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Closing Bell

Closing Bell

2,257 episodes — Page 35 of 46

Closing Bell: Can Earnings Momentum Hold? 4/17/23

It’s the best start to earnings in 20 years. But can the big week ahead hold the momentum? Trivariate’s Adam Parker and Hightower’s Stephanie Link give their takes. Plus, CIC Wealth’s Malcolm Etheridge is getting out of Alphabet amid reports that Samsung may be looking elsewhere for its search needs. And, Ed Yardeni is back … and he says “the sky is not falling” despite what some Wall Street heavy hitters are saying. He explains why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 17, 202342 min

Closing Bell Overtime: JPMorgan’s Best Day In Three Years; Looking At Next Week’s Regionals Reports; Fundstrat’s Tom Lee On Why The Bulls Are Winning 4/14/23

Averages closed negative today but ended the week in the green. Fundstrat’s Tom Lee gave his case for why the bulls are currently in control. Barclays’ Jason Goldberg breaks down the sharp move higher in JPMorgan shares while looking ahead to next week’s earnings reports from the regional banks. It was a busy week of economic macro data and Fedspeak. Ned Davis Research’s Alejandra Grindal on what it all means. Krispy Kreme CEO Michael Tattersfield on food and labor costs, plus the state of the consumer. Boeing shares slide after announcing a delivery slowdown and Cowen’s Cai Von Rumohr rates the stock impact. Our Pippa Stevens on why California’s solar boom may be ending and Meg Tirrell on Catalent’s major stock slide. Plus, Jon on the growing importance of technology in education and Morgan on SpaceX’s Starship. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 14, 202344 min

Closing Bell 4/14/23

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.

Apr 14, 202342 min

Closing Bell Overtime: Snowflake CEO On New Tool For Improving Supply Chain; Breaking Down Ethereum’s Upgrade 4/13/23

The averages rallied today, led by tech with the Nasdaq finishing higher by 2%. RBC’s Amy Wu Silverman and Truist’s Keith Lerner break down what the move means heading into earnings season. Snowflake CEO Frank Slootman details the company’s new tool for companies to improve their supply chain management and the current state of enterprise spending. Meanwhile, Twitter and eToro announced a partnership; eToro CEO Lule Demmissie joins to discuss what’s next. We’re getting earnings from the banks soon and Oppenheimer’s Chris Kotowski gives his top picks. Evercore’s Mark Mahaney discusses the big move in big tech stocks and Amazon’s AI ambitions. CFRA’s Cathy Seifert on why BlackRock’s earnings matter. Our Mackenzie Sigalos on why Ethereum is rallying. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 13, 202344 min

Manifest Space: Starships Are Meant to Fly with Space Capital Managing Partner Chad Anderson 4/13/23

SpaceX’s Starship is expected to launch its long-awaited orbital flight any day now as it awaits its launch license. Morgan sits down with Chad Anderson, an early investor in SpaceX and CEO of VC fund Space Capital to discuss the economic impact of what will be the world’s most powerful rocket ever flown. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 13, 202331 min

Manifest Space: To the Moon with Intuitive Machines CEO Steve Altemus 4/13/23

As NASA’s Artemis program preps its next mission, Morgan takes a deep dive into its multibillion-dollar program to send robots and other payloads to the moon. She sits down with Steve Altemus - the CEO of Intuitive Machines, a contractor for NASA’s CLPS initiative to provide lunar services the space agency. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 13, 202323 min

Closing Bell: Sell Before May and Go Away? 4/13/23

Wells Fargo’s Chris Harvey urged investors to “sell before May and go away” … calling for a meaningful correction in stocks. He explains his point of view. Lauren Goodwin of New York Life Investment and Joe Terranova of Virtus Investment Partners give their forecasts. Plus, Morgan Stanley’s Chris Toomey says we’re facing a “fairly dramatic” sell-off. And, the key themes every investor needs to be watching when United Health reports tomorrow morning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 13, 202342 min

Closing Bell Overtime: Rare Earth Mining With MP Materials CEO; Bain’s Private Equity Head On Where He’s Investing Right Now 4/12/23

Stocks closed lower and near worst levels. DoubleLine’s Jeffrey Sherman and Cresset Capital’s Jack Ablin talk where to invest right now as earnings season begins. Former Dallas Fed President Richard Fisher discusses this morning’s CPI report that showed inflation cooled slightly more than expected in March. Bain Capital Global Head of Private Equity John Connaughton on where private equity is seeing opportunities around the globe. Meanwhile, MP Materials CEO James Litinsky talks the rare earths supply chain and how geopolitical tensions with China are impacting the global economy. Cowen’s Helane Becker gives her top picks in the airline industry after American Airlines’ worst day in nearly a year. Meanwhile, our Julia Boorstin talks her sit-down with Warner Bros. Discovery CEO David Zaslav and changes to his streaming service while Morgan Brennan breaks down what LVMH’s earnings mean for the high-end consumer and Jon Fortt spoke with cloud company Databricks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 12, 202335 min

Closing Bell: The Road Ahead for your Money 4/12/23

Earnings are only two days away and the debate over interest rates is escalating… so what’s next for your money? CNBC’s Steve Liesman, Charles Schwab’s Kevin Gordon and NewEdge’s Cameron Dawson give their expert market opinions. Plus, an exclusive interview with Warner Bros. Discovery CEO David Zaslav following the company’s latest big streaming announcement. And, Bob Pisani breaks down the final moments of trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 12, 202342 min

Closing Bell Overtime: Interviews with CEOs of Tilray, Crowdstrike; Why Bitcoin Crossed Above $30,000 For The First Time in 10 Months 4/11/23

Stocks finished mixed and near worst levels. Vital Knowledge’s Adam Crisafulli and Cantor Fitzgerald’s Eric Johnston battle out where the market goes from here in a bear versus bull debate. Evercore analyst CJ Muse on why it’s a “stock-pickers paradise” in the chips sector. Tilray shares fell today. CEO Irwin Simon discusses the latest quarter and big acquisition. CrowdStrike hosted its first ever government summit. CEO George Kurtz joins from there to talk public/private partnerships in cloud and cybersecurity. Why Weight Watchers soared nearly 60% higher today and our Meg Tirrell discusses the weight loss drug market with the FDA Commissioner Dr. Califf. Plus, former Kansas City Fed President Thomas Hoenig on upcoming inflation data, short seller Brad Lamensdorf on CarMax and our Mackenzie Sigalos on bitcoin’s recent rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 11, 202344 min

Closing Bell: What’s the Best Move for Your Money? 4/11/23

Should investors take advantage of this early year rally and sell some winners or hang on for another leg higher – if one should come? Liz Young of Sofi and John Mowrey of NFJ give their takes. Plus, top technician Jason Hunter of JP Morgan is charting the rally. Why he thinks more pain could be ahead. And, Alger’s Ankur Crawford breaks down the under-the-radar growth names 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.

Apr 11, 202343 min

Closing Bell Overtime: Advice for the Fed, Betting on Silicon Valley, Energy M&A Outlook 4/10/23

Stocks finished mixed in an up-and-down session as Wall Street awaits inflation data later this week. G Squared’s Victoria Greene and Venu Krishna from Barclays square off in a bull-bear debate about the market’s next move. Mark Zandi from Moody’s shares his advice for the Fed following Friday’s jobs report. Meantime Pioneer Natural Resources jumped on a reports of talks with Exxon. Analyst Neal Dingmann discusses the probability of a deal and which other names could be in play. Plus the latest on Apple, chips, and how a plumber could save the box office. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 10, 202344 min

Closing Bell: More Earnings Pain Ahead? 4/10/23

Have we seen the worst of the earnings recession or is there even more downside ahead? Trivariate’s Adam Parker and JP Morgan’s Asset Management’s Meera Pandit give their expert takes. Plus, star venture capitalist Rick Heitzmann weighs in on the state of the private market – and where he sees the world of IPOs headed from here. And, Pioneer shareholder Jenny Harrington weighs in on the reports that Exxon Mobil held early-stage talks to acquire the company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 10, 202343 min

Closing Bell Overtime: UiPath Co-CEO On Growth Prospects With AI; Lawmakers Wrap Up Meetings With Media, Tech CEOs Over China 4/6/23

All three major averages finished positive on the day. For the week, Dow was positive but S&P 500 and Nasdaq were lower. PIMCO’s Tony Crescenzi and Wells Fargo’s Darrell Cronk break down the market action and lookahead to next week. LinkedIn’s economist Guy Berger on the rising trend of people working two jobs. Citi’s Stephen Trent gives his top airline picks heading into summer travel season. Former Atlanta Fed President Dennis Lockhart on the high-wire act facing the Fed. Plus, UiPath Co-CEO Robert Enslin on client demand in enterprise software and how AI is changing his industry. Our Steve Kovach reports on media and tech CEOs meeting with lawmakers over China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 6, 202343 min

Closing Bell: Can the Fed Keep the Rally Going? 4/6/23

Is a weakening economy going to drag stocks lower or is a potential change in Fed policy good enough to keep the rally going? Tony Pasqueriello of Goldman Sachs gives his expert take. Plus, Former Federal Reserve Governor Frederic Mishkin breaks down what he expects from the jobs report. And, market expert Mike Santoli explains what he is watching as we wrap up the this shortened trading week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 6, 202343 min

Closing Bell Overtime: Lux Capital’s Josh Wolfe On China’s Threat; Rockefeller’s Ruchir Sharma On Why The Dollar’s Days May Be Numbered 4/5/23

Another mixed day for the averages with the Dow closing higher while the S&P 500 and Nasdaq finished in the red. Miller Tabak’s Matt Malehy and Meghan Shue of Wilmington Trust break down the market action and where to invest right now. FedEx stock went the other way, closing higher after announcing a reorganization and a dividend hike. Meanwhile, as Speaker Kevin McCarthy met with Taiwan’s President, Lux Capital Co-Founder Josh Wolfe discussed the threats China poses to U.S. companies. Rockefeller International’s Ruchir Sharma makes the case for why the dollar’s days of being the dominant global currency may be numbered. Plus, Betterment CEO Sarah Levy on the pulse of the retail investor. We get reports from our Melissa Repko on on weak March sales for Costco and Kate Rogers on how small business owners are rethinking regional banking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 5, 202344 min

Closing Bell: Time to Be a Bull or a Bear? 4/5/23

What is the right call right now – to be bullish or bearish? Trivariate’s Adam Parker and Citi’s Kristen Bitterly break down their takes. Plus, BTIG’s Jonathan Krinsky is tracking trouble in the charts. He explains the key levels every investor needs to be watching. And, Bank of America’s Jill Carey Hall is changing her tune on small caps in a big way. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 5, 202342 min

Closing Bell Overtime: C3.AI Falls Sharply After New Short Seller Report; Apple Big Winner In New Teen Survey 4/4/23

All three major averages closing lower today, the Dow and S&P 500 snapping four-day winning streaks. Vital Knowledge’s Adam Crisafulli and Macquarie’s Thierry Wizman break down the market action. Meanwhile shares of C3.AI lost a quarter of their value after short seller Kerrisdale Capital published a letter allegedly underhanded accounting. Kerrisdale’s CIO Sahm Adrangi discusses what the report claims. Piper Sandler has done its top teen choice survey for over 40 years. Analyst Harsh Kumar on why teens continue to love Apple and what it means for the stock. Plus, Marqeta CEO Simon Khalaf on the state of the consumer and Needham analyst Laura Martin makes a controversial call on Alphabet. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 4, 202349 min

Manifest Space: Between a Rock and a Hard Space with former Boeing Defense, Space & Security CEO Leanne Caret 4/4/23

As Virgin Orbit files for Chapter 11 bankruptcy, Morgan dives into the complexities of the space race with former Boeing Defense, Space & Security CEO Leanne Caret. Now an advisor for the company and board member at Raytheon & John Deere, they discuss labor challenges, NASA's Artemis lunar program, Boeing Starliner, autonomous farming, and more. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 4, 202327 min

Closing Bell: Trump Pleads Not Guilty to 34 Felony Counts in Arraignment 4/4/23

Former President Trump appeared in a New York City court today. We have instant analysis and updates from Washington DC and from outside the courthouse. Plus, the key levels every investor needs to watch from Options Play’s Jessica Inskip. And, market expert Mike Santoli gives his Last Word before the close. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 4, 202359 min

Closing Bell Overtime: Surprise OPEC+ Cut Sends Oil Surging; Former Hulu Exec On Disney’s Future 4/3/23

The Dow and S&P 500 notched their fourth straight day of gains to kick of Q2 trading while the Nasdaq lagged. Edward Jones’ Mona Mahajan discussed the market action while 3Fourteen Research’s Warren Pies broke down the move higher in crude. SPG Global’s Simon Gallagher, a former Hulu executive, talks the news out of Disney’s shareholder meeting and the latest salvos in the DeSantis versus Disney battle. Natural gas posted its worst quarter on record. Skylar Capital CEO Bill Perkins on what’s next for the commodity. Ronald Reagan Institute Director Roger Zakheim on the investment implications of Speaker McCarthy’s visit with the President of Taiwan. Our Phil LeBeau broke down the latest quarterly auto sales while Contessa Brewer talks what it means for the gambling stocks that this year’s men’s Final Four is composed of smaller schools and underdogs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 3, 202344 min

Closing Bell: The Road Ahead for Stocks 4/3/23

It is shaping up to be a busy week for investors with a jobs report, key data and earnings on the horizon. So, what is the set up for your money? Cameron Dawson of NewEdge gives her forecast. Plus, #1 retail analyst Matthew Boss of JP Morgan upgraded Macy’s. He explains why – and breaks down the state of the consumer. And, top chip analyst Stacy Rasgon from Bernstein is changing his tune on Intel. He breaks down the catalysts behind that call. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 3, 202342 min

Closing Bell Overtime: Virgin Orbit Falls; Averages End Quarter Higher With Strong Finish 3/31/23

Stocks surged in the final hour of trading, sending all averages higher for the quarter. Jefferies’ David Zervos and Richard Bernstein Advisors’ Rich Bernstein talk how to position heading into Q2. Plus, Evercore Head of Technical Analysis Rich Ross lays out the technical case for more upside ahead in tech stocks. We also get top picks in industrials from RBC Capital Market’s Deane Dray and in space stocks from BofA Securities’ Ron Epstein while Apollo Global’s Torsten Slok on weigh investors shouldn’t think the banking crisis is completely behind us. Our Kristina Partsinevelos digs into Micron’s wild week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 31, 202344 min

Closing Bell: What Lies Ahead for Stocks? 3/31/23

What lies ahead for stocks as the calendar turns? Will tech continue to lead? Will the Fed continue to hike? Sebastein Page of T Rowe gives his expert take. Plus, Capital Wealth Planning’s Kevin Simpson gives 5-star investing advice and breaks down where he is putting his money to work right now. And, Hightower’s Stephanie Link gives her forecast for Meta as it closes in on its best quarter since 2013. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 31, 202343 min

Closing Bell Overtime: WWE CEO Nick Khan on Potential Sale and Betting Possibilities; An Early Read on Inflation 3/30/23

Back-to-back positive session for the major averages has the S&P 500 back above 4000. Ariel investments’ Charles Bobrinskoy and Evercore’s Julian Emanuel on how to position right now. WWE CEO Nick Khan says there has been a “robust response” from potential bidders for the company after Vince McMahon’s return and he remains optimistic about legalizing betting on the sport. General Catalyst CEO Hemant Taneja penned an op-ed this week arguing for specific new rules and regulations around AI. He breaks down his case. Morgan Stanley’s Keith Weiss has some top picks in the software sector and our Meg Tirrell wraps up her series on the prescription drug crisis with a look the huge shortages of both antibiotics and generic drugs. Plus, Morgan Brennan with a look at tomorrow’s inflation data, today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 30, 202344 min

Closing Bell: Tighter Bank Regulations Ahead? 3/30/23

Banks under the microscope today with new questions over whether they’ll soon be under tighter regulations. Star bank analyst Mike Mayo of Wells Fargo Securities gives his take. Plus, EMJ’s Eric Jackson says the rally in tech is only just beginning. He explains why. And, PIMCO’s Erin Browne is flagging a big opportunity overseas – she tells us why this could be a major safety play. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 30, 202343 min

Closing Bell Overtime: Keith Rabois On Role In Silicon Valley Bank Collapse; NBER Director Charles Dallara On Calls For More Banking Regulation 3/29/23

Founders Fund was fingered in the days after Silicon Valley Bank’s collapse as a possible accelerant for the failure. General Partner Keith Rabois talks why that wasn’t the case, why TikTok should be banned in the US and why researchers should not pause AI experimentation. Meanwhile stocks closed near session highs as the averages shook off Tuesday’s declines. Axonic Director of Research Peter Cecchini talked the market action and Loop Capital’s Anthony Chukumba gave instant reaction to RH’s earnings. Jon Fortt walks through why Intel had its best day since November and NBER Director Charles Dallara talks calls for more banking regulation. Our Kate Rogers reports on former Starbucks CEO Howard Schultz time in front of Congress today and Meg Tirrell analyzes the lack of generic drugs on the market. Plus, Macquarie’s Tim Nollen on Q2 opportunities in the communication services sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 29, 202344 min

Closing Bell: Move in Stocks Too Top Heavy? 3/29/23

The seven largest names within the S&P 500 have accounted for nearly all of the year’s gains. Is that a sign of strength or weakness for your money? Trivariate’s Adam Parker and Requisite Capital’s Bryn Talkington give their expert takes. Plus, star Wedbush analyst Dan Ives breaks down what he is calling “the new safety trade.” And, Jim Stewart of the NYT weighs in on the latest shakeup at Disney. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 29, 202343 min

Closing Bell Overtime: Redfin CEO on the Wild Housing Market; Polaris CEO Unveils New Marketplace 3/28/23

All three major averages closed lower—the second straight negative session for the Nasdaq. Bespoke’s Paul Hickey talked the market action while Micron and Lululemon reported latest quarterly numbers. Needham’s Raji Gill, the first analyst on the Street to capture negative gross margins, gives his instant reaction while Oppenheimer’s Brian Nagel talked Lululemon’s strong quarter that sent the stock higher in overtime trading. Former FDIC Chair Sheila Bair weighed in on the recent weeks of volatility in the banking sector—and what she would have done differently. Our Meg Tirrell reports on the antibiotic shortages across the country and Michael Santoli on the stock impact of Alibaba’s plan to split into six business groups. Plus, as home prices fell for the seventh straight month, Redfin CEO talks the latest signals in the housing market while Polaris CEO Mike Speetzen discusses the state of the consumer and Polaris’ new online marketplace for customers to buy and sell new and used vehicles. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 28, 202344 min

Closing Bell: Who is to Blame for SVB’s Collapse? 3/28/23

Where was the Fed and other key regulator as SVB’s practices were repeatedly flagged by officials for years? We debate who is to blame for the bank’s failure with Nick Timiraos of the WSJ. Plus, former US Deputy Treasury Secretary Roger Altman gives his expert take on the matter. And, we debate the resilience of the tech rally with Plexo Capital’s Lo Toney. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 28, 202342 min

Closing Bell Overtime: Robert Shiller On Red Flags in the Real Estate Market; Breaking News on Lyft 3/27/23

The Dow and S&P 500 notched their third straight positive session but the Nasdaq fell 0.5%. Crossmark Global’s Bob Doll talks the market action and what moves he is making for his clients right now. Our Deirdre Bosa breaks news on new leadership at Lyft while Wedbush’s Dan Ives joins for instant stock reaction. Mizuho Dan Dolev breaks down the ripples effects from the CFTC lawsuit against Binance for the crypto universe. Stifel’a Mark May talks the impact of SVB failure on tech M&A and IPOs. RingCentral’s CEO discusses the company’s new AI products. Plus, RBC’s Scott Hanold on opportunities in energy, one of the worst-performing sectors YTD. And Jon Fortt eulogizes a tech legend who recently passed: Gordon Moore. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 27, 202347 min

Closing Bell: Gundlach’s First Take on the Fed 3/27/23

DoubleLine’s Jeffrey Gundlach gives his first, exclusive interview since the Fed’s decision to raise interest rates. He gives his take on the Fed’s next move, the odds of a recession and the turmoil in the banks. Plus, Sofi’s Liz Young weighs in on Gundlach’s recession prediction. And, market expert Mike Santoli breaks down what he’s watching as we kick off a fresh trading week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 27, 202342 min

Closing Bell Overtime: Looking Past the Turmoil With Former Bridgewater Investment Committee Member Bob Elliott and Former TD Ameritrade CEO Fredric Tomczyk

Averages shook off early losses and fears around Deutsche Bank to end the session, and the week, higher. Invesco’s Brian Levitt and Commonwealth’s Brad McMillan break down the market action and give their playbook. Former TD Ameritrade CEO Fredric Tomczyk talks the banking turmoil of the past few weeks. Former Bridgewater Investment Committee member and Unlimited founder Bob Elliott takes a step back to assess the macro picture and how investors should be thinking about the recent market moves. Meanwhile, gold has notched four straight weeks of gains and VanEck Assocaites CEO Jan Van Eck on where the money is flowing in this market. Morgan Brennan discusses the under-the-radar developments in the space sector from the past week. Plus, our Steve Liesman reports on the Treasury Department’s meeting of top financial regulators and the latest bank balance sheet data from the Fed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 24, 202344 min

Manifest Space: Global Constellation Countdown with OneWeb CEO Neil Masterson 3/24/23

The stage is set for European satellite communications company OneWeb to complete the first ever completed global LEO constellation this weekend. Morgan discusses the historic milestone with CEO Neil Masterson ahead of the company’s launch from India, along with the company’s separation from its Russian rocket partnership last year, its planned $3.4 billion merger with French satellite operator Eutelsat, and the outlook for the company. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 24, 202318 min

Closing Bell: Scary Message from the Bond Market? 3/24/23

Should the stock market be more worried about the message coming from bonds following the Fed’s latest rate hike or are things less dire than the plunge in treasury yields suggest? Professor Jeremy Siegel of the Wharton School gives his expert take. Plus, Ed Clissold of Ned Davis Research is gaming out a potential rally. And, Gunjan Banerji of the Wall Street Journal breaks down the crucial final moments of the trading day – and what she’s watching in the tech space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 24, 202343 min

Closing Bell Overtime: Markets Close Higher Despite Midday Swoon; Randal Quarles on the Fed 3/23/23

Stocks finish higher despite briefly turning negative in midday trading. G Squared’s Victoria Green and JPMorgan’s Phil Camporeale discuss the market action. Former Fed officials Randal Quarles and Alan Blinder weigh in on this week’s rate hike and why Blinder called the 25bp move a “mistake.” Plus, Evercore’s Mark Mahaney on why this time is different for TikTok and regulation as the CEO gets grilled on the hill. Block shares dropped nearly 15% after a scathing short seller report: SVB Moffetrnathanson’s Lisa Ellis and Empire Financial Research’s Herb Greenberg discuss what to make of the claims. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 23, 202337 min

Closing Bell: Trading Mixed Messages? 3/23/23

Investors are struggling to sort of the likely economic toll of the banking crisis – are Yellen and Powell sending mixed messages to the market? Our all-star panel of Joe Terranova of Virtus, BNY Mellon Wealth Management’s Alicia Levine and Greg Branch of Veritas Financial Group break down their forecast for the market. Plus, Jefferies analyst Trevor Williams explains what’s at stake for Block after Hindenburg Research announced it was adding the company to its short list. And, BTIG’s Jonathan Krinsky drills down on the key levels to watch – and why investors may not want to trust the bounce in stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 23, 202343 min

Closing Bell Overtime: Markets End At Session Lows; Evercore’s Roger Altman Reacts To The Fed Hiking Rates 0.25% 3/22/23

Markets tumbled into the close as investors weighed Fed Chair Jerome Powell’s comments at the press conference after the Fed hiked interest rates 25 basis points. At the same time, Treasury Secretary Janet Yellen testified to a Senate committee that there were no plans for broad increases in deposit insurance. Former Chairman of the Council of Economic Advisers Jason Furman and Evercore’s Roger Altman reacted to the Fed’s move while Quadratic Capital’s Nancy Davis and Jefferies’ David Zervos digested the market sell off. Plus, Zelman & Associates’ Alan Ratner on KB Home earnings and Brad Slingerlend, NZS Capital Co-Founder, on trading tech after the Fed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 22, 202346 min

Closing Bell: Fed Raises Rates 25 Basis Points 3/22/23

Ritholtz Wealth Management’s Josh Brown gives his instant reaction and analysis to Powell’s press conference – and the major market reaction. Plus, Schwab’s Liz Ann Sonders’ gives her forecast for where we could be headed from here. And, David Chiaverini of Wedbush breaks down the regional banks reaction. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 22, 202346 min

Closing Bell Overtime: Adobe CEO Shantanu Narayen Discusses His Major AI Announcement; Markets Await Tomorrow’s Huge Fed Decision 3/21/23

Major averages finish near session highs as investors await the Fed’s rate decision tomorrow. Meghan Shue of Wilmington Trust and Wedbush’s Sahak Manuelian preview what the Fed is likely to do. MassMutual CEO Roger Crandall on the continuing banking fallout from First Republic and Credit Suisse. Jon sits down with Adobe CEO Shantanu Narayen to talk Firefly and why Adobe stands to benefit from AI; SVB MoffetNathanson’s Sterling Auty breaks down his AI winners and losers. Plus, earnings from Nike and GameStop. Oppenheimer’s Brian Nagel just named Nike a top pick; he discusses the latest quarter and the market reaction. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 21, 202344 min

Closing Bell: Market Stability or Vulnerability? 3/21/23

Is the market’s rebound this week a sign of underlying stability or is it actually vulnerability to a nasty surprise? Jason Hunter – head of technical strategy at JP Morgan – gives his take. Plus, Fred Cummings from Elizabeth Capital Management makes the case for regional banks. And, Rob Thummel of TortoiseEcofin sees more upside for the energy sector. He explains why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 21, 202343 min

Closing Bell Overtime: Former Council of Economic Advisers Chairman Glenn Hubbard on the Fed’s Big Decision; Affirm CEO Max Levchin Talks State of the Consumer 03/20/23

Major averages finish higher as the markets digest the Credit Suisse rescue. Cantor Fitzgerald’s Eric Johnston on why he’s still bearish while Macquarie Group’s Thierry Wizman discusses the huge swings in the bond market. Glenn Hubbard was the chair of the Council of Economic Advisers under George W. Bush; he discusses what the Fed is watching most closely ahead of this week’s rate decision. Our Phil LeBeau on why auto inventories are finally increasing at dealerships while Eamon Javers brings us the big ruling a judge made against JPMorgan in a Jeffrey Epstein lawsuit. Plus, Affirm CEO Max Levchin on where consumers remain strong and where weakness is showing and Cowen analyst John Kernan previews Nike’s earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 20, 202344 min

Closing Bell: Can the Calm Be Trusted? 3/20/23

Suspense is building for a Fed decision – a choice between staying the course on tightening or backing off for fear of more financial upheaval. NewEdge’s Cameron Dawson gives her take. Plus, Mark Newton of Fundstrat drills down on the key levels to watch in energy. And, Baird’s David George is bullish on a key regional bank. He reveals that pick – and makes the case for that stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 20, 202343 min

Closing Bell Overtime: VC Investor Vinod Khosla on Silicon Valley Bank Fallout and BILL CEO Rene LeCerte on Financing Silicon Valley Startups After SVB’s Collapse; Best Week For Nasdaq in Months 3/17/23

Dow ends week slightly lower but S&P 500 and Nasdaq power higher despite volatility. Crossmark’s Bob Doll and 3Fourteen Research’s Warren Pies talk the market action ahead of next week’s Fed decision. Meanwhile, Rockefeller International’s Ruchir Sharma on the disconnect between financial markets and geopolitical risks. Broadmoor’s Todd Baker breaks down who might buy Signature Bank, while Julia Boorstin talks the new coalition in Washington aiming to take down Tiktok. Contessa Brewer talks some hidden winners of March Madness. Plus, Jon Fortt sits down with VC investor Vinod Khosla on what advice he is giving his companies around future financing and BILL CEO Rene LeCerte on how the company is helping former clients of Silicon Valley Bank. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 17, 202344 min

Closing Bell 3/17/23

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves tohow investors are reacting,Scott Wapner,Jon Fortt,Morgan BrennanandMichael Santoliguide 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.

Mar 17, 202343 min

Closing Bell Overtime: Rare Interview with Former Yahoo CEO Marissa Mayer and Stocks Surge After Banks Rescue First Republic 3/16/23

All three major averages were well into the green today and the Nasdaq is now up over 5% on the week. Vital Knowledge’s Adam Crisafulli gives his take on the action while Broughton Capital’s Donald Broughton reacts to FedEx’s strong quarter as the stock surged in after-hours trading. Plus, is a recession in the cards? Citi’s Scott Chronert and Sumit Handa of Pennington Partners debate where stocks go next. Jon Fortt had a rare interview with Sunshine Co-founder and former Yahoo CEO Marissa Mayer. She shared who will win the race for AI dominance, plus what she thought when she hired Sundar Pichai at Google. GTIS CIO Tom Shapiro joins to talk what clues the commercial real estate market might hold for investors. Finally, Virgin Orbit stock fell sharply after pausing operations and furloughing staff for a week as it seeks more funding. Morgan Brennan reports 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.

Mar 16, 202351 min

Closing Bell: Rescuing First Republic, What Will The Fed Do Next? 3/16/23

Scott Wapner breaks down the big break for First Republic. Eleven banks, including JPMorgan, Citigroup, Bank of America and Wells Fargo, deposite $30 billion in First Republic Bank. In a joint statement from the heads of the Treasury, Federal Reserve, FDIC and the office of the Comptroller of the Currency writing, “This show of support by a group of large banks is most welcome, and demonstrates the resilience of the banking system.” SoFi’s Head of Investment Strategy, Liz Young, weighing in on what it all means for the markets and your money. Plus, one of the top-rated financial advisors, Chris Toomey, on how he’s positioning his clients through the volatility. Why he’s saying now is the time to stay defensive. The tech trade heating up, Requisite Capital’s Bryn Talkington on where she’s putting her money to work. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 16, 202343 min

Manifest Space: VCs and the Cash Crunch with Space Fund Managing Partner 3/16/23

Virgin Orbit has halted operations and furloughed most of its approximately 700-person staff as the launch service provider looks for a funding lifeline. The cash crunch comes amid consolidation in a crowded launch market. Morgan discusses the VC outlook with Space Fund co-founder & managing partner Meagan Crawford: an investor in SpaceX, Axiom Space, and more. For more Manifest Space, listen and follow here: https://link.chtbl.com/manifestspace Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 16, 202325 min

Closing Bell Overtime: Markets Stage Late-Day Comeback After Swiss Officials Reassure On Credit Suisse 3/15/23

The Nasdaq eked out a gain today for its third straight positive session, while the Dow and S&P 500 finished negative but well off their lows. Canaccord’s Tony Dwyer and former PIMCO Chief Economist Paul McCulley discuss what the recent market moves mean for the Fed next week while our Hugh Son discuss the latest moves around Credit Suisse. KBW CEO Tom Michaud discusses the regional banking sector as investor worries continue to plague the stocks. Plus, former Wells Fargo CEO Dick Kovacevich talks how to run a bank during a crisis and former SEC Chair Jay Clayton on new investigations from the DOJ and SEC into Silicon Valley Bank. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 15, 202344 min

Closing Bell: Stocks Drop on Bank Contagion Fears, SNB Says It Will Provide Credit Suisse with Liquidity If Necessary, Professor Siegel’s Recession Call 3/15/23

Scott Wapner delivers the breaking news of the hour as the Swiss Financial Market Supervisory Authority and the Swiss National Bank says that Credit Suisse quote, “meets the capital and liquidity requirements imposed on systemically important banks” and that the central bank will step in if the situation changes. Shares of Credit Suisse fell more than 20% it had previously delayed its annual report and said it found quote “material weakness” in its financial reporting in prior years. Plus, Wharton School Professor, Jeremy Siegel, weighing in on market moves and the big question of what the fed will do next. Professor Siegel also giving his predictions for if a recession is on the horizon. As financials continue to plunge, Crossmark’s Victoria Fernandez on why she’s adding to her position in one major bank. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 15, 20231h 0m