Closing Bell Overtime: Stocks Sink Again, Cashing In On The Consumer & Under the Radar AI Plays 01/03/24
It's been a rough new year for the bulls as the major averages sink again. Tech and small caps among the biggest underperformers. JPMorgan Asset Management's David Kelly and BD8 Capital CEO Barbara Doran react to the sell off and whether this is a buying opportunity for investors. Former Fed Vice Chairman Alan Blinder explains what the Fed is looking for in Friday's December Jobs Report – and what it could mean for the central bank's interest rate strategy. BMO Capital's Simeon Siegel reveals his shopping list for retail stocks in 2024. And Melius Head of Technology Research Ben Reitzes has his own shopping list: under the radar AI plays.
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Show Notes
It's been a rough new year for the bulls as the major averages sink again. Tech and small caps among the biggest underperformers. JPMorgan Asset Management's David Kelly and BD8 Capital CEO Barbara Doran react to the sell off and whether this is a buying opportunity for investors. Former Fed Vice Chairman Alan Blinder explains what the Fed is looking for in Friday's December Jobs Report – and what it could mean for the central bank's interest rate strategy. BMO Capital's Simeon Siegel reveals his shopping list for retail stocks in 2024. And Melius Head of Technology Research Ben Reitzes has his own shopping list: under the radar AI plays.
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