Episodios

  • June PCE, Energy & the Election, and the State of Health Care 7/26/24
    Jul 26 2024

    Investors are preparing for the latest look at inflation with PCE out this morning. Former Fed Vice Chairman Roger Ferguson tees up the report. Plus, Former President Barack Obama is endorsing Vice President Kamala Harris in her bid for the White House. RBC's Helima Croft explains what a Harris presidency might mean for oil prices. And, shares of Universal Health Services are coming off a new 52-week high following strong second quarter earnings. CEO Marc Miller discusses.

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    43 m
  • Worst Stock Sell-Off Since 2022, AI-Proofed Portfolio, and Luxury Sector Slowdown 7/25/24
    Jul 25 2024

    Stocks are coming off their worst day since 2022. Bleakley Financial Group's Peter Boockvar, MRB Partners' Phillip Colmar, and InfraCap's Jay Hatfield discuss. Plus, how can investors AI-proof their portfolio? Chantico Global's Gina Sanchez gives three stocks to watch. And, a luxury slowdown is sweeping across Europe. TEMA ETFs' Javier Gonzalez Lastra explains.

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    43 m
  • Tesla's Fourth Straight Miss, Alphabet's Ad Sales Decline, and Big Tech's Market Drag 7/24/24
    Jul 24 2024

    Tesla shares are sinking after the EV maker missed earnings estimates for the fourth straight quarter. CFRA's Garrett Nelson explains. Plus, Alphabet is also under pressure as investors focus on the decline in YouTube ad sales. Wolfe Research's Shweta Khajuria dives into the report. And, the drag on Big Tech is weighing on the rest of the market. Delancey Wealth Management's Ivory Johnson and Pivotal Advisors' Tiffany McGhee discuss.

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    43 m
  • Busy Day of Earnings, Tech Stocks Rebound, and the Manufacturing Economy 7/23/24
    Jul 23 2024

    It's a busy day of earnings, with Alphabet, Tesla, and UPS all reporting today. NorthStar Asset Management's Nimrit Kang, GraniteShares' Will Rhind, and Bank of America's Ken Hoexter tee up the numbers to watch. Plus, the S&P 500 is coming off its best day in more than a month as tech stocks rebound from last week's sell-off. The Wealth Consulting Group's Jimmy Lee and Truist's Keith Lerner explain. And, what is the manufacturing sector signaling about the overall economy? Snap-on CEO Nick Pinchuk weighs in.

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    43 m
  • President Biden Drops Out, Global IT Outage, and Busy Week of Earnings 7/22/24
    Jul 22 2024

    President Biden has ended his re-election campaign and is now endorsing Vice President Kamala Harris as the Democratic nominee. Fordham Global Foresight's Tina Fordham and Stifel's Brian Gardner give the latest. Plus, companies around the world are still reeling from Friday's global IT outage. Tenable CEO Amit Yoran discusses what this means for the broader cyber security landscape. And, investors are awaiting a busy week of earnings and economic data. Citi's Steven Wieting explains.

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    44 m
  • Nasdaq Rebound, Netflix Earnings, and Navigating Volatility 7/18/24
    Jul 18 2024

    The Nasdaq is pointing towards a possible rebound this morning after logging its worst one-day loss since 2022. GAM Investments' Paul Markham discusses. Plus, Netflix is expected to add fewer subscribers this quarter compared to last. Main Street Research's James Demmert tees up the report. And, how should investors navigate this latest bout of volatility? Bone Fide Wealth's Douglas Boneparth weighs in.

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    43 m
  • Global Chip Stocks Sinking, Dow Transports Record, and Data Center Spending 7/17/24
    Jul 17 2024

    Global chip stocks are sinking on reports the U.S. is considering tougher trade restrictions on China. Callan Family Office's RaeAnn Mitrione and G Squared Private Wealth's Victoria Greene discuss. Plus, the Dow Transports is coming off its best daily performance since mid-November. XPO CEO Mario Harik lays out what his business is seeing. And, a new report from Gartner forecasts a 24% increase in spending on data centers this year. MongoDB CEO Dev Ittycheria digs into the outlook.

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    43 m
  • Trump's VP Pick, Regional Bank Earnings, and Consumer Warning Signals 7/16/24
    Jul 16 2024

    Former President Donald Trump has tapped Senator J.D. Vance as his running mate. Veda Partners' Henrietta Treyz discusses. Plus, as the big banks wrap up second quarter earnings, attention now turns to the regionals. ServisFirst Bank CEO Tom Broughton lays out what his company is seeing. And, a number of retailers are sending warning signals around the consumer. R5 Capital's Scott Mushkin and Jane Hali & Associates' Jessica Ramirez explain.

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    43 m