As Virgin Orbit files for Chapter 11 bankruptcy, Morgan dives into the complexities of the space race with former Boeing Defense, Space & Security CEO Leanne Caret. Now an advisor for the company and board member at Raytheon & John Deere, they discuss labor challenges, NASA's Artemis lunar program, Boeing Starliner, autonomous farming, and more. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm....
Apr 04, 2023•27 min
Former President Trump appeared in a New York City court today. We have instant analysis and updates from Washington DC and from outside the courthouse. Plus, the key levels every investor needs to watch from Options Play’s Jessica Inskip. And, market expert Mike Santoli gives his Last Word before the close. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Apr 04, 2023•1 hr
The Dow and S&P 500 notched their fourth straight day of gains to kick of Q2 trading while the Nasdaq lagged. Edward Jones’ Mona Mahajan discussed the market action while 3Fourteen Research’s Warren Pies broke down the move higher in crude. SPG Global’s Simon Gallagher, a former Hulu executive, talks the news out of Disney’s shareholder meeting and the latest salvos in the DeSantis versus Disney battle. Natural gas posted its worst quarter on record. Skylar Capital CEO Bill Perkins on what’s...
Apr 03, 2023•44 min
It is shaping up to be a busy week for investors with a jobs report, key data and earnings on the horizon. So, what is the set up for your money? Cameron Dawson of NewEdge gives her forecast. Plus, #1 retail analyst Matthew Boss of JP Morgan upgraded Macy’s. He explains why – and breaks down the state of the consumer. And, top chip analyst Stacy Rasgon from Bernstein is changing his tune on Intel. He breaks down the catalysts behind that call. Hosted by Simplecast, an AdsWizz company. See pcm.ad...
Apr 03, 2023•43 min
Stocks surged in the final hour of trading, sending all averages higher for the quarter. Jefferies’ David Zervos and Richard Bernstein Advisors’ Rich Bernstein talk how to position heading into Q2. Plus, Evercore Head of Technical Analysis Rich Ross lays out the technical case for more upside ahead in tech stocks. We also get top picks in industrials from RBC Capital Market’s Deane Dray and in space stocks from BofA Securities’ Ron Epstein while Apollo Global’s Torsten Slok on weigh investors sh...
Mar 31, 2023•45 min
What lies ahead for stocks as the calendar turns? Will tech continue to lead? Will the Fed continue to hike? Sebastein Page of T Rowe gives his expert take. Plus, Capital Wealth Planning’s Kevin Simpson gives 5-star investing advice and breaks down where he is putting his money to work right now. And, Hightower’s Stephanie Link gives her forecast for Meta as it closes in on its best quarter since 2013. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collec...
Mar 31, 2023•43 min
Back-to-back positive session for the major averages has the S&P 500 back above 4000. Ariel investments’ Charles Bobrinskoy and Evercore’s Julian Emanuel on how to position right now. WWE CEO Nick Khan says there has been a “robust response” from potential bidders for the company after Vince McMahon’s return and he remains optimistic about legalizing betting on the sport. General Catalyst CEO Hemant Taneja penned an op-ed this week arguing for specific new rules and regulations around AI. He...
Mar 30, 2023•44 min
Banks under the microscope today with new questions over whether they’ll soon be under tighter regulations. Star bank analyst Mike Mayo of Wells Fargo Securities gives his take. Plus, EMJ’s Eric Jackson says the rally in tech is only just beginning. He explains why. And, PIMCO’s Erin Browne is flagging a big opportunity overseas – she tells us why this could be a major safety play. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of perso...
Mar 30, 2023•43 min
Founders Fund was fingered in the days after Silicon Valley Bank’s collapse as a possible accelerant for the failure. General Partner Keith Rabois talks why that wasn’t the case, why TikTok should be banned in the US and why researchers should not pause AI experimentation. Meanwhile stocks closed near session highs as the averages shook off Tuesday’s declines. Axonic Director of Research Peter Cecchini talked the market action and Loop Capital’s Anthony Chukumba gave instant reaction to RH’s ear...
Mar 29, 2023•44 min
The seven largest names within the S&P 500 have accounted for nearly all of the year’s gains. Is that a sign of strength or weakness for your money? Trivariate’s Adam Parker and Requisite Capital’s Bryn Talkington give their expert takes. Plus, star Wedbush analyst Dan Ives breaks down what he is calling “the new safety trade.” And, Jim Stewart of the NYT weighs in on the latest shakeup at Disney. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect...
Mar 29, 2023•43 min
All three major averages closed lower—the second straight negative session for the Nasdaq. Bespoke’s Paul Hickey talked the market action while Micron and Lululemon reported latest quarterly numbers. Needham’s Raji Gill, the first analyst on the Street to capture negative gross margins, gives his instant reaction while Oppenheimer’s Brian Nagel talked Lululemon’s strong quarter that sent the stock higher in overtime trading. Former FDIC Chair Sheila Bair weighed in on the recent weeks of volatil...
Mar 28, 2023•44 min
Where was the Fed and other key regulator as SVB’s practices were repeatedly flagged by officials for years? We debate who is to blame for the bank’s failure with Nick Timiraos of the WSJ. Plus, former US Deputy Treasury Secretary Roger Altman gives his expert take on the matter. And, we debate the resilience of the tech rally with Plexo Capital’s Lo Toney. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Mar 28, 2023•43 min
The Dow and S&P 500 notched their third straight positive session but the Nasdaq fell 0.5%. Crossmark Global’s Bob Doll talks the market action and what moves he is making for his clients right now. Our Deirdre Bosa breaks news on new leadership at Lyft while Wedbush’s Dan Ives joins for instant stock reaction. Mizuho Dan Dolev breaks down the ripples effects from the CFTC lawsuit against Binance for the crypto universe. Stifel’a Mark May talks the impact of SVB failure on tech M&A and I...
Mar 27, 2023•47 min
DoubleLine’s Jeffrey Gundlach gives his first, exclusive interview since the Fed’s decision to raise interest rates. He gives his take on the Fed’s next move, the odds of a recession and the turmoil in the banks. Plus, Sofi’s Liz Young weighs in on Gundlach’s recession prediction. And, market expert Mike Santoli breaks down what he’s watching as we kick off a fresh trading week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal...
Mar 27, 2023•43 min
Averages shook off early losses and fears around Deutsche Bank to end the session, and the week, higher. Invesco’s Brian Levitt and Commonwealth’s Brad McMillan break down the market action and give their playbook. Former TD Ameritrade CEO Fredric Tomczyk talks the banking turmoil of the past few weeks. Former Bridgewater Investment Committee member and Unlimited founder Bob Elliott takes a step back to assess the macro picture and how investors should be thinking about the recent market moves. ...
Mar 24, 2023•45 min
The stage is set for European satellite communications company OneWeb to complete the first ever completed global LEO constellation this weekend. Morgan discusses the historic milestone with CEO Neil Masterson ahead of the company’s launch from India, along with the company’s separation from its Russian rocket partnership last year, its planned $3.4 billion merger with French satellite operator Eutelsat, and the outlook for the company. For more Manifest Space, listen and follow here: https://li...
Mar 24, 2023•19 min
Should the stock market be more worried about the message coming from bonds following the Fed’s latest rate hike or are things less dire than the plunge in treasury yields suggest? Professor Jeremy Siegel of the Wharton School gives his expert take. Plus, Ed Clissold of Ned Davis Research is gaming out a potential rally. And, Gunjan Banerji of the Wall Street Journal breaks down the crucial final moments of the trading day – and what she’s watching in the tech space. Hosted by Simplecast, an Ads...
Mar 24, 2023•43 min
Stocks finish higher despite briefly turning negative in midday trading. G Squared’s Victoria Green and JPMorgan’s Phil Camporeale discuss the market action. Former Fed officials Randal Quarles and Alan Blinder weigh in on this week’s rate hike and why Blinder called the 25bp move a “mistake.” Plus, Evercore’s Mark Mahaney on why this time is different for TikTok and regulation as the CEO gets grilled on the hill. Block shares dropped nearly 15% after a scathing short seller report: SVB Moffetrn...
Mar 23, 2023•37 min
Investors are struggling to sort of the likely economic toll of the banking crisis – are Yellen and Powell sending mixed messages to the market? Our all-star panel of Joe Terranova of Virtus, BNY Mellon Wealth Management’s Alicia Levine and Greg Branch of Veritas Financial Group break down their forecast for the market. Plus, Jefferies analyst Trevor Williams explains what’s at stake for Block after Hindenburg Research announced it was adding the company to its short list. And, BTIG’s Jonathan K...
Mar 23, 2023•43 min
Markets tumbled into the close as investors weighed Fed Chair Jerome Powell’s comments at the press conference after the Fed hiked interest rates 25 basis points. At the same time, Treasury Secretary Janet Yellen testified to a Senate committee that there were no plans for broad increases in deposit insurance. Former Chairman of the Council of Economic Advisers Jason Furman and Evercore’s Roger Altman reacted to the Fed’s move while Quadratic Capital’s Nancy Davis and Jefferies’ David Zervos dig...
Mar 22, 2023•47 min
Ritholtz Wealth Management’s Josh Brown gives his instant reaction and analysis to Powell’s press conference – and the major market reaction. Plus, Schwab’s Liz Ann Sonders’ gives her forecast for where we could be headed from here. And, David Chiaverini of Wedbush breaks down the regional banks reaction. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Mar 22, 2023•46 min
Major averages finish near session highs as investors await the Fed’s rate decision tomorrow. Meghan Shue of Wilmington Trust and Wedbush’s Sahak Manuelian preview what the Fed is likely to do. MassMutual CEO Roger Crandall on the continuing banking fallout from First Republic and Credit Suisse. Jon sits down with Adobe CEO Shantanu Narayen to talk Firefly and why Adobe stands to benefit from AI; SVB MoffetNathanson’s Sterling Auty breaks down his AI winners and losers. Plus, earnings from Nike ...
Mar 21, 2023•44 min
Is the market’s rebound this week a sign of underlying stability or is it actually vulnerability to a nasty surprise? Jason Hunter – head of technical strategy at JP Morgan – gives his take. Plus, Fred Cummings from Elizabeth Capital Management makes the case for regional banks. And, Rob Thummel of TortoiseEcofin sees more upside for the energy sector. He explains why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ...
Mar 21, 2023•43 min
Major averages finish higher as the markets digest the Credit Suisse rescue. Cantor Fitzgerald’s Eric Johnston on why he’s still bearish while Macquarie Group’s Thierry Wizman discusses the huge swings in the bond market. Glenn Hubbard was the chair of the Council of Economic Advisers under George W. Bush; he discusses what the Fed is watching most closely ahead of this week’s rate decision. Our Phil LeBeau on why auto inventories are finally increasing at dealerships while Eamon Javers brings u...
Mar 20, 2023•44 min
Suspense is building for a Fed decision – a choice between staying the course on tightening or backing off for fear of more financial upheaval. NewEdge’s Cameron Dawson gives her take. Plus, Mark Newton of Fundstrat drills down on the key levels to watch in energy. And, Baird’s David George is bullish on a key regional bank. He reveals that pick – and makes the case for that stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of perso...
Mar 20, 2023•43 min
Dow ends week slightly lower but S&P 500 and Nasdaq power higher despite volatility. Crossmark’s Bob Doll and 3Fourteen Research’s Warren Pies talk the market action ahead of next week’s Fed decision. Meanwhile, Rockefeller International’s Ruchir Sharma on the disconnect between financial markets and geopolitical risks. Broadmoor’s Todd Baker breaks down who might buy Signature Bank, while Julia Boorstin talks the new coalition in Washington aiming to take down Tiktok. Contessa Brewer talks ...
Mar 17, 2023•45 min
From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves tohow investors are reacting,Scott Wapner,Jon Fortt,Morgan BrennanandMichael Santoliguide 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....
Mar 17, 2023•43 min
All three major averages were well into the green today and the Nasdaq is now up over 5% on the week. Vital Knowledge’s Adam Crisafulli gives his take on the action while Broughton Capital’s Donald Broughton reacts to FedEx’s strong quarter as the stock surged in after-hours trading. Plus, is a recession in the cards? Citi’s Scott Chronert and Sumit Handa of Pennington Partners debate where stocks go next. Jon Fortt had a rare interview with Sunshine Co-founder and former Yahoo CEO Marissa Mayer...
Mar 16, 2023•51 min
Scott Wapner breaks down the big break for First Republic. Eleven banks, including JPMorgan, Citigroup, Bank of America and Wells Fargo, deposite $30 billion in First Republic Bank. In a joint statement from the heads of the Treasury, Federal Reserve, FDIC and the office of the Comptroller of the Currency writing, “This show of support by a group of large banks is most welcome, and demonstrates the resilience of the banking system.” SoFi’s Head of Investment Strategy, Liz Young, weighing in on w...
Mar 16, 2023•43 min
Virgin Orbit has halted operations and furloughed most of its approximately 700-person staff as the launch service provider looks for a funding lifeline. The cash crunch comes amid consolidation in a crowded launch market. Morgan discusses the VC outlook with Space Fund co-founder & managing partner Meagan Crawford: an investor in SpaceX, Axiom Space, and more. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See ...
Mar 16, 2023•26 min
