The U.S. Space Force was stood up in 2019 as the first new military service in over seventy years. Now, nearly five years since its establishment, the orbital battleground has shifted—towards what General Raymond calls the first commercial space war. Since retiring from active duty in 2022, General Raymond now serves as a senior managing director at Cerberus, and sits on the board of several space startups including Axiom Space and Impulse Space. He joins Morgan Brennan to discuss the risk of nu...
Aug 15, 2024•23 min
Anduril co-founder Trae Stephens talks the company’s new factory and its latest funding round. Former Fed economist Claudia Sahm on if her rule, the Sahm rule, is being overused by investors right now. Plus, The Hartford CEO Christopher Swift on the continued rise in insurance costs and our Phil LeBeua gives the latest on the Southwest activist battle with Elliott Management. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da...
Aug 14, 2024•44 min
Stocks cautiously creeping higher with easing inflation back on the table. Goldman Sachs’ Jan Hatzius and Wharton Professor Jeremy Siegel break down their expectations for the Fed’s upcoming meetings. Plus, Solus’ Dan Greenhaus and Hightower’s Stephanie Link share their strategies as the rally gains ground. And, a difficult day for shares of Alphabet. Deirdre Bosa digs into the move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of per...
Aug 14, 2024•43 min
Stocks rallied into the close and ended near session highs after a key inflation read came in lighter than estimates. The big corporate story of the day was Starbucks: hiring Brian Niccol away from Chipotle to be the new CEO. Starbucks recorded its best day ever; Barclays analyst Jeffrey Bernstein breaks down what is next for both companies. Tech investor Dan Niles on how to play the current volatility and navigating AI. Evercore ISI Vice Chairman Krishna Guha on the Fed and inflation. Plus, top...
Aug 13, 2024•44 min
The market rebound takes hold after a softer-than-expected PPI print. BlackRock’s Rick Rieder joins exclusively to discuss where he’s seeking gains. Plus, Allianz’s Mohamed El-Erian sets investors up for a critical CPI report. And, Starbucks shares notching their best day on record after a CEO shake-up. Kate Rogers breaks down the move… and we dig into an activist shareholder’s influence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use o...
Aug 13, 2024•43 min
Stocks slid into the final hour today ahead of a major week of data and consumer earnings reports. We get you set for the week ahead with Carson Group’s Ryan Detrick, Silvant Capital CIO Michael Sansoterra and RockCreek’s Afsaneh Beschloss break down the market action. Plus, Wolfe analyst Chris Caso on his QCOM downgrade that sent the stock lower and Deutsche Bank analyst James Shin on why Eli Lilly is his unicorn. Neuberger Berman’s Anthony Tutrone on top opportunities in alternatives and where...
Aug 12, 2024•44 min
Investors anticipating a critical few days for stocks after a wild week on Wall Street. NewEdge’s Cameron Dawson, Wealth Enhancement’s Ayako Yoshioka and Greg Branch of Branch Global Capital Advisors debate their market forecasts. Plus, Stempoint Capital’s Michelle Ross maps out her playbook for the pharma and biotech space. And, Jetblue’s stock faced its worst day ever today. Phil Lebeau explains what is behind that drop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informa...
Aug 12, 2024•43 min
Stocks stage another comeback attempt to claw back Monday’s gains. HSBC’s Jose Rasco and Charles Schwab’s Kevin Gordon break down where things in the market. BofA’s Robert Ohmes previews next week’s retail reports after executives warned about a slowing consumer. Mark Mobius on international opportunities and global volatility. ELF Beauty CEO Tarang Amin on the latest quarter, growing market share and the strength of the consumer. Axon CEO Rick Smith on growing demand for drones in law enforceme...
Aug 09, 2024•43 min
What might the market’s next move might be… and can this rebound be trusted? Fundstrat’s Tom Lee, Requisite Capital’s Bryn Talkington and BMO Wealth Management’s Yung-Yu Ma give their forecasts. Plus, Wells Fargo Securities’ Chris Harvey says buy stocks, not the market. He explains why. And, critical CPI data is looming over the market after a volatile week. We discuss what to watch and what is at stake. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll...
Aug 09, 2024•43 min
CesiumAstro has cornered the market on an uncommon, but soon-to-be crucial part of the telecommunications market: phased array communications. The startup recently closed a Series B+ funding round with investors spanning across the Development Bank of Japan, L3Harris Technologies and Airbus Ventures. Founder & CEO Shey Sabripour joins Morgan Brennan to discus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adver...
Aug 08, 2024•23 min
S&P 500 posted its best day of the year as markets claw back from Monday’s drop. Another earnings parade with Dropbox, Expedia, Gilead, Paramount, Take-Two, Capri, Unity and e.l.f. LightShed’s Brandon Ross breaks down the outlook for video games. Skylar Capital’s Bill Perkins on the energy trade, volatility and how traders are reacting to geopolitical strife. Plus, Waystar CEO Matthew Hawkins on the latest quarter and AI in health care. Hosted by Simplecast, an AdsWizz company. See pcm.adswi...
Aug 08, 2024•41 min
Is it time to buy the dip or prepare for more intense volatility? Sofi’s Liz Young, JP Morgan Asset Management’s Gabriela Santos and Lauren Goodwin from New York Life Investments break down what they are forecasting. Plus, Plexo Capital’s Lo Toney reveals how he is navigating the tech trade right now. And, we tell you what to watch from Expedia and Take Two numbers in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal ...
Aug 08, 2024•43 min
Stocks couldn’t hold their early gains and averages closed at session lows. Lumen stock has surged over 500% in a month; CEO Kate Johnson on AI demand and its recent deals. Masimo CEO on the stock’s best day in 10 years. Earnings from Warner Bros Discovery, Robinhood, Dutch Bros, Bumble, Zillow, AppLovin and more. Mizuho’s Dan Dolev breaks down Robinhood’s numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adve...
Aug 07, 2024•44 min
What’s next for stocks as markets make their way through a turbulent week? iCapital’s Anastasia Amoroso, Merrill and Bank of America Private Bank’s Chris Hyzy and Ryan Detrick of Carson Group break down what they’re expecting next for the market. Plus, JP Morgan CEO Jamie Dimon shedding some light on his future at the company. Top banking analyst Mike Mayo gives his first reaction – and tells us what it could mean for the stock in the long term. And, Robinhood and Warner Bros. Discovery both set...
Aug 07, 2024•42 min
Stocks rebounded slightly from Monday’s slide. Earnings from Amgen, AirBnb, Wynn, Super Micro, Instacart and Lumen. Robins CEO RJ Scaringe talks the latest quarter, production plans and more. Plus, Reddit CEO Steve Huffman in an exclusive interview on the company’s data licensing plans and growing revenue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 06, 2024•43 min
Should investors brace for more volatility … or is the worst over? Trivariate’s Adam Parker, NB Private Wealth’s Shannon Saccocia and Invesco’s Brian Levitt break down their forecasts. Plus, venture capitalist Rashaun Williams weighs in on tech valuations following yesterday’s big sell off. And, we tell you what is at stake when Airbnb, Instacart and Reddit report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...
Aug 06, 2024•43 min
Everything you need to know about why stocks tumbled today from Japan to the US, including from former Fed Vice Chairman Roger Ferguson, Morgan Stanley Wealth Management CIO Lisa Shalett and Apollo Global Chief Economist Torsten Slok. Plus, the DoJ’s victory over Google and Lucid CEO Peter Rawlinson on the latest quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 05, 2024•46 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....
Aug 05, 2024•1 hr•Ep. 4
The selling in tech spread to the rest of the market today as all three major averages slid. Tech was hit hard as Amazon fell almost 10%; Goldman’s Eric Sheridan breaks down what’s going on under the hood. Jon sits down with intel CEO Pat Gelsinger as the stock falls over 25% for its worst day in over 50 years after saying it will suspend its diviend. Unlimited Funds CEO Bob Elliott, Neuberger Berman’s Erick Knutzen and Mariner Wealth’s Jeff Krumpelman on what to do with your money. Plus, Wells ...
Aug 02, 2024•46 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....
Aug 02, 2024•46 min
Amazon shares fell over 5% in Overtime after missing estimates on revenue and issuing disappointing guidance while Apple bounced between positive and negative on a mixed quarter. We have you covered from every angle on what you need to know from both earnings reports. Intel fell over 15% after a weak quarter. DoorDash CFO Ravi Inukonda talks the latest quarter as the stock rose sharply. Other earnings include Booking Holdings, Block, Roku, Coinbase and Snap. Hosted by Simplecast, an AdsWizz comp...
Aug 01, 2024•45 min
The major averages sank in today’s session on the back of some weak data. Virtus’ Joe Terranova and CIC Wealth’s Malcolm Ethridge break down how they are navigating the big drop. Plus, Apple and Amazon are among some of the critical companies reporting earnings after the bell. Our expert panel tells us what to expect. And, legendary oil trader Mark Fisher reveals where he is seeing opportunity in the energy sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...
Aug 01, 2024•47 min
Ursa Major is having a change of the guard. Founder Joe Laurienti is passing the CEO title onto former Maxar CEO Dan Jablonsky. With the change to take effect next week, Morgan Brennan sits down with Laurienti and Jablonsky to layout the transition, the propulsion startup's gameplan going forward, and what it all means for growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 01, 2024•16 min•Ep. 3
A double-dose of major market-moving events: Meta earnings and the FOMC’s rate decision. Fed Chair Jerome Powell kept interest rates unchanged but said investors could expect a cut in September if current economic data continues. Meantime, investors cheered Meta’s latest quarterly numbers; top-rated analyst Mark Mahaney of Evercore and CFRA’s Angelo Zino break down the report. Plus, Qualcomm CEO on what powered the chipmaker’s strong quarter. Plus, other earnings from Arm, Lam Research, eBay, Et...
Jul 31, 2024•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....
Jul 31, 2024•57 min
Microsoft kicks off Big Tech earnings with a cloud growth number that disappointed earnings and the stock moved lower in Overtime. We have you covered with instant analyst reaction. Other earnings include EA, Mondelez, Starbucks, AMD, Skyworks, Arista Networks, Live Nation. JetBlue CEO Joanna Geraghty on the company’s strong quarter and what’s ahead for the airline. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv...
Jul 30, 2024•44 min
Microsoft is the big name that every investor will be watching after the bell. Trivariate’s Adam Parker and Alger’s Ankur Crawford reveal what is at stake for that name and the rest of the tech space. Plus, star chip analyst Stacy Rasgon tells us what he is expecting from AMD’s report in Overtime. And, a major move in Merck stock today. CNBC’s Angelica Peebles tells us what’s behind that big drop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection ...
Jul 30, 2024•42 min
Four of the Magnificent 7 report this week and we have you covered with what to watch when the earnings come out. T. Rowe Price’s Dom Rizzo, who manages the Global Technology Fund, on what he’s expecting and which tech stocks he likes the most heading into the pivotal week. F5 Networks CEO on strong earnings, deal pipeline. Rockefeller International Chairman Ruchir Sharma on how the 2024 presidential candidates are positioned for deregulation. Plus, Renaissance Macro’s Jeff DeGraaf on what level...
Jul 29, 2024•44 min
Is the tech trade really in trouble… or will this week’s critical earnings reports reverse the selling? Light Street Capital’s Glen Kacher breaks down what he is forecasting for the sector. Plus, Morgan Stanley’s Chris Toomey tells us how he is advising his high net worth clients right now. And, we drill down on the big moves in Tesla and McDonald’s stocks today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advert...
Jul 29, 2024•43 min
A strong Friday couldn’t erase weekly losses for the S&P 500 and Nasdaq. Branch Global Capital’s Greg Branch and Citi’s Drew Pettit break down the market action. Goldman Sachs Chief US Economist David Mericle previews next week’s Fed decision and the current state of inflation. Madrona’s Matt McIlwain on next week’s big tech earnings and why he’s raising a red flag on Apple. Morgan sits down with Norfolk Southern CEO Alan Shaw in an exclusive interview. Hosted by Simplecast, an AdsWizz compa...
Jul 26, 2024•44 min
