More investors are fretting about the stability of the U.S. economy, but are there better options out there?
(00:14) Asit Sharma and Ricky Mulvey discuss:
- Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year.
- What Dollar Tree’s results reveal about the American economy.
- Why stock investors should care about the b ... Show More
Yesterday
How to Factor Home Equity Into Your Financial Plan
Home prices are near all-time highs, and homeowners have never had so much equity. Matt Frankel and Robert Brokamp discuss why, when, and how to turn your home into cash. Also in this episode: -Which types of stocks have performed best since the current rally began on April 8 -Wh ... Show More
21m 48s
Aug 22
Walmart Stands Tall In a Rocky Retail Environment
The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different? Travis Hoium, Jon Quast, and Matt Frankel discuss: - Retail earnings and takeaways for investors - Opendo ... Show More
42m 1s
Jan 2025
Talk Your Book: 3 Reasons to Buy Bonds
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look at ... Show More
31m 38s
Nov 2024
Talk Your Book: Animal Spirits Live
On today's show, we are live from Chicago with Alex Morris, Chief Investment Officer of F/m Investments to discuss why investors are still crowded on the short end of the curve, thoughts on why rates went up following a Fed cut, why credit spreads have remained so tight, not taki ... Show More
32m 26s
Jun 20
Why Defensive Stocks Have Disappeared
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode ... Show More
58m 47s
Jun 2024
Money Aint Got No Owners Only Spenders
On this episode of “On The Tape,” Guy Adami and Dan Nathan talk about crazy month-end price action (4:00), narrowing leadership (7:30), what happens if the Fed doesn’t cut (13:00), consumer spending (16:00), the economy vs. the stock market (19:00), options pros worries about the ... Show More
35m 45s
May 2024
Relationship Problems In Markets + Hedging Against Calamity with Jan van Eck & Matthew Sigel
On this episode of “On The Tape,” Guy Adami and Liz Young discuss Morgan Stanley’s Mike Wilson raising his S&P 500 price target (5:00), investor sentiment (8:00), earnings growth (12:30), the VIX as a measure of complacency (16:00), inflation (18:00), Nvidia earnings (21:00).
La ... Show More
1h 5m
Jul 2024
Talk Your Book: Investing in Corporate Culture
On today's show, Michael Batnick and Ben Carlson are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how the Human Capital Factor was discovered, what is being measured to quantify the Human Capital Factor, how advisors are utilizing t ... Show More
31m 41s
Sep 2024
Talk Your Book: The Next Catalyst for Crypto Assets
On today's show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Digital Asset Strategists for Fidelity Digital Assets to discuss narratives surrounding ETH and BTC, use cases around ETH, how advisors can work with Fidelity utilizing digital assets, d ... Show More
39m 28s
Nov 2024
Talk Your Book: Infrastructure Investing
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ... Show More
40m 27s