Podcast appearances and mentions of brian belski

Our financial guru, Brian Belski of BMO Capital Markets, joins Chad to reflect on the incredible career of Warren Buffett after Buffett announced his retirement. Plus, Belski shares about how he's feeling about the markets today.

Chad opens the show with a feeling of shock seeing how much money has been donated to Shiloh Hendrix for her disgusting behavior at a Rochester playground. Later, Brian Belski joins with a look back at Warren Buffett's incredible investing career and where our markets are at today.

Scott Wapner and the Investment Committee navigate the turbulent markets as tariff news continues to push volatility in the markets. Plus, BMO cuts its price target to $6,100, Brian Belski calls in to explain why. And later,  the Committee share their latest market moves. 

Brian Belski of BMO Capital Markets joins Chad to talk about Trump's tariffs leading to huge losses in the stock market and why he believes it's still not time to panic about our economy.

Chad opens the show sharing a story from his personal life and a conversation about where prayer fits into our lives before a conversation with Brian Belski of BMO Capital Markets about the stock market and health of America's economy.

A mixed morning for stocks as President Trump's “Liberation Day” begins – with key policy details coming at 4 PM Eastern. Sara Eisen, David Faber, and Carl Quintanilla discussed where things stand when it comes to consumers, CEO confidence, and more to start the hour – alongside fresh manufacturing data. Why BMO's Brian Belski says the street is overreacting here on recession fears… Plus – the head of policy at the U.S. Chamber of Commerce, who's forecasting higher prices ahead as a result.  Also in focus: Tesla deliveries disappoint – former Ford CEO Mark Fields joined the team to breakdown the numbers, and the road ahead; What's driving volatility in shares of Newsmax, as shares plummet off recent highs; And a look at whether gold's rally has more room to run here. Squawk on the Street Disclaimer

Dan Nathan and Guy Adami are joined by Brian Belski, Chief Investment Strategist at BMO Capital Markets. The discussion covers a wide range of topics, including Belski's bullish outlook on the S&P 500, with a price target of 6,700. They delve into the dynamics of the secular bull market, cyclical trends, and the path to normalcy in market returns. Belski shares his views on the impact of geopolitical events, trade tariffs, and sector-specific performances, particularly in technology and financials. The conversation also touches on consumer sentiment, the role of AI, and the implications of monetary policy on market behavior. Belski emphasizes the importance of a diversified investment strategy and the potential opportunities in small and mid-cap banks. The episode provides a comprehensive overview of current market conditions, offering valuable insights for investors navigating these uncertain times. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Dominic Chu and the Investment Committee are live from “Future Proof Citywide” in Miami Beach to discuss this critical moment in the market. Wedbush Securities' Dan Ives joins us to discuss Alphabet's acquisition of Wiz. And later, BMO's Brian Belski joins us to defend his firm's 6,700 price target on the S&P. Investment Committee Disclosures

What's the reason for today's huge stock market plunge? Our financial guru Brian Belski of BMO Capital Markets with his analysis and why he feels it's too early to be talking about fears of a recession.

The hour begins with Susie Jones joining Chad and Dave for Overrated, Underrated or Properly Rated before we bring financial guru Brian Belski into the mix to discuss today's big losses in the stock market.

On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's market outlook, the case for Canadian stocks, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/compound and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. *Terms and Conditions apply. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are today's inflated prices just going to be the new normal for our economy? Brian Belski gave us excellent insight on everything that's happening with the economy before a replay of Adam Carter's interview with MPD Chief Brian O'Hara from earlier today and reaction from Chad and Jason DeRusha to wrap the show.

Our financial guru Brian Belski of BMO Capital Markets joins to talk about what he sees for the future of inflation, where blame can be placed, how he feels about the Fed's decisions on interest rates and more.

Frank Holland and the Investment Committee debate the Trade War and what it means for the market and your money. Plus, Planatir hitting new all-time highs, it's our Chart of the Day. And later, Brian Belski joins us with his portfolio rebalance, he details all the moves

Did the Fed make the right call today by keeping interest rates right where they're at? We get the answer from our financial guru Brian Belski of BMO Capital Markets.

Carl Quintanilla and David Faber began the hour by breaking down the cooler than expected PPI print, which sparked a market rally. BMO Capital's Brian Belski also joined the program to discuss why he's still bullish on the markets going forward. Later in the hour, Leslie Picker previewed the financial earnings on deck and the impact behind JPMorgan's leadership change, with COO Daniel Pinto announcing that he will retire at the end of next year. Also in the mix: Sara Eisen was live from the NRF Big Show for an interview with Lululemon CEO, Calvin McDonald. Squawk on the Street Disclaimer

Dan Nathan and Guy Adami are live from the CME Group GFLC in Naples, Florida! Liz Young Thomas joins to update us on early 2025 reads from major firms like Goldman Sachs, Morgan Stanley, and BMO's Brian Belski. The crew also dives into inflation concerns, future Federal Reserve decisions, and notable stock performances, including Nvidia's impending earnings and Tesla's recent market surge. The episode highlights the potential influence of regulatory changes and macroeconomic conditions on market sectors and individual stocks. -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Yes, you should believe in the bull market...even if no one ELSE does! That's the take Brian Belski, Chief Investment Strategist at BMO Capital Markets, shared with me in this week's MoneyShow MoneyMasters Podcast. If there's anyone whose track record speaks for itself, it's his. Already one of Wall Street's most ardent bulls, he raised his 2024 year-end S&P 500 target to 6,100 in September (from 5,600 before). Some scoffed. But earlier this week, the S&P closed above 6,000 for the first time!Brian begins the conversation by discussing why he made that move – and how things have panned out since. His key point? The “stock market is a market of stocks.” By being “resolute” (rather than stubborn) and utilizing a consistent process and discipline, he and his firm have been able to get things right. We then discuss how we've shifted from a “Mag 7 Market” to one where “Own a little bit of everything” is working well. Brian also talks about the election, and how a lot of what you hear is “nothing but noise” you need to tune out as an investor. That said, he notes that if the Trump Administration does one thing in particular, investors will be thrilled.We then touch briefly on the Fed, the monetary policy outlook, and what interest rate futures markets may be getting wrong. Finally, Brian rattles off several promising sectors, investing styles, and stocks that investors should consider here – and he previews what he'll cover at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246

Guy Adami, Dan Nathan, and Danny Moses explore market optimism in the wake of Trump's decisive election victory and the anticipated impacts on financial regulations, particularly for banks. After the break (27:00), Brian Belski, Chief Investment Strategist at BMO Capital Markets, shares his insights on the future of major financial institutions and potential mergers among regional banks. The discussion also touches on the broader economic outlook, including inflation, interest rates, and the unique dynamics in the gold market. The hosts delve into the tech sector's performance, with particular analysis of JPMorgan, Tesla, and AI-driven companies like NVIDIA and Palantir. Belski closes with his cautious optimism for the stock market and the importance of focusing on individual stocks and sectors amidst evolving market conditions. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

The market may go up, down, or even sideways, but one thing remains constant—Brian Belski is the Biggest Bull on Wall Street. Brian joins SoFi's Head of Investment Strategy and Host Liz Thomas to talk about what's making him confident in the resiliency of the current bull market. Brian is famous for his positive view on markets and is a frequent commentator on CNBC, Fox Business, and Bloomberg. He is Chief Investment Strategist at BMO Capital Markets and leads the Investment Strategy Group with his 35 years of experience. Liz asks Brian for practical insights on how to navigate this landscape and how to stay confident and focused despite short-term market fluctuations. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Introduction to The Important Part (01:22) Brian's bold prediction for the S&P 500 (07:12) Why Brian changed his price target for 2024 (09:29) Strategist vs. economist (13:20) The bull market of the 1990s vs. today (17:12) The new consumer staples (19:16) Consumer staples as percentage of a portfolio (20:52) AI in consumer staples companies (23:04) Why the current market is a “stock picker's paradise” (27:04) The sweet spot of small and mid-cap companies   (33:50) Brian's market forecast in one word (34:13) When Brian realized warning of a recession wasn't the right call (35:31) Brian's worst trade (36:57) Brian's biggest call was his most bearish (39:30) Key takeaways and conclusion Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.

Brian Belski of BMO Capital Markets joins Chad with talk about continued strength of the American economy and how the policies of our Harris and Trump may impact things after the election.

We begin the hour with Brian Belski of BMO Capital Markets joining Chad to focus on the economy. Later, we get into some of the big sports action from last night and Susie Jones eventually shows up for us to test out her homemade chili.

Solus' Dan Greenhaus, Payne Capital's Courtney Garcia and BMO's Brian Belski break down how they're navigating a mega week for the mega caps. Plus, GeneDX CEO Katherine Stueland joins us to discuss her company's big earnings beat.  And, we reveal what to watch when Chipotle and AMD report results in Overtime. 

Scott Wapner and the Investment Committee discuss the market as stocks are up 4 weeks in a row. They debate where the markets go with yields & oil rising and earnings season on tap. Plus, Brian Belski joins us for the hour with multiple moves in his portfolio, he shares the details. And later, the desk discuss the latest Calls of the Day, including a Street Fight brewing around Netflix. Investment Committee Disclosures

How long can this bull run for stocks last? Solus Alternative Asset Management and BMO's Brian Belski debate their outlooks. Plus, top technician Ryan Detrick tells us why he is banking on a rally into year-end. And, Carnival shares sank despite strong earnings. Seema Mody explains why – and what it could signal about the rest of the travel space. 

Scott Wapner and the Investment Committee talk to BMO's Brian Belski, the new biggest bull on Wall Street with a $6100 price target for the S&P 500. Plus, we've got a Chart of the Day on Nike, down 20% YTD and the CEO stepping down yesterday.  The desk debates how to trade the name. And later, a Call of the Day on Paypal, the committee reacts to Amazon partnering with the payment processor. Investment Committee Disclosures

had Hartman talks with BMO Capital Markets Analyst Brian Belski about his state fair favorites, what we know about the two party differences, the truth about tariffs, inflation and more.

This hour Chad Hartman talks with BMO Capital Markets Analyst Brian Belski and Ramsey County Sheriff Bob Fletcher

Is there enough good news to keep stocks climbing toward new record highs? Hightower's Stephanie Link, BMO's Brian Belski and Thornburg's Emily Leveille break down their forecasts. Plus, EMJ's Eric Jackson tells us which tech name he recently sold out of… but is considering getting back into. And, we run you through what's at stake from Zoom's earnings report after the bell. 

Financial guru Brian Belski of BMO Capital Markets joins Chad with analysis of what's happening with the plunging stock market and why he's not joining the folks fearing a recession is happening. Plus, Belski shares some impressive knowledge of the steeplechase.

Brian Belski of BMO Capital Markets joins Chad at the start of the show with his take on the market sell-off and fears of a recession. Later, Chad speaks with former MPD officer Tony Adams about ShotSpotter as the Minneapolis City Council meets today to discuss the future of that tool in the city.

Chad opens the hour talking about the 'childless cat lady' segment from JD Vance that has resurfaced from a few years ago and Pete Buttigieg speaking about words from Speaker of the House Mike Johnson about the LGBTQ community. Later, financial guru Brian Belski of BMO Capital Markets joins to talk about good news form the nation's economy.

Brian Belski of BMO Capital Markets joins Chad in studio to talk about the news of 2.8% economic growth for the US over the previous quarter and other news impacting your wallet.

Brian Belski of BMO Capital Markets joins Chad to chime in on a couple topics we've been discussing so far on the show and share some insight on the current state of the United States economy.

Chad opens the hour talking about new data showing just how many Minnesotans still aren't wearing seatbelts while driving. Later, Brian Belski of BMO Capital Markets joins with an update on the health of the US economy.

Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO's Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves. 

On episode 141 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski of BMO to discuss: S&P price targets, financial indicators, the housing market, BREIT, unemployment, the possibility of a hall of fame bull market, and much more! This episode is sponsored by WisdomTree. Visit wisdomtree.com/dgrw to learn more about the WisdomTree U.S. Quality Dividend Growth Fund See https://www.wisdomtree.com/investments/etfs/equity/dgrw for more information on fund facts and disclosures. Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com See https://www.wisdomtree.com/investments/etfs/equity/dgrw for more information on fund facts and disclosures. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The hour begins with comedy and politics as Blois Olson joins Chad. Later, we talk money and markets with Brian Belski of BMO Capital Markets.

Brian Belski of BMO Capital Markets joins Chad with analysis of what's happening with wages, consumer prices, the stock market, AI and more impacting the US economy.

On this episode of On The Tape, Dan Nathan and Guy Adami are joined by Brian Belski, chief investment strategist at BMO, and talk about his outlook for the stock market. They cover the following topics: stock market sentiment (3:00), how to look at volatility (9:00), Nvidia (14:00), his process for making price targets (18:30), goldilocks economy (22:30), bank stocks (25:00), what concerns him about the markets (27:30), inflation/unemployment (30:30), the tech sector (35:00), and his background (38:20). Later, Guy and Dan sit down with Melissa Lee, host of CNBC's Fast Money, to discuss her latest documentary Big Shot: The Ozempic Revolution (45:15), pushing back on Dan/Guy's bear thesis (1:01:30), how she prepares for the show and manages her day-to-day (1:15:00). Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Scott Wapner and the Investment Committee debate Nvidia's nonstop run as shares continue to surge to new all-time highs. Brian Belski is trimming but the desk disagrees. Plus, we cover some more Committee moves in McDonald's, Zoom and JP Morgan. And later, we cover some bullish calls of the day on IBM, United Health, and Deere.Investment Committee Disclosures

Is there enough going right for stocks to keep going up? Veritas' Greg Branch and BMO's Brian Belski debate their forecasts. Plus, Netflix is gearing up to release earnings in Overtime. Big Technology's Alex Kantrowitz and shareholder Jason Snipe of Odyssey break down what they are expecting and what is at stake. And, Avery Sheffield from VantageRock is gaming out the Fed. She explains when she is expecting the first cut and what it could mean for your money.

Scott Wapner and the Investment Committee count down to tomorrow's CPI which could decide where this market goes in the weeks ahead.  Plus, Phil LeBeau joins us with the latest from Boeing, with the Investment Committee debating what to do with the battered name. And later, Brian Belski gives us his big contrarian idea for 2024. Investment Committee Disclosures

On episode 121 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss: the golden age of stockpicking, what happens if there's no rate cut in 2024, what the bears are missing, the outlook for financials, and much more! Thanks to Dimensional Fund Advisors ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit Dimensional.com. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Wapner and the investment committee debate your best strategies for December and into 2024. The experts detail their latest portfolio moves. BMO's Brian Belski joins. The calls of the day include Uber, Alibaba, J&J, Boeing and Delta. Paramount Global shares pop. The setup is on Broadcom ahead of earnings next week.Investment Committee Disclosures

Brian Belski serves as the Chief Investment Strategist and  Managing Director for BMO Capital Markets, he joins us to talk about the U.S. economy, housing market and the ultimate future of the economy among the potential presidential candidates

Another hour down and we talked to Brian Belski, Chief Investment Strategist and  Managing Director for BMO Capital Markets and got the scoop on the U.S. housing market, the future of the U.S. economy with presidential candidates. Then we chatted with Jason DeRusha on damp newspapers, halloween celebrations as well as briefly discuss the tragic events that took place last night in Maine. 

Can stocks have a late-year surge or not? BMO's Brian Belski – a bull – and Cantor's Eric Johnston – a bear – debate their forecasts. Then, TIAA's Kourtney Gibson breaks the tie and explains who she thinks won the debate. And, John Spallanzani of Miller Family Office digs in on the broader market, the Fed and Amazon. 

Is this still just a standard September setback or do the breakdowns below the surface and the rout in the bond market mean the bulls are losing the benefit of the doubt? BMO's Brian Belski, Requisite Capital's Bryn Talkington and Emily Roland of John Hancock give their forecasts. Plus, Elizabeth Burton from Goldman Sachs is breaking down where she is seeing some opportunity right now… despite her prediction that there's a big downturn ahead. And, we dig in on Amazon's big AI push and what it might mean for the company's bottom line.

On episode 80 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss earnings season, recession fears, market sectors, PE expansion out of a bear market, small cap stocks, consumer staples, Bob Iger getting things done, Microsoft vs Google, and much more!This episode is sponsored by Advisorshares. Visit https://advisorshares.com/etfs/dwa-etfs/ to learn more about the Dorsey Wright ETFs.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information.