Stocks bounced in the final hour but it wasn’t enough to turn the averages positive on the session. Ariel Investments’ Charlie Bobrinskoy and BNY Mellon’s Jake Jolly on how to position as earnings season ramps up. CEA Chair Jared Bernstein talks the state of the economy and the Biden administration’s plan to target bank overdraft fees. Piper Sandler analyst Patrick Moley on Charles Schwab’s sell off after earnings; Oppenheimer’s Dominick Gabriele on Discover Financial earnings. Fairlead Strategi...
Jan 17, 2024•44 min
Has investor sentiment gotten too bullish? Josh Brown of Ritholtz Wealth Management, CNBC’s Steve Liesman and New York Life Investment’s Lauren Goodwin discuss. Plus, Morgan Stanley’s Chris Toomey makes the case for caution and breaks down what he is expecting from the Fed this year. And, star VC investor Rick Heitzmann is giving his forecast for the magnificent 7. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adve...
Jan 17, 2024•43 min
John Deere is partnering with SpaceX to use Starlink, its space-based internet service to elevate its digital solutions. The heavy-equipment heavyweight has invested billions of dollars to develop digital products & services for farmers. Starlink will connect agriculture machines to internet in remote, low-connectivity areas. CTO Jahmy Hindman joins Morgan Brennan to discuss the terms of the deal, working with SpaceX and the industry-first deal. Hosted by Simplecast, an AdsWizz company. See ...
Jan 17, 2024•12 min
Another negative day for the major averages after bank earnings rolled on. Vital Knowledge’s Adam Crisafulli and Datatrek Research’s Nick Colas break down the market action. Interactive Brokers Chairman Thomas Peterffy reacts to his company’s latest quarterly results and how the trading environment could be impacted by the Fed’s next move. Synopsys is buying Ansys for $35B; Synopsys CEO Sassine Ghazi on the synergies behind the deal. Invitation Homes CEO Dallas Turner on the current housing mark...
Jan 16, 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....
Jan 16, 2024•42 min
Averages ended the week higher for the 10th time in the past 11. Fundstrat’s Tom Lee and MUFG Americas Head of US Macro Strategy George Goncalves break down this week’s moves and look forward to earnings season. Our Leslie Picker and RBC analyst George Cassidy react to the first wave of bank earnings. 3Fourteen Research Co-Founder Warren Pies on where he’s positioning. Ben Reitzes, Melius Head of Technology Research, talks AI’s halo effect for tech stocks in 2024. Hosted by Simplecast, an AdsWiz...
Jan 12, 2024•45 min
Are investors right to declare virtual victory over inflation and position for an easier fed? And is the stock market’s two-week pause a routine refresher or a warning that the late 2023 rally ran too far? Dan Greenhaus of Solus and Invesco’s Kristina Hooper weigh in. Plus, a CNBC exclusive with Citi CFO Mark Mason following that company’s earnings report earlier today. Henry McVey breaks out his playbook for 2024 and tells us where he is seeing opportunity this year. And, it was an ugly day for...
Jan 12, 2024•43 min
It is finally here: the first day of trading for spot bitcoin ETFs. Marathon Digital CEO Fred Thiel and Mike Belshe, Bitgo CEO, on what it means for the price and the companies involved. IBM CEO Arvind Krishna talks AI deployment, the cloud and the company’s consultancy business. CrowdStrike CEO George Kurtz on how the company is adjusting to new threats as AI usage proliferates. Former Kansas City Fed President Thomas Hoenig talks the latest inflation data. Hosted by Simplecast, an AdsWizz comp...
Jan 11, 2024•44 min
What if you could get access to space to run applications or collect data without building your own hardware or launching a spacecraft to orbit? Loft Orbital is setting out to provide space infrastructure as a service, running some of its satellites currently in orbit and aiming to conduct “virtual missions.” Loft Orbital Co-Founder & COO Alex Greenberg joins Morgan Brennan to discuss the company’s business model, computing services from space, and its plug-and-play approach to space. Hosted...
Jan 11, 2024•22 min
Has the sluggish start to 2024 lowered the bar heading into earnings season or is this a warning sign of rough trading ahead? Charles Schwab’s Liz Ann Sonder gives her expert take. Plus, JPMorgan’s Meera Pandit is mapping out where she’s seeing opportunity this year and the two overseas markets she is avoiding right now. And, top analyst Mike Mayo maps out what he is watching ahead of bank earnings tomorrow morning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab...
Jan 11, 2024•44 min
A busy market day got busier after hours when the SEC approved 11 spot bitcoin ETFs, including one from VanEck; CEO Jan van Eck joins to break down what it means for clients and crypto. Nasdaq CEO Adena Friedman talks AI in the marketplace, fighting financial crime and the IPO pipeline. BD8 Capital’s Barbara Doran and Evans May Wealth’s Brooke May discuss market positioning as tech stocks had another strong day. Plus, Retired Rear Admiral Joseph “Digger” DiGuardo on the attacks in the Red Sea an...
Jan 10, 2024•47 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....
Jan 10, 2024•43 min
The SEC’s X page was compromised, according to the agency, leading to an erroneous tweet saying Bitcoin ETFs had been approved. First, though, the markets: stocks mostly lower in trading Tuesday. Vital Knowledge’s Adam Crisafulli breaks down where he sees the market headed. Plus, Mercer US CIO Olaolu Aganga on her take on what sectors are set for a 2024 run higher. Coursera CEO Jeff Maggioncalda on his company’s new offering aimed at teaching CEOs on the best way to incorporate AI and Jack in th...
Jan 09, 2024•44 min
What is the outlook for stocks in this new year? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group reveal what they’re expecting. Plus, Skybridge’s Anthony Scaramucci breaks down the looming bitcoin ETF deadline, his Fed forecast and more. And, there were some big moves in the consumer space. We drill down on the moves in the restaurants and retail today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data...
Jan 09, 2024•44 min
The averages rallied today with the Nasdaq climbing over 2% and the Dow shrugging off a major drag from Boeing. Barclays Head of US Equity Strategy Venu Krishna breaks down his top ways to play this market. Morgan interviews Abercrombie & Fitch CEO Fran Horowitz and Five Below CEO Joel Anderson from ICR Conference in Orlando; they discuss holiday sales, the state of the consumer and more. HSBC’s Joe Rasco, Global Private Banking & Wealth Chief Investment Officer, Americas, on where his c...
Jan 08, 2024•44 min
What does the road ahead for your money look like with earnings season about to get underway? AJ Oden from JP Morgan Private Bank and NewEdge’s Cameron Dawson lay out their forecasts. Plus, Nvidia shares popped on some big announcements at CES. Star chip analyst Stacy Rasgon breaks down how he sees this impacting the stock in the year ahead. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab...
Jan 08, 2024•42 min
In its maiden flight, United Launch Alliance’s Vulcan Centaur lifted off from Cape Canaveral in its first-ever flight and launched the U.S.’s first lunar landing attempt since the Apollo era. For ULA, a joint venture between Boeing and Lockheed Martin, this was a pivotal mission—and the beginning of a new era for the company in a rapidly shifting launch environment. ULA CEO Tory Bruno joins Morgan Brennan to discuss the maiden mission, the company’s plan for Vulcan, and reports of ULA being on t...
Jan 08, 2024•12 min
The first trading days of 2024 are in the books and the major averages snapped their 9-week winning streaks. Lindsey Bell, 248 Ventures Chief Strategist, and Nathan Sheets, Citi Global Chief Economist, discuss what’s ahead for the markets. Moody’s Chief Economist Mark Zandi breaks down the December jobs report and what it means for the Fed. Barclays Co-Head of Investment Banking Taylor Wright talks the IPO pipeline and what sectors could see the most dealmaking in 2024, while Oppenheimer senior ...
Jan 05, 2024•44 min
It’s been a slow start to 2024… so what lies ahead for stocks with some critical data and earnings looming next week? Payne Capital’s Courtney Garcia and Stephanie Link of Hightower reveal their forecasts. Plus, long-time bull Tom Lee from Fundstrat is making the case for caution in the first half of this year. He explains why. And, Stempoint Capital’s Michelle Ross is flagging some under-the-radar biotech picks she is betting on. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...
Jan 05, 2024•43 min
The upcoming liftoff of ULA’s Vulcan Centaur rocket is historic for a number of reasons: the first flight of the megarocket will also carry a payload aiming for the first-ever private moon landing. The Peregrine lunar lander was manufactured by Astrobotic, a Pittsburgh-based robotics company founded in 2007 by Carnegie Mellon scientists. Aiming to be the “Moon company and more,” Astrobotic’s first mission will carry 20 payloads, including 5 from NASA’S Commercial Lunar Payload Services (CLPS) in...
Jan 04, 2024•22 min
The Nasdaq closing lower for a fifth straight day amid more weakness in tech stocks. The major averages now on pace to snap an 8-week winning streak. Canaccord Genuity's Tony Dwyer discusses whether there's more pain ahead for the bulls or if investors should buy on this weakness. Citi Head of Investment Banking Tyler Dickson gives his outlook for deal making in 2024 and which sectors look the most ripe for mergers. Reddit Co-Founder & Venture Capitalist Alexis Ohanian just made a big invest...
Jan 04, 2024•43 min
Has the enormous end of year rally become the great giveback of 2024? Trivariate’s Adam Parker and Virtus’ Joe Terranova map out their theories. Plus, Corient’s Amy Kong explains what she’s forecasting for the magnificent 7 this year. And, top technician Jeff DeGraaf is mapping out the market… and reveals the two sectors he is betting on right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jan 04, 2024•44 min
It's been a rough new year for the bulls as the major averages sink again. Tech and small caps among the biggest underperformers. JPMorgan Asset Management's David Kelly and BD8 Capital CEO Barbara Doran react to the sell off and whether this is a buying opportunity for investors. Former Fed Vice Chairman Alan Blinder explains what the Fed is looking for in Friday's December Jobs Report – and what it could mean for the central bank's interest rate strategy. BMO Capital's Simeon Siegel reveals hi...
Jan 03, 2024•44 min
As the Santa Claus rally ends, investors are positioning for whatever a new year could bring. Josh Brown of Ritholtz Wealth Management and iCapital’s Anastasia Amoroso break down their playbook for 2024. Plus, Evercore’s Roger Altman reveals the two headwinds that he thinks could derail a strong year for stocks. And, we break down the swarm of activist action surrounding Disney. CNBC’s Leslie Picker has all the details and what it could mean for the stock in the long run. Hosted by Simplecast, a...
Jan 03, 2024•43 min
Stocks kick off the year mostly in the red although the Dow did finish slightly higher. Evercore ISI's Julian Emanuel lays out his 2024 playbook and discusses whether investors should be buying on pullbacks. Strategas' Chris Verrone says the burden of proof is on the bears to begin the trading year. The tech sector sharply selling off after Barclays downgraded Apple to sell over lackluster iphone sales. Goldman Sachs' Eric Sheridan discusses whether that's a warning for other mega-cap tech stock...
Jan 02, 2024•44 min
A new trading year is officially underway so the big question is: is the bull market safe and sound… or just taking on a different look? Dan Greenhaus of Solus Alternative Asset Management and New York Life Investments’ Lauren Goodwin give their takes. Plus, tech saw a year of strength in 2023. VC investor Rashaun Williams breaks down whether he thinks its time to trim tech or if the sector still has room to run in the New Year. And, one of the street’s biggest bulls - NFJ’s John Mowrey – reveal...
Jan 02, 2024•43 min
The Nasdaq was the big winner of the year – up more than 40% on the year, which is its best performance since 2020. The Dow, S&P and Russell all finished strong with their fourth positive year in the last five years. Now it’s all about what to do in the 2024. Vital Knowledge’s Adam Crisafulli and Victoria Green of G Squared Private Wealth break down their year-ahead strategies. Plus, RBC’s Gerard Cassidy reveals his playbook for the banks in 2024. And, investors are eyeing big gains for the ...
Dec 29, 2023•45 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....
Dec 29, 2023•43 min
The S&P hovered near a record close but didn’t quite make it – though the Dow did notch its seventh record high this month. James Demmert from Main Street Research and Paul Hickey from Bespoke weigh in on this year-end market action. Plus, CNBC.com’s Tanaya Macheel breaks down what to expect from crypto in 2024. And, the CEO of Suntory – the company behind Jim Beam and Maker’s Mark – explains how a big tariff pivot could impact its bottom line. Hosted by Simplecast, an AdsWizz company. See p...
Dec 28, 2023•45 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....
Dec 28, 2023•44 min
