Closing Bell

Latest Episodes:

Closing Bell: Stocks Soar, Apple's Big Announcement & Kellogg's CEO on Consumer Spending 9/7/22 Sep 07, 2022

Show notes

Stocks rallying and the Nasdaq snapping a 7-day losing streak thanks to lower interest rates and oil prices. All eyes were on Apple today, which announced several new products including the iPhone 14 and new Apple Watches. Wedbush's Dan Ives says the price increase on Apple's new iPhone 14 will be a catalyst for the stock to rally. Kellogg CEO Steve Cahillane says he sees resilience in the state of the consumer and does not see people trading down to lower priced products, but does see some costs such as higher wages sticking around. Macquarie's Tim Nollen upgrading shares of Netflix and explains why he is bullish on the streaming giant's upcoming ad tier. And Lightspeed Partner Michael Mignano discusses the outlook for private company valuations and the IPO market. 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: Nothing But Negativity? 9/6/22 Sep 06, 2022

Show notes

Many investors painting an ugly picture of the markets … but are things really that bad? Could it be a contrarian signal for your money? Trivariate’s Adam Parker weighs in. Plus – the case for *and* against growth stocks. EMJ’s Eric Jackson sees a lot of value in the space but New Edge’s Cameron Dawson takes the other side of that argument. And, we’re counting down to Apple’s big product event. We break down top three things every investor needs to be watching. 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: Rollercoaster Ride, Crude Cut & Unilever CEO on Consumer Spending 9/6/22 Sep 06, 2022

Show notes

Stocks taking investors on a wild ride. The market rallying out of the gate, but retreating throughout the session. The Nasdaq falling for the 7th straight day, the longest losing streak since 2016. Mobius Capital Partners' Founder Mark Mobius weighs in on the recent sell off and reveals which countries he thinks can deliver better returns than the U.S. Bridgewater's Karen Karniol-Tambour discusses why investing in China is a big part of her portfolio protection playbook. Citi Global Wealth Management's Kristen Bitterly remains bearish on the market, but reveals the two sectors she thinks can help investors play defense in this uncertain environment. Husseini Energy Founder Sadad Al-Husseini on how OPEC's oil production cut and Russia indefinitely suspending natural gas supplies to Europe will impact energy prices. And Unilever CEO Alan Jope on the state of consumer spending and whether people are trading down to cheaper products because of inflation and economic concerns. 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: Soft Start to September 9/2/22 Sep 02, 2022

Show notes

Stocks posting losses to start September, but Fundstrat’s Tom Lee says there could be an upside surprise in store. Plus, two top money managers share their predictions for the Federal Reserve’s next rate hike. And, market expert Mike Santoli unpacks what’s ahead in a busy month for equities. 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: 800 Point Swing, Goldilocks Jobs Report & Oil's Not Well 9/2/22 Sep 02, 2022

Show notes

Stocks staging a big early session rally following the August jobs report, which came in slightly weaker than expected, easing fears the Fed could hike interest rates more aggressively. But the Dow, which had been up nearly 400 points, swung to a 400 point decline after Russia's Gazprom announced an indefinite shutdown of Europe's Nord Stream pipeline. OPIS Global Head of Energy Tom Kloza discusses what the pipeline problems mean for oil and gas prices. Truist's Keith Lerner explains why he thinks this market sell off would have happened regardless of the pipeline news. Satori Fund Founder Dan Niles discusses the recent rough ride for tech stocks and where he is finding opportunities in this market. Jefferies Michael Yee on why he is so bullish on biotech stocks despite a huge sell off this year. And IMAX CEO Rich Gelfond on the outlook for the box office and the first ever national cinema day on Saturday. 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 9/1/22 Sep 01, 2022

Show notes

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: Dramatic Comeback, Chips Chopped & Prime Time For Disney 9/1/22 Sep 01, 2022

Show notes

Stocks staging a big late-day turnaround, helping the Dow and S&P snap a 4-day losing streak. Chip stocks getting crushed after the U.S. government restricted Nvidia and AMD's sales to China. Piper Sandler's Harsh Kumar explains why he slashed his price target on Nvidia and discusses the other stocks that may be at risk. Keycorp CEO Chris Gorman on the outlook for commercial and consumer loan growth and how rising interest rates are impacting the regional bank. Chargepoint CEO Pasquale Romano discusses the outlook for the electric vehicle charging business after reporting huge year-over-year sales growth. And Epyllion CEO Matthew Ball reacts to reports that Disney is exploring a membership service similar to Amazon Prime, something he predicted the media giant would do six years ago. 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: Setup for September 8/31/22 Aug 31, 2022

Show notes

New month, same choppy market? SoFi’s Liz Young and Ritholtz Wealth Management’s Josh Brown crack open their September playbooks with August’s losses locked in. Plus, Gabriela Santos of JP Morgan Asset Management says Fed Chair Jerome Powell gave the market a lot more than it bargained for at Jackson Hole. And, FirstMark’s Rick Heitzmann reveals how Snap’s restructuring story could benefit the social stock. 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 Again, Snap-Back & Pet Problems 8/31/22 Aug 31, 2022

Show notes

Stocks falling again to close out the month of August on a 4-day losing streak. Shares of Snap staging a big rally after announcing a major restructuring, including cutting 20% of its workforce. MKM Partners' Rohit Kulkarni explains why he is bullish on this move, but EMJ Capital President Eric Jackson remains bearish on the stock and questions management's decisions. Shares of online pet retailer Chewy in the dog house after missing sales estimates and lowering its full year guidance. CEO Sumit Singh discusses how inflation is taking a toll on consumer spending. Designer Brands, which owns footwear retailer DSW, not seeing any signs of slowing consumer spending. CEO Roger Rawlins discusses what's behind better than expected earnings and how the back-to-school shopping season is impacting sales. UBS' Michael Lasser issuing a bearish note on Bed, Bath & Beyond. He explains why he is skeptical about the company's new turnaround plan. And BNY Mellon CEO Robin Vince discusses the bank's crypto strategy and how rising interest rates are impacting the financial industry. 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 8/30/22 Aug 30, 2022

Show notes