Major questions are looming on two critical fronts – the fate of the Fed independence and the future of the AI trade. It’s been a big week for both. We discuss with CNBC’s Eamon Javers, Allianz’ Mohamed El-Erian, CNBC’s Kristina Partsinevelos and Partners’ Group Anastasia Amoroso. Plus, we discuss a big shift in consumer spending and what it could mean for U.S. companies like Tapestry and Ralph Lauren. And, Robinhood’s Stephanie Guild tells us how she is positioning as we head into a new trading...
Aug 29, 2025•43 min
Kestra Investment Management CIO Kara Murphy and G Squared’s Victoria Greene lead market analysis as earnings season roll on with major results from Dell, Affirm, Ulta, and Autodesk. Telsey Advisory Group CEO Dana Telsey breaks down retail earnings including Gap and Ulta's performance in the challenging consumer landscape. Bob Keiser, Co-CIO and Senior Market Strategist at Aspire Strategic Portfolios, weighs in on market direction while Fast Money's Dan Nathan provides his first look at key move...
Aug 28, 2025•43 min
Where does the market go from here – following the Nvidia clearing event? We discuss with Ed Yardeni from Yardeni Research and JP Morgan Asset Management’s Gabriela Santos. Plus, star analyst Stacy Rasgon gives us his first take on Nvidia’s earnings report – and the stock’s lackluster response. And, retailing legend Mickey Drexler gives us a pulse check on the consumer space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da...
Aug 28, 2025•43 min
Kristina Partsinevelos sets the market theme as all eyes turn to Nvidia's pivotal earnings report. Brenda Vingiello and Mike Santoli analyze markets ahead of the chip giant's results. Plus, instant reaction from all angles once Nvidia numbers are released with Gil Luria and Patrick Moorhead. Steve Grasso breaks down the readthrough from Nvidia and what's next for AI stocks, while Pure Storage CEO Charles Giancarlo discusses his company's latest results and storage market outlook in an exclusive ...
Aug 27, 2025•44 min
The biggest stock in the market gearing up to deliver the most important earnings report – arguably of the entire season. We break it all down with CNBC contributors Josh Brown, Bryn Talkington and Stephanie Link along with our Kristina Partsinevelos. Plus, former Fed Vice Chair Roger Ferguson weighs in on the fight for Fed independence. And, we track some massive moves in the retail space ahead of some more high-interest reports in that sector. Hosted by Simplecast, an AdsWizz company. See pcm....
Aug 27, 2025•42 min
Former Atlanta Fed President Dennis Lockhart weighs in on Fed policy and the latest around Lisa Cook. Steve Kovach breaks down MongoDB and Okta earnings results. Courtney Reagan analyzes PVH's latest quarterly performance. BofA's Jill Carey Hall explores small-cap opportunities with the Fed potentially cutting rates. Bespoke Co-Founder Paul Hickey provides comprehensive market analysis while Guy Adami delivers Fast Money's first look at market movers. Wells Fargo's Aaron Rakers offers an essenti...
Aug 26, 2025•43 min
What could be in store for the next leg of the record setting rally? Plus, we discuss the latest developments following the firing of the Fed’s Lisa Cook. We break down all that and more with Fundstrat’s Tom Lee, Sofi’s Liz Young and Northwestern mutual’s Matt Stucky. Meantime, Apple could be eyeing a new tie-up that could shake up the entire AI arms race. Big Technology’s Alex Kantrowitz and CNBC’s Steve Kovach tell us what’s at stake. And Cheryl Young from Rockefeller Global Family Office tell...
Aug 26, 2025•43 min
Mike Santoli sets the market theme as Big Tech faces a pivotal week, with bond market reactions from Rick Santelli and market outlook from Courtney Garcia of Payne Capital Management. Plexo's Lo Toney breaks down the high-stakes Big Tech developments. Plus, more on the government's Intel stake and Trump's emerging activist investor strategy with Axios' Dan Primack. BCA Research's Peter Berezin delivers a reality check on AI as more of a stock market phenomenon than economic driver. Collectibles ...
Aug 25, 2025•44 min
What’s next for markets after Chair Powell led markets to believe cuts are coming – potentially in September? We discuss with Solus’ Dan Greenhaus, Charles Schwab’s Kevin Gordon and Truist’s Keith Lerner. Plus, we debate the Fed’s next move with David Zervos – who is said to be on the shortlist of Contenders for the Fed Chair spot. And, Jeff DeGraaf from Renaissance Macro tells us what he is expecting from the big earnings this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com ...
Aug 25, 2025•43 min
Navigate the Federal Reserve’s market impact with Vince Reinhart and Carole Schleif from BNY Investments analyzing implications from Powell’s speech. T. Rowe Price’s Tony Wang examines the ongoing tech rotation. UBS’s John Lovallo breaks down the housing trade opportunities, while RBC’s Gerard Cassidy provides insights on the banking sector outlook. Adam Crisafulli from Vital Knowledge sets up next week’s key market catalysts as consumer discretionary faces pressure and chips rally. Hosted by Si...
Aug 22, 2025•43 min
What exactly did chair Powell mean to convey in Jackson Hole this morning and is the market interpreting his message correctly? We discuss with the Wharton School’s Jeremy Siegel, Neuberger Berman’s Shannon Saccocia and Metlife Investment Management’s Drew Matus. Plus, Randy Kroszner – a former Fed Governor – tells us what Powell’s speech might mean for the upcoming September meeting. And, HSBC’s Max Kettner helps us break down the final crucial moments of this busy trading day. Hosted by Simple...
Aug 22, 2025•43 min
SPACs, or Special Purpose Acquisition Companies, are back – with aerospace & defense tech startups embracing the moment. Merlin, a startup focused on deploying AI into cockpits, is the latest to do so. The company announced a reverse merge with a SPAC led by Inflection Point Asset Management, valuing the company at $800 million pre-money and raise hundred of millions of dollars in proceeds. CEO Matt George joins Morgan Brennan to discuss the prospects of going public. Hosted by Simplecast, a...
Aug 22, 2025•11 min
Wells Fargo Senior Economist Sarah House leads "The Jackson 5" analysis of key economic indicators ahead of the Fed symposium. Wedbush's Matt Bryson explains his Nvidia price target hike this week ahead of earnings. Brooke May from Evans May Wealth charts the market's next move. Plus, an exclusive look inside one of America's largest biologic drug manufacturing plants as Fujifilm's North Carolina facility prepares to produce drugs for Johnson & Johnson and Regeneron. Tom Rogers, former NBC C...
Aug 21, 2025•44 min
Armada is a startup focused on movable data center systems in AI computing in remote locations. It all started with a close collaboration with SpaceX, using the Starlink broadband network for connectivity. Co-founder & CEO Dan Wright joins Morgan Brennan to discuss edge computing, partnerships with energy producers and the AI arms race. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 21, 2025•17 min
Is this bout of seasonal choppiness a helpful reset to refresh the bull market or signs of a more fragile tape emerging? We discuss with CIO of Merrill and Bank of America Private Bank Chris Hyzy, Payne Capital Courtney Garcia and Morgan Stanley’s Jim Caron. Plus, John Kernan from TD Cowen tells us how he is playing the retail space this earnings season. And, Disney launched ESPN’s new flagship streaming app. Julia Boorstin breaks down all the details Hosted by Simplecast, an AdsWizz company. Se...
Aug 21, 2025•43 min
Navigate today's market landscape with Kristina Partsinevelos setting the market theme while Rick Santelli breaks down critical bond market movements. Scott Wren from Wells Fargo Investment Institute and Brent Schutte from Northwestern Mutual share their global market outlook. BHP CEO Mike Henry discusses earnings, tariffs impact on the global economy and more. Legendary bond observer Jim Grant weighs in on the bond market ahead of Jackson Hole. Plus, CFRA's Arun Sundaram previews Walmart's upco...
Aug 20, 2025•44 min
We discuss what’s at stake for the tech space with Charles Schwab’s Liz Ann Sonders. Plus, Target named a new CEO set to replace Brian Cornell in February 2026. We break down that – and the broader retail sector – with our Courtney Reagan and Mizuho’s David Bellinger. And, Fairlead’s Katie Stockton tells us the key levels she’s watching right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 20, 2025•43 min
Markets correspondent Kristina Partsinevelos kicks off today's show with key market themes, followed by Rick Santelli on bond market movements from the CME. Charles Bobrinsky, Vice Chairman and Head of Investment Group at Ariel Investments, and Tim Urbanowicz from Innovator ETFs break down the latest market action. We preview Target earnings with Zihahn Ma from Bernstein. In a major autonomous vehicle development, Applied Intuition Co-Founder & CEO Qasar Younis joins us to discuss the compan...
Aug 19, 2025•44 min
Is it time to prepare for a bigger pullback in the AI trade? We discuss with Trivariate’s Adam Parker, RBC Capital Markets’ Lori Calvasina and Invesco’s Brian Levitt. Plus, Bill Miller IV from Miller Value Partners weighs in crypto’s wild ride. And, Allianz’s Mohamed El-Erian tells us what he’s expecting from Jackson Hole. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 19, 2025•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....
Aug 18, 2025•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....
Aug 18, 2025•33 min
Kristina Partsinevelos sets the market theme before Rick Santelli breaks down bond market reaction to fresh economic data. Eamon Javers reports on the Trump–Putin meeting, followed by insight from former Defense Secretary Mark Esper. Gene Sperling, former NEC Director, discusses the economy and the Fed, while Adam Crisafulli of Vital Knowledge reviews the week that was and the week ahead. Beeneet Kothari of Tekne Capital examines China’s economic slowdown, and Aneesha Sherman of Bernstein previe...
Aug 15, 2025•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....
Aug 15, 2025•51 min
Kristina Partsinevelos opens with the market theme before Rick Santelli breaks down bond market reaction to the latest PPI. Steve Liesman explains what drove the number. Former Fed Governor Frederic Mishkin shares insight on the economy and the Fed’s next steps. Earnings focus turns to Applied Materials, while our Leslie Picker covers 13F filings. Bob Elliott of Unlimited and Kristina Hooper of Man Group weigh in on market direction, and Chris Retzler of Needham highlights a big week for small c...
Aug 14, 2025•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....
Aug 14, 2025•41 min
Kristina Partsinevelos sets the day’s market theme before Rick Santelli covers bond market reaction. Paul Hickey of Bespoke Investment discusses weakening breadth, while Ben Reitzes of Melius Research examines the software slump and the role AI is playing. Earnings spotlight includes Cisco, plus Kate Rogers on the fast casual sector’s troubles with Danilo Gargiulo of Bernstein analyzing Cava’s crash and where to find value in the restaurant sector. Centerview Partners co-president Tony Kim weigh...
Aug 13, 2025•44 min
The story continues to be the broadening as tech takes a slight breather today. Plus, another booming IPO could be a big signal for the overall outlook for stocks. We discuss with Trivariate’s Adam Parker, Charles Schwab’s Kevin Gordon and Mike Rode from American Century Investments. BTIG’s top technician out with a fresh note on small caps today. He joins us with what’s behind his call. Lo Toney from Plexo Capital tells us how he is navigating the tech space with the Nasdaq at new highs. And, A...
Aug 13, 2025•43 min
Kristina Partsinevelos breaks down the day’s market theme before Rick Santelli covers bond market moves following a lighter-than-expected CPI report. Daniel Hornung, former Deputy Director for the National Economic Council, shares his economic take, while earnings coverage includes CoreWeave and Cava. Jim Paulsen of Paulsen Perspectives and Sam Stovall of CFRA Research weigh in on market trends, and Nick Del Deo of MoffettNathanson reacts to CoreWeave’s results. Tanaya Macheel discusses bullish ...
Aug 12, 2025•44 min
The record run resumed with new questions about how far this rally can really go? Blackrock’s Rick Rieder gives us his take. Plus, former Dallas Fed President Robert Kaplan tells us what he thinks the Fed should do about interest rates. And, 3Fourteen’s Warren Pies tells us where he thinks stocks are heading – as we near another record close. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Aug 12, 2025•43 min
Keith Lerner of Truist Wealth and Kevin Mann of Hennion & Walsh share their market outlook. Eunice Yoon reports on China’s latest crackdown on Nvidia’s H20 chips, followed by Dan Niles of Niles Investment Management on the profit impact for Nvidia and AMD. Curtiss-Wright CEO Lynn Bamford joins in her first broadcast interview in her role on global defense spending and the surge in demand for nuclear energy. Plus, Diana Olick on employers tightening return-to-office rules. Hosted by Simplecas...
Aug 11, 2025•44 min
