Closing Bell

Barry Knapp of Ironsides Macroeconomics argues the Fed may be making a policy mistake by treating an energy shock as inflationary rather than demand destructive. Helen Amos of BMO Capital Markets examines why commodities are breaking down and whether a rebound is ahead. From CERAWeek our Brian Sullivan interviews Venture Global CEO Michael Sabel on the future of LNG and global energy supply.Scott Chronert of Citi assesses the broader market outlook and what investors should watch next. Zscaler CEO Jay Chaudhry discusses cybersecurity, geopolitical risk and the recent software selloff from the RSA Conference. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks jumped after President Trump said talks have happened with Iran. We break down all of those details and latest developments out of Washington. Fundstrat's Tom Lee and CIBC Capital Markets' Chris Harvey tell us how they are navigating these geopolitical uncertainties. Plus, Ashley MacNeill from Vista Equity Partners tells us if she thinks software has been oversold. And, our Closing Bell Headliner – Jeffery Gundlach from DoubleLine Capital. He gives his first take on the Fed decision, the recent market volatility and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sam Stovall of CFRA and Jim Paulsen of Paulsen Perspectives assess the market outlook and debate whether recent weakness creates opportunity or reinforces the case for caution. Warren Pies of 3Fourteen Research walks through oil charts and what they signal for the next move in energy—and broader markets. Kei Okamura of Neuberger Berman outlines the outlook for Japan and where investors may find opportunity internationally. John Kolovos of Macro Risk Advisors examines the technical picture and explains why charts continue to support a cautious stance. Howard Silverblatt, formerly of S&P Dow Jones Indices breaks down changes in index dynamics and what developments involving SpaceX and OpenAI could mean for market structure. The episode also explores a new wave of ETFs designed to mimic strategies used by well known traders with Adam Patti, CEO of VistaShares. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks started dropping following a CBS report that the Trump Administration is making heavy preparations for potential use of ground troops in Iran. We bring you the details – and what it means for the energy market. Plus, our all-star panel of Partners Group Anastasia Amoroso, BNY's Alicia Levine and NewEdge Wealth's Cameron Dawson tell us how they're navigating this uncertain market. Plus, the Nasdaq briefly fell into correction territory. We run through the names weighing on that index the most. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and use of personal data for advertising.

Solus' Dan Greenhaus and Morgan Stanley's Sherry Paul tell us what they think the road ahead for markets could be … and react to today's late-day bounce following some headlines from Isreal's Netanyahu. Plus, Alger's Ankur Crawford tells us where she's finding opportunities in the tech space right now. And, we track the meltdown in metals – as gold hits its lowest level since 1983. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks sell off following Jay Powell's presser. Former Federal Reserve Vice Chairman Alan Blinder explains what the Fed's latest messaging signals for policy and the path ahead. Micron earnings with instant reaction from CFRA's Angelo Zino. Venu Krishna, Head of U.S. Equity Strategy at Barclays, talks the broader market outlook following the Fed's rates decision and the ongoing war with Iran. Craig Siegenthaler of Bank of America makes the case for private credit as a buying opportunity and explains where he sees value in the current environment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages fell during the final hour of trade – following the Fed decision and Chair Powell's news conference. The Wharton School's Jeremy Siegel, CMBC Americas' Joe Lavorgna and Robinhood's Stephanie Guild tell us what they think is next for the fed – and the market. Plus, we dig into how rates are impacting refinance demand. And, we run through what to watch from Micron's report in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paul Hickey of Bespoke joins on set to assess market momentum and where investors should be positioned. Lululemon headlines earnings with immediate reaction from Janine Stichter of BTIG. Beeneet Kothari of Tekne Capital argues that the next generation of tech winners may emerge outside the U.S. and explains where he is finding opportunity globally. Tim Hayes of Ned Davis Research makes the case for dialing back equity exposure and increasing allocations to bonds and cash as risks build. Finally Phil LeBeau reports on renewed optimism in the airline sector and what it signals about travel demand. The episode closes with a look ahead at the next catalysts investors are watching. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We're less than 24 hours away from the next Fed decision. So how should you be positioned heading into tomorrow? We discuss with Lori Kalvasina from RBC Capital Markets, iCapital's Sonali Basak and Schwab's Kevin Gordon. Plus, the second day of Nvidia's GTC conference is underway. CEO Jensen Huang making headlines at a press Q&A – we bring you all the highlights. And, Capital Wealth Planning's Kevin Simpson reveals his latest trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Skelly of Morgan Stanley Wealth Management joins on set to assess the market setup and what investors should watch next. In tech Nvidia takes center stage as CEO Jensen Huang delivers a major keynote. Patrick Moorhead of Moor Insights and Dylan Patel of SemiAnalysis analyze the announcements and discuss what they mean for AI infrastructure, memory demand and the semiconductor ecosystem. Mark Mahaney of Evercore explains why there investors are looking for signals for spending discipline across big tech. Finally Steve Liesman breaks down a key question in Washington: whether the Federal Reserve Board could vote Jerome Powell back into the chair role if Kevin Warsh is not confirmed in time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Invesco's Brian Levitt and Bartlett's Holly Mazzocca tell us how they're navigating the uncertainty surrounding Iran and oil. Plus, Nvidia's GTC is officially underway – with CEO Jensen Huang – giving his keynote address. We break down all the highlights – and how it impacted the stock. And, Former Dallas Fed President Richard Fisher tells us what he is expecting from the Fed decision – and what's at stake for Chair Powell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets grapple with fresh pressure from Washington and rising geopolitical risk. We discuss the latest around the Powell lawsuit with former Dallas Fed President Richard Fisher. After stocks hit new yearly lows investors debate whether a bottom may be forming: Steve Sosnick of Interactive Brokers and Sonali Basak of iCapital assess market sentiment, positioning and the path forward. Former Defense Secretary Leon Panetta discusses how and when the current conflict could end and what tensions around the Strait of Hormuz could mean for global stability and energy markets. Chad Zamarin, CEO of Williams, discusses natural gas disruptions and what they could mean for supply and infrastructure. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Jon Fortt, Morgan Brennan 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 and use of personal data for advertising.

Eric Johnston of Cantor Fitzgerald asses the market outlook and explains why near term risks for stocks may rise over the next week or two even as he sees the pullback creating a buying opportunity. Earnings drive the tape with results from Adobe, Lennar and Ulta Beauty. Brian Schwartz of Oppenheimer reacts to Adobe's results and management change. Julie Biel of Kayne Anderson Rudnick discusses whether software remains a strong long term bet and why companies with proprietary data and regulatory advantages may prove harder for new disruptors to challenge. Renewed strength in cybersecurity stocks and growing debate over whether global tensions could push digital conflict into a new phase with CSIS's Lauryn Williams. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Solus' Dan Greenhaus and CIBC's Chris Harvey tell us what the recent developments out of Iran and the big moves in oil could mean for the market in the days and weeks ahead. Plus, Wilfred Frost caught up with U.S. Treasury Secretary Scott Bessent on the strait of Hormuz, the war in Iran and much more. He brings us some of the highlights. And, Morgan Stanley's Chris Toomey is one of the country's top financial advisors tells us how he is advising his clients right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and use of personal data for advertising.

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 and use of personal data for advertising.

Our Pippa Stevens breaks down oil's latest move before CSIS's Clayton Seigel and Clearview Energy's Kevin Book take a deeper look at supply dynamics, geopolitical risk and what could push crude higher or pull it back. Oracle earnings give investors the state of cloud demand and AI infrastructure spending; Patrick Walravens of Citizens JMP breaks down the numbers. Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, evaluates the broader market backdrop and explains how positioning may shift from here. Michael Froman, President of the Council on Foreign Relations, analyzes rising tensions with Iran and what they could mean for global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and Anastasia Amoroso of Partners Group assess the broader market setup and debate how investors should position amid volatility. Earnings from HPE add another data point for tech. Jason Furman, former Chair of the Council of Economic Advisers, weighs in on the Fed and the economic outlook. Dan Levy of Barclays explains how higher oil prices could ripple through the auto sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 collection and use of personal data for advertising.

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 steps could be as geopolitical volatility and higher energy prices complicate the equation. Jackson Ader of KeyBanc analyzes bellwether Oracle ahead of its earnings next week. Our Sharon Epperson reports on rising 401(k) withdrawals and what increasing retirement stress may signal about the health of the consumer and the broader economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Katie Stockton of Fairlead Strategies maps out key breakouts and breakdowns across the tape while Corey Tarlowe of Jefferies evaluates the state of the consumer and what upcoming retail results may reveal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 making in this pullback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 the technical picture and key levels investors should watch next in several important sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 the strikes on Iran. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 capital flows. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and use of personal data for advertising.

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 financial conditions. Paul Hickey of Bespoke looks to history to frame what could come next for markets while Sheila Kahyaoglu of Jefferies explores opportunities and risks in the defense sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 future of the AI arms race. And, big news out of DraftKings' Investor Day today. Our Contessa Brewer sits down with the CEO to discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, Head of Broadlines at JPMorgan, explains why he is lowering fourth quarter comp estimates and why new leadership could reset guidance expectations. Salveen Richter of Goldman Sachs outlines how AI is beginning to deliver tangible benefits in biotech and healthcare, particularly in early drug discovery and development, and why that could translate into both top line and bottom line gains for adopters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 and use of personal data for advertising.

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 are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX's experiential model may protect its premium multiple and outlines her $175 price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 advertising.

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 Leslie Picker. And, the battle between Anthropic and the government is heating up. We break down all the details – and what's at stake for the big AI battle. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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, NVIDIA and the broader software trade. John Arnold of Arnold Ventures discusses the intersection of energy and AI, plus venture capital trends and the rise of betting and prediction markets. John Kolovos, Head of Technical Strategy at Macro Risk Advisors, analyzes key chart levels and momentum signals shaping the tape. Finally, Chad Anderson of Space Capital explains why AI could serve as a tailwind rather than a threat to the space industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 information about our collection and use of personal data for advertising.

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 credit conditions and economic resilience. Crypto's roots and future with Dr. Adam Back, exploring the origins of Bitcoin and how digital assets fit into today's macro environment. Eyes then turn to NVIDIA: Patrick Moorhead, founder and CEO of Moor Insights & Strategy, previews what's at stake for AI, semiconductors, and the broader tech trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 tech trade amid weakness in the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.