SOTS 2nd Hour: June CPI Breakdown, LIVE: Energy Sec. Talks AI, & Mario Gabelli’s Stock Picks 7/15/25
June consumer inflation coming in as expected: Carl Quintanilla and Sara Eisen broke down the key categories to watch, sectors most impacted by tariffs, and what it all means for stocks alongside the Fed. Famed investor Mario Gabelli joined the team with his take on it all – along with some specific stock picks… While Former Fed Governor Randy Kroszner argued today’s print doesn’t move the needle on rates. Plus: a deep-dive on the big banks, as JPMorgan, Citi, and Wells Fargo kick off earnings from the group this week (all beating estimates). Also in focus: the President’s headed to Pittsburgh today for Pennsylvania’s first ever Energy and Innovation Summit… with billions of dollars in deals and commitments around AI and data centers expected to be (or already) announced. U.S. Energy Secretary Chris Wright joined the team live from the ground with his answers to America’s growing power needs – along with recent OPEC developments, and more.
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Show Notes
June consumer inflation coming in as expected: Carl Quintanilla and Sara Eisen broke down the key categories to watch, sectors most impacted by tariffs, and what it all means for stocks alongside the Fed. Famed investor Mario Gabelli joined the team with his take on it all – along with some specific stock picks… While Former Fed Governor Randy Kroszner argued today’s print doesn’t move the needle on rates. Plus: a deep-dive on the big banks, as JPMorgan, Citi, and Wells Fargo kick off earnings from the group this week (all beating estimates).
Also in focus: the President’s headed to Pittsburgh today for Pennsylvania’s first ever Energy and Innovation Summit… with billions of dollars in deals and commitments around AI and data centers expected to be (or already) announced. U.S. Energy Secretary Chris Wright joined the team live from the ground with his answers to America’s growing power needs – along with recent OPEC developments, and more.
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