logo
episode-header-image
Dec 2020
59m 2s

Wells Fargo's Wren is optimistic the mar...

CHUCK JAFFE
About this episode
tail spinning
Up next
Yesterday
Slope of Hope's Knight sees 'dynamite bearish opportunities' ahead
Veteran technical analyst Tim Knight, founder of SlopeofHope.com, says precious metals "are going to kick the socks off equities for a long while to come," noting that it might be less that they gain ground than that they hold their status while stocks go in the tank, but he says ... Show More
1h 2m
Sep 3
Tocqueville's Petrides: Go 'horizontal' for stability against concentrated market
John Petrides, portfolio manager and financial adviser at Tocqueville Asset Management, says that the stock market "is the most concentrated it has ever been," and while he does not expect the technology cycle or artificial-intelligence boom to end soon, investors should see some ... Show More
1h 1m
Sep 2
Northlight's Zaccarelli: Transformational technologies create booms ... and busts
Chris Zaccarelli, chief investment officer at Northlight Asset Management, says he would not be surprised by the market taking a small pullback heading into the election, rallying after the voting is done, leaving the conversation for next year on whether the market is in a bubbl ... Show More
58m 38s
Recommended Episodes
Mar 2016
Wren: large-cap stocks should outperform until end of cycle
Wells Fargo's Scott Wren says large-cap stocks should lead other sectors to the end of this market cycle. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com 
8m 31s
Jan 2024
159: A Stock Picker's Guide To 2024
<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular,&nbsp;U.S. equity performance surprised investors, but with higher rates and in ... Show More
19m 24s
Dec 2024
2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ... Show More
26m 36s
Mar 2021
3-11-2021: Noted Market Bull Favors Value Stocks And Warns The Nasdaq Rebound Will Unravel
Wharton School finance professor Jeremy Siegel predicts, "the hottest economy we’re going to see in a long time". Today's Stocks & Topics: UVXY - ProShares Ultra VIX Short-Term Futures ETF, QYLD - Global X NASDAQ-100 Covered Call ETF, GRBK - Green Brick Partners Inc., TRQ - Turqu ... Show More
46m 14s
Jan 2021
Top Picks for 2021
<p>As the markets bounce back following one of the worst opening days in years, Scott Wapner and the Investment Committee debate the best places to make money in 2021. Plus, we go over some of Jim Cramer’s top picks of the new year and we hit some Unusual Activity with Jon Najari ... Show More
45m 57s
Apr 2023
Entrepreneurial Skill Does Not Equal Investment Skill
The market continues to go higher, despite a banking crisis. Interest rates are starting to come down. Things don’t seem as dire as once thought. We’ll give you our thoughts on what we see right now with the ten-year treasury at 3.5%. Markets inching higher throughout the year. W ... Show More
48m 55s
May 2025
The Economic Mood Brightens
Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail roun ... Show More
41m 31s
Sep 2021
Fall 2021: Investing Preview
The S&P 500, Nasdaq, and Dow Jones Industrial Average have each risen more than 15% so far this year. How should investors feel about the rest of 2021? Which stocks should be on a short leash? What capital allocation strategies should Berkshire-Hathaway and Chipotle be considerin ... Show More
39m 10s
Dec 2022
Top economist takes on Wall Street pessimism, believes U.S. can avoid recession. Plus, “So Bad, It’s ____!” 12/28/22
Moody’s Analytics’ Mark Zandi says the stock market is not signaling negative economic growth in 2023. And, the “Fast Money” traders pick beaten-down stocks that could boost portfolios in the new year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for info ... Show More
43m 51s
Jun 2023
Apple Approaches Milestone 6/20/23
<p>Scott Wapner and the Investment Committee discuss tech's amazing run this year and Apple's road to $3 trillion in market cap. Our Calls of the Day are bullish notes on Ulta Beauty and Chipotle. Josh Brown explains why he thinks crypto is about to head into a new phase. And our ... Show More
44m 59s