing Partner weighs in on his company’s deal to buy software maker Anaplan. And Bespoke’s Paul Hickey on why there’s been a rally in low-quality stocks recently. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for...
Mar 21, 2022•44 min
Major averages post their largest weekly gains since November 2020. “Mad Money” host Jim Cramer weighs in on this week’s stock surge. Plus, noted short-seller Jim Chanos from Kynikos reveals his latest short position. And “Friday Night Fight”! Steve Weiss and Jim Lebenthal debate – have stocks bottomed? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 18, 2022•44 min
Stocks rallying into the close for a third straight day to post the biggest weekly gain of the year. The CEO of steel Cleveland-Cliffs on why his company is better positioned than rivals to deal with the wild swings in metal prices. The CEO of cryptocurrency exchange FTX on a new bill that would crack down on using crypto to avoid Russian sanctions. Jefferies Michael Yee on whether Moderna’s recent bounce back is for real. And Needham’s Laura Martin on the FANG stock she thinks is most attractiv...
Mar 18, 2022•44 min
Top investor Ricky Sandler from Eminence Capital tells us why he doesn’t think the worst of the market sell-off is over. Plus, instant reaction to GameStop and FedEx earnings. Quadratic Capital Management’s Nancy Davis outlines how investors can play volatility. And, is it time to get bullish on emerging markets? Joe Terranova from Virtus Investment Partners weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal d...
Mar 17, 2022•45 min
Stocks staging another big rally into the close. Billionaire venture capitalist Jim Breyer reveals which beaten-up big tech stocks he has been buying amid recent weakness. Plus, he explains why the metaverse is overhyped. Former Ford CEO Mark Fields on how rising commodity prices are impacting the auto industry and which companies are winning the EV wars. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advert...
Mar 17, 2022•44 min
Ritholtz Wealth Management’s Josh Brown and Loop Capital’s Kourtney Gibson are out with the post-Fed play and discuss how investors should trade following a Fed rate hike. Plus, top investor Jeff Gundlach from DoubleLine Capital strikes an optimistic tone. He gives his take on equities, inflation, and Bitcoin. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 16, 2022•45 min
The Dow soaring more than 500 points after the Fed raised interest rates for the first time since 2018. The market making a big turnaround during Fed Chair Jay Powell’s news conference. Fmr. National Economic Council Director Gary Cohn has instant reaction to Powell and explains why he doesn’t think inflation has peaked. Wolfe Research’s Steven Chubak on why he prefers brokerage stocks over the banks right now. Evercore ISI’s Mark Mahaney on why investors should be in defensive tech stocks amid ...
Mar 16, 2022•57 min
Stocks closed near session highs, but can investors trust the rally? Trivariate’s Adam Parker, SoFi’s Liz Young, and Solus Alternative Asset Management’s Dan Greenhaus debate the “Talk of the Tape” and whether it’s time to buy right now. Billionaire Investor Marc Lasry weighs in on why he’s negative on China and where else he sees opportunity. And, Pete Najarian makes a late-day trade in ARK Fintech (ARKF). Plus, Wedbush Securities’ Dan Ives zeros in on his “Most Valuable Pick.” Hosted by Simple...
Mar 15, 2022•41 min
Stocks staging a big rally as tech stocks rebound from their recent sell off. Jefferies Tech Analyst Brent Thill lays out his top tech picks. Spirit Airlines’ CEO on why higher oil prices actually increase the carrier’s competitive advantage. The CEO of cybersecurity firm Palo Alto Networks explains why he has never been as worried about cyber attacks as he is right now. And Jefferies Chief Market Strategist David Zervos on why the Fed is not your friend this year. Hosted by Simplecast, an AdsWi...
Mar 15, 2022•44 min
The Nasdaq Composite closed lower for the 7th session in 8. Satori Fund’s Dan Niles and BMO Capital’s Brian Belski tackle the “Talk of the Tape.” Plus, tech investor Brad Gerstner from Altimeter Capital opens up his playbook and talks about his positions in Snowflake, Roblox, and Grab. And Morgan Stanley’s Mike Wilson on his bold call. Why he’s picking bonds over stocks right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use o...
Mar 14, 2022•45 min
With Chinese tech stocks continuing to get crushed, Matthews Asia investment strategist Andy Rothman explains why the investing environment in China during the second half of the year will be significantly better than it is now. EU Commissioner for Competition discusses the challenges of regulating social media in the war between Russia & Ukraine. Guggenheim Global Chief Investment Officer Scott Minerd on why he sees bond yields peaking and why he is now looking at beaten-up tech stocks. And...
Mar 14, 2022•44 min
When the bell rings, the action does not end. During “Closing Bell: Overtime,” Scott Wapner takes you through all of the after-hours moves including breaking news, corporate earnings and post-market trading. Big investors, smart strategists and top money managers debate actionable ideas and the big market themes of the day, and get listeners ready for tomorrow’s trading day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of pers...
Mar 11, 2022•22 sec
Anything can happen between the bells of the trading day. But what happens during the last hour could be what matters most. During “Closing Bell”, Sara Eisen guides you through the most important hour of the trading day. The show takes a close-up look at how the markets are moving, what’s driving individual stocks and how investors are reacting. CEOs, analysts and money managers explain their strategies, share opinions, and provide an inside perspective on breaking news stories. Hosted by Simple...
Mar 01, 2022•21 sec
