Episoder
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Neuberger Berman portfolio manager John San Marco gives his top retail picks for the holiday season. Former NEC Chief Economist Joe Lavorgna on what to expect under Trump 2.0. Tony Fadell, new Ledger board member, and Pascal Gauthier, Ledger CEO, on making a hardware product for digital currencies. Zeta Global CEO David Steinberg on early data signals from shoppers on what will win this holiday season.
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Can the market continue to rotate its way higher and take advantage of those holiday-season tailwinds? Trivariateâs Adam Parker, Requisite Capitalâs Bryn Talkington and Ned Davis Researchâs Ed Clissold map out their forecasts. Plus Laurie Goodman from Jefferies tells us where she is finding opportunity outside of stocks and bonds. And, top retail analyst Brian Nagel tells us whatâs at stake as we kick off a critical stretch for retail stocks.
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The Dow and S&P 500 set record closes as the market shook off tariff and rates worries. Earnings from Autodesk, Workday, Nutanix, Dell, Nordstrom, Urban Outfitters and HP after the bell, plus Evercore analyst Peter Levine digs deep into CrowdStrikeâs earnings report. Former Alcoa and Siemens CEO Klaus Kleinfeld weighs in on how companies are planning for potential tariffs from the incoming Trump administration. Sheryl Palmer is CEO of Taylor Morrison, one of the nationâs largest homebuilders. She discusses the slowdown in new home sales and mortgage rates. Plus, Priceline CEO Brett Keller on holiday travel demand and why this Thanksgiving could set travel records.
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From the open to the close, âClosing Bellâ and âClosing Bell: Overtimeâ have you covered. From whatâs 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.
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Former Cleveland Fed President Loretta Mester on Trumpâs Treasury nominee Scott Bessent and what it means for the markets. She also talks next move from the Fed. Jersey Mikeâs CEO Peter Cancro and 2x Super Bowl winning quarterback Eli Manning discuss their charitable efforts with the Meridian Health system. Peter also talks his companyâs sale to Blackstone while Eli talks his business investments since retirement and the NFLâs recent approval of private equity investments in teams. Plus, UWM CEO Mat Ishbia on mortgage rates, the Fed and the Phoenix Suns.
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How long can this rally last as investors game-out what the new Trump administration will mean for the markets? Morgan Stanleyâs Chris Toomey and NewEdgeâs Cameron Dawson break down where they see stocks headed into the end of the year. Plus, Vista Equity Partnersâ Ashley MacNeill breaks down her 2025 software playbook. And, Kenny Dichter â Real SLX Founder â discusses the big business of sports betting.
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Bitcoin traded above $99,800, closing in on the key $100,000 level. Michael Bressler and Benoit Bosc, x2B co-founders, talk whatâs driving the crypto right now and just how much higher the price can go. They also talk their new business as traditional-finance-workers-turned-bitcoin-advisors. Ward Nye, Martin Marietta CEO on what infrastructure spending will look like under Trump 2.0. Plus, Jason Trennert, Strategas Chairman, on the macro picture right now.
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How long will these favorable trends remain investorâs friend, as we enter an even stronger seasonal period with the bullsâ confidence riding high? 3Fourteenâs Warren Pies, Raymond Jamesâ Tavis McCourt and Crossmarkâs Victoria Fernandez break down their forecasts. Plus, Mithra Warrier from Citi tells us what she is expecting from hedge funds in the new year. And, Bitcoin closing in on $100K. EMJâs Eric Jackson weighs in on what could be next for the crypto space.
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Snowflake shares had their best day after reporting strong earnings. CEO Sridhar Ramaswamy on how the company is winning in the current environment. Bessemer Ventureâs Byron Deeter weighs in on the resumption of the software trade and whatâs next for Nvidia. Plus, Intuit CEO Sasan Goodarzi on the latest quarter and what the Department of Government Efficiency means for the companyâs business.
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Where is the post-election rally headed from here? Nuveenâs Saira Malik breaks down her forecast and tells us where she is seeing opportunity right now. Plus, Notable Capitalâs Jeff Richards tells us how he is playing the tech space and where heâs putting money to work right now. And, we explain whatâs at stake when Gap and Ross report results in Overtime.
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Maybe the marketâs most closely-watched earnings report, Nvidia, reported strong third-quarter numbers. The chipmaker beat analyst expectations for earnings and revenue and provided strong guidance. We have you covered from every angle with Bespokeâs Paul Hickey, Moor Insights & Strategy CEO Patrick Moorhead. Plus, one of the few analysts on the Street with a hold rating, DA Davidsonâs Gil Luria, on what he needs to see to change his rating.
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Live from the Schwab Impact 2024 Conference in San Francisco Charles Schwabâs Liz Ann Sonders tells us what she thinks could be next for stocks. Plus, Malcolm Ethridge of Capital Area Planning Group and Odyssey Capital Adviorsâ Jason Snipe tell us what they are expecting from Nvidia earnings out in Overtime. And, we break down whatâs behind bitcoinâs big run.
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President-Elect Trump is set to be back in the White House, with space policy set to change accordingly. Former NASA Administrator Jim Bridenstine joins Morgan Brennan to discuss the future of the Artemis lunar program, space as the forefront of national security and geopoliticsâplus, whether Bridenstine would consider rejoining the space agency.
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Jon sits down with Microsoft CEO Satya Nadella at his companyâs Ignite conference. They talk customer demand for Microsoftâs AI products, the new features unveiled today and the ROI on AI spending. Qualcomm CEO Cristiano Amon on the companyâs revenue targets and its plans for diversifying. Plus, Leon Panetta on the escalating tensions between Russia and Ukraine.
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What are the key forces that will tilt this indecisive market one direction or the other? Solus Alternative Asset Managementâs Dan Greenhaus, Merrill and Bank of America Private Bankâs Marci McGregor and Bryn Talkington of Requisite Capital Management break down their market takes. Plus, top technician John Kolovos tells us why he thinks Bitcoin could hit $200K. And, Doug Clinton of Intelligent Alpha tells us what he is expecting from Nvidiaâs report tomorrow after the bell.
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How does the risk-reward equation break down for the final six weeks of the year? New York Life Investmentsâ Lauren Goodwin, Vantage Rockâs Avery Sheffield and Invescoâs Brian Levitt tell us what theyâre expecting into year end. Plus, Sung Cho of Goldman Sachs tells us whatâs at stake when Nvidia reports results this week. And, top retail analyst Matt Boss from JP Morgan breaks down what he is watching from Walmart, Target and Nordstromâs big reports.
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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 RBCâs 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. Jefferiesâ Sheila Kahyaoglu on why defense stocks got hit this weekâand what Elon Musk might have to do with it. Plus, FICO CEO William Lansing on the stockâs rip higher and how the consumer looks from his vantage point.
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Where might the run for stocks and rates go from here? The Wharton Schoolâs Jeremy Siegel, Hightowerâs 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 Nvidiaâs report next week. And, we tell you what to watch from all of the retail earnings coming up.
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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.
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From the open to the close, âClosing Bellâ and âClosing Bell: Overtimeâ have you covered. From whatâs 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.
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