Podcasts about Mizuho

Send us a textIn this episode of The Wall Street Skinny, we sit down with Scott Bok, Chairman and former CEO of Greenhill & Co. and author of Surviving Wall Street: A Tale of Triumph, Tragedy and Timing. Scott shares stories from his remarkable career journey—from big law at Wachtell Lipton to investment banking at Morgan Stanley, to ultimately leading one of the most respected elite boutiques on Wall Street. We talk through the rise of the elite boutique model, the decision to go public, and why Greenhill ultimately sold to Mizuho—plus Scott's candid take on private equity poaching, career longevity, and the myth of the “Goldman discount.”We also dive into the mechanics of university governance, the rise of endowment taxation, and Scott's experience as Chairman of the Board at the University of Pennsylvania during one of the most tumultuous moments in higher Ed history. He offers an insider's perspective on free speech debates, board dynamics, DEI backlash, and how elite universities are being pulled into the center of a national cultural reckoning. Scott helps unpack how these issues intersect with broader questions of institutional control, public trust, and economic influence.Finally, Jen and Kristen cover the latest market headlines—from the Moody's U.S. downgrade to the recent 20-year Treasury auction and what it says (or doesn't say) about investor sentiment. We also share an exciting announcement: to celebrate crossing 300k followers, we're hosting a FREE live Excel + financial modeling masterclass on May 29th at 12pm EST—perfect for interns, new hires, or anyone looking to sharpen their skills. Register now to join live or get access to the 48-hour replay!Register HEREShop the MAY SALE:- Buy the FULL IBD / PE course for 20% off HERE- M&A Standalone Course $50 OFF HERE Enroll in the Financial Modeling Talent Accelerator HERE Join the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.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... ...

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest data from the AM (Retail Sales, PPI, and more) along with this move higher in yields. Former Fed Governor Frederic Mishkin arguing the Fed is “appropriately” on hold here – and the deficit remains a huge issue… While the CFO of Walmart brought his read from the ground when it comes to the consumer – and possible price hikes ahead.  Plus: key break-outs of the stocks to watch here. United Health shares plunging on reports it's the subject of a new DOJ probe – why Mizuho thinks it could get removed from the Dow… Coreweave shares falling on fears over their Cap-Ex plans but Melius Research argues the stock is still a buy… And a breakdown of the deal sending Foot Locker shares surging in what could be their best daily performance ever.  Squawk on the Street Disclaimer

Crowdstrike (CRWD) catches a downgrade from Mizuho to a neutral rating ahead of its next earnings report in early June. Rick Ducat provides the technical perspective by looking at the chart. He points to the largely-upward trendline, but says a recent pullback is a brief interruption of a "W" shaped rally seen thus far in 2025. Tom White illustrates an example options trade for CRWD by using a put vertical strategy with a neutral to bullish tilt.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Just one more week till the second men's major for the year and players are warming up at the Truist Championship in Pennsylvania, the Turkish Airlines Open in Antalya and the International Series Japan in Chiba prefecture. Meanwhile, the LPGA head to New Jersey and the Liberty National course for the Mizuho Americas Open.Music by www.Audionautix.com 

Earnings season is in full swing, with Apple and Amazon headlining the action. Deepwater Asset Management's Gene Munster joins to break down the key takeaways from the day's big reports. And Eli Lilly dropping as the drugmaker cuts its profit forecast. Mizuho's Jared Holz digs into the details, and where the pharma space is heading next. Plus, how the markets are setting up ahead of tomorrow's jobs report.  Fast Money Disclaimer

A jam-packed afternoon with Meta, Microsoft, Qualcomm, and Robinhood headlining a massive tech earnings slate. Barbara Doran of BD8 Capital helps break down the results. Wedbush's Dan Ives gives instant reaction to Microsoft and Meta, followed later by T. Rowe's Tony Wang for broader tech insight and the policy implications of Trump's first 100 days. Mizuho's Dan Dolev gives his take on Robinhood, while DA Davidson's Gil Luria looks ahead to Apple reporting tomorrow. 

Malcolm Ethridge of Capital Area Planning Group and Barbara Doran of BD8 Capital Partners break down the shortened-week's market action. Mark Mahaney of Evercore ISI offers a Wall Street rapid reaction perspective on Netflix, followed by broader entertainment industry insights from Ben Silverman, Propagate Content Chairman and former NBC Entertainment Co-Chairman. Former acting White House Chief of Staff Mick Mulvaney talks the President's relationship with Fed Chair Jerome Powell. Huntington Bancshares CEO Stephen Steinour joins to discuss earnings, the consumer, and more. Mizuho's Jared Holz breaks down major moves in the health care sector. 

Today's Chart Master segment turns to three stocks seeing new analyst reaction as they trade well-below their all-time highs. Jenny Horne talks about Citi's price target cut on Marvell (MRVL), Piper Sandler's halved price target on Deckers (DECK), and Mizuho initiating coverage on Target (TGT) with a neutral rating. Rick Ducat dives into the technical trends to paint the bullish potential these names hold.======== 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

Two of the biggest developments in today's trading session came from giants in the retail space. Diane King Hall discusses the pair of price target cuts against Amazon (AMZN) from Mizuho and BofA. On a positive note, Walmart's (WMT) stock popped after reaffirming its guidance. She later turns to a downgrade on Ford (F) from Bernstein.======== 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

Vikram Malhotra, managing director, real estate equities and research at Mizuho, joined the latest episode of the Nareit REIT Report podcast to share some of the findings from recent Mizuho research into the economic and investment implications likely to result from an aging population.Malhotra noted that the 75-plus cohort in the United States is set to grow at about 4% per annum over the next five to 10 years. By 2030, the group will represent 10% of the total population, up from 7.5% today. At the same time, their spending is expected to grow over 80%, or $700 billion, through 2030.

公益社団法人日本ダンススポーツ連盟（JDSF）が、ブレイキンの魅力とそのスポーツとしての価値を広めるため、株式会社みずほフィナンシャルグループと共に国内の小中学校で開催しているブレイキンワークショップツアー「MIZUHO BLUE DREAM BREAKING LIMITS Workshop Tour」。

Mizuho analyst Jordan Klein discusses what investors want to hear from Nvidia and CEO Jensen Huang at the company's annual GTC developers conference this week.  Plus, Heather Hartnett of early-stage venture capital firm Human Ventures, talks about the current environment for VC and startup investing.  And Standard Chartered's Suki Cooper discusses what's been driving the rally in gold to historic highs above $3,000 an ounce this year.

Tesla (TSLA) got a price target cut from Mizuho to $430 from $515, though the firm still sees promise in future prospects. Jenny Horne notes Mizuho's target nearly doubles Tesla's current stock price, but the company has a lot do to reverse its 50% slide from all-time highs.======== 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

Las Bolsas americanas suben. Hay malos datos económicos pero sin novedades en el frente de los aranceles del gobierno de Donald Trump. Las ventas minoristas aumentan menos de lo esperado. Y la actividad manufacturera en el estado de Nueva York registra su mayor desplome en casi dos años. Hay fuerte caída de los nuevos pedidos y una subida de los precios de los insumos al ritmo más rápido en más de dos años. Tesla lidera pérdidas en Nasdaq100. La acción pierde más de un 5%. Mizuho afirma que la incertidumbre arancelaria y la relajación regulatoria en la UE podrían provocar una menor demanda de vehículos eléctricos. Recortan precio objetivo de Tesla de 515 a 430 dólares y en Rivian de 13 a 11 dólares. Los valores energéticos suben por el alza del crudo. En otros mercados, el dólar sigues lastrado por temores sobre economía; euro sigue en racha. En Bonos, la curva de rendimiento americana se aplana por los datos conocidos. El cobre avanza impulsado por medidas de estímulo chinas. Esta hora, analizamos el mercado con Gisela Turazzini, de Blackbird.

Japan's Mizuho Bank is opening a new type of branch at train stations, shopping facilities and other locations in a bid to attract new customers.

Nifty logs its longest losing streak in nearly three decades, PSU stocks take a sharp dive, manufacturing stagnates, and India's economic outlook appears uncertain. Meanwhile, Mizuho edges closer to acquiring Avendus Capital, India makes a bold push for semiconductor self-reliance, and startup founders embrace higher dilution amid a funding crunch. Plus, could Trump's trade policies open new doors for India? Tune in for the top stories.

Barbara Doran and Kara Murphy join for a market panel as we analyze key earnings from Robinhood, Reddit, Cisco, and more. Mizuho's Dan Dolev weighs in on Robinhood's results, while Citizens JPM analyst Andrew Boone breaks down Reddit's earnings report. Dan Niles shares his take on CPI and the broader market, plus Emily Wilkins reports on the GOP tax plan. We wrap with Citi's Drew Pettit on what's next for equities.

Mizuho Bank said Monday that it will raise its long-term prime lending rate for February by 0.20 percentage point from the previous month to 2.20 pct, the highest level since April 2009.

Mizuho Bank has stopped accepting new customers for its safe deposit box services in principle, partly in the wake of a high-profile theft case at rival MUFG Bank, it was learned Sunday.

Jose Rasco of HSBC and Jim Paulsen of Paulsen Perspectives break down market dynamics. Jared Holz of Mizuho delves into the intersection of GLP-1 drugs and Medicare, while Mike Santoli provides actionable takeaways with his dashboards.David Joyce from Seaport Research Partners analyzes Netflix's latest moves, and Pramol Dhawan of PIMCO shares his expertise on emerging markets and India's growth story. Luis Von Ahn, CEO of Duolingo, on the uptick in users learning Mandarin as TikTok ban looms, and Stifel's Brian Gardner wraps up the hour with a look at Trump trade policies. 

John Baumgartner from Mizuho covers the consumer staples sector. He thinks the space will continue to invest in reducing labor costs and upping automation. He discusses the failed merger of Kroger (KR) and Albertsons (ACI) – and expects smaller consolidation to continue. One of his top picks is Simply Good Foods (SMPL). ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Mizuho Bank said Thursday that it will raise its long-term prime lending rate for January by 0.10 percentage point from the previous month to 2.00 pct, the highest level in 15 years and seven months.

Anthony Crowdell of Mizuho set a neutral rating for Constellation Energy (CEG) as companies like Microsoft (MSFT) turn to nuclear power for A.I.'s electrical demand. He argues a lack of plans for new nuclear plants make it difficult to see a sustainable future for the alternative energy. CFRA's Daniel Rich has a buy rating at his firm, believing Constellation Energy and Microsoft's deal can open other doors for alternative power in A.I. ======== 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

A glitch made it difficult for Mizuho Bank customers to access its online banking services temporarily Tuesday, the major Japanese lender announced.

Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Thursday, December 19, 2024. This is Nelson John, let's get started. Adar Poonawalla's recent dive into Bollywood, in which he snagged a 50% stake in Karan Johar's Dharma Productions for a cool ₹1,000 crore, isn't just a one-off. It hints at a bigger potential shift across Bollywood. Poonawalla, known best for producing vaccines, teaming up with a giant like Dharma Productions could just set off a trend. Industry insiders weren't taken aback by this development, as Dharma had been actively seeking fresh funding amid a string of less-than-stellar box office returns and cooling interest from streaming platforms. Before Poonawalla stepped in, giants such as Saregama and Reliance Industries were also in the running, highlighting the attractiveness of film studios as potential investment opportunities for diverse business conglomerates. This move could encourage more such strategic investments, writes Lata Jha. It could also reshape how Bollywood studios align themselves with broader business interests, potentially leading to a wave of revitalisation that could impact content creation, distribution and marketing strategies across the industry.Despite allegations of anti-competitive practices by Zepto, Instamart and Blinkit, the Competition Commission of India is unlikely to launch an investigation into quick commerce companies. Sources told Dhirendra Kumar and Gireesh Chandra Prasad that the information provided to CCI didn't convince them there was any anti-competitive behaviour that warranted further examination. This booming sector, projected to hit $6 billion in sales by 2024, seems too competitive and beneficial to consumers for the CCI to take action on its own. Meanwhile, concerns persist among traditional retailers, represented by the All-India Consumer Products Distributors Federation. They claim the platforms' allegedly predatory pricing and inadequate enforcement of FDI rules could threaten traditional retailers, and are urging a closer look to prevent potential monopolistic outcomes.Sebi's tightening of rules in India's F&O market aims to cool intense retail trading driven by expectations of quick profits and the gamification tactics of brokerages. Measures such as increasing index contract sizes to ₹15-20 lakh and adding a steep 14% loss margin for contract sales on expiry days kicked in on November 20. More rules such as upfront collection of option premiums by brokerages are expected to take effect in February 2025. For retail investors, these higher barriers mean trading in F&O will require more money and a deeper understanding of the markets—essentially pushing out those looking for quick, easy profits. Brokerages, particularly discount ones such as Zerodha and Angel One, could take a hit to their bottom lines as reduced volumes will force them to rethink pricing or diversify their services. Abhinanda Saha takes a look at this new era in India's F&O market. In India, companies are stepping up their game on diversity hiring for roles ranging from software development to mechanical engineering. They're not just looking to fill positions – they're trying to show they're progressive and uphold strong corporate governance. From big names such as Robert Bosch GmbH and IBM Corp to Noida's Coforge Ltd, there's a growing trend of including people from diverse backgrounds, including those who are differently abled. For example, over at R.V. College of Engineering in Bengaluru, they've already recruited 26 students under diversity categories this year. This push towards diversity isn't just about doing good; it's also about looking good, reports Jas Bardia. Companies are increasingly aware that strong diversity practices boost their brand and appeal to investors who value robust environmental, social and governance (ESG) standards. This is in stark contrast to the US, where some big companies and universities are pulling back on their diversity initiatives, wary of running afoul of anti-discrimination laws.TVS Credit is in talks to buy Avendus Capital from KKR, aiming to boost its financial services, sources told Ranjani Raghavan. It's considering funding the purchase through internal accruals and may consider debt later. KKR, which invested $120 million in Avendus in 2015, appointed Rothschild after Nomura withdrew from facilitating the sale. Avendus, known for its strong investment banking and startup advisory services, could be valued between $500 and $700 million for a 70% stake. Serious bidders include Mizuho and Carlyle, but a final decision is likely to be pushed to January owing to the holidays. A successful bid could significantly expand TVS's financial-sector footprint, adding investment banking and asset management to its portfolio.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Nvidia in correction territory, down more than 10% from its 52-week high and flat over the past six months. When will the stock hit bottom? A different story for Tesla: Shares hit a fresh record high on an upgrade from Mizuho. The anchors reacted to President-elect Trump's comments about lowering drug prices and cutting out the "middleman," which weighed on shares of pharmacy benefit manager operators UnitedHealth, Cigna and CVS Health. Also in focus: Stocks under pressure ahead of Wednesday's Fed rate decision, Pfizer rises on 2025 forecast, Alphabet's quantum leap. Squawk on the Street Disclaimer

November's retail sales report painted a picture many weren't expecting. Jenny Horne weighs if the mixed numbers will change the Fed's rate decision as its meeting begins today. Meanwhile, Tesla (TSLA) continues to get bullish sentiment with an upgrade from Mizuho. Nvidia (NVDA) enters correction territory, though Jenny says it could be a "healthy thing" for its stock. ======== 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

All indices closed lower ahead of the FOMC's looming rate decision on Wednesday. Nvidia (NVDA) was a part of that weakness after the company entered correction territory. Tesla (TSLA) rose to another all-time high after Mizuho upgraded the stock. Pfizer (PFE) saw a nice pop after backing its 2024 earnings and giving more information on 2025 guidance. Caroline Woods breaks down the day's biggest 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

Milken Institute economist Bill Lee discusses how today's jobs report will impact the Fed's rate decision next week.  Plus, top analysts from Mizuho and TD Cowen highlight the key takeaways from Apple and Amazon's earnings.  And, CNBC's Emily Wilkins reports from the battleground state of Arizona, on why immigration and border security are major issues for many business owners.

On this TCAF Tuesday, Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levchin is important to watch and Accenture as a "picks and shovels" play for investing in AI. Then, at 44:47, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today!  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/ 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

Christian is Managing Director and Head of Data Science in the financial markets division at Standard Chartered. He focuses on credit and previously worked at Mizuho and Credit Suisse. His postgraduate studies were in financial mathematics. In this podcast we discuss whether we are in an AI bubble, why credit markets have lagged other markets in adopting AI, using generative AI to create synthetic data, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

US futures are pointing to a lower open today. European equity markets are trading higher, while most Asia markets finished mixed, though gains were modest amid choppy trading. Market sentiment has improved, with recent US jobs data seen as not weak enough to undermine the narrative of a soft landing for the economy. However, the ongoing AI momentum has come under increased scrutiny, although the broader secular growth theme remains largely intact. In Japan, yen strength has weighed on equities, but the reduced likelihood of aggressive Fed rate cuts is helping to limit market volatility.Companies Mentioned: KKR, Carlyle, Mizuho, CVC, Laboratorios Farmaceuticos Rovi

Today's blockchain and cryptocurrency news Bitcoin is down slightly at $56,013 Eeth is up half a percent at $2,374 And Binance Coin, up slightly at $504 Bernstein analyst says stablecoins key to AI payments. Japan's three major banks—MUFG, SMBC, and Mizuho—to launch “Project Pax" Ethereum Foundation to release a financial report Telegram CEO makes statement Mercuryo launches virtual Mastercard "Spend" Learn more about your ad choices. Visit megaphone.fm/adchoices

Fed Chair Powell delivered what the market wanted, but will Nvidia keep up its end of the bargain when it reports earnings this week? We'll debate the high-flying AI tech stock. Plus, the consumer continues to seek value, and new data from Mizuho suggests an under-the-radar food name is poised to outperform. And one fitness stock is trading at a 15-month high as Baird names it its new bullish, fresh pick.

It could be a make-or-break week for the markets as the consumer takes center stage. Mizuho's David Bellinger discusses. Plus, Disney has unveiled massive plans for its theme parks. Seaport Research's David Joyce dives into the key takeaways. And, Donald Trump and Kamala Harris have differing takes on whether the Federal Reserve should be independent from the White House. FedWatch Advisors' Ben Emons explains.

Stocks couldn't hold their early gains and averages closed at session lows. Lumen stock has surged over 500% in a month; CEO Kate Johnson on AI demand and its recent deals. Masimo CEO on the stock's best day in 10 years. Earnings from Warner Bros Discovery, Robinhood, Dutch Bros, Bumble, Zillow, AppLovin and more. Mizuho's Dan Dolev breaks down Robinhood's numbers. 

The ongoing market volatility has investors scrambling to find ways to protect their portfolios. Apex Financial's Lee Baker lays out his investment strategy. Plus, in the sea of red, the utilities sector has managed to eke out a gain in the past week. Mizuho's Anthony Crowdell makes the case for the sector. And, Caterpillar reports earnings before the bell today. CFRA's Jonathan Sakraida tees up the results.

Get ready for a value renaissance. Our market guest says it's coming and he's bringing his favorite ways to take advantage of it. Plus, the big banks are front and center. JPMorgan, Wells Fargo, and Citi all topped expectations, but are under pressure. The Citi CFO joins us live on the back of the report. And despite ongoing concerns, there's an opportunity emerging in the commercial real estate space, at least according to Mizuho. That analyst joins us with the shopping center name he's bullish on.   

A historic heat wave is sweeping across the U.S. Mizuho's Anthony Crowdell lays out the impact on the utilities sector. Plus, a new report from PwC shows the dealmaking landscape may be coming back to life. PwC's Kevin Desai explains. And, China is going all out to pull consumer spending out of its prolonged slump. Payoneer CEO John Caplan discusses the overall e-commerce space.

Ryan discusses caddying for Christina Kim at Liberty National GC in the Monday qualifier for the Mizuho Americas Open. He's on site covering the LPGA event this week. 

The Fed releases its latest monetary policy decision today. The New York Times' Jeanna Smialek gives her expectations. Plus, Micron reports earnings this afternoon as Nvidia rallies on its newly unveiled AI chip. Mizuho's Jordan Klein tees up the results. And, what's in store for the trading day ahead? Principal Asset Management's Seema Shah and GenTrust's Mimi Duff weigh in.

Both the Dow and S&P saw record closes today following Nvidia's strong earnings report. CNBC's Bob Pisani breaks down those big moves in the market. Plus, Jon Fortt caught up with the Nvidia CEO Jensen Huang about the company's blockbuster quarter. Analyst Dan Dolev from Mizuho gives his instant reaction to Block's earnings report. And, top technician Jonathan Krinsky is highlighting two parts of the market – outside of tech – that he thinks investors should be watching right now. 

Averages bounced back today and finished near session highs and we heard from Cisco, Twilio, Applovin, Tripadvisor and more in earnings after the bell. CFRA analyst Keith Snyder dives deep into Cisco's light guidance while Mizuho's Siti Panigrahi analyzes Twilio's numbers. JFrog and Informatica CEOs talk their strong quarters with Jon Fortt while CNH CEO Scott Wine discusses the global agriculture market. 13Fs from closely-followed investors including Warren Buffett and David Tepper on their latest stock positions. Plus, breaking news on Meta's board and Elon Musk's Tesla stake.

A red day across the board during the session but an official earnings bonanza after the bell with Airbnb, Lyft, Instacart, Robinhood, MGM, Zillow and IAC reporting. We have the numbers and analysis on all of them, including with top analysts Mark Mahaney, Evercore ISI, and Dan Dolev, Mizuho. Bret Taylor on his new AI company and the latest at OpenAI. Plus, Vital Knowledge's Adam Crisafulli on today's selling and Globalfoundries CEO Thomas Caulfield on the environment for chips and his company's latest earnings report. 

Disney shares are rallying on strong earnings and upbeat guidance. UBS' John Hodulik explains. Plus, it's not just Disney facing pressure from activist investors. 13D Monitor's Kenneth Squire details the other companies impacted. And, the S&P 500's march to 5,000 is not only being powered by the Magnificent 7; it's also health care outperforming this week. Mizuho's Mara Goldstein discusses the sector.

Scott Wapner and the Investment Committee discuss the looming earnings reports for the three tech giants, Apple, Amazon and Meta.  Plus, the Committee discusses Powell's pushed-out pivot and how it will affect your money. And later, Mizuho's Dan Dolev joins us with his 3 under-the-radar AI buys. Investment Committee Disclosures 

Another busy day of earnings with Intel, Visa, T-Mobile, L3Harris, Western Digital and more reporting numbers. T-Mobile CEO Mike Sievert talks the latest quarter and how the company is competing with Verizon, AT&T. Moor Insights & Strategy CEO Patrick Moorhead breaks down Intel's quarter. Mizuho's Dan Dolev on Visa earnings. Franklin Equity Group Portfolio Manager Sara Araghi on earnings season so far.  

Stocks closed near session highs and powered higher throughout the final hours of trading; RBC Head of US Equity Strategy Lori Calvasina on if the early-year mini-swoon is over. Humana's worst day since June 2023 after warning its costs would be higher-than-expected; Mizuho's Jared Holz on what it means and how to play the sector. Nuveen CIO Saira Malik, who oversees $100B+ in AUM, talks her 2024 playbook. Cowboy Ventures' Aileen Lee coined the term “unicorn” for private companies in 2013; now she's back on what the next decade will look like. Plus, former Fed Vice Chair Alan Blinder on the Fed's next moves and Citi's Drew Pettit on playing fintech names. 

A market leadership reversal could be underway with the utilities sector outpeforming this week and communication services lagging. Mizuho's Anthony Crowdell and The Benchmark Company's Matthew Harrigan lay out what's ahead. Plus, Mastercard is out with its latest SpendingPulse report showing a 7.5% increase in online sales during November. Mastercard's Steve Sadove explains. And, markets are on track to close out a seventh straight week of gains. Silvercrest Asset Management's Robert Teeter, 248 Ventures' Lindsey Bell, and Pivotal Advisors' Tiffany McGhee discuss.

Shares of medical device makers like Davita and Baxter International plunged after Novo Nordisk said its GLP-1 drug Ozempic had some positive results in trials against kidney failure. So what could the impact be of a potential do-it-all drug? We surround the trade with Dr. Kavita Patel and Mizuho's Jared Holz. Fast Money Disclaimer