Closing Bell

Latest Episodes:

Stocks Bounce Back, Commerce Secretary On Chips & Game Over? 12/8/22 Dec 08, 2022

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The S&P 500 snapping a 5-day losing streak, it's longest since October, as investors hunt for bargains. The FTC suing Microsoft to block its nearly $70B acquisition of video game publisher Activision Blizzard. Former FTC Commissioner Mozelle Thompson explains why this could be a tough fight in court for Microsoft. Lightshed's Brandon Ross discusses what will happen to Activision's stock if this deal is broken up. Commerce Secretary Gina Raimondo discusses how the government is deciding which semiconductor stocks will get money from the Chips Act and whether there are plans to expand China export controls on next generation chips. Etsy CEO Josh Silverman weighs in on the outlook for consumer demand amid increasing fears of a recession. 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: Directionless Dilemma 12/7/22 Dec 07, 2022

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Stocks stuck in a frustrating, directionless, no-movement mode. So, does your money have a real chance of getting anything going over the next few months? Sofi’s Liz Young gives her take. Plus, star venture capitalist Rich Heitzmann weighs in on the “new normal” for tech investors. And, Mike Santoli’s breaks down on market sentiment 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.

Closing Bell: Choppy Trade, Betting On Banks & ESG Hypocrisy? 12/7/22 Dec 07, 2022

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Stocks struggling for direction on lingering recession fears. The CEO's of both Citigroup and JP Morgan raising fresh concerns about a recession. JP Morgan Chief U.S. Economist Michael Feroli says economic growth this quarter has been strong, but the odds of a recession next year are increasing. Bank stocks have been significant underperformers recent. Barclays' Jason Goldberg explains why he sees buying opportunities for the big banks, but Hennessy Funds' David Ellison is more cautious because he sees more headwinds for the banks. Cowen's Helane Becker discusses why she thinks airline stocks are oversold and reveals her top picks. Goldman Sachs' Jonny Fine weighs in on the recent decline in treasury yields and why he predicts we will never see the Federal Reserve raise interest rates by 75 basis points again. And Bluebell Capital Co-Founder Giuseppe Bivona explains why he is calling for Blackrock CEO Larry Fink to step down for what he says is "hypocrisy" over the asset manager's ESG messaging. 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 12/6/22 Dec 06, 2022

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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.

Closing Bell: Stocks Slump, Massive Chip Investment & Diamond In The Rough 12/6/22 Dec 06, 2022

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Stocks sinking for a second straight day as investors continue to worry about a possible recession. President Biden visiting Taiwan Semiconductor's chip plant in Arizona after the company announced it is increasing its investment in the state's chip industry to $40B. Apple CEO Tim Cook announcing that his company will use chips made at that factory. Council of Economic Advisers Member Jared Bernstein discusses how many jobs this investment will create and how long it will take to help ease semiconductor supply chain issues. Goldman Sach's Luke Barrs reveals the two sectors he sees long-term buying opportunities in right now. Bank of America's Jill Carey Hall on why she is still so bullish on small cap stocks despite their continued underperformance versus the broader market. And Signet CEO Gina Drosos discusses the jewelry retailer's strong earnings and guidance and whether she sees any signs that consumer spending is slowing amid recession fears. 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: The Soft-Landing Scenario 12/5/22 Dec 05, 2022

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Is the soft-landing scenario becoming more likely even in the face of more fed tightening? Solus’ Dan Greenhaus gives his take. Plus, top financials analyst Mike Mayo is betting on a turnaround for the sector. And, market expert Mike Santoli explains what he is watching after today’s sell-off. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bell: Stocks sink to start week, Checking in on China, Furman’s Warning 12/5/22 Dec 05, 2022

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Stocks pulled back hard to start the week, as new economic data caused more uncertainty about the Fed’s rate hike path. Former Council of Economic Advisers chair Jason Furman discusses how high he thinks the Fed will have to raise rates, and if a soft landing for the economy can be achieved. Katie Stockton from Fairlead Strategies and Alli McCartney from UBS give their take on the market pullback. Eurasia Group’s Ian Bremmer talks about the impact of a softer approach to Covid in China. Plus the latest on oil’s wild day, Tesla’s pullback, and why REITs are feeling the heat. 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: Your Year-End Forecast 12/2/22 Dec 02, 2022

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What could be in store for stocks during the last days of this lousy year for the markets? Wharton Professor Jeremy Siegel gives his expert forecast. Plus, Cantor’s Eric Johnston makes the case for his bearish stance. And, we debate the new tech trade playbook. 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: Dramatic Comeback, Jobs Jolt & Man of Steel 12/2/22 Dec 02, 2022

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Stocks staging a big comeback after initially selling off following a stronger than expected November jobs report. Investors fearing the jobs data could force the Fed to be more aggressive with its rate hikes. LinkedIn Chief Economist Karin Kimbrough says the if you look beneath the headlines, the labor market is showing signs of cooling off, but it may not be enough for the Fed to feel comfortable. JPMorgan Asset Management's Jack Manley discusses why he doesn't think the Fed will be able to achieve a soft economic landing, although he is predicting a modest recession. Renaissance Macro's Jeff Degraaf discusses whether the recent market rally is the start of a new bull market or just a bear market bounce. Vital Knowledge Founder Adam Crisafulli says there may not be much room left for the market to rally. Steel stocks have been red hot this year. Nucor CEO Leon Topalian discusses what is driving steel demand and whether that strength can continue. And Tesla finally delivering its first electric semi truck, 5 years after unveiling its prototype. Loup Ventures' Gene Munster explains why he thinks Tesla's offering is putting the rest of the trucking industry on notice. 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: The Fate of the Year-End Rally 12/1/22 Dec 01, 2022

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The rally taking a bit of a pause today after the big post-Powell pop. Altimeter’s Brad Gerstner gives his take and explains how he is positioning his portfolio. Plus, Larry Cordisco breaks down the fate of the tech trade. And, market expert Mike Santoli digs in on what he’s watching as we head into the final trading day of 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.

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