Closing Bell

Can you trust this rebound? We discuss with Trivariate’s Adam Parker and Invesco’s Brian Levitt live from FutureProof in Miami Beach, FL. Plus, the drama between Anthropic and the government is heating up. What might it mean for a potential Anthropic IPO? Kate Rooney tells us. And, Fundstrat’s Tom Lee gives us his forecast for stocks – and what volatile oil prices could mean for your money. Hosted...

Markets respond to fast moving geopolitical headlines and fresh swings in energy. Oil dominates the market conversation. Pippa Stevens tracks price moves while Helima Croft, Global Head of Commodity Strategy at RBC Capital Markets, breaks down supply risks, geopolitical crosscurrents and what it would take for crude to move higher or stabilize. Matt Stucky of Northwestern Mutual Wealth Management...

President Trump told CBS that the Iran War is “very complete, pretty much.” That headline sent stocks higher – after a mostly down day. Plus, oil reversed course – falling as much as 7% during the final hour of trade. We discuss all these big moves with our expert guests, reporters and market correspondents. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co...

Markets react to fast moving developments in Washington and across asset classes: Adam Crisafulli of Vital Knowledge and Kevin Gordon of Charles Schwab assess the broader market backdrop and debate how investors should position amid policy uncertainty and macro crosscurrents. More tremors in private credit with Mark Pinto of Moody’s Ratings. Jim Paulsen outlines what the Federal Reserve’s next ste...

Yardeni Research’s Ed Yardeni, Humilis Investment’s Brian Belski and NewEdge Wealth’s Cameron Dawson tell us what they’re forecasting for the market as we end a rough week. Plus, star analyst Matt Boss tells us his top picks in the retail space. And, Professor Jeremy Siegel of the Wharton School tells us why he is very cautious on the market right now. Hosted by Simplecast, an AdsWizz company. See...

Barbara Doran of BD8 Capital Partners and Charlie Bobrinskoy of Ariel Investments join the markets panel to assess positioning, leadership and where investors should lean next. Earnings from Marvell Technology, Gap and Costco add another layer to the market narrative. Ian Bremmer, Founder of Eurasia Group, examines how tensions involving Iran could reshape global energy flows and geopolitical risk...

The Dow sank nearly 2% in today’s trade. We drill down on that big move with our all-star panel Solus’ Dan Greenhaus, Partners’ Group Anastasia Amoroso & Merrill and Bank of America Private Bank’s Chris Hyzy. Plus, BTIG’s Jonathan Krinsky dropped a new note saying the market can’t afford to lose semis. He explains why. And, Kevin Simpson from Capital Wealth Planning tells us what trades he’s makin...

Savita Subramanian of Bank of America lays out a strategy for investors to deal with the current volatility and explains how she is positioning portfolios for the rest of the year. Earnings drive the tape with results from Okta and Broadcom. Stacy Rasgon of Bernstein reacts to Broadcom’s numbers and what they signal for AI infrastructure spending. Chris Verrone of Strategas joins to walk through t...

Is the market back on track and can you believe in this bounce? We ask Schwab’s Liz Ann Sonders what she thinks. Plus, Trivariate’s Adam Parker and Intelligent Alpha’s Doug Clinton tell us how they’re navigating the software trade. And, a pair of big developing stories in Washington DC. We break down what to watch from the tech executives visiting the White House and the senate’s first vote since...

A dramatic reversal in stocks but still close lower. Wells Fargo’s Scott Wren and NB's Shannon Saccocia assess what the reversal means for positioning and whether volatility is here to stay. Lipow Oil's Andy Lipow explains the energy market's wild swings. Henry McVey of KKR breaks down opportunities in private credit and broader markets while Tim Seymour looks at emerging markets and global capita...

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Julian Emanuel of Evercore ISI explains how policy headlines are shaping investor positioning and risk appetite. Dan Yergin joins to assess what comes next for oil and LNG as global supply and geopolitics remain in focus. Credit stress remains a major concern. Jeffrey Kivitz of Canyon Partners discusses risks building beneath the surface and how institutional investors are navigating tighter finan...

Strategas’ Chris Verrone, Requisite Capital’s Bryn Talkington and Lauren Goodwin from New York Life Investments tell us what they’re forecasting for stocks amid all the geopolitical uncertainty. Plus, OpenAI struck a deal with the Defense Department after the Pentagon cut ties with Anthropic. Plexo Capital’s Lo Toney is an Anthropic investor – and he tells us what all this could mean for the futur...

Malcolm Ethridge of Capital Area Planning Group makes the bullish case while Warren Pies of 3Fourteen Research turns more cautious and outlines where oil prices may head next. Rising attention around private credit and activity at Jefferies as investors search for yield and alternative sources of return. Looking ahead, attention turns to next week’s key earnings report from Target. Chris Horvers,...

Goldman Sachs’ Head of Hedge Funds Tony Pasquariello gives us his take on the broader market, big tech, software and much more. Plus, Aswath Damodaran – so-called Dean of Valuation – says he is as cautious as he’s been his entire career. And, Tom Lee from Fundstrat helps us wrap up the trading month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA’s pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces a...

Dubravko Lakos –  JPMorgan’s Head of Global Markets Strategy – reveals his forecast for software, big tech and much more. Plus, Ed Yardeni maps out his forecast for the economy. And, we run you through what to watch from Block and Dell’s reports in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia reported Q4 earnings. Investors checking if the AI trade remains intact. We have you covered with every angle. JPMorgan’s Stephanie Aliaga, Sand Hill Global Advisors’ Brenda Vingiello, DA Davidson’s Gil Luria and T. Rowe Price’s Tony Wang provide analysis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertis...

The future of the tech trade is on the line tonight as Nvidia, Salesforce and Snowflake report. We discuss with our mega-panel: Star Bernstein analyst Stacy Rasgon, Capital Area Planning’s Malcolm Ethridge, Requisite Capital’s Bryn Talkington, CNBC’s Kristina Partsinevelos and Seema Mody. Plus, private credit concerns are front and center again today. We discuss these new developments with our Les...

Lauren Taylor Wolfe, Managing Partner at Impactive Capital, argues that indiscriminate selling and algorithm-driven moves may be creating selective opportunities for long-term investors. In semis and mega-cap tech, AMD and Meta strike a new deal as capital spending and stock-based strategies draw scrutiny. Ben Bajarin of Creative Strategies breaks down what the agreement means for Meta, AMD, NVIDI...

Some big earnings are coming amid a nervous market. So what’s the best strategy right now? We discuss with Blackrock’s Rick Rieder. Plus, Avenue Capital’s Marc Lasry weighs in on the anxieties surrounding private equity. And Alger’s Ankur Crawford maps out what she’ll be watching from Nvidia’s high-stakes report tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio...

Markets juggle fresh tariff headlines, bond market volatility and looming tech catalysts. David Kelly, Chief Global Strategist at JPMorgan, and Ayoka Yoshioka, Senior Investment Strategist at Wealth Enhancement, assess the market action as stocks decline. Barry Sternlicht, Chairman and CEO of Starwood Capital, weighs in on the state of commercial real estate and travel demand, offering a read on c...

Is momentum running out of this record setting rally? We discuss with New York Life Investments’ Lauren Goodwin, Solus’ Dan Greenhaus and iCapital’s Sonali Basak. Plus, the US Olympic men’s hockey team won gold for the first time since 1980. Jack O’Callahan – a member of that “miracle on ice” team joins us to discuss the big win. And, top technician Jeff DeGraaf tells us how he is navigating the t...

Markets react to a dramatic turn in the tariff debate as the Supreme Court struck down the IEEPA tariffs. Kristina Partsinevelos breaks down the market recap, while Eamon Javers and Emily Wilkins track the political response from the White House and Capitol Hill. Steve Liesman examines the broader economic implications, and Stifel’s Brian Gardner analyzes what it means after key tariffs are struck...

The supreme court’s historic rebuke of the Trump tariffs front and center for investors. So, what will this mean for the fed and the economy? We discuss with the Wharton School’s Professor Jeremy Siegel and CNBC’s Steve Liesman. Plus, Avery Sheffield from VantageRock tells us which names she’s staying away from following today’s SCOTUS decision. And we drill down on what that ruling could mean for...