From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 30, 2024•43 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 27, 2024•42 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 27, 2024•42 min•Transcript available on Metacast Stocks were volatile the day after Christmas. G Squared's Victoria Greene and Carson Group's Ryan Detrick break down market positioning. Dan Ives of Wedbush talks Apple approaching $4T valuation and rising price targets, while Mark Mahaney of Evercore shares his top internet stock picks for 2025, plus what investors need to know about Netflix's NFL debut. Palantir has had a remarkable 2024 run; we talk with early employee and investor Alex Fishman of Empros Capital about what's ahead. Plus, our ...
Dec 26, 2024•43 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 26, 2024•42 min•Transcript available on Metacast HSBC's Jose Rasco and Interactive Brokers' Steve Sosnick talks the runup in stocks and where to place your bets in 2025. Fundstrat's Tom Lee on how much higher tech stocks and bitcoin can go. Former Saks CEO Steve Sadove analyzes holiday shopping trends and why consumers are shifting their preferences from experiences to items. Banking groups are suing the Fed over the banking stress tests; Eugene Scalia, one of the attorneys representing the plaintiffs suing the Fed, on the legal clash between ...
Dec 24, 2024•43 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 24, 2024•42 min•Transcript available on Metacast Stocks closed at session highs after surging in the final hour of trade. A panel featuring Charlie Bobrinskoy of Ariel Investments and Kevin Mahn of Hennion & Walsh kicks off the show with market insights. Key guests include former Ford CEO Mark Fields on what Honda and Nissans potential deal means for the auto industry, RBCs Gerard Cassidy on the banking sector, and former United Airlines CEO Oscar Munoz on airlines 2025 trajectory. Emerging markets under a potential Trump 2.0 presidency are an...
Dec 23, 2024•44 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 23, 2024•42 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Dec 20, 2024•43 min•Ep 2•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Dec 20, 2024•43 min•Transcript available on Metacast Earlier this week, SpaceX launched its third rocket in a 24-hour span to launch for SES, a communications satellite operator. The mission, launching the Luxembourg-based companys O3B mPOWER satellites, will carry upgrades to address power issues experienced on earlier additions to the constellation. As the rocket awaited liftoff, SES CEO Adel Al-Saleh joined Morgan Brennan to discuss the future of broadband, competing with SpaceXs Starlink, and the latest on the companys $3 billion acquisition o...
Dec 20, 2024•16 min•Transcript available on Metacast Todays show features a panel with BD8 Capital Partners CEO Barbara Doran and Morgan Stanley global Chief Economist Seth Carpenter on the markets initial rebound from Wednesdays massive sell off and whether the fade into the close is a red flag for stocks. Oppenheimers Brian Nagel reacts to Nikes results and Evercore ISIs Jonathan Chappell weighs in on Fedexs numbers. And Advent Managing Partner John Maldonado discusses whether the Fed hinting at fewer rate cuts next year could hurt the outlook f...
Dec 19, 2024•43 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Dec 19, 2024•47 min•Transcript available on Metacast Todays show features a panel with Jefferies Chief Market Strategist David Zervos and RBC Capital Markets Head of Equity Strategy Lori Calvasina on the markets massive sell off following the Feds latest interest rate cut. The Dow falling for the 10th straight day, the longest losing streak in 50 years! Niles Investment Management Founder Dan Niles reveals whether he thinks investors should be buying on this sell off and where he is finding value right now. Nuveen Chief Investment Officer Saira Ma...
Dec 18, 2024•48 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 18, 2024•37 min•Transcript available on Metacast Todays show features a market panel with Bespoke Co-Founder Paul Hickey & iCapital Chief Investment Strategist Anastasia Amoroso on the Dows 9-day losing streak, its longest since 1978 and whether this is a buying opportunity or a warning sign for the market. The once red-hot stock Nvidia closing lower for the 8th time in 9 days. Bank of America Securities Vivek Arya on whether now is the time to buy that dip. BMO Capital Markets Evan David Seigerman reacts to Pfizers encouraging 2025 guidance. ...
Dec 17, 2024•43 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 17, 2024•50 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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.
Dec 16, 2024•41 min•Transcript available on Metacast Todays show features a market panel with Charlie Bobrinskoy of Ariel Investments and James Demmert of Main Street Research, offering insights on current trends. Warren Pies of 3Fourteen Research shares predictions for 2025 while reflecting on 2024s key market hits and misses. Ron Shaich, Panera Founder and Cava Board Chair, discusses the restaurant industry and consumer trends.. Charles Schwabs Joe Mazzola unpacks findings from the latest STAX report and market implications for what retail trade...
Dec 13, 2024•42 min•Transcript available on Metacast Defense tech has gone mainstream with a growing number of entrepreneurs and investors working in the incoming Trump administration. Katherine Boyle, a general partner at a16z, was dubbed an early investor to this trend, co-founding the VC firms American Dynamism practice in January 2020. Boyle joins Morgan Brennan from the Reagan Defense Forum to discuss Trump 2.0, the technologies shes most excited about right now, and the outlook for her investment thesis.
Dec 13, 2024•15 min•Transcript available on Metacast Will stocks run or limp to the finish line this year? Perhaps the answer lies in what happens with tech which has seen a resurgence. We break down the big move in Broadcom and Apples massive run to $4 trillion. Plus, Payne Capitals Courtney Garcia, NB Private Wealths Shannon Saccocia and JPMorgan Asset Managements Jordan Jackson tell us what theyre forecasting for stocks. And, Former Cleveland Fed President Loretta Mester breaks down what she is expecting from the Fed next week and what it is at...
Dec 13, 2024•42 min•Transcript available on Metacast Today's coverage kicks off with a market panel featuring Barbara Doran of BD8 Capital Partners and Phil Camporeale of J.P. Morgan Asset Management. Earnings highlights include RH, Broadcom, and Costco, with expert analysis from Bernsteins Stacy Rasgon on Broadcom and DA Davidsons Michael Baker on Costco. Globalstar CEO Paul Jacobs discusses investor day developments and reports of Apple Watch integration. Our Angelica Peebles reports on Vertex Pharmaceuticals non-opioid pain medication and its p...
Dec 12, 2024•43 min•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Dec 12, 2024•42 min•Transcript available on Metacast United Launch Alliance, a joint venture between Lockheed Martin and Boeing, blasted into 2025 with the launch of its long-awaited Vulcan Centaur rocket earlier this year. With a long history of launching national security missions, the company is now moving into commercial markets with the help of Vulcan and contracts with the likes of Amazon. ULA CEO Tory Bruno joins Morgan Brennan from the Reagan National Defense Forum to discuss the evolving launch market, what Trump 2.0 will mean for commerc...
Dec 12, 2024•16 min•Transcript available on Metacast Today's show dives into Adobe's latest earnings with insights from Chair and CEO Shantanu Narayen. Schwab Senior Investment Strategist Kevin Gordon and Brooke May, managing partner at May Evans Wealth, hit key trends shaping the market action, while Citi's Drew Pettit unpacks the banks 2025 playbook for U.S. equity strategy. Plus, updates on the anticipated ServiceTitan IPO and Sarah Levy, Betterment CEO, on markets and retirement. Morgan goes deep on the intersection of venture capital and defe...
Dec 11, 2024•44 min•Transcript available on Metacast The mega-cap melt up rolls on so what is next for stocks? Fundstrats Tom Lee breaks down his outlook for 2025. Plus, former Dallas Fed President Richard Fisher tells us what todays CPI print could mean for the Feds next move. And, Deirdre Bosa explains what is behind the big drop in Ubers stock today.
Dec 11, 2024•43 min•Transcript available on Metacast After stocks slid into the close today, our panel discussion with Adam Crisafulli of Vital Knowledge and Patrick Fruzzetti of Rose Advisors give you the market trends you need to know. Anu Aiyengar, J.P. Morgan's Global Head of M&A, shares insights on the state of deal-making and the driving force behind the recent flurry of announcements. Plus, interviews with Howard Hughes CEO David O'Reilly on meeting house demand and Cohesity CEO Sanjay Poonen closing the deal for Veritas enterprise data pro...
Dec 10, 2024•43 min•Ep 2•Transcript available on Metacast From the open to the close, Closing Bell and Closing Bell: Overtime have you covered. From whats 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....
Dec 10, 2024•43 min•Transcript available on Metacast The Nasdaq takes center stage with major earnings reports from Oracle, MongoDB, and C3 AI. Jefferies Analyst Brent Thill joins to break down Oracle's results, while C3 AI CEO Tom Siebel offers insights on his companys performance. Mobileye CEO Amnon Shashua shares key takeaways from Investor Day and the companys China business. Plus, a market panel featuring Jill Carey Hall of BofA and Dana DAuria of Envestnet discusses the state of SMID-cap strategy.
Dec 09, 2024•44 min•Transcript available on Metacast