The year of the stock picker is in full swing as investors look towards a future of Fed tightening and geopolitical uncertainty, where some individual stocks will fare better than others.
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Dec 2022
108: 2023 Outlook: A New Investment Playbook
<p>In 2022, the economy experienced volatile and decelerating growth as well as high inflation, leading economists to believe that gradual easing of inflation is unlikely as central banks are set to over tighten policy. So what does 2023 have in store for investors? Wei Li, ... Show More
21m 30s
Oct 2022
Taking Stock: What’s Ahead for US Markets
It’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear market territory. So where do we go from here? In the latest episode of Exchanges at Goldman Sachs, David Kostin, chief U.S. equity strategist in Goldman Sachs R ... Show More
16m 57s
Mar 2025
The Uncertainty-Fueled Market Correction
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.
(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s correction reaction to tariffs, and what higher prices might mean for consumers that ar ... Show More
40m 42s
Jun 2025
Morgan Stanley Chief US Equity Strategist Mike Wilson Talks
Morgan Stanley Chief Equity Strategist Mike Wilson says unless the US trade war with China re-escalates in a negative fashion, trade issues won't be enough to take the momentum out of stocks. In a note, Wilson reiterated his 12-month price target of 6,500 points, implying gains o ... Show More
8m 5s