Stocks closed out a down week with declines across the major averages on Friday, led to the downside by tech. Morgan Stanley Global Head of Thematic and Macro Investing Ellen Zentner on what she is telling clients and RBCs Lori Calvasina on what you need to know for the weeks ahead. Netflix is airing Jake Paul vs. Mike Tyson and promotor of the fight, Nakisa Bidarian, discusses what the event means for Netflix, Paul and the future of streaming sports. Jefferies Sheila Kahyaoglu on why defense st...
Nov 15, 2024•42 min•Transcript available on Metacast Where might the run for stocks and rates go from here? The Wharton Schools Jeremy Siegel, Hightowers Stephanie Link and Ali Flynn Phillips of Obermeyer Wood break down their forecasts. Plus, star technician Jeff DeGraaf tells us how he is navigating the semi space ahead of Nvidias report next week. And, we tell you what to watch from all of the retail earnings coming up.
Nov 15, 2024•42 min•Transcript available on Metacast The second straight down day for markets as the post-election rally breather extended into Wednesday. Charles Schwab Asset Mangement CIO Omar Aguilar and Evans May Wealth's Brooke May break down the market action. Calamos Investment Management co-CIO Nick Niziolek on how to invest in emerging markets under the second Trump administration. Microstrategy's Michael Saylor on bitcoin's surge, his stock's run and what's ahead for crypto.
Nov 14, 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....
Nov 14, 2024•1 hr•Transcript available on Metacast Rocket Lab has surged, beating estimates for a better-than-expected results for its third quarter. CEO Peter Beck tells Morgan Brennan that the company is seeing record momentum in all its businesses, from its space systems segment to small launch rocket demand. Looking beyond the quarter the rocket startup raised its Q4 revenue guidance and is readying its medium launch rocket Neutron for its first flight next year. Founder & CEO Peter Beck and Morgan Brennan discuss the quarter, what a second ...
Nov 13, 2024•12 min•Transcript available on Metacast The post-election breather extended to its second day in a row as stocks lost steam in the final hour of trade. CFRA's Keith Snyder breaks down Cisco earnings. Greenlight's David Einhorn gives a new industrial pick he likes. Ibotta CEO Bryan Leach on the company's third results as a public company, how the consumer is faring and what the company plans to do if inflation returns to growth in 2025. Rocket Lab stock shot up more than 25% today; CEO Peter Beck talks the growth of the business, the c...
Nov 13, 2024•43 min•Transcript available on Metacast Where are these markets likely to head over the next few months? Courtney Garcia of Payne Capital, HSBCs Max Kettner and Capital Area Planning Groups Malcolm Ethridge debate where they see stocks headed. Plus, top technician Jonathan Krinsky from BTIG says U.S. stocks seem to be the only game in town right now. He explains why. And we explain why Jetblue shares soared in todays session.
Nov 13, 2024•42 min•Transcript available on Metacast Stocks had their first down day since the election as investors took a breather and Treasury yields rose. Earnings Instacart, Skyworks, Cava, Flutter. Top analyst, Mark Mahaney of Evercore ISI, takes a deep dive on Spotify earnings and why he likes the company. Ares Global Head of Wealth Management Raj Dhanda on top opportunities in private markets and how to allocate under Trump 2.0. Shift4 Payments founder and CEO Jared Isaacman on earnings, the consumer and space policy.
Nov 12, 2024•43 min•Transcript available on Metacast Can the markets pro-growth, risk-on message of the past week be trusted? And how has it changed the setup into the years final stretch? Our all-star panel of Sofis Liz Young, Metlifts Drew Matus and Thornburgs Emily Leveille break down where they stand. Plus, Sherry Paul of Morgan Stanley Private Wealth breaks down her year-end playbook. And, we run through what to watch from Instacart, Occidental Petroleum and Flutter when those names report in Overtime.
Nov 12, 2024•43 min•Transcript available on Metacast The Dow closed above 44,000 and the S&P 500 closed above 6,000 for the first time as stocks extend their bullish run since the election. Bespokes Paul Hickey and Envestnets Dana DAuria break down what could be ahead through year-end. Apollo Globals Torsten Slok on the Feds next move. Insulet CEO Jim Hollingshead on the company seeing strong demand for its insulin pump. IAC CEO Joey Levin on the companys decision to explore spinning off its ownership in Angiand what he might do with the cash....
Nov 11, 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.
Nov 11, 2024•42 min•Transcript available on Metacast The Dow and S&P 500 had their best weeks since last November. Sunnova CEO John Berger talks his stocks selloff since election dayand why the market has it wrong. Cloudflare CEO Matthew Prince talks the latest earnings, an update on rebuilding the enterprise sales team and protecting the 2024 election. Plus, Robinhood Chief Brokerage Officer Steve Quirk on how users are trading on the platform since the election.
Nov 08, 2024•44 min•Transcript available on Metacast With an already-strong bull market getting an extra kick from anticipated policy help and loosening Fed policy into a sturdy economy whats not to like? NewEdges Cameron Dawson, Truists Keith Lerner and Pointwealth Capital weigh in on where they see the markets and your money headed from here. Plus, Former Fed Governor Mishkin maps out what he is expecting from next weeks CPI print. And, RBCs Lori Calvasina reveals her post-election playbook.
Nov 08, 2024•43 min•Transcript available on Metacast When it comes to capital in space and defense technology, the government and VC investors have remained king. But Leonid Capital Partners is doing something different: pivoting the industry to private credit. With the firm, companiesincluding clients like ABL Space Systems, Canopy Aerospace, Phase Four and more can borrow against their government contracts. Co-Founder & President James Parker joins Morgan Brennan to discuss whats enticing him now and the investing landscape writ large....
Nov 08, 2024•23 min•Transcript available on Metacast The S&P 500 and Nasdaq closed at record levels after the Fed cut by 25 basis points. Hightower's Stephanie Link and Jefferies' David Zervos break down what it means for investors. Earnings from Airbnb, Expedia, Block, Pinterest, Rivian, DraftKings, Affirm and Cloudflare. Affirm CEO Max Levchin talks about the latest results, latest trends on consumer growing and its growing number of merchant partners. Rivian CEO RJ Scaringe on why the company is seeing larger losses per car in than a year ago a...
Nov 07, 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.
Nov 07, 2024•40 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....
Nov 06, 2024•47 min•Transcript available on Metacast The Dow, S&P 500 and Nasdaq all closed at record highs as stocks surged the day after Donald Trump's presidential victory. We break down what the next steps are going to be across the key sectors and for your money. Interactive Brokers' founder Thomas Peterffy talks about investors hoping for less regulation on Wall Street, while longtime tech investor Alan Patricof gives his take on what happens now for Big Tech and M&A. Plus, Anduril founder Palmer Luckey on the growing relationship between Si...
Nov 06, 2024•56 min•Transcript available on Metacast Keith Rabois, early investor in Affirm, Stripe, DoorDash and others, on why he is supporting Trump in the electionand why he changed his stance as a former Never Trumper. Chamber of Commerce CEO Suzanne Clark talks the business issues on the ballot and what is most important to the CEOs she represents. Plus, Lumen CEO Kate Johnson on her company's new deal with Google Cloud and why Big Tech is partnering with Lumen for building AI networks. Plus, investors sour on Super Micro's latest earnings....
Nov 05, 2024•44 min•Ep 2•Transcript available on Metacast What could the elections result mean for this bull run? Our all-star panel of New York Life Investments Lauren Goodwin, iCapitals Anastasia Amoroso and Charles Schwabs Kevin Gordon reveal what they think is next for stocks. Plus, Glen Kacher from Light Street Capital tells us where he sees the mega-caps headed as we look toward the end of the year.
Nov 05, 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.
Nov 04, 2024•36 min•Ep 2•Transcript available on Metacast How should investors play the next few weeks? Trivariates Adam Parker, Invescos Kristina Hooper and BMOs Yung-Yu Ma reveal their playbooks. Plus, Aswath Damodaran from NYU Stern School of Business weighs in on tech valuations now that mega-cap earnings are in the rearview mirror. And, top technician Chris Verrone tells us how he is navigating the uncertainty surrounding the election and upcoming fed meeting.
Nov 04, 2024•43 min•Transcript available on Metacast Former PIMCO Chief Economist Paul McCulley talks whats next for the Fed after the weak October jobs reportand why he says there should be 150 basis points more of cuts. Goldman Sachs managing director Eric Sheridan gives his tech playbook after six of the Magnificent 7 have reported earnings and what trends he is watching in next weeks reports. Plus, Cleveland-Cliffs CEO Lourenco Goncalves on the companys just-closed acquisition of Canada-based Stelco, the 2024 election impact on the steel indus...
Nov 01, 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.
Nov 01, 2024•43 min•Transcript available on Metacast As the general election broaches, what is the future of space policy? Investors see the space economy as a bipartisan issue, with gains to be made on either side. On this episode, Space Capitals Chad Anderson joins Morgan Brennan to break down his space investing thesis, how China is moving at breakneck speed, and SpaceX.
Oct 31, 2024•29 min•Transcript available on Metacast Nearly $5.5T in earnings reported after the bell, including behemoths Apple and Amazon. We have you covered with instant analysis and reaction from every angle. Plus, Pat Gelsinger, Intel CEO, discuss his companys earnings, the outlook for the business and moving forward after some difficult quarters. iPhone co-creator Tony Fadell weighs in on Apple Intelligence and the companys larger strategy with AI.
Oct 31, 2024•43 min•Transcript available on Metacast What lies ahead for your money over the remainder of the year? NewEdges Cameron Dawson breaks down what shes expecting for stocks into year-end. Plus, Meena Flynn of Goldman Sachs tells us how she is navigating the uncertainty surrounding the election, earnings and the upcoming Fed decision. And, we run through what to watch from Apple and Amazon when those companys report in Overtime.
Oct 31, 2024•43 min•Transcript available on Metacast Tech heavyweights Microsoft and Meta reported their latest numbers. We have you covered with instant analysis and reaction from Wedbushs Dan Ives and Roth MKMs Rohit Kulkarni. Coinbase Co-Founder & CEO Brian Armstrong talks about his companys latest quarter and the broader crypto industrys efforts ahead of the election. Plus, Doordash CFO talks reaching GAAP profitability for the first time.
Oct 30, 2024•43 min•Transcript available on Metacast Is the tech trade about to make another major move higher in the weeks ahead? Trivariates Adam Parker, Sofis Liz Young Thomas and Invescos Brian Levitt debate where they stand. Plus, Algers Dan Chung a Microsoft and Meta shareholder tells us what he is expecting from those names when they report after the bell. And, we run through what to watch from Robinhood and Starbucks earnings.
Oct 30, 2024•43 min•Transcript available on Metacast The earnings parade rolls on with Google, EA, Visa, Chipotle, Snap, AMD, Reddit and more. We have instant analysis and reaction from Evercore's Mark Mahaney, Bernstein's Stacy Rasgon and DA Davidson's Gil Luria. Plus, Chipotle interim CEO Scott Boatwright gives his first earnings interview in the role to talk his strategy for the company, the latest results and more.
Oct 29, 2024•43 min•Transcript available on Metacast 
