Podcasts about btig

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Best podcasts about btig

Latest podcast episodes about btig

Closing Bell
Closing Bell: Navigating the Dow's Big Drop 3/5/26

Closing Bell

Play Episode Listen Later Mar 5, 2026 42:32


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.

Beurswatch | BNR
Horrorflashback! Belegger trapt alwéér in sprookjes van Adyen

Beurswatch | BNR

Play Episode Listen Later Feb 12, 2026 22:04


Zo erg als de vorige keer was het nog net niet, maar het was toch weer een horrordag voor Adyen en hun beleggers. Het aandeel verloor een vijfde van z'n waarde. En dat allemaal dankzij een paar tegenvallers. De omzet was totaal niet naar verwachting. Waar de CFO in november nog uitging van 20 tot 25 procent, kwam die uit op 17. Wanneer gaat Adyen écht leren hoe goed verwachtingsmanagement werkt? Of zijn het de beleggers die veel te veel fantaseren? Dat hoor je in deze aflevering. Verder hebben we het over het duo dat afscheid van elkaar nam, maar toch tegelijk met de cijfers komt. Unilever en Magnum. Die eerste sluit het jaar prima af, maar wel met de sidenote dat het verkopen van onderdelen vrij duur blijkt. En ook Magnum voelt daar de kosten van. Dat draait op de voor de kosten van de afsplitsing en dat is toch wel even slikken voor beleggers. Je hoort ook nog over Box 3. Schoorvoetend stemt de Tweede Kamer in met een vernieuwing van de belasting op jouw aandelen en obligaties. We vertellen je wat de veranderingen voor jou betekenen. En dan kom je ook nog te weten wie Apple achterna komt omdat het bedrijf 'te links' zou zijn. Wie zou dat toch zijn???? Te gast: Hans Oudshoorn van Saxo BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

AEX Factor | BNR
Horrorflashback! Belegger trapt alwéér in sprookjes van Adyen

AEX Factor | BNR

Play Episode Listen Later Feb 12, 2026 22:04


Zo erg als de vorige keer was het nog net niet, maar het was toch weer een horrordag voor Adyen en hun beleggers. Het aandeel verloor een vijfde van z'n waarde. En dat allemaal dankzij een paar tegenvallers. De omzet was totaal niet naar verwachting. Waar de CFO in november nog uitging van 20 tot 25 procent, kwam die uit op 17. Wanneer gaat Adyen écht leren hoe goed verwachtingsmanagement werkt? Of zijn het de beleggers die veel te veel fantaseren? Dat hoor je in deze aflevering. Verder hebben we het over het duo dat afscheid van elkaar nam, maar toch tegelijk met de cijfers komt. Unilever en Magnum. Die eerste sluit het jaar prima af, maar wel met de sidenote dat het verkopen van onderdelen vrij duur blijkt. En ook Magnum voelt daar de kosten van. Dat draait op de voor de kosten van de afsplitsing en dat is toch wel even slikken voor beleggers. Je hoort ook nog over Box 3. Schoorvoetend stemt de Tweede Kamer in met een vernieuwing van de belasting op jouw aandelen en obligaties. We vertellen je wat de veranderingen voor jou betekenen. En dan kom je ook nog te weten wie Apple achterna komt omdat het bedrijf 'te links' zou zijn. Wie zou dat toch zijn???? Te gast: Hans Oudshoorn van Saxo BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

SPACInsider
2025 SPAC Market Review and 2026 Outlook, with Ed Kovary and Jerry Serowik

SPACInsider

Play Episode Listen Later Dec 24, 2025 35:08


In this episode, we examine how the SPAC market evolved in 2025 and what sponsors, issuers, and investors should be thinking about as the calendar turns to 2026. Joining the discussion are Ed Kovary, Head of Capital Markets at BTIG, and Jerry Serowik, Head of Capital Markets at Cohen & Company, two firms that were among the most active in the SPAC ecosystem in 2025. Drawing on firsthand experience, the conversation covers how deal structures, investor expectations, and sponsor strategies shifted over the course of the year and how capital markets conditions shaped issuance and deal execution. The episode concludes with a forward-looking discussion on what these trends imply for SPAC activity in 2026, including where opportunities may emerge and what risks remain for the asset class.  

Closing Bell
Closing Bell Overtime: Worries hit the AI trade, SpaceX IPO Buzz, and the 2026 Consumer & Fintech Outlook 12/12/25

Closing Bell

Play Episode Listen Later Dec 12, 2025 42:46


Oracle and Broadcom worries hit tech stocks. Jose Rasco, Chief Investment Officer at HSBC Global Private Banking and Wealth Management, breaks down the week's wild market action. BTIG's Robert Drbul gives his top consumer picks—and catalysts—for 2026. Growing speculation around a potential SpaceX IPO with Daniel Hanson of Neuberger Berman. Netskope CEO Sanjay Beri talks the company's first earnings report as a public company. Wells Fargo analyst Jason Kupferberg on the fintech setup heading into 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell Overtime: Shutdown Countdown, Nike Earnings & Big Voices from UP.Summit 9/30/25

Closing Bell

Play Episode Listen Later Sep 30, 2025 43:19


With a government shutdown looming, Emily Wilkins breaks down the latest from Washington. Malcolm Ethridge of Capital Area Planning Group and BTIG's Jonathan Krinsky weigh in on the market setup, while Nike earnings take center stage with Oppenheimer analyst Brian Nagel. From Bentonville, AR, Morgan sits down with Walmart director and RZC Investments co-founder Steuart Walton, plus Sands Capital CEO Frank Sands, for exclusive conversations from the UP.Summit on investing, innovation, and what's next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
Overlooked Stock: FVRR

TD Ameritrade Network

Play Episode Listen Later Sep 19, 2025 6:59


Fiverr (FVRR), a company primarily focused on freelance and gig work, announced that it was cutting jobs in a "refocusing effort." Shares have teeter-tottered throughout the last 52-week weeks, but moved higher Friday on the heels of an upgrade at BTIG. George Tsilis joins Market on Close to dissect the company's business model and dive into the analyst community's reaction to FVRR's move this week.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Nightly Business Report
A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25

Nightly Business Report

Play Episode Listen Later Aug 19, 2025 43:20


Why the Fed could skip a September cut altogether, despite higher inflation data. BTIG makes the case for sticking with Viking Therapeutics despite disappointing weight loss drug trial data. Plus, the laggards our traders says to buy now.  

TD Ameritrade Network
Overlooked Stock: KTOS Taps New All-Time Highs

TD Ameritrade Network

Play Episode Listen Later Aug 14, 2025 5:29


Kratos Defense & Security (KTOS) has vastly outperformed other peers in the aerospace industry, rallying 250% year-over-year. George Tsilis talks about its recent earnings and bullish upgrade from BTIG that helped give shares a boost. However, George adds it faces an uphill battle when it comes to valuation.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Closing Bell
Closing Bell: Navigating New Highs 8/13/25

Closing Bell

Play Episode Listen Later Aug 13, 2025 43:13


The story continues to be the broadening as tech takes a slight breather today. Plus, another booming IPO could be a big signal for the overall outlook for stocks. We discuss with Trivariate's Adam Parker, Charles Schwab's Kevin Gordon and Mike Rode from American Century Investments. BTIG's top technician out with a fresh note on small caps today. He joins us with what's behind his call. Lo Toney from Plexo Capital tells us how he is navigating the tech space with the Nasdaq at new highs. And, Anastasia Amoroso from Partners Group tells us whether she thinks this is really one of the best environments we've seen in some time for investing in stocks and bonds. 

Closing Bell
Closing Bell: Apple's Tim Cook Head to the White House

Closing Bell

Play Episode Listen Later Aug 6, 2025 43:18


Tim Cook – CEO of Apple – is visiting the White House this afternoon. We discuss what is at stake for the company with Wedbush's Dan Ives and CNBC's Steve Kovach. Plus, Ashley MacNeill from Vista Equity Partners weighs in on the state of the IPO market. And, top technician Jonathan Krinsky of BTIG is flagging a downturn ahead. He tells us why. 

Native Angelino with Tom Levine
Charting the Markets with Katie Stockton, CMT | July 2025

Native Angelino with Tom Levine

Play Episode Listen Later Jul 15, 2025 41:04


In this episode, Tom Levine asks Katie Stockton of Fairlead Strategies how she uses technical analysis—price charts, support and resistance levels, and momentum signals—to interpret market behavior. The summer of 2025 has brought new stock market highs even in the face of tariffs, potential trade wars, shooting wars, a declining dollar and continued volatility across asset classes.Katie Stockton, CMT is a nationally recognized expert in technical analysis and the founder of Fairlead Strategies, an independent research firm.Her approach helps investors and advisors navigate complex markets through structure, not speculation.Katie's work encompasses all major sectors of the stock market, the bond market, gold, and bitcoin/crypto — with a disciplined, chart-driven method grounded in technical indicators and trend analysis.This conversation was recorded in July 2025 as part of the Native Angelino Podcast with Tom Levine and is the third in the series with Katie. Links to the archived episodes are in the show notes.About Katie StocktonKatie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is the portfolio manager for the Fairlead Tactical Sector ETF (TACK), launched in 2022.Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners, and worked with teams at Morgan Stanley and Wit Soundview.Katie holds the distinction of being the youngest female to have attained the Chartered Market Technician (CMT®) designation in 2001. She has served as Vice President of the CMT Association and currently sits on the board of Cary Street Partners.As an official CNBC contributor, she regularly shares market perspectives and is often quoted in Barron's and MarketWatch.—

Closing Bell
Closing Bell: The Risk-Reward Setup for Stocks 6/11/25

Closing Bell

Play Episode Listen Later Jun 11, 2025 43:11


After a ripping rebound rally based on a resilient economy and trade war de-escalation, how does the risk-reward setup for stocks look from here? And what will drive the next notable move? We discuss with Solus' Dan Greenhaus, Hightower's Stephanie Link and JP Morgan Asset Management's Stephanie Aliaga. Plus, former Fed governor Mishkin tells us what today's CPI number might mean for the Fed's next move. And, BTIG's Jonathan Krinsky breaks down the charts and tells us where he sees the energy sector headed from here. 

CNBC’s “Money Movers”
President Trump Welcomes the German Chancellor, Circle CEO on IPO, A Small Sector Poised for a Big Breakout 6/5/25

CNBC’s “Money Movers”

Play Episode Listen Later Jun 5, 2025 72:58


President Trump addresses the press, discussing his call with Chinese President Xi while also welcoming the German Chancellor. Plus the CEO of stablecoin issuer Circle joins the show. His company making its public debut at the New York Stock Exchange after pricing above the expected range. And then BTIG says the S&P's smallest sector is poised for a big breakout. Its chief technician breaks down why he's turning bullish and the key levels to watch.

Alexander Garrett
NYC Athletes Help BTIG Have One Leg Up On This Special Giving Tuesday 5-20-25

Alexander Garrett

Play Episode Listen Later May 20, 2025 7:49


NYC Athletes Help BTIG Have One Leg Up On This Special Giving Tuesday 5-20-25More on BTIG as referenced on One Leg Up With Alex Garrett - https://www.btig.com/

Adapting With Alex Garrett
NYC Athletes Help BTIG Have One Leg Up On This Special Giving Tuesday 5-20-25

Adapting With Alex Garrett

Play Episode Listen Later May 20, 2025 7:49


NYC Athletes Help BTIG Have One Leg Up On This Special Giving Tuesday 5-20-25More on BTIG as referenced on One Leg Up With Alex Garrett - https://www.btig.com/

Keeping It Real With Alex Garrett Podcasting
NYC Athletes Help BTIG Have One Leg Up On This Special Giving Tuesday 5-20-25

Keeping It Real With Alex Garrett Podcasting

Play Episode Listen Later May 20, 2025 7:49


NYC Athletes Help BTIG Have One Leg Up On This Special Giving Tuesday 5-20-25More on BTIG as referenced on One Leg Up With Alex Garrett - https://www.btig.com/

Squawk on the Street
Cramer's Morning Take: Capital One 3/25/25

Squawk on the Street

Play Episode Listen Later Mar 25, 2025 4:19


Jim and Jeff discuss Alibaba's warning of a potential AI bubble in the U.S. and BTIG upgrading Capital One on Discover Financial deal prospects. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

TD Ameritrade Network
Stock Market Morning Minute: CVNA, CRWD, KBH

TD Ameritrade Network

Play Episode Listen Later Mar 25, 2025 2:26


Carvana (CVNA) gets an upgrade from Morgan Stanley, BTIG gives Crowdstrike (CRWD) a bullish price target, and KB Home (KBH) is set to open at a new 52-week low after earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CRWD Upgrade, KBH Weakness "Not a Surprise"

TD Ameritrade Network

Play Episode Listen Later Mar 25, 2025 7:27


Kevin Green examines an upside and downside mover ahead of Tuesday's open. CrowdStrike (CRWD) shares are popping after an upgrade at BTIG, as the firm sees the cybersecurity company's issues in the "rearview mirror." Meanwhile, KB Home (KBH) falls after an earnings miss and cutting guidance in its 1Q report. For the S&P 500 (SPX), Kevin says to watch $5800 to the upside and $5705 to the downside.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
CRWD Upgrade Signals Cybersecurity is Here to Stay

TD Ameritrade Network

Play Episode Listen Later Mar 25, 2025 8:43


Crowdstrike (CRWD) rallied this morning after BTIG upgraded the stock to buy from neutral. Jeff Pierce takes a deeper look into the report and explains why it's the latest sign cybersecurity isn't fading anytime soon. Tim Biggam offers an example options trade in expectations of a temporary pullback on the horizon.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

options ios cybersecurity upgrade signals sling vizio crwd jeff pierce btig market minute crowdstrike crwd
Okay, Computer.
Trading March Madness with Fannie & Freddie Expert Isaac Boltansky

Okay, Computer.

Play Episode Listen Later Feb 26, 2025 26:33


Danny Moses hosts Isaac Boltansky, Director of Policy Research at BTIG, to discuss the latest developments in Washington, D.C., under the new Trump administration. Key topics include potential government shutdowns, implications for Fannie Mae and Freddie Mac, regulatory changes for banks, and the role of various federal agencies. They also delve into the effects of fiscal policies on mortgage rates, the economic landscape, and market responses to policy decisions. The discussion offers insights into sectors like banking, sin stocks, and the gambling industry, while emphasizing the importance of IRS and SEC enforcement in maintaining financial order. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed 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 this content. 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 'On The Tape' 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.

MRKT Matrix
Stocks End Week Higher, Shrugging Off Macro Concerns

MRKT Matrix

Play Episode Listen Later Feb 14, 2025 10:59


MRKT Matrix - Friday, February 14th Stocks are little changed as Wall Street takes a pause after a strong week (CNBC) US Retail Sales Drop by Most in Two Years Amid Fires, Storms (Bloomberg) Corporate America is complaining about ‘currency headwinds.' What it means for investors (CNBC) Tech stocks return to December ‘scene of the crime', raising concern of another pullback, BTIG warns (CNBC) Tesla Dip Buyers Face a Treacherous Path Amid Bearish Signals (Bloomberg) TSMC Considers Running Intel's US Factories After Trump Team Request (Bloomberg) Apple, Google Restore TikTok App After Assurance From Trump (Bloomberg) Google Gemini now brings receipts to your AI Chats (TechCrunch) DeepSeek Sparks Investor Pessimism on SoftBank's $500 Billion Stargate Push (Bloomberg) Trump Says New Tariffs on Autos Coming Around April 2 (Bloomberg) Vance Wields Threat of Sanctions, Military Action to Push Putin Into Ukraine Deal (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Arch MI
PolicyCast: The $330 Billion Question: DC Insiders Talk Trump and Housing

Arch MI

Play Episode Listen Later Feb 5, 2025 34:53


Two veteran Capitol Hill analysts return to the Arch MI PolicyCast to discuss the second Trump administration's impact on housing. Kirk Willison's guests are Cowen Washington Research Group's Jaret Seiberg and BTIG's Isaac Boltansky.

Mac OS Ken
BTIG: January May Be Tough for AAPL - MOSK: 12.30.2024

Mac OS Ken

Play Episode Listen Later Dec 30, 2024 11:01


- BTIG Technical Strategist Sees Apple Shares Slumping - Trump Asks SCOTUS for Time to Work TikTok Deal - Zagg Warns of Data Breach - Sponsored by 1Password Extended Access Management - your solution for IAM and MDM. Learn more at 1Password.com/macosken - We're looking at three of our favorites A.I. films on Checklist 405 - Neo-el: Hacky Holidays Reloaded - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Driven By Insight
Isaac Boltansky, Director of Policy Research at BTIG

Driven By Insight

Play Episode Listen Later Nov 27, 2024 67:47


Willy was joined by Isaac Boltansky, Director of Policy Research at BTIG, on the Walker Webcast. Isaac is responsible for coordinating his firm's Washington policy analysis and forecasting how potential policy shifts could impact investors, corporations, and other market participants. So, what is he predicting? He and Willy covered a range of topics shaping the political and economic landscape, including the privatization of Fannie Mae and Freddie Mac, border security and immigration enforcement, regulatory consumer finance, the U.S.' investment in defense, energy policy, tariff proposals, geopolitical relations, his outlook on Fed cuts, new administration Cabinet picks, and so much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing Bell
Closing Bell: Great Expectations 11/13/24

Closing Bell

Play Episode Listen Later Nov 13, 2024 42:09


Where are these markets likely to head over the next few months? Courtney Garcia of Payne Capital, HSBC's Max Kettner and Capital Area Planning Group's Malcolm Ethridge debate where they see stocks headed. Plus, top technician Jonathan Krinsky from BTIG says U.S. stocks seem to be the only game in town right now. He explains why. And we explain why Jetblue shares soared in today's session. 

Street Talk
Ep. 132 - How the 2024 election could reshape bank regulation and M&A

Street Talk

Play Episode Listen Later Oct 31, 2024 30:24


The U.S. election could change the legislative, supervisory and regulatory framework for the banking industry. In the episode, we discuss what different election outcomes could mean for banks with three guests focused on policy, regulation and rulemaking: Paul Merski, executive vice president, congressional relations and strategy at the Independent Community Bankers of America; Naomi Camper, chief policy officer at the American Bankers Association; and Isaac Boltansky, managing director and director of policy research at BTIG. The group outlined the current regulatory framework under the Biden administration and how it has differed from the Trump administration. The panelists agreed that a Harris presidency could be seen as a continuation of the existing regulatory framework and noted that a Trump victory could lead to significant regulatory shifts, particularly around consumer issues, fintech and bank M&A activity. But, they also noted that both candidates have shared populist views, creating a horseshoe effect of the ideological specturm.

Skift
Marriott Settlement, OTA Buybacks and Hyatt-American Air Loyalty Play

Skift

Play Episode Listen Later Oct 10, 2024 3:01


Episode Notes Marriott has reached an agreement with 49 states and Washington, D.C., to pay $52 million to settle charges related to data security, writes Senior Hospitality Editor Sean O'Neill.  O'Neill notes the settlement with the states relates to a database security incident in 2018 in the guest reservations system of Starwood, a hotel group Marriott had just acquired.  And the Federal Trade Commission is requiring Marriott to put in place a new data security program following three breaches from 2014 to 2020 that affected over 300 million people worldwide. Next, 2025 might not be full of blockbuster activity for online travel agencies. The sector is projected to see more stock buybacks but not a lot of mergers and acquisitions, writes Executive Editor Dennis Schaal. A BTIG research report revealed that Airbnb, Booking Holdings and Expedia Group will likely generate between $15 billion and $16 billion in free cash flow next year. Those companies are expected to allot $13 billion of that amount to stock buybacks.  However, the report said the online travel agency industry probably won't see large-scale consolidation in the near future, with Schaal noting the regulatory environment in the U.S. and Europe isn't particularly friendly to big-time mergers.  Finally, Hyatt and American Airlines will make significant changes to the collaboration between their loyalty programs, writes Senior Hospitality Editor Sean O'Neill.  Both companies will offer more redemption options to their most loyal customers. Starting next year, members who link their programs can earn rewards from the partner program at various loyalty tiers. However, the ability for members to earn miles and points at the same time on stays and flights will end on December 31.   For more travel stories and deep dives into the latest trends, head to skift.com.  Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ X: https://twitter.com/skift Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the travel industry.

TD Ameritrade Network
PEP Cuts Guidance Off Revenue Miss, QCOM & AXP Downgrades

TD Ameritrade Network

Play Episode Listen Later Oct 9, 2024 9:35


PepsiCo (PEP) trading is mixed Tuesday morning after the company lowered its full-year revenue guidance. Qualcomm (QCOM) slipped after getting a downgrade, as did American Express (AXP) following downgrades from BTIG and HSBC. The credit card company's stock reached all time highs earlier this month. Caroline Woods breaks down the morning's top stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

SPACInsider
SPAC Market Update with Dimitre Genov, Ed Kovary, and Nick Skibo

SPACInsider

Play Episode Listen Later Sep 24, 2024 59:42


This week, SPACInsider founder Kristi Marvin speaks with a panel spanning the banking, investing and advisory sides of SPAC transactions. She is joined by Ed Kovary, Head of SPAC Capital Markets at BTIG, Nick Skibo, Managing Partner at Gritstone Asset Management, and Dimitre Genov, a Managing Director at Brookline Capital Markets advising SPAC sponsors on IPOs and de-SPAC transactions. Kristi checks in on how recent trends like the resurgence of anchor investors is perceived by the various participants in a SPAC transaction through to close, and what the SPAC landscape looks like now with the previous cycle winding to a close and a new one beginning.  

Alpha Exchange
Dan Greenhaus, Chief Strategist, Solus Alternative Asset Management LP

Alpha Exchange

Play Episode Listen Later Aug 8, 2024 55:18


With deep roots on the sell-side, serving in strategist roles at both Miller Tabak and BTIG, Dan Greenhaus is now Chief Strategist at Solus Asset Managment, a multi-billion dollar AuM firm with expertise in distressed and high yield investing.  Our conversation considers economics in theory and practice, differentiating classic academic training from the role someone like Dan plays on a trading desk supporting clients, portfolio managers and an investment process.Here, Dan shares the importance of understanding what's in the price and details his efforts to evaluate consensus by talking to other strategists around the Street to understand baseline expectation. This is some part of what he describes as his role as blindside tackle at Solus, working to identify areas of macro uncertainty that may be under-appreciated.We talk about the current state of the economy and the stance of Fed policy. On the latter, Dan argues that while the impact of tighter policy on slowing has been much less rapid than anticipated, it has worked. And while he's successfully faded the repeated calls that the consumer was going to crack over the past two years, he now sees signs worth paying close attention to. He points to simple measures like weekly jobless claims and also puts stock in Visa's recent earnings call in which weakness was cited across multiple spending categories.Dan's study of prior Fed easing cycles suggests that rate cuts have typically come too late to offset broad-based economic weakness. Will this time be different?  Perhaps, given the strength of both household balance sheets and fiscal spending. But, as with everything in the realm of markets and investing, Dan properly asserts that we must approach forecasts with humility.I hope you enjoy this episode of the Alpha Exchange, my conversation with Dan Greenhaus.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Carvana Defies Expectations, Mazda's Dull Logo, Tesla Hoods Unlatched

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Jul 31, 2024 15:03


Shoot us a Text.Its the last day of the month, and we're wishing all of you a successful day! Today, we're flashing back to the very first automotive ad, then bringing it back to the present state of Carvana's continued rise, an awkward recall involving Tesla hoods and Mazda's new logo.Show Notes with linksOn July 30th in 1898, the weekly journal Scientific American introduced the world's first car ad, courtesy of Cleveland's Winton Motor Carriage Company. The ad boldly proclaimed, “Dispense with a horse and save the expense, care, and anxiety of keeping it. To run a motor carriage costs about ½ cent a mile.”This pitch marked a shift from horse-drawn carriages to the dawn of automotive travel. Alexander Winton's brainchild promised a future of motoring convenience and ignited public curiosity, leading to a surge in orders and ultimately reshaping transportation history.Online used-vehicle retailer Carvana is expected to report a significant year-over-year increase in sales for the second quarter, with results anticipated post-market close on July 31.Carvana sold 91,878 used vehicles in Q1 2024, up 16% year-over-year.Analysts predict Q2 sales will surpass last year's 76,530 vehicles, with a potential 3% quarter-over-quarter growth, with William Blair analyst Sharon Zackfia adjusting her Q2 sales estimate to 98,900 vehicles.Increased inventory (+15%) and site traffic (+16%) are positive indicators.BTIG analyst Marvin Fong praises Carvana's business model, setting a share price target at $155.“While there's no way around the fact Carvana trades at a premium to most e-commerce and auto-related stocks, we believe [Carvana's] vertically integrated and in-sourced business model is simply a better mousetrap in an enormous automotive retail market that shouldn't be overlooked,” Fong noted.Tesla is recalling approximately 1,849,638 vehicles due to a software glitch affecting the hood latch assembly, impacting the 2021-2024 Model 3, Model S, Model X, and 2020-2024 Model Y.NHTSA warns the software may fail to detect an unlatched hood, potentially causing it to open and obstruct the driver's view, increasing crash risk.Tesla has issued a free OTA software update to fix the issue without requiring physical visits to service centers.Mazda appears to be the latest brand to flatten its logo, removing its previous texture and identity, as indicated by a recent trademark filing in Japan, which shows a new, streamlined design.The new logo retains the familiar shape and downward "M" within a circular emblem, used since 1997.The simplified logo was previously seen on the Arata SUV concept at Auto China 2024, and its uncertain if the new logo will appear on future Mazda models in the US.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

NY to ZH Täglich: Börse & Wirtschaft aktuell
Korrektur vor den US-Wahlen? | New York to Zürich Täglich | Swissquote

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Jul 9, 2024 10:56


Die Blicke richten sich auf den heutigen Rechenschaftsbericht von FED-Chef Jerome Powell vor dem Senat. Seine Aussagen sollten signalisieren, dass eine Zinswende zunehmend wahrscheinlich wird. Ansonsten mahnt Morgan Stanley und BTIG vor dem Beginn einer Korrektur. Die Citigroup betont, dass Anleger Gewinne bei den Aktien der KI-Überflieger sichern sollten. Trotzdem haben wir heute gerade in diesem Sektor erneut viele Empfehlungen und steigende Kursziele. Die Bank of America empfiehlt Apple mit einem Ziel von $230 zum Kauf. Bei der Keybank wird das Ziel für Marvell auf $95 angehoben. Die Bank hebt das Ziel für NVIDIA von $130 auf $190 an. Die Marke für Qualcomm steigt von $205 auf $225. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Wall Street mit Markus Koch
Naht eine Korrektur? Investment-Strategen vermehrt bearish

Wall Street mit Markus Koch

Play Episode Listen Later Jul 9, 2024 20:08


Exklusiver CLARK Deal ➡️ https://www.clark.de/landing/social/wallstreet74/ Lade zwei bestehende Versicherungen hoch und erhalte einen 30€ Gutschein! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Die Blicke richten sich auf den heutigen Rechenschaftsbericht von FED-Chef Jerome Powell vor dem Senat. Seine Aussagen sollten signalisieren, dass eine Zinswende zunehmend wahrscheinlich wird. Ansonsten mahnt Morgan Stanley und BTIG vor dem Beginn einer Korrektur. Die Citigroup betont, dass Anleger Gewinne bei den Aktien der KI-Überflieger sichern sollten. Trotzdem haben wir heute gerade in diesem Sektor erneut viele Empfehlungen und steigende Kursziele. Die Bank of America empfiehlt Apple mit einem Ziel von $230 zum Kauf. Bei der Keybank wird das Ziel für Marvell auf $95 angehoben. Die Bank hebt das Ziel für NVIDIA von $130 auf $190 an. Die Marke für Qualcomm steigt von $205 auf $225. *Werbung

Wall Street mit Markus Koch
Wall Street warnt vor Beginn einer Korrektur

Wall Street mit Markus Koch

Play Episode Listen Later Jun 4, 2024 24:54


Exklusiver NordVPN Deal ➡️ https://www.nordvpn.com/Wallstreet Mit der 30-Tage-Geld-zurück-Garantie von NordVPN gibt es kein Risiko! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Immer mehr Brokerhäuser warnen vor dem Beginn einer Korrektur. BTIG und Stifel gehen davon aus, dass die Wall Street kurzfristig weiterhin unter Druck stehen wird. Beide raten Anlegern eine defensive Haltung einzunehmen. Wir sehen seit einigen Tagen, dass sinkende Renditen bei Staatsanleihen der Aktienseite nicht mehr helfen. Ein Signal, dass die Sorge vor nachlassendem Wachstum in den Fokus rückt. Die Wirtschaftsdaten der nächsten Tage werden somit um so wichtiger sein. Um 16h MEZ wird der April-JOLTS gemeldet. Die Wall Street rechnet mit 8,35 Millionen offenen Stellen. *Werbung

NY to ZH Täglich: Börse & Wirtschaft aktuell
Wachstumsbedenken nehmen zu | New York to Zürich Täglich | Swissquote

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Jun 4, 2024 12:14


Immer mehr Brokerhäuser warnen vor dem Beginn einer Korrektur. BTIG und Stifel gehen davon aus, dass die Wall Street kurzfristig weiterhin unter Druck stehen wird. Beide raten Anlegern eine defensive Haltung einzunehmen. Wir sehen seit einigen Tagen, dass sinkende Renditen bei Staatsanleihen der Aktienseite nicht mehr helfen. Ein Signal, dass die Sorge vor nachlassendem Wachstum in den Fokus rückt. Die Wirtschaftsdaten der nächsten Tage werden somit um so wichtiger sein. Der April-JOLTS lag mit 8,06 Millionen offenen Stellen deutlich unter den erwarteten 8,35 Millionen. Die Daten vom März wurden außerdem nach unten revidiert. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Native Angelino with Tom Levine
Stock Market Highs, Real Estate Risk, Commercial Defaults

Native Angelino with Tom Levine

Play Episode Listen Later Feb 8, 2024 62:50


Almost a year ago, New York Community Bank (NYSE: NYCB) acquired Signature Bank's assets as a fresh banking crisis had emerged almost overnight. The fallout from the failure of Silicon Valley Bank wreaked havoc on financial markets and raised fears of a 2008 scenario.Over the past week, those fears have again come to life. NYCB issued a dismal earnings report, followed by a set of questionable disclosures. The stock tumbled, and commercial real estate values are again in question.With more write-offs and loan losses surely to come, why are many of the S&P Real Estate Sector fund components showing signs of life and stock price momentum? We pose this question to our guest, Katie Stockton, of Fairlead Funds.Fairlead recently added The Real Estate Select Sector SPDR Fund (XLRE) to their portfolio based on proprietary research utilizing technical analysis. Mortgage rates, which were in the 2-3% range during Covid, have recently retreated from the eight percent level and are bouncing between 6.5 and 7%.The stock market has reached new highs, unemployment is low, and job creation is strong. What comes next?What would John Bogle, founder of Vanguard Funds, comment if he were alive today? Would he continue to advocate for long-term investing in low-cost index-related funds? Yes.What does our guest, Katie Stockton, a Chartered Market Technician, have to say about current market conditions? Let's find out. Technical analysis is a methodology using charts and trends for forecasting the direction of prices through the study of past market data, primarily price and volume. Additionally, momentum and relative strength.1Fundamental analysis, in accounting and finance, is the analysis of a business's financial statements (usually to analyze the business's assets, liabilities and earnings); health; and competitors and markets.2GuestKatie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.CNBC Fast Money, January 24, 2024With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals, and she is the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. For several years, she has been honored by The Technical Analyst, a U.K. based publication, including an award in 2022 for Best Cryptocurrency Research.Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school's Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC and other financial news networks.Jack BogleCNBC, Cramer, Obit, Jack Bogle was despised and he loved itJack Bogle Shares the Investment Lessons of a LifetimeJohn Bogle wikipediaJohn Bogle remarks to CFA Institute, May 23, 2017John Bogle advice About The Author And Podcast Host Tom LevineTom Levine is a Native Angelino and graduate of USC Marshall School of Business, the Claremont Colleges, and spent a term at the London School of Economics. Following a 25 year career in capital markets, Tom Levine founded Zero Hour Group in 2014. The Los Angeles, California-based firm provides consulting, strategic analysis, valuation and real estate services. Serving individuals, family offices, institutions and professional investors.Native Angelino Real Estate, established 2017, for residential, commercial and investment related transactions. Additionally, he is a broker and certified Short Sale and Forclosure specialist under the National Association of Realtors. (CADRE #2052698)The Native Angelino Podcast is underwritten and produced in conjunction with the Zero Hour Group, 1929 and Native Angelino Real Estate, and associated real estate assets.Native Angelino description found on iTunes:“From a vantage point within sight of the Hollywood Sign, seated beneath a palm tree, Tom Levine takes you on a twisted, exploratory tour of popular thought, the upside-down theories of classical economics, politics, and other strange things.Tom talks all things Los Angeles, bright new ideas, and complex topics of interest to creative thinkers and discerning skeptics.L.A. locals state with pride, "You can surf in the morning and ski in the afternoon." Well, if you get a really early start, it's true. Sometimes.Los Angeles is the City of the Angels, and Tom Levine is a Native Angelino.Neither the author, nor Native Angelino/1929, is a registered investment, legal or tax advisor or a broker / dealer. All investment/ financial opinions expressed here are from the personal research, experience, and opinions of the owner of the site and are intended as educational material. Although best efforts are made to ensure that all information is accurate, occasionally unintended errors and misprints may occur. Do your Own Research please. Our content is for informational purposes only. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.1929.live/subscribe

Street Talk
Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24

Street Talk

Play Episode Listen Later Dec 29, 2023 27:33


The word unprecedented became commonplace in banking circles in 2023. The Federal Reserve's rate hike campaign pushed bank balance sheets deeply underwater, spurred deposit outflows and exposed asset/liability mismatches at some institutions that culminated in record-breaking bank runs that led to the second, third and fourth largest bank failures in US history. Those closures and the liquidity crunch, regulatory response, market selloff and eventual recovery that followed changed the competitive landscape and the way bank observers view the industry. This episode features commentary from experts at BTIG, Davis Polk, Janney Montgomery Scott, KBW, Luse Gorman, Piper Sandler and others on the lessons learned from the liquidity crunch, the fallout afterward and the potential opportunities that lie ahead. 

Closing Bell
Closing Bell: New Month, New Momentum 12/1/23

Closing Bell

Play Episode Listen Later Dec 1, 2023 43:08


After the best month for stocks in nearly a year and a half, is there now enough reasons to get more bullish? Trivariate's Adam Parker and Hightower's Stephanie Link weigh in. Plus, BTIG's Jonathan Krinsky is “betting on the losers” this month. He explains why. And, Paramount shares popped today. We tell you why Apple is responsible for that jump… and what it could mean for the rest of the media stocks. 

Closing Bell
Closing Bell: Overtime: Major Rally Heading Into The Weekend; What Talks Between President Biden And China's Xi Could Look Like 11/10/23

Closing Bell

Play Episode Listen Later Nov 10, 2023 44:13


Major averages ended the week higher for their second straight positive week and the Nasdaq had its best day since May. Gentrust's Mimi Duff helps break down the market action while 3Fourteen's Warren Pies talks the move in oil. Council on Foreign Relations President Michael Froman on next week's APEC meeting and what could come out of sideline talks between President Biden and China's Xi Jinping. FICO CEO Will Lansing on the America consumer and spending levels heading into the holiday season. Matt Desch, Iridium CEO, on what's next for the company after Qualcomm ended its 10-month partnership. BTIG's Marie Thibault on the major moves in weight-loss drug companies. Plus, our Kate Rooney on the hottest new trend in investing: T-Bill & Chill.

Closing Bell
Closing Bell: Bet on a Year-End Rally? 10/31/23

Closing Bell

Play Episode Listen Later Oct 31, 2023 42:34


Can seasonality spur stocks higher into year's end? Sofi's Liz Young and Veritas' Greg Branch give their expert forecasts. Plus, BTIG's Jonathan Krinsky is charting out the key levels to watch in Nvidia. And, top chip analyst Stacy Rasgon breaks down what he is watching ahead of AMD results after the bell.

Fill The Gap: The Official Podcast of the CMT Association
Episode 33: Jonathan Krinsky, CMT

Fill The Gap: The Official Podcast of the CMT Association

Play Episode Play 57 sec Highlight Listen Later Oct 12, 2023 66:39 Transcription Available


Jonathan Krinsky, who holds the Chartered Market Technician (CMT) designation,  is a Managing Director and Chief Market Technician at BTIG. Before joining BTIG, Mr. Krinsky was the Chief Market Technician at Bay Crest Partners, MKM Partners and Miller Tabak & Company. Earlier in his career, he held a role within the Equity and Derivatives Sales & Trading Group at Miller Tabak & Company.Jonathan provides clients with actionable technical commentary on U.S. and global equities, commodities, interest rates and currencies. Jonathan looks at the market on a global basis, taking into account inter-market relationships, sentiment and seasonality, in addition to traditional technical indicators based on price. Jonathan is a regular contributor on Financial Sense, Bloomberg, CNBC, Seeking Alpha, and MarketWatch. He graduated from Penn State University. Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Closing Bell
Closing Bell: Dissecting the September Slump 9/6/23

Closing Bell

Play Episode Listen Later Sep 6, 2023 42:54


Is this month going to live up to its billing and will mega caps like Apple might be more vulnerable than you think? Trivariate's Adam Parker, Hightower's Stephanie Link and CNBC's Steve Kovach give their expert takes. Plus, we drill down on the beige book, ISM data and all of today's Fed speak with CNBC's Steve Liesman and Mike Santoli. And, BTIG's Jonathan Krinsky is taking a look at restaurant performance as we start September. 

Closing Bell
Nvidia's Moment of Truth 8/23/23

Closing Bell

Play Episode Listen Later Aug 23, 2023 43:07


What does today's report from Nvidia really mean for your money in the weeks ahead? Adam Parker from Trivariate, Bryn Talkington from Requisite Capital and Stephanie Link of Hightower break down their expert forecasts. Plus, Morgan Stanley's Erik Woodring says Apple is now the most under-owned large cap tech stock by institutional investors. And, BTIG's Jonathan Krinsky breaks down the key levels he is watching and what he's forecasting for stocks for the rest of the year. 

Closing Bell
Summer Rally Refresh? 8/7/23

Closing Bell

Play Episode Listen Later Aug 7, 2023 43:10


Can a stealth pullback centered on select mega-caps be enough to refresh the summer rally? Or is a tougher gut check is due as August unfolds? Trivariate's Adam Parker and Citi's Kristen Bitterly give their take. Plus, BTIG's Jonathan Krinsky is getting bullish on energy. He explains why. And, Gabriela Santos of JP Morgan's gives her forecast for the fed. 

Closing Bell
Countdown to the Crucial Jobs Report 7/6/23

Closing Bell

Play Episode Listen Later Jul 6, 2023 42:45


Will tomorrow's jobs report seal the fate for more Fed hikes this year? And what might that mean for markets? Tony Pasquariello of Goldman Sachs gives his take. Plus, Big Technology's Alex Kantrowitz breaks down what's at stake as Meta's threads launches to take on Twitter. And, BTIG's Jonathan Krinsky is flagging one sector that has underperformed this year that he says could bounce back in a big way. 

Street Talk
Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge' M&A on horizon 

Street Talk

Play Episode Listen Later Jun 1, 2023 26:20


While many banks are being unfairly painted with a broad brush, institutions will face tougher regulatory examinations and pressure on probability and that should ultimately lead to a strong rebound in bank M&A activity. Those views were delivered by members of the investment and advisory community during two panel discussions focused on bank liquidity that S&P Global Market Intelligence hosted on May 18. The panels featured Ben Azoff, partner at Luse Gorman; Isaac Boltansky, director of policy research at BTIG; Bill Burgess, co-head of financial services investment banking at Piper Sandler; Greg Hertrich, head of U.S. depository strategies at Nomura; Jonah Marcus, partner and portfolio manager at Endeavour Capital; and Chris McGratty, head of US bank research at KBW. In the episode, we discuss the highlights of the panels with fellow moderator, Joe Mantone, the head of S&P Global Market Intelligence's US FIG News team and the host of The Pipeline: M&A and IPO Insights. The panelists offered their view of bank valuations, whether institutions should consider repositioning bond portfolios, takeaways from recent regulatory examinations and the outlook for M&A activity. Click below to access The Pipeline. https://podcasts.apple.com/us/podcast/the-pipeline-m-a-and-ipo-insights/id1670488947

The Clip Out
Mariana Fernandez Comes To The Tread! Plus Our Interview With Dr. Mark Shapiro

The Clip Out

Play Episode Listen Later May 5, 2023 112:35


We break down the earnings call. Post-Class recommendations are rolling out on iOS.  The Tread celebrates its 5th anniversary. Peloton is hosting a Mother's Day event.   Peloton Apparel had a Mother's Day Post.  Peloton is looking for mother/child stories.   Dr. JumpRope looks to set a world record on a Peloton.   Judge shuts down class action suit over past purges.   Dr. Jenn -  Striking a balance between “have-to” and “want to.”  Mariana Fernandez is coming to the Tread.   Emma Lovewell was on CBS This Morning.  Emma was also featured in Elle Magazine.   Emma also has partnered with Michiru.   Becs came in 2nd at the NYRR Shape + Health Women's Half Marathon.   Susie Chan was on the Runners World UK Podcast.   Susie not only FINISHED bad water but came in in the top 10.   Cody Rigsby is participating in PopSugar's Play/Ground event.   Bradley Rose was on the Marketing Unfiltered.   Christine was keynote speaker at United Way luncheon.   Robin attended BTIG commission for charity day and met Bill Clinton.   Robin also explained Swagger Points…kinda.   Robin was on CNBC.   Jenn Sherman posted a flashback to her first Peloton photo shoot.   Jeffery McEchern ran a half marathon.   Angelo - What's the best way to eat post-workout? Amazon has ended Halo.   This Week At Peloton.   Sam Yo is teasing something unique for his Star Wars ride.   Jess King has release part one of her EDMEDU series.   Marcel Maurer posted fun balance challenge . Birthdays - Susie Chan (May 10).                                                           All this plus our interview with Dr. Mark Shapiro!    Love the show? Subscribe, rate, review, and share! https://www.theclipout.com/   Copyright 2023 See omnystudio.com/listener for privacy information.

Late Confirmation by CoinDesk
THE HASH: Celsius Network Might Turn its Debt Into Crypto ‘IOU' Tokens; Crypto Mining Woes Linger

Late Confirmation by CoinDesk

Play Episode Listen Later Sep 23, 2022 22:45


The most valuable crypto stories for Friday, Sept. 23, 2022."The Hash" hosts discuss the bankrupt crypto lender Celsius Network as it appears to be considering a plan to turn its debt into crypto “IOU” (“I Owe You”) tokens. Plus, what Compute North's bankruptcy filing means for giants like Marathon Digital, as a BTIG analyst downgrades the stock from buy to neutral.See also: Celsius Network Might Be Planning to Turn Its Debt Into Crypto ‘IOU' TokensCelsius Shareholders File to Stake Their Claim for Bankruptcy PayoutsCompute North Files for Bankruptcy as Crypto-Mining Data Center Owes up to $500MUtah Man Charged With 7 Felonies in Connection to Alleged $1.7M Crypto Mining Scam-This episode has been edited by Michele Musso. Our executive producer is Jared Schwartz. Our theme song is “Neon Beach.”-I.D.E.A.S. 2022 by CoinDesk facilitates capital flow and market growth by connecting the digital economy with traditional finance through the presenter's mainstage, capital allocation meeting rooms and sponsor expo floor. Use code HASH20 for 20% off the General Pass. Register now: coindesk.com/ideasSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.