Closing Bell

Latest Episodes:

Closing Bell Overtime: What Happens Next For Oil Prices; Top Tech Picks Heading Into Earnings 10/13/23 Oct 13, 2023

Show notes

Stocks finished mostly lower today although still higher on the week – except the Nasdaq. Solus’ Dan Greenhaus and GenTrust’s Mimi Duff break down the market action. CFRA’s Ken Leon on the bank earnings coming next week and the lessons from today. EMJ Capital Founder Eric Jackson on his favorite tech picks heading into earnings season. Bespoke’s Paul Hickey on the sectors that could outperform during earnings. Plus, RBC’s Helima Croft breaks down the big move in oil this week and what’s next for Iranian and Russian sanctions.

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Closing Bell: Late-Year Surge in Store? 10/13/23 Oct 13, 2023

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Can stocks have a late-year surge or not? BMO’s Brian Belski – a bull – and Cantor’s Eric Johnston – a bear – debate their forecasts. Then, TIAA’s Kourtney Gibson breaks the tie and explains who she thinks won the debate. And, John Spallanzani of Miller Family Office digs in on the broader market, the Fed and Amazon.

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Manifest Space: Valuing Space with Summit Ridge Founder Armand Musey 10/12/23 Oct 12, 2023

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While Q3 closed out with some green shoots in the IPO market, the days of SPACs may be over. Morgan discusses valuations, commercial space trends & more with Summit Ridge Group founder Armand Musey. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell Overtime: Top Analyst Unveils His New Top Big Tech Pick; What Today’s CPI Report Means For The Markets & The Fed 10/12/23 Oct 12, 2023

Show notes

Stocks finished well off their lows but couldn’t climb into positive territory, snapping a four-day winning streak for the major averages. Vital Knowledge’s Adam Crisafulli and Main Street Research CIO James Demmert break down the market action. Former Fed Governor Frederic Mishkin talks today’s CPI report and the recent spate of Fedspeak. Evercore’s Mark Mahaney unveils his new top big tech pick heading into earnings season. HashiCorp CEO Dave McJannet talks the company’s new AI products. Gerard Cassidy, RBC analyst, previews bank earnings. Plus, our Kate Rooney on the latest testimony from Caroline Ellison in the Sam Bankman-Fried trial and Eamon Javers on today’s CEO meeting at the White House to talk the economy.

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Closing Bell: Can Tech Carry Stocks Higher? 10/12/23 Oct 12, 2023

Show notes

The Nasdaq has been performing better lately and is still on track for a relatively strong week. Can tech alone carry the market higher into the end of the year – just as it did for the first six months of 2023? Corient’s Amy Kong and Virtus’ Joe Terranova give their take. Plus, Ed Yardeni gives his first reaction to today’s CPI report. And, both casinos and homebuilders were slammed in today’s session. Our all-star team of reporters explain what is behind those moves lower.

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Closing Bell Overtime: StockX CEO On Birkenstock’s Weak Debut; How Nvidia Could Add Another 50% Stock Upside In Next 12 Months 10/11/23 Oct 11, 2023

Show notes

Stocks pushed higher into the close, finishing near best levels to notch a fourth straight positive session for the major averages. Wells Fargo’s Scott Wren breaks down the market action heading into earnings season. Cowen analyst Matthew Ramsay on his new note calling for 50% upside in Nvidia. Former Dallas Fed President Richard Fisher on what investors need to know from today’s Fed minutes release. StockX CEO on Birkenstock’s weak IPO and the state of the consumer. Strategas’ Dan Clifton on the latest moves in the race for the Speaker. Plus, Sunnova CEO John Berger on how elevated rates are hitting the solar industry.

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Closing Bell: Banking on a Year-End Bounce? 10/11/23 Oct 11, 2023

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Will “just good enough” earnings be good enough to send stocks into a year ending run-up? Dan Greenhaus of Solus Alternative Asset Management and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, top chip analyst drills down on the strength in semis and what he’s expecting from the upcoming earnings season. And, Leslie Picker breaks down Birkenstock’s first day of trade.

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Closing Bell Overtime: Former World Bank CIO On Geopolitical Risks; Adobe CEO On New Generative AI Offerings 10/10/23 Oct 10, 2023

Show notes

Third straight day of gains for the major averages. Janus Henderson’s Matt Person and Macquarie’s Thierry Wizman break down the market action and the fall in yields. Adobe CEO Shantanu Narayen on the company’s newest round of generative AI models and how enterprise customers are using them. RockCreek CEO and former World Bank CIO Afsaneh Beschloss on geopolitical risks to the market. Plus, Energy Fuels CEO Mark Chalmers on navigating global tensions while mining and refining rare earths and a first look at the Birkenstock IPO price with former Target Vice Chairman Gerald Storch.

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Closing Bell: Room for a Year-End Run? 10/10/23 Oct 10, 2023

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How much room is there for stocks to make a run into year end? New York Life Investments’ Lauren Goodwin and Schwab’s Liz Ann Sonders give their expert forecasts. Plus, Shannon Saccocia from NB Private Wealth is breaking out her playbook for earnings season and beyond. And, David Albrycht of Newfleet Asset Management tells us how he is navigating today’s sharp decline in yields.

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Closing Bell Overtime: Market Rallies After Lower Open; Former Defense Secretary Esper On What Happens Next In Middle East 10/9/23 Oct 09, 2023

Show notes

Stocks closed mostly higher despite opening lower in the first market day after Israel declared war on Hamas. Former Defense Secretary Mark Esper talks the evolving situation in Israel and what happens next. Ruchir Sharma, Rockefeller International Chairman, breaks down the geopolitical factors and risk premium investors need to be watching. Defense ETF (ITA) had its best day since November 2020. Skylar Capital’s Bill Perkins breaks down what the events in the Middle East means for the energy complex. Unlimited CIO Bob Elliott on why the market is reacting to the latest Fedspeak.

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