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Closing Bell

Closing Bell

2,430 episodes — Page 33 of 49

Closing Bell: The Risk-Reward for Your Money 10/9/23

Is the risk/reward for your money about to get better as some are suggesting? Adam Parker of Trivariate Research and Emily Roland of John Hancock Investment Management give their expert forecasts. Plus, Doug Clinton of Deepwater Asset Management breaks down where he is seeing opportunity in tech ahead of the wave of earnings. And, Meera Pandit – JP Morgan Asset Management’s Global Market Strategist – weighs in on how she is navigating uncertainty overseas amid the war between Israel and Hamas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 9, 202342 min

Closing Bell Overtime: Stocks Rally To End Week After Strong Jobs Report; United Launch Alliance CEO On Working With Amazon’s Project Kuiper 10/6/23

A Friday surge sent the Nasdaq and S&P 500 higher for the week while the Dow remained fractionally in the red. Morgan Stanley’s Andrew Slimmon and Quadratic’s Nancy Davis break down the market action as we head into earnings season. Apollo Chief Economist Torsten Slok reacts to the September jobs report coming in red hot and the impact strikes are having on the labor market. Wells Fargo’s Roger Read and Roth analyst Leo Mariani on what rumors of Exxon buying Pioneer Natural Resources means for investors. Hispanic Association on Corporate Responsibility CEO Cid Wilson talks the unique aspects of the Latino jobs market. United Launch Alliance CEO Tony Bruno on today’s launch with Amazon’s Project Kuiper. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 6, 202344 min

Storm Clouds Set to Clear? 10/6/23

Are storm clouds for stocks about to pass as earnings season kicks off in earnest next week. Fundstrat’s Tom Lee breaks down today’s big reversal in stocks. Plus, Sebastien Page from T. Rowe Price has been a reluctant bear… but he might be changing his tune. He explains why. And, NYU’s Aswath Damodaran – the so-called “Dean of Valuation” – weighs in on the tech trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 6, 202343 min

Closing Bell Overtime: Jon Sits Down With Famed Activist Investor Jeff Ubben; How Weight Loss Drugs Will Impact Every Sector 10/5/23

Averages closed mostly lower but well off worst levels. 3Fourteen Reseach’s Warren Pies breaks down the market action and where stocks go from here. Earnings and a read on the consumer from Levi Strauss, plus reaction to the numbers from Neuberger Berman analyst Kevin McCarthy. Jon Fortt sits down with hedge fund legend and activist investor Jeff Ubben to talk Fairlead’s Katie Stockton takes stock on the technical picture of her favorite sector. Cowen’s Michael Nedelcovych on how weight loss drugs could impact a wide range of industries and stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 5, 202344 min

Closing Bell: Stocks Set to Stabilize? 10/5/23

When will stocks stabilize? Is tomorrow morning’s jobs report the key? Do we have to wait for earnings next week or beyond? The Wharton School’s Jeremy Siegel gives his forecast and explains why he likes stocks right now. Plus, BNY Mellon Investment Management’s Sonia Meskin is flagging serious downside ahead. She breaks down the parts of the market she is staying away from and where she is seeing strength. And, Bill Miller IV of Miller Value Partners is finding some opportunity amid the recent volatility. He explains where he is putting his money right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 5, 202342 min

Manifest Space: AI Powered Predictions with Planet Labs CEO Will Marshall 10/5/23

Planet Labs, boasting the largest constellation of earth imaging satellites in orbit, generates thousands of images for governments and companies documenting changes over time. Can that data, powered by AI, be used to predict future events? Co-founder & CEO Will Marshall joins Morgan Brennan to discuss predictive analytics, satellites under development & the outlook for the earth imaging market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 5, 202329 min

Closing Bell: Overtime: Why RenMac’s Jeff deGraaf Is Turning Bullish; $100 Oil Still Possible? 10/4/23

Stocks recovered some of yesterday’s drop. Ariel Investments Vice Chairman Charlie Bobrinskoy and Crossmark Global’s Victoria Fernandez break down the market action. Renaissance Macro’s Jeff DeGraaf reveals why he is turning bullish. Google released its new Pixel phones and the Pixel Watch 2. The company’s SVP, Devices & Services Rick Osterloh joins to talk the chip powering the devices and its AI strategy. Our Kate Rooney on Sam Bankman-Fried’s trial, day 2. Plus, Mortgage Bankers Association CEO Bob Broeksmit on the unprecedented housing market and Pickering Energy Partners CIO Dan Pickering on where oil goes from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 4, 202344 min

Closing Bell 10/4/23

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.

Oct 4, 202343 min

Closing Bell Overtime: What Rep. Kevin McCarthy’s Ouster Means For Markets 10/3/23

Stocks tumbled during trading hours today. But the drama continued in Overtime as House Speaker Kevin McCarthy was ousted. Moody’s Analytics Chief Economist Mark Zandi on what it means for credit markets while Strategas’ Dan Clifton breaks down the policy implications. Fundstrat’s Tom Lee and JPMorgan Asset Management’s David Kelly talk the impact on equities. Plus, RBC’s Gerard Cassidy on how to navigate bank stocks in this era of higher rates. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 3, 20231h 0m

Closing Bell 10/3/23

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.

Oct 3, 202346 min

Closing Bell: Overtime: Former Goldman CFO On Rising Rate Environment, Opportunities in AI; Top VC On Prospects For The Rest Of The Year 10/2/23

Big tech stocks helped boost the Nasdaq but the Dow closed lower. The S&P 500 turned positive in the final minutes of trading. Bespoke’s Paul Hickey and Wells Fargo’s Sameer Samana break it all down while our Pippa Stevens on why utilities posted its worst day since spring 2020. Former Goldman CFO Marty Chavez talks opportunities in AI and how higher rates are hitting banks and the markets. Bessemer Venture’s Byron Deeter on the recent IPOs and what the rest of the year could hold. Jay Barry, JPMorgan’s Director of Interest Rate Strategy, on how investors can play higher rates. VanEck CEO Jan Van Eck on crypto ETFs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 2, 202344 min

Closing Bell 10/2/23

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.

Oct 2, 202342 min

Closing Bell Overtime: Former TD Ameritrade CEO On His Market Strategy For Any Investor; Goldman Sachs’ Biotech Analyst Gives Top Picks 9/29/23

Stocks closed out an ugly quarter today. Unlimited CIO Bob Elliott and Citi’s Scott Chronert break down the market action and what’s ahead. Our Phil LeBeau on why the fight is turning ugly between UAW and automakers. Former TD Ameritrade CEO Joe Moglia on the market volatility, big tech stocks and his strategy recommendation for investors right now. Jefferies’ Sheila Kahyaoglu and former Army Secretary Eric Fanning on the impact a government shutdown has on the defense industry. Goldman Sachs’ Chris Shibutani gives his top picks in the biotech sector and what area has a “once-in-a-generation mega TAM.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 29, 202344 min

Closing Bell 9/29/23

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.

Sep 29, 202343 min

Closing Bell: Overtime: Bill Ackman From Delivering Alpha; Blackstone’s Global Co-Head of Real Estate On Major Themes 9/28/23

Bill Ackman talks his major investment themes and strategies, sitting down with our Scott Wapner from Delivering Alpha. Plus, Morgan talks with Kathleen McCarthy, Blackstone’s Global Co-Head of Real Estate. Major averages closed higher but still on pace for a negative month. Cantor Fitzgerald’s Eric Johnston and JPMorgan’s David Kelly break down the market action. The Dow’s worst stock so far this year, Nike, reports earnings. EToro US CEO Lule Demmissie on how retail is positioned right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 28, 202352 min

Closing Bell: Stocks Set to Shrug off a Sluggish September? 9/28/23

In the face of rising rates, rising oil prices and negative sentiment on the street can stocks brush off this sluggish September and rally? Joe Terranova of Virtus Investment Partners and Nicole Webb of Wealth Enhancement Group give their forecasts. Plus, BlackRock’s Rick Rieder joins live from CNBC’s Delivering Alpha conference with his take on inflation and how to play the bond market. And, an ugly day for Workday. Top analyst Brent Thill breaks down that move and what it might mean for the rest of the cloud space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 28, 202343 min

Manifest Space: Starlab and The I.S.S. Commercial Succession with Voyager Space CEO Dylan Taylor 9/28/23

The I.S.S. is expected to be retired in 2030, closing a multidecade chapter for humans in space funded by the government. With the next chapter of human space exploration spotlighting the private sector, a slew of companies are developing what they hope will be the I.S.S’s commercial successor. Voyager Space, a holding company concentrated on space infrastructure, is the startup behind Starlab, one of 3 projected pre-selected by NASA to potentially rise to the challenge. Morgan Brennan sits down with founder & CEO Dylan Taylor about space stations, his own spaceflight with Blue Origin and the commercial space sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 28, 202327 min

Closing Bell: Overtime: Stocks Swing Wildly But Finish Off Lows; Top Citi Dealmaker on M&A, IPO Markets 9/27/23

Stocks swung wildly during today’s session but the Nasdaq managed to close positive and the Dow recovered from a nearly 1% drop. BD8 Capital’s Barbara Doran and Profit Investments’ Eugene Profit break down the market action. Earnings from Micron and CFRA analyst Angelo Zino provides analysis. Satori Fund Founder Dan Niles on his favorite tech picks and why he sees a short-term bounce but a long-term drop. Citi dealmaker Tyler Dickson on if the IPO market is thawing. Nuveen Global Fixed Income CIO Anders Persson gives his playbook in an environment of higher for longer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 27, 202343 min

Closing Bell: Stocks Stage Late-Day Turnaround 9/27/23

Stocks dropped midday and staged a significant turnaround as we barreled toward the close. Ritholtz Wealth Management’s Josh Brown and New York Life Investments’ Lauren Goodwin give their expert market takes. Plus, star Wedbush analyst Dan Ives joins on the CNBC Newsline to break down his brand new Apple note, as that stock dropped intra-day. And, JP Morgan’s Jason Hunter reveals the key levels he is watching amid the market swings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 27, 202342 min

Closing Bell Overtime: White House’s Jared Bernstein On POTUS Joining UAW Picket Line; Connecticut AG On Why He Is Part Of FTC’s Lawsuit Against Amazon 9/26/23

White House Council of Economic Advisors Chairman Jared Bernstein on President Biden joining the UAW picket line today. Amazon shares fell after the FTC, along with 17 states, announced a monopoly lawsuit against the company. Dealmaker and TMT banker, Guggenheim’s Eric Mandl, on what effect the lawsuit will have on M&A. Connecticut AG William Tong, one of the states joining the lawsuit, makes the case. Meanwhile, it was the worst day for the Dow since March. Vital Knowledge’s Adam Crisfulli and Raymond James’ Matt Orton break down the market action. Earnings from retail giant Costco along with instant analysis from CFRA analyst Arun Sundaram. Real estate company Ferguson stock pops on earnings; CEO Kevin Murphy joins to break down the numbers and talk what he is seeing in his sector. Cloud computing company Nutanix announced higher long-term sales and free cash flow targets. Jon speaks with CEO Rajiv Ramaswami on what’s behind the increase. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 26, 202344 min

Closing Bell: September Slump Strengthens 9/26/23

Is there still a bull case to be made for stocks in the year’s final stretch? Some suggest, the answer is yes. BNY Mellon’s Alicia Levine and Trivariate’s Adam Parker give their takes. Plus, Capital Wealth Planning’s Kevin Simpson breaks down his 5 star stock strategy amid today’s big drop. And, market expert Mike Santoli breaks down the crucial moments of the trading day – as stocks sink into the close. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 26, 202346 min

Closing Bell: Overtime: BHP CEO On Commodities Cycle; Blue Origin Names A New CEO; Rare Interview With JP Morgan Global Chairman of Investment Banking Jennifer Nason 9/25/23

The major averages closed near highs of the day; SEI CIO Jim Smigiel and Baird’s Ross Mayfield break down the market action. Our Phil LeBeau on the latest from the UAW strike. A rare interview with JP Morgan Global Chairman of Investment Banking Jennifer Nason on the state of capital markets and health of IPO pipeline. Jefferies’ Brent Thill on Amazon’s AI investment Anthropic. CEO of metals and mining giant BHP Group Mike Henry on the global economy and commodity cycles. Plus, Blue Origin names a new CEO and it’s a familiar name to the Closing Bell: Overtime audience. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 25, 202347 min

Closing Bell: Standard September Setback? 9/25/23

Is this still just a standard September setback or do the breakdowns below the surface and the rout in the bond market mean the bulls are losing the benefit of the doubt? BMO’s Brian Belski, Requisite Capital’s Bryn Talkington and Emily Roland of John Hancock give their forecasts. Plus, Elizabeth Burton from Goldman Sachs is breaking down where she is seeing some opportunity right now… despite her prediction that there’s a big downturn ahead. And, we dig in on Amazon’s big AI push and what it might mean for the company’s bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 25, 202342 min

Closing Bell Overtime: Wes Edens On Brightline Opening Its Miami-Orlando Final Leg; Super Micro CEO On The AI Gold Rush 9/22/23

Another down day to finish a down week for the major averages. Wells Fargo’s Darrell Cronk and Newton Investment Management’s John Porter break down the market action. Our Phil LeBeau is live from the UAW picket line and brings you the latest on the strikes. RBC’s Helima Croft on the surge in oil prices and if a return to $100 oil is near. Jon sat down with Super Micro CEO Charlies Liang, one of the shovel builders in the AI gold rush, to talk how much longer the rush can go on. Morgan interviewed Wes Edens on the day his Brightline project opened up its Orlando-Miami leg. Plus, Lockheed CFO on the impact a government shutdown would have and Oppenheimer’s Brian Nagel on Nike’s bad week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 22, 202344 min

Closing Bell: Seasonality Reality 9/22/23

Are stocks close to completing a standard seasonal pullback or is there more payback to come as higher rates test the economy’s resilience? Greg Branch from Veritas Financial, Hightower’s Stephanie Link and Invesco’s Brian Levitt debate their forecasts. Plus, BMO’s Simeon Siegel breaks down retail’s rough week. And, Ed Clissold of Ned Davis Research is flagging some technical turbulence. He explains how he’s navigating the uncertainty. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 22, 202343 min

Closing Bell: Overtime: Stocks Tumble Day After Fed; Hawaiian Airlines CEO On Demand; Mobileye CEO On AI Race With Tesla 9/21/23

Stocks tumbled the day after the Fed’s decision. Goldman Sachs’ Candice Tse breaks down the market action and what’s next. Atlas Merchant Capital’s Bob Diamond talks the Fed’s odds of a soft landing and responds to a recent report his firm may be involved in bidding for SVB VC’s arm. Mobileye CEO Amnon Shashua on expansion in China, the autonomous driving race and the strong stock performance since last fall’s IPO. Hawaiian Airlines CEO Peter Ingram on the rise in oil prices, travel and demand and impact from Maui fires. Benefit Street President Richard Byrne on “the best investing opportunity we’ve seen.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 21, 202344 min

Closing Bell: Fed Upending Rally Hopes? 9/20/23

Did the Fed just upend hopes that the rally in stocks might soon resume? Cameron Dawson of NewEdge and Virtus’ Joe Terranova give their forecasts for stocks. Plus, Plexo Capital’s Lo Toney weighs in on how he’s navigating the IPO landscape. And, Diana Olick breaks down why the housing stocks are suffering today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 21, 202343 min

Closing Bell: Overtime: Reacting To The Fed + Why Stocks Slid Into The Close 9/20/23

Stocks slid into the close, ending near session lows after Fed Chair Powell’s press conference. Jefferies’ David Zervos and BD8 Capital’s Barbara Doran break down the market retreat. Former CEA Chair Jason Furman and Evercore Vice Chairman Krishna Guha on the Fed’s decision and what it means for the rest of the year. Broughton Capital’s Donald Broughton reacts to FedEx earnings after the stock moved higher on strong EPS guidance. ServiceNow CEO Bill McDermott on its AI announcement. Seaport’s Kenneth Zener on KB Home’s earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 20, 202344 min

Closing Bell: Fed Pauses on Decision Day 9/20/23

Fed Chair Jay Powell held his news conference after the decision to keep rates unchanged. DoubleLine’s Jeffrey Gundlach gives his exclusive reaction. Plus, Sofi’s Liz Young and market expert Mike Santoli weigh in on the market reaction to that decision and Gundlach’s big call on rates. And, we break down the key metrics to watch when FedEx reports after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 20, 202332 min

Closing Bell: Overtime: Intel CEO Pat Gelsinger on AI and chips, Early Instacart investor on IPO, How high will oil climb? 9/19/23

Stocks closed lower but off the worst levels of the day as investors await Wednesday’s Fed decision. Adam Crisafulli from Vital Knowledge and Nancy Davis from Quadratic Capital discuss the market set-up and the pop in yields. Early Instacart investor and Y Combinator CEO Garry Tan talks about the company’s first day of trading and what other names are in the pipeline. Intel CEO Pat Gelsinger talks about the company’s latest AI efforts from the sidelines of the Intel Innovation summit. Dan Pickering from Pickering Energy Partners discusses oil’s steady rise. Plus the latest on Amazon, Alphabet, and Rocket Lab’s failed launch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 19, 202344 min

Closing Bell: Countdown to the Fed 9/19/23

Just how resilient is this economy… and what’s at stake when the Fed updates its policy outlook tomorrow afternoon? Dan Greenhaus of Solus gives his expert take. Plus, Deepwater Asset Management’s Gene Munster gives his first take on Instacart’s highly anticipated market debut on the Nasdaq. And, Julia Boorstin breaks down the big leg lower in Disney today and what it might mean for the company’s growth going forward. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 19, 202342 min

Closing Bell: Overtime: Instacart IPO watch, the outlook for autos, Walter Isaacson on Musk relationship with Saudi Arabia 9/18/23

Stocks ended an up-and-down session near the flatline as investors await this week’s Fed decision and signals from the IPO market via Instacart. David Bahnsen from The Bahnsen Group explains why he “wouldn’t touch Instacart with a 10-foot pole.” Chris Harvey from Wells Fargo discusses opportunities in the market ahead of the Fed. Meantime the UAW strike dragged on to a fourth day, sending shares of Ford, GM, and Stellantis lower. Gabelli fund manager Brian Sponheimer discusses if there are any investable names in the auto space. Elon Musk biographer Walter Isaacson talks about new reports that Turkey and Saudi Arabia are angling for an EV factory. Plus the latest on Block, Norfolk Southern, and how art is performing as an asset class. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 18, 202344 min

Closing Bell 9/18/23

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.

Sep 18, 202342 min

Closing Bell: Overtime: Impact From UAW Strikes Begins; Databricks CEO On Latest Fundraising; David Sacks Talks His Latest Company 9/15/23

Major averages ended Friday lower as chip stocks slid on demand worries. Wilmington Trust’s Meghan Shue and Unlimited Funds’ Bob Elliott break down the market action. Our Phil LeBeau reports that Ford plans to lay off 600 workers as UAW strikes ramp up while GM warns of negative ripple effects. Databricks CEO Ali Ghodsi on his company’s latest fundraising and a potential IPO timeline. Needham’s Charles Shi on Arm’s first two days of trading and a Reuters report warning Taiwan Semi is worried about demand. Craft Ventures Co-Founder David Sacks talks his new company SaaSGrid and the state of tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 15, 202347 min

Closing Bell: The Big Bull-Bear Battle 9/15/23

We are now halfway through a historically bad month for stocks and they’ve shown some remarkable resiliency lately. So, does it mean we’re out of the woods or about to get worse? Cameron Dawson of NewEdge and Hightower’s Stephanie Link gives their expert forecasts. Plus, Dominic Rizzo from T. Rowe Price says the tech trade still has room to run. He explains why. And, Ed Yardeni is says stocks will end the year higher and could rise as much as 20% by the end of 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 15, 202342 min

Manifest Space: Air Force Secretary on SpaceX, China and The Future of War with Air Force Secretary Frank Kendall 9/15/23

Walter Isaacson’s new biography on Elon Musk sparked controversy with the revelation that the SpaceX founder withheld Starlink internet services to Ukraine in a military operation on Russia last year. While the company was not under military contract at the time—and has since received funding from the Pentagon— the disclosure fueled the debate that U.S. government and allies are too reliant on SpaceX. U.S. Air Force Secretary Frank Kendall joins Morgan Brennan from the floor of the Air Force Association’s annual Air, Space, Cyber conference to discuss national security contracts, China, AI 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.

Sep 15, 202313 min

Closing Bell Overtime: Ford CEO On Where UAW Negotiations Stand; Adobe CEO On Monetizing Its AI Products 9/14/23

Stocks closed higher as investors cheered Arm’s successful IPO. Annandale Capital’s George Seay and Zevenbergen Capital’s Anthony Zachary break down the market action. Ahead of the midnight deadline for a new contract with UAW, Ford CEO Jim Farley on where negotiations stand. Adobe CEO Shantanu Narayen talks the company’s earnings and how it plans to monetize its AI offerings. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, on why AI is not a bubble and has more room to run. Jon and CNBC.com’s Hugh Son talk regional banks—and the new challenge they are facing. Seaport’s Ken Zener on Lennar’s earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 14, 202346 min

Closing Bell: The Resilient Rally 9/14/23

How long can the market’s unique ability to brush off almost anything thrown its way really last? Gabriela Santos from JP Morgan Asset Management and Virtus Investment Partners’ Joe Terranova give their expert opinions. Plus, ARM made its highly anticipated market debut today. Corient’s Amy Kong explains how she is playing the IPO market. And, Treasury Partners’ Rich Saperstein is laying out his case for caution. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 14, 202342 min

Manifest Space: World’s Biggest Space Business with Northrop Grumman CEO Kathy Warden 9/14/23

The fastest growing defense prime is also home to the largest space business in the world. Northrop Grumman's space systems surged 17% in both Q1 and Q1 -- the combination of 20 companies brought together over time. While 85% of the company's space business is concentrated in national security, the company also does work for civil and commercial space. In a rare interview, Morgan Brennan speaks with CEO Kathy Warden from inside of Northrop Grumman’s mission operations center. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 14, 202319 min

Closing Bell Overtime: How Today’s AI Summit Will Shape The Industry; Arm’s IPO Prices; Air Force Secretary On Geopolitical Threats 9/13/23

It was a mixed session for stocks with the S&P 500 and Nasdaq bouncing back from Tuesday’s losses. BD8 Capital Partners CIO Barbara Doran and Morgan Stanley’s Seth Carpenter break down the market action. Pricing for ARM’s IPO is expected to come in above the range; Moor Insights & Strategy CEO Patrick Moorhead on how much growth the company could see in the coming months. Morgan sat down with the Air Force Secretary and Anduril’s CEO to talk China and the economic impact of a possible government shutdown. Google Brain Co-Founder Andrew Ng breaks down today’s big AI summit in DC as leaders like Elon Musk and Sundar Pichai briefed senators on the industry and possible regulation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 13, 202344 min

Closing Bell: Stocks Shrug Off Hotter CPI Print 9/13/23

Why have stocks been able to largely brush off today’s CPI? And what does it say – if anything – about where your money might go from here? All star panel of Alicia Levine of BNY Mellon, Marci McGregor of BofA Merrill Lynch and Citi’s Kristen Bitterly give their takes. Plus, King Lip is seeing some serious upside in tech… despite the sector’s rough month. He explains why. And Schwab’s Kevin Gordon is breaking down his rate hike forecast. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 13, 202342 min

Closing Bell Overtime: Lululemon CEO On China, U.S. Consumer; New (And Former) Flexport CEO On What’s Next For Company; Apple’s Event Roundup 9/12/23

Averages closed lower today with the Nasdaq falling over 1%. Vital Knowledge’s Adam Crisafulli and Wells Fargo’s Sameer Samana break down the market action. Our Steve Kovach breaks down what’s new from today’s Apple event while Fenway Summer Partner Javier Saade and Bank of America’s Wamsi Mohan talk the investment implications. Morgan sits down for an exclusive interview with Lululemon CEO Calvin McDonald to talk the state of the consumer and growth in China. Nuveen CIO Saira Malik on the tech investing playbook. Jon sits down with new Flexport CEO Ryan Peterson on what’s next for the company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 12, 202344 min

Closing Bell: Big Tech Put to the Test 9/12/23

Big tech market leadership is being put to the test with Apple shares in the red with the iPhone 15 launch event underway and Oracle’s disappointing outlook dragging on the key software names. CNBC’s Steve Kovach breaks down all the big headlines from Apple’s big event. Plus, DoubleLine’s Jeffrey Gundlach speaks to Scott Wapner at the Future Proof conference. His take on the fed, potential recession and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 12, 202342 min

Closing Bell Overtime: Rare Interview With Northrop Grumman CEO Kathy Warden; Chamber of Commerce CEO On UAW 9/11/23

The Nasdsaq powered more than 1% higher, led by a strong day from Tesla. Truist’s Keith Lerner and Crossmark Global’s Bob Doll break down the market action. Chamber of Commerce CEO Suzanne Clark on UAW and the regulatory regime. Bill CEO Rene Lecerte on the view from business owners. Northrop Grumman CEO Kathy Warden sits down for a rare interview with Morgan. Peak6 Co-Founder Jenny Just on fintech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 11, 202344 min

Closing Bell 9/11/23

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.

Sep 11, 202342 min

Closing Bell Overtime: Evercore’s Roger Altman Talks Arm & Capital Markets; Breaking Down Apple’s Rough Week 9/8/23

Stocks closed moderately higher today but averages finished lower on the week. Unlimited Funds’ Bob Elliott and Bleakley Financial Group’s Peter Boockvar break down the market action. Evercore Founder Roger Altman talks the capital markets and how the upcoming ARM IPO will impact things. 3Fourteen Research’s Warren Pies correctly called oil’s summer rally; he joins to talk what’s next for energy markets. Gabelli Funds’ Tony Brancroft breaks down a big weak for defense. Fairlead Strategies’ Katie Stockon on the technicals behind the dollar and homebuilders. Raymond James’ Srini Pajjuri talks Apple’s rough week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 8, 202344 min

Closing Bell: The Buy the Dip Binge 9/8/23

Is the buy the dip binge still alive? Solus’ Dan Greenhaus and Veritas’ Greg Branch give their expert opinions. Plus, Rashaun Williams of Manhattan Venture Partners sets the table as we await next week’s ARM debut – plus the other big names in the pipeline. And, Jessica Inskip from OptionsPlay breaks down the key levels to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 8, 202342 min

Closing Bell Overtime: Goldman Sachs CEO David Solomon In An Extended, Exclusive Interview 9/7/23

Four straight down session for the Nasdaq and Apple extended its slide. G Squared Private Wealth’s Victoria Greene and Profit Investments’ Eugene Profit break down the market action. Earnings from Docusign and RH. David Faber brings an exclusive interview with Goldman Sachs CEO David Solomon from the bank’s TMT conference. Solomon talked on the recent negative press, the Fed, the market environment and M&A. CFRA analyst Ken Leon joins our Michael Santoli and Leslie Picker to react to the extended interview. Plus, tonight’s NFL kickoff could signal the start of a record sports betting season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 7, 202351 min

Manifest Space: Mars Helicopters with AeroVironment CEO Wahid Nawabi 9/7/23

AeroVironemnt blew Wall Street away with quarterly results this week as demand for drones and autonomous systems skyrockets. But above and beyond the battlefield, the company is well-positioned in its space portfolio, including designing and developing NASA’s Ingenuity helicopter as the first aircraft to make a controlled flight on the red planet in 2021. CEO Wahid Nawabi joins Morgan to discuss the quarter, autonomous space exploration, pseudo satellites, 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.

Sep 7, 202321 min

Closing Bell: Navigating the Nasdaq’s Weakness 9/7/23

How at risk are stocks especially if the Nasdaq faces continued weakness? Charles Schwab’s Liz Ann Sonders gives her expert market forecast. Plus, star analyst Dan Ives says Apple concerns are overblown. He explains why … and how he is navigating the stock ahead of the company’s big product event next week. And, Julia Boorstin breaks down the slump in media stocks today amid the ongoing drama between Disney and Charter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 7, 202342 min