PLAY PODCASTS
Closing Bell

Closing Bell

2,255 episodes — Page 26 of 46

Closing Bell: The Make-or-Break Week Ahead 1/26/24

What are stocks likely to do in the weeks ahead? Especially as we await a critical five days ahead. Professor Jeremy Siegel of the Wharton School maps out his forecast. Plus, Wedbush’s Dan Ives is changing his tune on Tesla. Earlier this week, he joined Scott Wapner at Post Nine and doubled down on his bull case for the EV maker. Now he’s saying he was “dead wrong.” He breaks down his updated take. And, Meta hit a fresh record today. Julia Boorstin explains what’s behind that major move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 26, 202442 min

Manifest Space: $100M Series Funding with True Anomaly CEO Even Rogers 1/25/24

Space has transformed from a peacetime domain to a military one, spurring space startups to target warfighting demand. The niche of defense tech and national security space startups is gaining investor interest, with True Anomaly a recent benefactor. CEO Even Rogers joins Morgan Brennan to discuss the $100M Series B funding round it closed in December and his outlook for the first of its satellite launches later this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 26, 202417 min

Closing Bell Overtime: T-Mobile CEO Talks Latest Quarter; Earnings From Intel, Visa 1/25/24

Another busy day of earnings with Intel, Visa, T-Mobile, L3Harris, Western Digital and more reporting numbers. T-Mobile CEO Mike Sievert talks the latest quarter and how the company is competing with Verizon, AT&T. Moor Insights & Strategy CEO Patrick Moorhead breaks down Intel’s quarter. Mizuho’s Dan Dolev on Visa earnings. Franklin Equity Group Portfolio Manager Sara Araghi on earnings season so far. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 25, 202446 min

Closing Bell: Time to Take Some Profits? 1/25/24

Is it time to take some profits in some of the market’s biggest winners? Light Street’s Glen Kacher maps out his market strategy. Plus, Hightower’s Stephanie Link and Virtus’ Joe Terranova break down their market playbooks. And, star chip analyst Stacy Rasgon reveals what he is watching ahead of Intel’s report in Overtime and what he is expecting for the stock this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 25, 202442 min

Closing Bell Overtime+ CSX CEO Joe Hinrichs 1/25/24

CSX CEO Joe Hinrich discusses the company’s quarterly earnings results, his thoughts on the broader economy, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 25, 20244 min

Closing Bell Overtime: Earnings From Tesla, IBM & Much More 1/24/24

A busy day for earnings with Tesla, IBM, CSX, ServiceNow and more reporting and we have the numbers and what they mean, plus analyst from BD8’s Barbara Doran. Ark’s Tasha Keeney and former Tesla board member Steve Westly break down what the latest quarterly results mean. Evercore’s Amit Daryanani on IBM’s strong quarter driven by AI. Third Bridge’s Scott Kessler on ServiveNow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 24, 202443 min

Closing Bell: Can Anything Stop the Bulls? 1/24/24

The rally is still rolling on … even as some are now wondering whether stocks are starting to look a little lofty. Ed Yardeni – who is still bullish – is raising some of those key questions. He makes his case. Plus, star analyst Dan Ives of Wedbush breaks down what he is watching from Tesla’s report in Overtime today. And, Kristina Partsinevelos reveals what investors need to be watching from IBM’s report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 24, 202442 min

Manifest Space: NASA’s eVTOL Play with Archer Aviation CEO Adam Goldstein 1/24/24

NASA, in addition to its space exploration, has been instrumental in the innovation and development of air travel. Announcing a new partnership with Archer Aviation, the space agency & aircraft-maker will develop high-performance battery cells for electric aircraft -and potentially spacecraft. Archer Aviation CEO Adam Goldstein joins Morgan Brennan to discuss the partnership. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 24, 202417 min

Closing Bell Overtime: Cathie Wood On Stocks’ Record Run, Tech Picks; Earnings Parade Starts With Netflix 1/23/24

Ark Invest’s Cathie Wood talks her underperformance to start the year and names she still likes despite record highs. Netflix is the first big tech company to report; Evercore’s Mark Mahaney and Third Bridge’s Jamie Lumley break down the numbers and the investor reaction. Susquehanna Senior Equity Analyst Chris Rolland on Texas Instruments’ latest earnings. Vital Knowledge’s Adam Crisfulli on positioning as stocks continue to charge higher. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 23, 202443 min

Closing Bell: Enough Good to Keep Going? 1/23/24

Is there enough going right for stocks to keep going up? Veritas’ Greg Branch and BMO’s Brian Belski debate their forecasts. Plus, Netflix is gearing up to release earnings in Overtime. Big Technology’s Alex Kantrowitz and shareholder Jason Snipe of Odyssey break down what they are expecting and what is at stake. And, Avery Sheffield from VantageRock is gaming out the Fed. She explains when she is expecting the first cut and what it could mean for your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 23, 202445 min

Closing Bell Overtime: UMW CEO and Phoenix Suns & Mercury Owner Mat Ishbia Talks Housing, The Fed And The NBA’s Next Media Deal 1/22/24

UMW CEO and Phoenix Suns & Mercury owner Mat Ishbia on the housing market, whether demand is picking up and media rights. Archer Aviation CEO Adam Goldstein on his company’s deal with NASA. Plus, it was the second-straight record close for the Dow and S&P 500. Wells Fargo’s Scott Wren and Gentrust’s Mimi Duff break down how to position at these levels. Oakmark portfolio manager Tony Coniaris talks some of his favorite stocks right now. Third Bridge’s Peter McNally reacts to earnings from United Airlines. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 22, 202443 min

Closing Bell: How Far Can the Rally Go? 01/22/24

Rockefeller’s Global Family Office Cheryl Young – who advises high net worth clients – reveals what she is forecasting for stocks. Plus, Chris Verrone is highlighting where he sees the S&P headed from here and the two sectors he is betting on right now. And, two top chip stocks moved in opposite directions today. Our Kristina Partsinevelos breaks down what is behind those moves – and what it might mean for the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 22, 202441 min

Closing Bell Overtime: Record Closes For Dow, S&P 500 1/19/24

Record closes for the Dow, S&P 500 and Nasdaq-100 as markets shake off a wall of worry. BD8 Capital’s Barbara Doran and Franklin Templeton Fixed Income CIO break down how stocks can power higher in the weeks ahead. Melius’ Ben Reitzes on Apple’s Vision Pro. Citi Global Head of Healthcare, Consumer & Retail Chuck Adams on the dealmaking outlook for those sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 19, 202444 min

Closing Bell: S&P Hits Record 01/19/24

Is the S&P record a vote of confidence in the soft-landing story? Or a note of dissonance given the rally’s top-heavy leadership and lack of clarity on the interest-rate path? Trivariate’s Adam Parker and John Hancock’s Emily Roland give their expert takes. Plus, Scott Wapner sits down with billionaire and New Fortress Energy Founder and CEO Wes Edens. And, Gabelli’s Kevin Dreyer is flagging some under-the-radar stock picks he is betting on right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 19, 202442 min

Closing Bell: Overtime: Cowboy Ventures Founder Aileen On Finding The Next Wave Of Unicorns; Nuveen CIO Gives Her 2024 Playbook 01/18/24

Stocks closed near session highs and powered higher throughout the final hours of trading; RBC Head of US Equity Strategy Lori Calvasina on if the early-year mini-swoon is over. Humana’s worst day since June 2023 after warning its costs would be higher-than-expected; Mizuho’s Jared Holz on what it means and how to play the sector. Nuveen CIO Saira Malik, who oversees $100B+ in AUM, talks her 2024 playbook. Cowboy Ventures’ Aileen Lee coined the term “unicorn” for private companies in 2013; now she’s back on what the next decade will look like. Plus, former Fed Vice Chair Alan Blinder on the Fed’s next moves and Citi’s Drew Pettit on playing fintech names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 18, 202444 min

Closing Bell: A Sign of Something More Serious? 01/18/24

Is this still a routine and needed pause after an overheated rally at the end of 2023? Or is the pressure building toward something more serious? Our all-star panel of Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Crossmark’s Victoria Fernandez break down their thoughts. Plus, Doug Clinton from Deepwater Asset Management is bracing for an AI bubble. He explains how this factors into his 2024 tech playbook. And, top technician Jeff DeGraaf thinks it’s time to buy the dip in small caps. He makes his case. And, Humana shares getting hit today. CNBC’s Bertha Coombs reveals what is behind that move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 18, 202443 min

Closing Bell: Overtime: CEA Chair Jared Bernstein On The Biden Economy & Targeting Overdraft Fees; Prologis CEO On Commercial Real Estate 01/17/24

Stocks bounced in the final hour but it wasn’t enough to turn the averages positive on the session. Ariel Investments’ Charlie Bobrinskoy and BNY Mellon’s Jake Jolly on how to position as earnings season ramps up. CEA Chair Jared Bernstein talks the state of the economy and the Biden administration’s plan to target bank overdraft fees. Piper Sandler analyst Patrick Moley on Charles Schwab’s sell off after earnings; Oppenheimer’s Dominick Gabriele on Discover Financial earnings. Fairlead Strategies founder Katie Stockton on why the technicals support more upside for Nvidia, despite its wild 2023. Prologis CEO Hamid Maghadam on the company’s latest quarter and how the macro environment is impacting logistics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 17, 202444 min

Closing Bell: Are the Bulls Too Bullish? 01/17/24

Has investor sentiment gotten too bullish? Josh Brown of Ritholtz Wealth Management, CNBC’s Steve Liesman and New York Life Investment’s Lauren Goodwin discuss. Plus, Morgan Stanley’s Chris Toomey makes the case for caution and breaks down what he is expecting from the Fed this year. And, star VC investor Rick Heitzmann is giving his forecast for the magnificent 7. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 17, 202442 min

Manifest Space: John Deere's SpaceX Strategy with Deere CTO Jahmy Hindman 1/16/24

John Deere is partnering with SpaceX to use Starlink, its space-based internet service to elevate its digital solutions. The heavy-equipment heavyweight has invested billions of dollars to develop digital products & services for farmers. Starlink will connect agriculture machines to internet in remote, low-connectivity areas. CTO Jahmy Hindman joins Morgan Brennan to discuss the terms of the deal, working with SpaceX and the industry-first deal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 17, 202411 min

Closing Bell: Overtime: Synopsys CEO On $35B Deal For Ansys; Deere CTO On Groundbreaking Partnership With SpaceX 01/16/24

Another negative day for the major averages after bank earnings rolled on. Vital Knowledge’s Adam Crisafulli and Datatrek Research’s Nick Colas break down the market action. Interactive Brokers Chairman Thomas Peterffy reacts to his company’s latest quarterly results and how the trading environment could be impacted by the Fed’s next move. Synopsys is buying Ansys for $35B; Synopsys CEO Sassine Ghazi on the synergies behind the deal. Invitation Homes CEO Dallas Turner on the current housing market. Plus, Morgan talks with Deere CTO Jahmy Hindman on the company’s just-announced partnership with SpaceX. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 16, 202443 min

Closing Bell 1/16/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 16, 202442 min

Closing Bell: Overtime: Fundstrat’s Tom Lee On Markets, Bitcoin; The AI Halo Effect For Tech Darlings 1/12/24

Averages ended the week higher for the 10th time in the past 11. Fundstrat’s Tom Lee and MUFG Americas Head of US Macro Strategy George Goncalves break down this week’s moves and look forward to earnings season. Our Leslie Picker and RBC analyst George Cassidy react to the first wave of bank earnings. 3Fourteen Research Co-Founder Warren Pies on where he’s positioning. Ben Reitzes, Melius Head of Technology Research, talks AI’s halo effect for tech stocks in 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 12, 202444 min

Closing Bell: Routine Refresher or Warning Sign? 01/12/24

Are investors right to declare virtual victory over inflation and position for an easier fed? And is the stock market’s two-week pause a routine refresher or a warning that the late 2023 rally ran too far? Dan Greenhaus of Solus and Invesco’s Kristina Hooper weigh in. Plus, a CNBC exclusive with Citi CFO Mark Mason following that company’s earnings report earlier today. Henry McVey breaks out his playbook for 2024 and tells us where he is seeing opportunity this year. And, it was an ugly day for airlines. TD Cowen’s top analyst Helane Becker reacts to that sector’s sell-off. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 12, 202442 min

Closing Bell: Overtime: IBM CEO On AI Deployment; CrowdStrike CEO On New AI Cyber Threats 01/11/24

It is finally here: the first day of trading for spot bitcoin ETFs. Marathon Digital CEO Fred Thiel and Mike Belshe, Bitgo CEO, on what it means for the price and the companies involved. IBM CEO Arvind Krishna talks AI deployment, the cloud and the company’s consultancy business. CrowdStrike CEO George Kurtz on how the company is adjusting to new threats as AI usage proliferates. Former Kansas City Fed President Thomas Hoenig talks the latest inflation data. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 11, 202443 min

Manifest Space: Infrastructure as a Service with Loft Orbital COO Alex Greenberg 1/11/24

What if you could get access to space to run applications or collect data without building your own hardware or launching a spacecraft to orbit? Loft Orbital is setting out to provide space infrastructure as a service, running some of its satellites currently in orbit and aiming to conduct “virtual missions.” Loft Orbital Co-Founder & COO Alex Greenberg joins Morgan Brennan to discuss the company’s business model, computing services from space, and its plug-and-play approach to space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 11, 202421 min

Closing Bell: Weighing Market Warning Signs 01/11/24

Has the sluggish start to 2024 lowered the bar heading into earnings season or is this a warning sign of rough trading ahead? Charles Schwab’s Liz Ann Sonder gives her expert take. Plus, JPMorgan’s Meera Pandit is mapping out where she’s seeing opportunity this year and the two overseas markets she is avoiding right now. And, top analyst Mike Mayo maps out what he is watching ahead of bank earnings tomorrow morning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 11, 202443 min

Closing Bell: Overtime: Nasdaq CEO On AI In The Marketplace, Van Eck CEO On Spot Bitcoin ETF Approval 01/10/24

A busy market day got busier after hours when the SEC approved 11 spot bitcoin ETFs, including one from VanEck; CEO Jan van Eck joins to break down what it means for clients and crypto. Nasdaq CEO Adena Friedman talks AI in the marketplace, fighting financial crime and the IPO pipeline. BD8 Capital’s Barbara Doran and Evans May Wealth’s Brooke May discuss market positioning as tech stocks had another strong day. Plus, Retired Rear Admiral Joseph “Digger” DiGuardo on the attacks in the Red Sea and Dr. Emil Kakkis, Ultragenyx Founder, on the race to develop drugs for rare diseases. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 10, 202446 min

Closing Bell 01/10/24

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 10, 202442 min

Closing Bell: Overtime: FBI Director On How Generative AI Is Changing The Playing Field, Coursera CEO On AI Class For CEOs 01/09/24

The SEC’s X page was compromised, according to the agency, leading to an erroneous tweet saying Bitcoin ETFs had been approved. First, though, the markets: stocks mostly lower in trading Tuesday. Vital Knowledge’s Adam Crisafulli breaks down where he sees the market headed. Plus, Mercer US CIO Olaolu Aganga on her take on what sectors are set for a 2024 run higher. Coursera CEO Jeff Maggioncalda on his company’s new offering aimed at teaching CEOs on the best way to incorporate AI and Jack in the Box CEO Darin Harris on its spending plans. Geoffroy van Raemdonck, Neiman Marcus CEO, talks the high-end consumer. Plus, Morgan sits down with FBI Director Christopher Wray and NSA Director Gen. Paul Nakasone on the cyber threat from China and how generative AI is changing the playing field. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 9, 202443 min

Closing Bell: The Risk-Reward for Investors 01/09/24

What is the outlook for stocks in this new year? Trivariate’s Adam Parker and Nicole Webb of Wealth Enhancement Group reveal what they’re expecting. Plus, Skybridge’s Anthony Scaramucci breaks down the looming bitcoin ETF deadline, his Fed forecast and more. And, there were some big moves in the consumer space. We drill down on the moves in the restaurants and retail today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 9, 202443 min

Closing Bell: Overtime: Abercrombie, Five Below CEOs On Holiday Sales; What’s Next For Boeing 01/08/24

The averages rallied today with the Nasdaq climbing over 2% and the Dow shrugging off a major drag from Boeing. Barclays Head of US Equity Strategy Venu Krishna breaks down his top ways to play this market. Morgan interviews Abercrombie & Fitch CEO Fran Horowitz and Five Below CEO Joel Anderson from ICR Conference in Orlando; they discuss holiday sales, the state of the consumer and more. HSBC’s Joe Rasco, Global Private Banking & Wealth Chief Investment Officer, Americas, on where his clients are putting money to work. RBC analyst Ken Herbert on the investment implications from this weekend’s Boeing incident; former FAA Administrator Michael Huerta on how the company needs to approach its next few months. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 8, 202444 min

Closing Bell: The Fate of the Interrupted Rally 01/08/24

What does the road ahead for your money look like with earnings season about to get underway? AJ Oden from JP Morgan Private Bank and NewEdge’s Cameron Dawson lay out their forecasts. Plus, Nvidia shares popped on some big announcements at CES. Star chip analyst Stacy Rasgon breaks down how he sees this impacting the stock in the year ahead. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 8, 202442 min

Manifest Space: Vulcan Centaur Liftoff with United Launch Alliance CEO Tory Bruno 1/8/24

In its maiden flight, United Launch Alliance’s Vulcan Centaur lifted off from Cape Canaveral in its first-ever flight and launched the U.S.’s first lunar landing attempt since the Apollo era. For ULA, a joint venture between Boeing and Lockheed Martin, this was a pivotal mission—and the beginning of a new era for the company in a rapidly shifting launch environment. ULA CEO Tory Bruno joins Morgan Brennan to discuss the maiden mission, the company’s plan for Vulcan, and reports of ULA being on the sale block. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 8, 202412 min

Closing Bell: Overtime: Averages End First Week Of 2024 Lower; Hottest Sectors for 2024 Dealmaking 01/05/24

The first trading days of 2024 are in the books and the major averages snapped their 9-week winning streaks. Lindsey Bell, 248 Ventures Chief Strategist, and Nathan Sheets, Citi Global Chief Economist, discuss what’s ahead for the markets. Moody’s Chief Economist Mark Zandi breaks down the December jobs report and what it means for the Fed. Barclays Co-Head of Investment Banking Taylor Wright talks the IPO pipeline and what sectors could see the most dealmaking in 2024, while Oppenheimer senior biotech analyst Jay Olson talks the health care sector and what stocks he is watching in the year ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 5, 202444 min

Closing Bell: Rally on the Rocks?

It’s been a slow start to 2024… so what lies ahead for stocks with some critical data and earnings looming next week? Payne Capital’s Courtney Garcia and Stephanie Link of Hightower reveal their forecasts. Plus, long-time bull Tom Lee from Fundstrat is making the case for caution in the first half of this year. He explains why. And, Stempoint Capital’s Michelle Ross is flagging some under-the-radar biotech picks she is betting on. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 5, 202442 min

Manifest Space: The First-Ever Private Moon Landing with Astrobotic Technology CEO John Thornton 1/4/24

The upcoming liftoff of ULA’s Vulcan Centaur rocket is historic for a number of reasons: the first flight of the megarocket will also carry a payload aiming for the first-ever private moon landing. The Peregrine lunar lander was manufactured by Astrobotic, a Pittsburgh-based robotics company founded in 2007 by Carnegie Mellon scientists. Aiming to be the “Moon company and more,” Astrobotic’s first mission will carry 20 payloads, including 5 from NASA’S Commercial Lunar Payload Services (CLPS) initiative. On this episode, Morgan Brennan sits down with Astrobotic Technology CEO John Thornton ahead of the historic launch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 4, 202422 min

Closing Bell Overtime: Tech Tanks, Let's Make A Deal and Reddit Co-Founder On Crypto & AI Outlook 01/04/24

The Nasdaq closing lower for a fifth straight day amid more weakness in tech stocks. The major averages now on pace to snap an 8-week winning streak. Canaccord Genuity's Tony Dwyer discusses whether there's more pain ahead for the bulls or if investors should buy on this weakness. Citi Head of Investment Banking Tyler Dickson gives his outlook for deal making in 2024 and which sectors look the most ripe for mergers. Reddit Co-Founder & Venture Capitalist Alexis Ohanian just made a big investment in a bitcoin related company. He weighs in on the outlook for cryptocurrencies as well as the other areas of the market he sees opportunities in, including AI. Eli Lilly announcing plans to sell its popular weight loss drugs directly to consumers. A top pharma analyst tells us what that could mean for the stock. And Apollo Global Management Chief Economist Torsten Slok on what the Fed's December pivot could mean for the job market and the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 4, 202443 min

Closing Bell: The Great Giveback of 2024? 01/04/24

Has the enormous end of year rally become the great giveback of 2024? Trivariate’s Adam Parker and Virtus’ Joe Terranova map out their theories. Plus, Corient’s Amy Kong explains what she’s forecasting for the magnificent 7 this year. And, top technician Jeff DeGraaf is mapping out the market… and reveals the two sectors he is betting on right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 4, 202443 min

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 3, 202444 min

Closing Bell: Positioning Your 2024 Portfolio 01/03/24

As the Santa Claus rally ends, investors are positioning for whatever a new year could bring. Josh Brown of Ritholtz Wealth Management and iCapital’s Anastasia Amoroso break down their playbook for 2024. Plus, Evercore’s Roger Altman reveals the two headwinds that he thinks could derail a strong year for stocks. And, we break down the swarm of activist action surrounding Disney. CNBC’s Leslie Picker has all the details and what it could mean for the stock in the long run. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 3, 202442 min

Closing Bell Overtime: Stocks Struggle to Start 2024, Tech Wreck & Agriculture Impact On Commodities 01/02/24

Stocks kick off the year mostly in the red although the Dow did finish slightly higher. Evercore ISI's Julian Emanuel lays out his 2024 playbook and discusses whether investors should be buying on pullbacks. Strategas' Chris Verrone says the burden of proof is on the bears to begin the trading year. The tech sector sharply selling off after Barclays downgraded Apple to sell over lackluster iphone sales. Goldman Sachs' Eric Sheridan discusses whether that's a warning for other mega-cap tech stocks. And CNH Industrial CEO Scott Wine on the demand for agricultural equipment like tractors and how that could impact commodity prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 2, 202443 min

Closing Bell: Bull Market Still Safe & Sound? 01/02/24

A new trading year is officially underway so the big question is: is the bull market safe and sound… or just taking on a different look? Dan Greenhaus of Solus Alternative Asset Management and New York Life Investments’ Lauren Goodwin give their takes. Plus, tech saw a year of strength in 2023. VC investor Rashaun Williams breaks down whether he thinks its time to trim tech or if the sector still has room to run in the New Year. And, one of the street’s biggest bulls - NFJ’s John Mowrey – reveals his 2024 playbook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 2, 202442 min

Closing Bell Overtime: 2023 in the Trading Books 12/29/23

The Nasdaq was the big winner of the year – up more than 40% on the year, which is its best performance since 2020. The Dow, S&P and Russell all finished strong with their fourth positive year in the last five years. Now it’s all about what to do in the 2024. Vital Knowledge’s Adam Crisafulli and Victoria Green of G Squared Private Wealth break down their year-ahead strategies. Plus, RBC’s Gerard Cassidy reveals his playbook for the banks in 2024. And, investors are eyeing big gains for the new year… in the fitness space. Brandon Gomez explains the key stocks to watch amid the resurgence of New Year’s resolutions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 29, 202344 min

Closing Bell 12/29/23

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 29, 202343 min

Closing Bell Overtime: S&P Hovers Near Record Close 12/28/23

The S&P hovered near a record close but didn’t quite make it – though the Dow did notch its seventh record high this month. James Demmert from Main Street Research and Paul Hickey from Bespoke weigh in on this year-end market action. Plus, CNBC.com’s Tanaya Macheel breaks down what to expect from crypto in 2024. And, the CEO of Suntory – the company behind Jim Beam and Maker’s Mark – explains how a big tariff pivot could impact its bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 28, 202344 min

Closing Bell 12/28/23

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 28, 202343 min

Manifest Space: Space Advocacy with AIA CEO Eric Fanning 12/28/23

As commercial space has taken off in the 21st century, so too has popular interest in. As demand for talent rises, advocacy organizations like the Aerospace Industries Association are focused on converting that interest into a bigger talent pipeline. CEO Eric Fanning joins Morgan Brennan from the Reagan National Defense Forum to discuss space policy, national security concerns, and education. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 28, 202314 min

Closing Bell Overtime: S&P nears record high, Tesla takes off & Re/Max CEO on home prices 12/27/23

Stocks close higher again as the S&P 500 inches closer to a record high and the major averages try to extend their 8-week winning streak. Tesla one of the top performers on Wall St. on a report it is revamping its Model Y at its Shanghai Factory. Roth Capital's Craig Irwin discusses whether the stock can keep rallying. eToro U.S. CEO Lule Demmissie weighs in on the state of retail investors and whether they can help fuel the next leg of the market rally. And Re/Max CEO Nick Bailey discusses whether existing home sales can rebound now that mortgage rates are on the decline. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 27, 202344 min

Closing Bell 12/27/23

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 27, 202342 min

Closing Bell Overtime: Stocks Keep Rallying, Biotech Buyout Boom & Under the Radar Housing Play 12/26/23

Stocks surging again as the major averages try to extend an 8-week win streak. Long-time bull Tom Lee says the market can keep rallying in the new year – and reveals which group he thinks can soar 50%. Another day, another buyout in the biotech industry. This time it's two deals. Astrazeneca acquiring Gracell Biotechnoligies for $1.2B and Bristol Myers buying Rayzebio for $4.1b and comes just days after Bristol announced a $14b deal for Karuna Therapeutics. Wedbush Biotech analyst Laura Chico says the M&A action should continue next year and names her top picks in the space. The Mastercard spending pulse report shows holiday retail sales increased 3% from a year ago despite retailers warning about spending concerns. Neuberger Berman's John San Marco and Bernstein's Nikhil Devnani name their top retail and e-commerce picks. And Frontdoor CEO Bill Cobb discusses his red hot stock, which has been soaring along with the housing market. He discusses whether consumers are still spending on home warranties and repairs and if he is able to increase prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 26, 202344 min