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Closing Bell

Closing Bell

2,432 episodes — Page 47 of 49

Closing Bell Overtime: Countdown to the Fed 06/14/22

We’re less than 24 hours away from the Fed meeting and investors are anxiously waiting to see what Fed Chair Powell’s next move will be. Trivariate’s Adam Parker and Virtus’ Joe Terranova break down what they’re betting on ahead of the meeting. Plus, Eric Jackson of EMJ Capital digs in on the meltdown in high-growth stocks. And, Osterweis’ Larry Cordisco tells us where he is finding opportunity amid the downturn in big cap tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 202244 min

Closing Bell: Stocks Seesaw, All Eyes On The Fed and Crypto Winter 6/14/22

It was a wild ride on Wall Street. Stocks rallying at the open before sinking sharply into the red and then staging a comeback late in the session as investors remain on edge ahead of tomorrow's Fed decision. Goldman Sachs Chief Economist Jan Hatzius on growing expectations the Federal Reserve will raise interest rates by 75 basis points tomorrow and the impact that will have on inflation and the economy. But Fmr. Kansas City Fed President Thomas Hoenig explains why he still thinks the Fed will only raise interest rates by 50 basis points and cautions 75 basis points would be a mistake. Mizuho's Dan Dolev reacts to Coinbase's CEO announcing layoffs and warning of a "crypto winter" ahead. And Jefferies Healthcare & Biotech Analyst Michael Yee on the FDA panel deciding whether to recommend Moderna's Covid vaccine for children ages 6 to 17. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 202243 min

Closing Bell Overtime: Fed Weighing Rate Hike, Risk of Recession, & A Rally That Might Be On The Horizon 06/13/22

A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 13, 202246 min

Closing Bell: Back Into Bear Market, Focus On The Fed & Crypto Crushed 6/13/22

Stocks selling off and pushing the S&P 500 back into bear market territory as investors brace for the Federal Reserve's decision on interest rates this week. Jefferies economist Thomas Simons explains why he thinks the Fed will raise rates by 75 basis points this week to help combat runaway inflation and whether these aggressive rate hikes could spark a recession. But Atlas Merchant Capital CEO Bob Diamond doesn't think that's aggressive enough and says the Fed should raise rates by 100 basis points. Citi U.S. Equity Strategist Scott Chronert says investors should be buying health care stocks as a defensive trade amid this market volatility. UBS Private Wealth management’s Alli McCartney reveals why she thinks the market could remain volatile for a long time. And Bitfury CEO Brian Brooks reacts to Bitcoin’s plunge and whether crypto lending company Celsius pausing customer withdrawals is a warning sign for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 13, 202249 min

Closing Bell Overtime: Trading the Volatility 06/10/22

Stocks closing deep in the red to finish the week, with the Dow ending the day down nearly 900 points. Fundstrat’s Tom Lee has previously said inflation had peaked and was betting on a big bounce for the markets… he gives us his fresh take following today’s ugly close. Plus, Pomp Investments’ Anthony Pompliano weighs in on inflation and if bitcoin could be a big hedge. And market expert Mike Santoli’s crucial “Last Word” to wrap up the week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 10, 202246 min

Closing Bell: Inflation Sparks a Sell-Off, Gaming Out the Fed 06/10/22

Another red-hot inflation print sent the major averages sharply lower in Friday trading. Market experts Barry Knapp, Tony Crescenzi and Rebecca Patterson break down what they’re watching in the selloff, and expectations for the market going forward. Former Fed vice chair Roger Ferguson discusses the implications for next week’s Fed decision. And Barclays economist Jonathan Millar lays out why he now expects an above-consensus rate hike from the central bank. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 10, 202253 min

Closing Bell Overtime: Inflation Stock Shock Ahead? 06/09/22

Investors are bracing for tomorrow’s all-important CPI number and it could spell further trouble for markets. Trivariate’s Adam Parker gives his prediction. Meantime, JP Morgan Asset Management’s Gabriela Santos is forecasting sunnier skies ahead for markets. She makes her case. Plus, Mike Santoli breaks down the key S&P levels he is watching ahead of tomorrow’s crucial data. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 9, 202244 min

Closing Bell: Late-Session Selloff, Tech Shopping List, The Mood from the C-Suite 6/9/22

Stocks tanked in the final hour of trading, closing near the lows, with the Dow giving up more than 600 points. Ben Emons from Medley Global Advisors explains why the S&P 500 could see another sizeable correction. Portfolio manager Kevin Landis shares his tech shopping list, with under-the-radar names to ride out the volatility. MKM’s Rohit Kulkarni breaks down the pressure on Facebook parent Meta, whose ticker symbol change officially took effect. And Yale’s Jeffrey Sonnenfeld discusses the mood from corporate executives, and whether or not CEOs are expecting a recession in America. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 9, 202246 min

Closing Bell Overtime: Big Risks Mounting 06/08/22

Falling earnings and rising fuel prices weighing on stocks … but can the market manage to brush off the big risks in the long run? Dan Greenhaus of Solus Alternative Asset Management gives his forecast. Plus, Fundstrat’s Tom Lee makes the case for a soft landing and why that scenario is looking more likely. And Mike’s Santoli’s Last Word on some big market “pain points.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 8, 202244 min

Closing Bell: Stocks pull back, Campbell CEO on inflation, Zelenskyy’s message for CEOs 6/8/22

The major averages pulled back Wednesday, giving back a chunk of their gains for the week ahead of key inflation data on Friday. Holly Newman Kroft from Neuberger Berman and Scott Wren from Wells Fargo Investment Institute discuss the risks and opportunities of investing in this market. Meantime Campbell Soup added to gains on the year following strong earnings. CEO Mark Clouse breaks down how his company has managed to navigate inflation and supply chain headwinds. And Sara asks Ukraine’s president Zelenskyy what his message is for corporate leaders regarding the war with Russia. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 8, 202242 min

Closing Bell Overtime: Shaking off the bad news 06/07/22

Stocks have somehow managed to remain resilient in the face of a slew of headwinds. So, what does that say for the state of the market? BMO Capital Markets’ Brian Belski gives his take. Plus, iCapital’s Anastasia Amoroso says the odds of a “soft-ish” landing are on the rise. And, is the software space just too expensive? We debate it in today’s Halftime/Overtime with Virtus Investment Partners’ Joe Terranova. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202244 min

Closing Bell: Stocks rally into the close, IHG CEO on hotel demand, Target’s profit warning 6/7/22

The major averages closed near the highs of the day – making a significant recovery from early pressure caused by Target’s profit warning. Tony Dwyer from Canaccord breaks down his call for a continued summer rally. Jefferies analyst Stephanie Wissink discusses the Target news and the read-through for the consumer and retail. Shannon Saccocia from SVB Private talks about plays in housing and energy. And the CEO of hotel giant IHG group gives his outlook for summer travel and the impact of covid testing requirements on the industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202242 min

Closing Bell Overtime: Can the bear bounce continue? 6/6/22

Morgan Stanley’s Mike Wilson thinks this bear bounce still has some steam. But how long will it last? He makes his case. Pimco’s Erin Browne is getting bullish on tech -- she breaks down that trade. And, Mad Money Host Jim Cramer weighs in on what he calls “unsustainable rallies.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 6, 202244 min

Closing Bell: Stocks close well off highs, Apple WWDC highlights, Marriott CEO on travel demand 6/6/22

Stocks failed to hold an early rally in an up-and-down session, with the Dow giving up most of its earlier 335 point gain. Julian Emanuel from Evercore ISI and Nancy Tengler from Laffer Tengler break down how they are approaching this uncertain trading environment. Meantime Apple kicked off its Worldwide Developers Conference at its California headquarters. Wedbush’s Dan Ives and Colin Gillis from Chatham Road discuss the biggest announcements, including new software and hardware products. And the CEO of Marriott weighs in on travel demand and what he’s seeing right now from his customers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 6, 202243 min

Closing Bell Overtime: Facing Major Market Obstacles 06/03/22

It was another volatile day on Wall Street. Can stocks manage to overcome a Hawkish fed and tough talk around the state of the economy? Trivariate’s Adam Parker breaks down what he is watching as we wrap up the week. Plus, Snowflake scored an initiation at Raymond James despite a big downturn this year. The analyst behind that call makes his case. And Mike Santoli is reflecting on what we learned this week in his Last Word. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 3, 202244 min

Closing Bell: Stocks Sink, Pockets Of Opportunity & Foot Locker’s Strategy Shift 06/03/22

Stocks sinking and closing lower for the week despite a stronger than expected May jobs report, which sparked new concerns about interest rate hikes. Neuberger Berman’s Joe Amato and Ariel’s Charlie Bobrinskoy discuss the sell off and whether they are buying the dip. KKR Global Head of Macro & Asset Allocation Henry McVey is cautious on the market, but he reveals where he sees pockets of buying opportunities. And Foot Locker CEO Richard Johnson discusses how inflation and supply challenges are impacting the retailer and how he plans to adjust his strategy with Nike shifting to a direct to consumer approach. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 3, 202251 min

Closing Bell Overtime: Behind Stocks’ Recent Resiliency 06/02/22

Stocks continued to bounce in today’s session, despite hawkish Fed speak … but how long can the resiliency really last? Hightower’s Stephanie Link gives her expert take. Plus, instant analysis to Lululemon and Crowdstrike earnings results. And, Mike Santoli with his “Last Word” on what the market is “wishing and waiting” for ahead of tomorrow’s key jobs data. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 2, 202244 min

Closing Bell: Stocks Storm Back, Fed's Brainard On Rate Hikes And Dollar Downer For Tech 06/02/22

Stocks staging a huge comeback on Wall Street. The Dow swinging 700 points to snap a 2-day losing streak, despite new concerns about rising interest rates. Fed Vice Chair Lael Brainard says it's hard to see a case for pausing rate hikes in September. Fmr. PIMCO Chief Economist Paul McCulley & Ally Chief Markets & Money Strategist Lindsey Bell discuss what that could mean for the market and the economy. Microsoft lowering its guidance because of the strong dollar. Jefferies Brent Thill reveals which other tech stocks could soon warn of currency headwinds. Guggenheim's Michael Morris explains why he slashed his price target on Netflix. And Reckitt Benckiser's Robert Cleveland discusses what his company is doing to help solve the ongoing baby formula shortage in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 2, 202243 min

Closing Bell Overtime 6/1/22

A fast-paced look at the after-hours moves and late-breaking news live from the New York Stock Exchange. Closing Bell Overtime drills down into stocks and sectors, interviews some of the world’s most influential investors and gets you ready for the next day’s action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 1, 202246 min

Closing Bell: Rollercoaster Ride On Wall St., Meta C-Suite Shake Up And Solar Stocks Slump 6/1/22

Another wild trading day on Wall Street with the Dow swinging nearly 700 points. The market coming off the lows of the session after a Federal Reserve report showed new signs that inflation may be easing. JPMorgan Asset Management's Phil Camporeale discusses whether that's a bullish sign for investors. Citi Private Bank Global Head Ida Liu reveals where high net worth investors are putting their money. Rosenblatt's Barton Crockett reacts to Meta COO Sheryl Sandberg stepping down. And solar stocks have had a very rough year despite huge gains for the energy sector. The CEO of Sunnova discusses how tariffs and higher commodity costs are impacting the industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 1, 202242 min

Closing Bell Overtime: Fate of the Rally 05/31/22

How long can the rally keep going? Eric Johnston from Cantor Fitzgerald explains why the backdrop for equities is “very unfavorable.” Plus, Dan Ives from Wedbush Securities gives his instant reaction and analysis to Salesforce’s earnings results. And, Michael Santoli “can’t hardly wait” for his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 202244 min

Closing Bell: Wild May Wraps Up, CME's CEO On Market Volatility And Getting Defensive 5/31/22

Stocks falling on the last trading day of May, which has been a wild month of trading. CME Group Chairman & CEO Terry Duffy discusses the volatility in the stock, bond and commodity markets and what that means for his exchange's bottom line. Oil prices initially rallying, but gave back most of those gains on a report that OPEC may suspend Russia from its oil production deal. RBC Capital Markets' Helima Croft weighs in on what that will do for oil prices while Eurasia President Ian Bremmer looks at the potential geopolitical impact. And Strategas' Chris Verrone says he is skeptical about last week's rally, but reveals the one defensive stock he thinks investors should be buying. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 202242 min

Closing Bell Overtime: Trust the Rally on Wall Street? 05/27/22

Dow and S&P 500 post their best week since November 2020. Adam Parker from Trivariate Research, Shannon Saccocia from SVB Private, and Dan Greenhaus from Solus Alternative Asset Managment discuss whether or not this rally can last. Plus, the Nasdaq is up 10% since its intraday low last Friday. Can the bounce be trusted? And, Michael Santoli’s “Last Word” is “half-full.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 27, 202244 min

Closing Bell: Rally Rages On, Retail Rebound & Tech Too Cheap To Ignore? 5/27/22

Stocks staging a big rally ahead of the long holiday weekend. The Dow snapping an 8-week losing streak and the S&P 500 and Nasdaq ending 7-week losing streaks. Ironsides Macroeconomics Barry Knapp discusses whether the market has bottomed following a new report showing inflation is slowing, but Interactive Brokers' Steve Sosnick thinks there could be more downside. Investor Eric Jackson reveals the three tech stocks he says are too cheap to ignore. Charter Equity Research's Ed Snyder discusses whether investors should buy Apple's rebound. Energy also moving sharply higher this week. OPIS Global Head of Energy Analysis Tom Kloza discusses if there is more upside for energy prices. And Oppenheimer's Rupesh Parikh and BMO Capital's Simeon Siegel discuss the week's mixed bag for retail earnings and debate their opposing views on Ulta, which soared following its results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 27, 202243 min

Closing Bell Overtime: State of the Consumer 05/26/22

How much is inflation eating into retail profits? Stephanie Link from Hightower reacts to earnings reports from Ulta, Gap, and Costco. Plus, value investor Scott Black from Delphi Management says stocks might be “slightly overvalued.” And, Michael Santoli “Rates the Rally” in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 26, 202244 min

Closing Bell: Plenty of green on the screen, predictions for the housing market, retail relief 5/26/22

The major averages added to big gains on the week, with the Nasdaq seeing the biggest jump, climbing by 2.7%. Alli McCartney from UBS and Jim Bianco from Bianco Research debate if the comeback rally can be trusted. Retail expert Dana Telsey breaks down more big moves in the space and the action in higher-end versus lower-end names. Redfin CEO Glenn Kelman weighs in on the fast-changing housing market, as rising rates drive up mortgage costs. And Chinese internet stocks got a lift on positive results from Alibaba and Baidu. Gil Luria from D.A. Davidson breaks down the opportunities and risks in those names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 26, 202242 min

Closing Bell Overtime: Moment of Truth for Tech 05/25/22

Twitter holds its annual shareholder meeting. Alex Kantrowitz from Big Technology and Casey Newton from Platformer highlight the key takeaways. Plus, shares of Nvidia sink in extended trading after reporting weaker-than-expected Q2 guidance. Josh Brown from Ritholtz Wealth Management and Bryn Talkington from Requisite Capital Management react to the numbers. And, Michael Santoli’s “Last Word” is “Saved by the Bond.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 25, 202246 min

Closing Bell: Stocks stage late-day rally, Ken Moelis on recession risk 05/25/22

Stocks finished the day broadly higher, with momentum picking up late in the session following the release of the Fed minutes before cooling a bit ahead of the close. Richard Bernstein from Richard Bernstein Advisors breaks down the inflation outlook and where he recommends putting money to work. Investment banker Ken Moelis discusses whether or not he thinks the US is heading for a recession, and what it means for the deal-making environment. And analyst Mark Mahaney breaks down the big highlights from Twitter and Meta’s investor days. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 25, 202243 min

Closing Bell Overtime: Market Tug-O-War. 05/24/22

Dow closes positive after being down 515-points at session lows. Professor Jeremy Siegel from Wharton School weighs in on the market volatility. Plus,star venture capitalist Rick Heitzmann from First Mark Capital talks about the next shoe to drop in the social media stock sell-off. And, Michael Santoli looks at “lines in the sand” in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 24, 202247 min

Closing Bell: Dow climbs back from steep losses, Snap cracks and drags on tech. 05/24/22

The Dow clawed back from a more than 500 point drop to close in the green, but a profit warning from Snap kept tech stocks suppressed. Analysts Michael Nathanson and Rohit Kulkarni discuss the huge drop for the social media firms and the read-through for the whole advertising market. Nancy Tengler from Laffer Tengler, Sandy Pomeroy from Neuberger Berman and Stephanie Link from Hightower open up their playbooks as the market volatility rolls on. And retail expert Gerald Storch explains why a revolution is needed in some of the country’s best-known retailers, as Abercrombie & Fitch becomes the latest name to tank on results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 24, 202243 min

Closing Bell Overtime: Believe the Bounce? 05/23/22

Dow and S&P 500 climb nearly 2%, but can investors trust the rally? Liz Young from SoFi weighs in. Plus, Pete Najarian joins to talk about whether it is time to buy financials or not. And, Michael Santoli’s “Last Word” is “déjà vu.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 23, 202244 min

Closing Bell: Stocks Soar, Tech Sell Off Blame Game and Game On For M&A? 5/23/22

Stocks staging a big rally on Wall Street as investors go bargain shopping following an 8-week losing streak. Fundstrat’s Tom Lee weighs in on today's rally and whether the market may have more room to run higher. Bank of America’s Jill Carey-Hall explains why recession risks may already be priced into small cap stocks. Tusk Ventures CEO Bradley Tusk explains why he blames venture capital firms for the terrible year tech stocks have had. And Take-Two Interactive completing its acquisition of Zynga today. CEO Strauss Zelnick discusses whether more M&A is looming in the video game industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 23, 202242 min

Closing Bell Overtime: Jim Cramer on the market 5/20/22

The Dow posts its eighth-straight week of declines for the first time since 1923. Jim Cramer weighs in on the volatile week for stocks. Plus, Mark Newton from Fundstrat Global Advisors outlines key metrics to watch when looking for a market bottom. And, Dan Ives from Wedbush explains why Apple is still his top stock pick. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 20, 202243 min

Closing Bell: Wild Day On Wall Street, Retail Wreck and Kohl's Activist Investor Speaks Out 5/20/22

Stocks storming back in the final hour of trading. The Dow was down 617 points at session lows, but ended the day in positive territory, although it did fall for the 8th straight week, the longest losing streak since the 1920s. Truist's Keith Lerner and JMP Securities' Mark Lehmann discuss whether the recent sell off is a tremendous buying opportunity for long-term investors. Doug Ostrover, the CEO of alternative asset manager Blue Owl, reveals where he sees opportunities in this volatile market. Fast Money trader Dan Nathan says he is buying the QQQ ETF to gain exposure to beaten down big tech stocks. Retail getting wrecked this week following disappointing earnings from Walmart & Target. Fmr. Macy’s CEO Terry Lundgren explains why the current retail environment is one of the hardest he has ever seen in his career. And Kohl's activist investor Jonathan Duskin reacts to the retailer's disappointing earnings and explains why he is accusing the board of withholding material information from shareholders at its recent annual meeting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 20, 202253 min

Closing Bell Overtime: Markets close to a bottom? 5/19/22

Are markets close to a bottom? Avery Sheffield from VantageRock weighs in. Plus, Eric Jackson from EMJ Capital says it’s time to buy some of the “Cathie Wood” growth stocks. And, Michael Santoli tracks Apple’s moves in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 19, 202244 min

Closing Bell: Wild Market Swings, National Economic Council Director On Market Turmoil and Under Armour's CEO Shake-Up 5/19/22

It was another volatile trading session on Wall Street the day after the biggest one-day sell off since 2020. The Dow was down nearly 500 points, but cut those losses in half. National Economic Council Director Brian Deese discusses the recent market volatility and the impact inflation and recession fears are having on the economy. Cantor Fitzgerald's Eric Johnston explains why he just turned bearish on the market again after recently calling for a short term rally, but RBC Capital Markets’ Lori Calvasina says the market looks like it is trying to bottom. Shares of Under Armour plunging after unexpectedly announcing a CEO change. Founder & Executive Chairman Kevin Plank explains why the move was made and whether the consumer shift away from discretionary spending will hurt his business. And BMO Capital Markets’ Simeon Siegel on the retail stocks he thinks are buying opportunities right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 19, 202243 min

Closing Bell Overtime: Guggenheim’s Scott Minerd on Recession Timeline 5/18/22

Stocks close near session lows. Scott Minerd from Guggenheim Partners explains why a recession is more likely in 2023 than 2022. Plus, Larry Cordisco from the Osterweis Growth & Income Fund makes the bullish case for tech. And, Michael Santoli takes a closer look at the day’s sell-off in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 18, 202246 min

Closing Bell: Major pain for major averages 5/18/22

Stocks fell sharply on Wednesday, driven lower by renewed fears about the consumer after Target missed quarterly earnings results. Mohamed El-Erian from Allianz explains why the selloff represents a new phase in the market downturn. Gene Munster from Loup looks at the pain in big tech, as the Nasdaq sheds more than 4.5%. Bespoke’s Paul Hickey and CFRA’s Arun Sundaram break down the disastrous move for Target and what it says about the rest of retail. Meantime the Dow Transports index turned in its worst day in years. The CEO of transportation and logistics company CH Robinson discusses the challenges in the global supply chain. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 18, 202259 min

Closing Bell Overtime: Bull case still intact? 5/17/22

BMO Capital Markets updates its market outlook. Brian Belski, the firm’s Chief Investment Strategist, explains why he lowered his S&P 500 year-end target. Plus, Mike Mayo from Wells Fargo Securities makes the bull case for Citigroup. And, Michael Santoli takes a closer look at “pain” for his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 202244 min

Closing Bell: Stocks Soar, Fmr. Treasury Secretary Jack Lew On Inflation and A Tale Of Two Retailers 5/17/22

Stocks rallying as investors go bargain shopping following the recent sell off. Walmart one of the few members of the Dow under pressure after an earnings miss, but fellow retailer and Dow stock Home Depot reporting strong results. Evercore ISI's Greg Melich discusses whether Walmart's earnings miss is the canary in the coal mine for retail stocks and The Luethold Group's Jim Paulsen explains why he likes consumer discretionary stocks, which have been hit hard this year amid fears about inflation and a possible recession. Former Treasury Secretary Jack Lew explains why he sees some signs that inflation may be peaking and whether the Fed risks creating a recession by fighting inflation too aggressively. And Citi's Kristen Bitterly reveals why she is bullish on cybersecurity and pharmaceutical stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 202243 min

Closing Bell Overtime: Bear Market Bounce? Exclusive with Avenue Capital’s Marc Lasry 5/16/22

Is a bear market bounce on the horizon? Greg Branch from Veritas Financial Group weighs in. Plus, Marc Lasry from Avenue Capital says his base case is a “recession.” And, what type of recession could potentially come? Michael Santoli takes a deep dive into that question in this “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 16, 202244 min

Closing Bell: Rollercoaster Ride On Wall St., Recession Risk & More Twitter Drama 5/16/22

It was another volatile day of trading with the Dow swinging nearly 600 points. Tech stocks dragging down the Nasdaq. Wells Fargo Investment Institute's Darrell Cronk thinks we may not yet be at a market bottom and says investors should be cautious about any near-term rallies. Deutsche Bank's Peter Hooper and Rosenberg Research's David Rosenberg debate whether a recession is looming on the horizon. Elon Musk says his deal to buy Twitter is "not out of the question", but at a lower price. Wedbush's Dan Ives says there is a more than 50% chance Musk walks away from the deal. RBC Capital markets head of Global Commodity Strategy Helmia Croft warns food and energy prices could continue heading higher if the war in Ukraine drags on. And housing expert Ivy Zelman explains why she sees cracks in the foundation for the red hot housing market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 16, 202242 min

Closing Bell Overtime: Buying Opportunity 5/13/22

Dan Ives from Wedbush Securities explains why this is a “generational buying opportunity” for tech. Plus, will Elon Musk back out of his bid for Twitter? Casey Newton from Platformer weighs in. And, Michael Santoli searches for clues in his “Last Word.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 13, 202243 min

Closing Bell: Stocks Rally to End Ugly Week, Jim Grant on the Fed, Baby Formula Backlash 5/13/22

Stocks finished the day higher after a brutal week for the bulls. Doubleline’s Jeff Sherman and Crossmark’s Bob Doll break down the opportunities in the bond and equity markets. Fed watcher Jim Grant responds to chair Powell’s comments about raising rates, and whether the Fed can really engineer a soft landing. And as a nationwide baby formula shortage deepens, the CEO of newcomer ByHeart outlines what the White House can do to get more supply into the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 13, 202243 min

Closing Bell Overtime: Where are stocks headed? Breaking news from the Fed 5/12/22

The Nasdaq Composite eked out gains into the close. Stephanie Link from Hightower says the playbook has changed, but opportunities remain. Plus, Anthony Scaramucci from SkyBridge Capital says despite the recent collapse in cryptocurrencies, he has not sold one crypto position. And, Joe Terranova from Virtus Investment Partners reacts to breaking news from Federal Reserve Chair Jerome Powell who says, “Executing a soft landing may be beyond our control.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 12, 202249 min

Closing Bell: Stocks Close Well Off Lows, Crypto Crumbles, The Trade on Credit Cards 5/12/22

Stocks staged a late-day comeback, with the Nasdaq turning positive and reversing an earlier 2% loss. David Rolfe from Wedgewood Partners makes the case for some of the beat down big tech stocks, including Apple – which just lost its crown as the world’s most valuable company. Meantime Bitcoin prices touched their lowest level since 2020. The CEO of crypto fund Polychain Capital discusses when prices could stabilize. And Wolfe Research analyst Bill Carcache explains why he just downgraded American Express, which was one of the worst performing Dow stocks in the session. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 12, 202243 min

Closing Bell Overtime: May 11, 2022

Stocks closed near the lows of the day in another volatile session. Are investors in denial about a bear market? Josh Brown from Ritholtz Wealth Management weighs in. Plus, Tom Lee from Fundstrat Global Advisors explains why he is not wavering at all on his bullish outlook for the second half of the year. And, Michael Santoli’s “Last Word” is “Bear.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 11, 202244 min

Closing Bell: Market selloff intensifies, CEA Chair on “unacceptable” inflation 5/11/22

Stocks logged another losing session, with the Nasdaq shedding more than 3% and the Dow falling more than 300 points, reversing an earlier rally. Ben Emons from Medley and Peter Cecchini from Axonic look for ways to protect your portfolio. Meantime, the latest read on inflation topped estimates once again – with prices rising 8.3% versus last year. Council of Economic Advisers Chair Cecilia Rouse calls inflation “unacceptably high,” and outlines the White House plan to fight it. And ARK analyst Simon Barnett breaks down opportunities in health care, as Cathie Wood’s ETFs feel more pain in the selloff. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 11, 202242 min

Closing Bell Overtime: Exclusive with Leon Cooperman 5/10/22

Legendary investor Leon Cooperman from Omega Family Office joins Scott Wapner in an exclusive interview. Cooperman explains why he doesn’t see evidence of a market bottom yet. He also says the high is already in for 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 10, 202244 min

Closing Bell: Stocks mixed after wild session, AMC CEO talks retail traders 5/10/22

The major averages finished mixed after another wild session on Wall Street, which saw the Dow swing by more than 800 points. Tony Dwyer from Canaccord explains why it may be safe to start dipping your toe back into the market. Joshua Friedman from Canyon Partners breaks down the trade in the credit markets. And AMC CEO Adam Aron talks about retail traders, and if they’re still enthusiastic about the stock following last year’s meme mania. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 10, 202243 min