Doug Cote, chief market strategist at Voya Investment Management said that while he believes the bull market could be in the seventh or eighth inning of its current game, it's poised to be 'playing a doubleheader,' thanks to strong economic underpinnings. Also, Charles Rotblut of AAII Journal makes his stock of the week a sell on a famous name, Ken Berman of ... Show More
Yesterday
Looking at the future of the energy sector, bitcoin mining, 'Trump accounts' and more
It's a wide-ranging show today, with Ben Cook, portfolio manager for the Hennessy Energy Transition and Hennessy Mid-Stream funds, giving his latest take on the energy sector, noting that the industry is well-positioned to at least not be hurt while tariff policies play out, even ... Show More
1h 1m
Jul 9
KraneShares' Ahern on the impact of a 'likely' U.S.-China trade deal
Brendan Ahern, chief investment officer at KraneShares and the author of the China Last Night blog, says that the government of China is "doing the things that Trump wants them to be doing" for domestic policy purposes, which is why he sees the signs of a U.S.-China trade deal in ... Show More
59m 34s
Jul 8
Sage's Williams: Worst case is off the table, but the market has potholes ahead
Rob Williams, chief investment strategist at Sage Advisory Services, says the economy and market have moved off of potential worst-case scenarios into "this manageable camp," where it must get through potholes and uncertainty as the economy "flirts with stall speed" in growth. St ... Show More
59m 32s
Sep 2021
CalSTRS CIO Weighs in on the Fed, Stocks and Bonds; Cashing In on a Massive Wall Street Bet; Go Big Or Go Home: Craig Johnson's Best Ideas for Q4
CalSTRS CIO Chris Ailman gives his exclusive take on the Fed, possible rate hikes and the state of the markets and economy. Plus, RBC Capital Markets' Amy Wu Silverman discusses a big bet on the options market by a trader in recent days. And our special series "Go Big Or Go Home" ... Show More
45m 10s
Feb 2021
Marc Cohodes: "The Stock Market is Not A Game"
The Interview, recorded on February 1, 2021 .In this interview with Jason Buck of The Mutiny Fund, famed short-seller Marc Cohodes of Alder Lane Farm pulls no punches as he diagnoses the true culprits behind the exponential volatility in stocks such as GameStop: extreme leverage ... Show More
1h 4m
Aug 2021
Markets and the "Delta Effect" on the Reopening Trade, Robinhood Soars for a Second Straight Day, SEC's Gensler on Meme Stocks, GM's Earnings Miss, and Faber Guest Hosts "Jeopardy!" - Episode Two.
Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at the markets and how the decline in yields is impacting big and small investors alike. Stocks that are part of the reopening trade in focus as the COVID Delta variant continues to spread and the pace of v ... Show More
43m 43s
Mar 2018
Ed Yardeni - “We've Got Good Growth with Low Inflation and That's a Very Good Environment for Stocks and Okay Environment for Bonds" | #98
In Episode 98, we welcome a true market veteran, Dr. Ed Yardeni. The episode starts with a fun story about Ed’s school days, studying off Janet Yellen’s notes in James Tobin’s class. But Meb soon brings up Ed’s new book, Predicting the Markets. In it, he writes that if books had ... Show More
53m 34s
Aug 2022
Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22
CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ... Show More
28m 50s
Feb 2023
Steve Eisman on the 'Paradigm Shift' Happening in Markets Right Now
After a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However, so far in 2023, tech stocks and other speculations have surged again. According to Steve Eisman, what we're seeing is the natural process by which a "paradigm shift" is playing o ... Show More
48m 33s