Jose Rasco of HSBC and Jim Paulsen of Paulsen Perspectives break down market dynamics. Jared Holz of Mizuho delves into the intersection of GLP-1 drugs and Medicare, while Mike Santoli provides actionable takeaways with his dashboards. David Joyce from Seaport Research Partners analyzes Netflixs latest moves, and Pramol Dhawan of PIMCO shares his expertise on emerging markets and Indias growth story. Luis Von Ahn, CEO of Duolingo, on the uptick in users learning Mandarin as TikTok ban looms, and...
Jan 17, 2025•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.
Jan 17, 2025•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....
Jan 16, 2025•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.
Jan 16, 2025•43 min•Transcript available on Metacast Hermeus is developing hypersonic aircraft five times the speed of sound and across the Atlantic Ocean in roughly 90 minutes. The startup officially inaugurated its new facility in Florida with a series of successful engine tests, wrapping 2024 by ground testing its first aircraft. Now, the startup is nearing the Quarterhorse engines first flight. Co-founder & CEO AJ Piplica alongside Chief Revenue Officer Zach Shore join Morgan Brennan from the Reagan National Defense Forum to discuss the promis...
Jan 16, 2025•12 min•Ep 2•Transcript available on Metacast We kick off the hour talking markets with Victoria Greene of G Squared Private Wealth and Ohsung Kwon of BofA Securities, analyzing todays key trends. Our Leslie Picker provides critical takeaways on banks, setting the stage for tomorrows earnings. Former Cleveland Fed President Loretta Mester shares her take on CPI data, the Beige Book, and Fed policy, while Evercore ISI's Krishna Guha offers a deep dive into market strategies. Simon Freakley of AlixPartners discusses CEO priorities and challen...
Jan 15, 2025•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.
Jan 15, 2025•44 min•Transcript available on Metacast Morgan Brennan and Jon Fortt lead the hour with insights from Bespokes Paul Hickey and U.S. Banks Eric Freedman on the markets, plus Steve Liesman breaks down the latest PPI and CPI data. Bernstein's Courtney Breen provides an update on Eli Lillys performance after a guidance cut sunk the stock. Marko Papic from BCA Research discusses tariffs and the TikTok debate, while Stephen Yalof, Tanger CEO, explores the evolving retail and mall landscape. David George from Baird dives into bank earnings a...
Jan 14, 2025•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.
Jan 14, 2025•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....
Jan 14, 2025•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.
Jan 13, 2025•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.
Jan 13, 2025•43 min•Transcript available on Metacast Jan 13, 2025•14 min•Transcript available on Metacast Jan 10, 2025•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....
Jan 10, 2025•43 min•Transcript available on Metacast 2025 is kicking off with a series of lunar missions. As soon as next week, Firefly Aerospaces Blue Ghost will launch for a 60 day voyage that will eventually take the lunar lander to the moon. Firefly Aerospace CEO Jason Kim joins Morgan Brennan to discuss the milestone moon mission, what he expects the $2 billion startup to accomplish this year, and what the incoming Trump administration could mean for space exploration
Jan 09, 2025•24 min•Transcript available on Metacast Courtney Garcia of Payne Capital and Daniel Skelly of Morgan Stanley break down the market's action today while Fundstrat's Tom Lee analyzes yields and speculative stock trends, including why he says everyone needs quantum computing exposure. Breaking news includes new CEOs at Liberty Media and USAA. Plus, Bill Perkins of Skylar Capital discusses natural gas dynamics and wild swings in energy markets while Bravo'sRyan Serhant weighs in on real estate and mortgages.
Jan 08, 2025•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....
Jan 08, 2025•43 min•Transcript available on Metacast Top financial insights with Kara Murphy of Kestra Investment Management and Adam Crisafulli of Vital Knowledge kicking off with the market panel. Earnings from Cal-Maine, while Mark Mahaney of Evercore ISI dives into Meta's fact-checking efforts amidst social media changes. Sirius XM CEO Jennifer Witz talks the year ahead for audio and podcasts and the platform's growth strategy. Plus, the outlook for banking with BofA's Ebrahim Poonawala.
Jan 07, 2025•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....
Jan 07, 2025•43 min•Transcript available on Metacast It' an action-packed hour starting with market insights from Sameer Samana of Wells Fargo and Kristina Hooper of Invesco. Fubo shares soared on the back of announcing a combination with Hulu + Live TV; CEO David Gandler discusses the companys new deal and what it means for streaming competition. Jason Furman, former CEA Chair, breaks down tariffs, the Trump economic agenda, and a rejected steel deal. Former Cisco CEO John Chambers weighs in on Sam Altmans AI blog and the future of innovation. Pl...
Jan 06, 2025•43 min•Transcript available on Metacast Nvidia shares are back on the run as the stock looks to close about $150 a share for the first time since November. Kristina Partsinevelos tells us whats at stake when CEO Jensen Huang speaks tonight. Plus, our all-star panel of Trivariates Adam Parker, NewEdges Cameron Dawson and American Centurys Mike Rode debate where stocks could be headed this year. Former Dallas Fed President Robert Kaplan tells us what he thinks is most important to the market right now. And, PIMCOs Erin Browne breaks dow...
Jan 06, 2025•43 min•Transcript available on Metacast Fed Governor Adriana Kugler joins to discuss the central banks outlook for 2025 and the data she is watching most closely. Jefferies' David Zervos gives his reaction to the interview and what was most important for investors. Ariel Investments Charlie Bobrinskoy highlights value stock opportunities for the year ahead, and Morgan Brennan gives a eulogy to the US Steel deal and a look at Shield AI's big 2024. Plus, Zscaler CEO Jay Chaudhry weighs in on the evolving cybersecurity landscape amid ris...
Jan 03, 2025•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....
Jan 03, 2025•43 min•Transcript available on Metacast Shield AI has had a big year: the $2.8 billion startups AI technology was used to autonomously fly F16 fighter jets, rescue Israeli hostages, and detect Russian missile systems in Ukraine.Brandon Tseng, the companys co-founder & president says a military transformation is occurring, and that international forces are moving faster than the U.S. in adopting new technologies. Tseng joined Morgan Brennan last month from the Reagan Nation Defense Forum to discussthe future of warfare, a new collabora...
Jan 02, 2025•16 min•Transcript available on Metacast Markets kicked off the new year with a volatile session, ultimately finishing the day lower. Vital Knowledges Adam Crisafulli and Hennion & Walshs Kevin Mahn break down the market reaction. Our Hugh Son analyzing SoFis sharp drop, while RBCs Tom Narayan offers insights on Teslas latest delivery numbers. Plus, Megan Cassella reports on the latest developments in the China Treasury hack, and Tony Wang of T. Rowe Price shares his tech playbook for 2025. Angelica Peebles on the latest in the bird fl...
Jan 02, 2025•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....
Jan 02, 2025•43 min•Transcript available on Metacast Barbara Doran, CEO of BD8 Capital Partners, and Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, analyze the latest market movements. Julian Emanuel, Senior Managing Director at Evercore ISI, outlines his 2025 investment playbook, while Bess Freedman, CEO of Brown Harris Stevens, shares her outlook on the luxury real estate market. David Yarnold, former National Audubon Society CEO, discusses advancements in drones and surveillance technology, and Stacy Rasgon, Senior...
Dec 31, 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 31, 2024•43 min•Transcript available on Metacast Tech selloff enters third straight day. Noted investor Dan Niles shares how is positioning to take advantage. Invitation Homes CEO Dallas Turner offers perspective on housing and pending home sales, while former Walmart US COE Bill Simon analyzes consumer behavior during the holiday season. Pippa Stevens examines the natural gas market, and a discussion on AI, venture capital, and return-to-office risks highlights how businesses are adapting to evolving dynamics with former Evernote CEO Phil Lib...
Dec 30, 2024•43 min•Transcript available on Metacast