Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.
Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:
- Why investors should pay attention to the S&P 600.
- Cracks in consumer spending.
- The year of efficiency, part two. ... Show More
Nov 24
Reckless Earnings Predictions: ZM, BBY, DE
We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning).
Rick Munarriz, David Meier, and Tim Beyers:
- Forecast a “miss, beat, or beat and raise” for Z ... Show More
24 m
Nov 2021
Markets, Meme Stocks, and Inflation — with Liz Ann Sonders
Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, joins Scott to discuss the stock market as it relates to the US’s current economic cycle, meme stock investors, and stimulus spending. Liz Ann also shares how to think about inflation — specifically how the US ha ... Show More
51m 18s
Mar 2023
The State of Play: Markets, Economy, and Ukraine
Liz Ann Sonders, the Managing Director and Chief Investment Strategist at Charles Schwab, joins Scott to discuss the state of the markets including several mixed signals she’s paying attention to, signs of a recession, and what investors should be thinking about. Follow Liz Ann o ... Show More
51m 6s
Aug 2021
Prof G’s Investment Strategy
Scott shares his investment strategy via a previously recorded Section4 live stream. Today, you’ll learn a few of Scott’s key terms including the T-Algorithm, the Benjamin Button Effect, and the Rundle.
Scott then discusses the companies he’s invested in over the years, his bigge ... Show More
43m 42s
Jul 2016
Brinker's Wilson: Consumer Discretionary Spending Increasing
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Thomas Wilson, Senior Investment Manager and Managing Director of Wealth Advisory at Brinker Capital, on impact of election on markets, fixed income investment options, and strength of consumers. Learn more about ... Show More
11m 42s
Sep 2023
Prof G Markets: The Broken IPO Market, Disney’s Parks Investment, and Buying FTX Bankruptcy Claims
This week on Prof G Markets, Scott reflects on the results of the latest tech IPOs and questions if the public markets are in structural decline. He then shares his thoughts on Disney’s $60 billion investment in its parks and cruises business. Scott also discusses the latest fami ... Show More
39m 26s
Aug 2023
Prof G Markets: Jerome Powell, Disinflation, and Gauging the Recession Threat — with Catherine Rampell
This week on Prof G Markets, Scott speaks with Washington Post Columnist Catherine Rampell about the latest in the Fed’s rate hiking campaign, the lingering threat of a recession, and a solution to many of America’s economic problems. Follow Catherine on Twitter, @crampell.
Learn ... Show More
33m 18s