Closing Bell

Latest Episodes:

Closing Bell Overtime: The Market’s Big Shrug 7/6/22 Jul 06, 2022

Show notes

Stocks posted modest gains with the Fed reiterating it will do whatever it takes to bring down inflation. Ritholtz Wealth Management’s Josh Brown and Sofi’s Liz Young give their market takes. Plus, Jeff DeGraaf of Renaissance Macro Research breaks down the charts with the best – and worst – bets for your portfolio. And, according to The Wall Street Journal, only 2% of actively managed U.S. stock funds are positive over the last year. One of those top fund managers – Mike Morey of Viking Fund Management – explains his strategy. 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 Storm Back, Crypto Collapse & Cash Is King 7/6/22 Jul 06, 2022

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Stocks staging a late-day rally to end in the green after the Federal Reserve reaffirmed its commitment to fighting inflation through interest rate increases. Evercore ISI's Julian Emanuel says he thinks the broader market can rally into the end of the year, but UBS Private Wealth Management's Alli McCartney says investors should remain cautious with so much economic uncertainty right now. However, JPMorgan Asset Management's Oksana Aronov says cash is king in this environment. And Tusk Ventures CEO Bradley Tusk, who was an early investor in Coinbase, discusses the outlook for bitcoin and whether more crypto related companies will fail because of the ongoing crytpocurrency collapse. 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: Tech-Led Turnaround 7/5/22 Jul 05, 2022

Show notes

Stocks finished the session well off the lows of the day, with the Nasdaq ending the day solidly in the green. Schwab’s Liz Ann Sonders gives her take on the big market swings. Plus, Deutsche Bank out with a bullish call on Tesla despite weak delivery numbers. The analyst behind that call makes his case. And, Yardeni Research President Ed Yardeni is revising his recession forecast. He explains why and what it could mean for your money. 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 Reversal, Oil Slides & Emerging Opportunity 7/5/22 Jul 05, 2022

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Stocks staging a late day comeback after the Dow fell 742 points earlier in the session on recession fears. Tech stocks leading the rebound amid a drop in bond yields. Leuthold's Jim Paulsen discusses why he is turning bullish on tech and growth stocks, but Richard Bernstein Advisors' Richard Bernstein says investors should be defensive right now because rising interest rates and decelerating profits are historically a bad combination for stocks. Ariel Head of Investment Group Charlie Bobrinskoy reveals why he thinks the banks are attractive despite falling treasury yields. Oil plunging below $100 a barrel on economic concerns. RBC Capital Markets Head of Global Commodity Strategy Helima Croft says the fundamental backdrop behind oil remains bullish. Rockefeller International Chairman Ruchir Sharma explains why he is so bullish on emerging markets in the second half of the year. 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: Double down on defense? 7/1/22 Jul 01, 2022

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Stocks ending the day in the green, but investors are still debating if it’s time to take on a defensive posture as we head into the second half of the year. Our all-star panel gives their market take. Plus, Fundstrat’s Tom Lee weighs in on Voyager’s move to freeze customer assets. And, Ally’s Lindsey Bell explains why she thinks a bottom could be sooner than most think. 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: Market Comeback, Micron's Mess & Link's Top Pick 7/1/22 Jul 01, 2022

Show notes

Stocks storming back after early session losses following the worst first half of the year since 1970. Bespoke's Paul Hickey warns the Fed's aggressive rate hikes into a slowing economy is a bad recipe for investors. Bank of America Securities' Vivek Arya discusses his downgrade of chipmaker Micron following the company's weak Q4 guidance and what it means for the rest of the semiconductor stocks. Wells Fargo Investment Institute Sr. Global Market Strategist Scott Wren says investors should be buying long-term exposure to tech stocks on any pullbacks. Hightower Chief Investment Strategist Stephanie Link says Meta is her top pick for the second half because of its compelling risk/reward scenario. And Former Ford CEO Mark Fields explains why a recession will not hurt the automakers as badly as past economic downturns. 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: Second-half Tug of War 06/30/22 Jun 30, 2022

Show notes

A big tug-of-war is playing out in the market between inflation shock fading and growth fears rising. Eric Jackson of EMJ tells us which he thinks will win. Plus, a potentially crucial deal in the crypto space. We break down the details and what’s at stake. And, Bank of America Securities’ Francisco Blanch tells us the top commodity plays for your portfolio. 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: Ugly First Half Of The Year, Tech Technicals & CEOs Of Pepsi & HP On Recession Risks 6/30/22 Jun 30, 2022

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Stocks slumping as the market closes out the worst first half of the year in more than 50 years. Allianz Chief Economic Advisor Mohamed El-Erian says the market has not fully priced in the Federal Reserve's aggressive interest rate hikes into a slowing economy. Wharton Finance Professor Jeremy Siegel explains why he thinks the economy is already in a recession, but does not think it will be a severe one. HP CEO Enrique Lores & Pepsi CEO Ramon Laguarta discuss how recession fears are impacting consumer spending and their businesses. Fairlead Strategies Founder Katie Stockton looks at whether the recent rally in mega cap tech stocks is more than an oversold bounce. And BD8 Capital CEO Barbara Doran says she sees opportunities to buy stocks in the consumer and tech sectors. 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 Waiting Game 06/29/22 Jun 29, 2022

Show notes

Investors anxiously awaiting key inflation data due out tomorrow before the bell. Josh Brown of Ritholtz Wealth Management breaks down what’s at stake for the markets. Plus, Charles Schwab’s Liz Ann Sonders explains her second half playbook. And, Kevin Simpson of Capital Wealth Planning is getting bullish on the retail space. He makes his case and the individual names he is banking on. 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 Trading Day, Chips Dip & Wells Fargo's CEO On Housing 06/29/22 Jun 29, 2022

Show notes

It was another volatile day on Wall Street as the market winds down the worst first half of the year since 1970. BNY Mellon Wealth management's Alicia Levine says a market bottom is not yet in sight and reveals what she wants to see before buying again. JPMorgan Chief U.S. Economist Michael Feroli on how tomorrow's key inflation data could impact the market and the Fed. Wells Fargo CEO Charles Scharf sat down for a rare conversation from the Aspen Ideas Festival and discussed whether the U.S. is heading in to a recession and how rising interest rates are impacting his company's big mortgage business. RiskReversal's Dan Nathan discusses whether beaten down semiconductor stocks are starting to look attractive. And Senator Rob Portman discusses when the Senate will finally move to fund the bipartisan Chips Act, which will help semiconductor companies build new plants in the U.S. 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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