Podcasts about mkm partners

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

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

The sometimes adversarial nature between Corporate IR and the Sell-Side can result in some unknowns when it comes to building strong and mutually beneficial relationships between IROs and sell-side analysts. In this episode of Winning IR, Mark Fasken sits down with Megan McGrath, Senior Vice President of Investor Relations at Cushman & Wakefield. Megan's insights are incredibly valuable for Investor Relations Officers who want to enhance their sell-side coverage. As someone who has worked in the sell-side industry, Megan's advice comes from a place of deep understanding. Having held key positions as an analyst and Director of Research at top firms like The Buckingham Research Group, MKM Partners, Barclays Capital, and Lehman Brothers, Megan's expertise is unparalleled.Listen to the episode to learn more about:The transition from the sell-side into IRThe biggest misconceptions about the sell-sideWhat IROs can do to better engage the sell-sideHow to work more proactively with the sell-sideTips for getting the sell-side to initiate coverageHow to better work with your covering analystsBuilding An Efficient Partnership Between The Sell-Side, Your Company, And Your Management TeamWinning IR is brought to you by Irwin. For more winning ideas, subscribe to Winning IR wherever you get your podcasts.For more information, visit getirwin.com/winning-ir

Our anchors begin today's show with Annandale Capital Founder and Chairman George Seay discussing his outlook for Apple, Uber and crypto. Then, CNBC's Steve Liesman shares data from the New York Fed showing a decline in inflation expectations, and UBS Global Wealth Management Equity Strategist David Lefkowitz shares his outlook on whether to invest in tech. Next, KraneShares CIO Brendan Ahern discusses China tech stocks rallying to start the year, and MKM Partners analyst Rohit Kulkarni shares his outlook for the IPO market in 2023. Later, our Julia Boorstin reports on Vince McMahon returning as CEO of WWE to explore selling the company.

Today Jenn and Harry speak with the Managing Director - Broadlines and Food Retail at MKM Partners, Bill Kirk (full disclosure - Bill is also married to our Executive Editor, Jenn Litz-Kirk). We speak about beer and colas, supermarket mergers, c-stores selling weed legit from actually within the stores, and more. 00:00 intro - hilarious banter, Harry shows off multi-camera capabilities, for what reason nobody can fathom. 02:00 Bill joins the show 01:45 Hard Mtn Dew matters. 04:30 Kroger-Albertson's proposed combination. 13:30 Circle K testing weed dispensary in-store. Video feed on Spotify and on Youtube at https://www.youtube.com/beernetradio *Note: See research note for full disclosures and disclaimers. This does not constitute investment advice, nor do the opinions of the speakers necessarily represent the opinions of the firms they represent. ---About--- Beer Business Daily publisher Harry Schuhmacher joins his editors and other guests once a week as they grok the industry issues of the day. -Podcast Hotline: Text or call Harry in confidence at:‪ (262) 345-2501‬ -Audio/Video feeds at https://linktr.ee/beernet -Articles referenced at beernet.com -Twitter / IG / TikTok: @beerbizdaily --- Send in a voice message: https://anchor.fm/beernetradio/message

Stocks falling again to close out the month of August on a 4-day losing streak. Shares of Snap staging a big rally after announcing a major restructuring, including cutting 20% of its workforce. MKM Partners' Rohit Kulkarni explains why he is bullish on this move, but EMJ Capital President Eric Jackson remains bearish on the stock and questions management's decisions. Shares of online pet retailer Chewy in the dog house after missing sales estimates and lowering its full year guidance. CEO Sumit Singh discusses how inflation is taking a toll on consumer spending. Designer Brands, which owns footwear retailer DSW, not seeing any signs of slowing consumer spending. CEO Roger Rawlins discusses what's behind better than expected earnings and how the back-to-school shopping season is impacting sales. UBS' Michael Lasser issuing a bearish note on Bed, Bath & Beyond. He explains why he is skeptical about the company's new turnaround plan. And BNY Mellon CEO Robin Vince discusses the bank's crypto strategy and how rising interest rates are impacting the financial industry.

In this episode, we review the state of the U.S stock market from the perspective of charts and trends —— technical analysis.Our guest, Katie Stockton of Fairlead Strategies, is one of the most talented and respected technical analysts working in financial markets.She will mention the term “Fibonacci retracement,” which is a tool derived from an Italian mathematician’s work in 1202 and first discovered by Indian scholars in 200 BC.The pattern can be found many places in nature, such as in the spiral of a pine cone, the arrangement of seeds in a sunflower, the branching of a tree, the shape of a seashell, and even in a DNA molecule.With Katie as portfolio manager, Fairlead has recently launched a “Tactical Sector ETF” under the symbol TACK. Fairlead Strategies employs a systematic approach to technical analysis focused on the identification of important trends and support & resistance levels. Mathematically based tools facilitate tactical market timing and positioning.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.Fundamental 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.Katie 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. With 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.About The Author And Podcast HostFollowing 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, and real estate services. Services are offered nationwide and across a variety of sectors. The firm's clients range from family offices and high net worth individuals to institutions and professional investors. Real Estate related transactions are brokered through our subsidary firms, Native Angelino Real Estate and WEHO Realtor.Tom 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. Additionally, he is a certified Short Sale Specialist under the National Association of Realtors.PodcastThe Native Angelino Podcast is underwritten and produced in conjunction with the Zero Hour Group, a consulting and strategy firm, parent to 1929, 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. 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

Our anchors start off the show with CNBC's Julia Boorstin covering Netflix's earnings released yesterday. Then, Moffett Nathanson Founding Partner Michael Nathanson joins for his take on the company post-earnings. We also cover a report that a Facebook name change may be on its way. Next, iPod Inventor and iPhone Co-Inventor Tony Fadell joins to discuss Big Tech's hardware play. Plus, we cover a report that PayPal is exploring an acquisition of social media company Pinterest. Later, Baird Analyst Ben Kallo is here to talk Tesla ahead of the company's earnings slated for after the bell. Also, we cover Adobe's online shopping forecast for the 2021 holiday season and hear from the company's Digital Experience Executive Vice President on the numbers. And later, MKM Partners' Rohit Kulkarni joins for more on PayPal's potential acquisition of Pinterest.

What is the optimism in airline stocks as the reopening moves forward? MKM Partners' Conor Cunningham says that they have buy ratings on Alaska (ALK) American (AAL), Delta (DAL), Southwest (LUV), and Spirit (SAVE). On the other hand, they have a neutral rating on United (UAL). Tune in for the full interview.

--- Panel ---Harry is joined by MKM's Bill Kirk, editors Jenn Litz-Kirk, and Jordan Driggers. ---Time-Stamped Contents ---00:00 Intro - engaging and hilarious banter.02:00 Introducing Bill Kirk of MKM Partners, Jenn's husband - amiable, athletic, smart.02:40 Do bill and jenn talk beer/bevs on date nights?04:50 Bill a hard seltzer bear. getting tough out there in seltzerland.05:20 Bill: if you still have lotsa seltzer cases today after labor day, you're stuck.06:10 price war coming within seltzers? or industry past that?06:30 Bill: all eyes on white claw on that point, indie producer, no on-premise.09:20 harry attempts to ask a question about cannabis, fails. Jenn picks it up.09:50 bill: problems in cannabis are mostly Canadian problems. 10:30 Rather, U.S. regional-legal cannabis companies killing it.11:00 bill: marquee names are still Canadian, but the real profit action is and will be in the US.11:25 jenn asks about bev-alc suppliers getting into the canna-biz, synergies there? light weight not conducive to heavy bev-alc stops. 12:45 jenn asks about Canadian canna-brands coming down to U.S. 13:15 bill: fed legalization may take many forms, and could prohibit canadian et al imports of thc. 13:35 canopy to constellation  to acreage combo deal. 14:00 jordan: what happens to all that canadian weed equipment? bill: It comes down here for pennies on dollar.15:00 Oh canada's export options.15:30 harry points out that US has nearly unlimited rich land with right climate to grow. 16:00 California is ripe for weed nirvana.17:45 bill has big plans to build a frisbee golf course on harry's property. harry says better than goats.18:35 harry is in, and he thinks he'd be a good frolfer. 19:40 jenn asks about best canna company prospects.21:15 east coast headwind: cheap black market, ease of delivery.21:55 bill: fed legalization not going to happen for a while.22:40 fed cannabis lobbying bodies are fragmented, local guys want protection, big firms want national market. 23:50 harry tries to make a comparison to 1933 repeal. 24:00 harry goes on commerce clause rant, lawsuits coming.24:30 most thc cos in U.S. don't want fed legalization at this point.25:30 could be six-ish years, between mid-terms and other factors.26:25 states have a history of standing up to feds even in alcohol. 28:15 calling out seltzer softness29:05 bill's top picks in beer: the folks who don't sell much seltzer: stz and tap. 29:35 bill believes seltzer remains stuck at 8 to 11 share of beer for a long time (like craft beer).30:00 now a different type of investor in beer stonks:  growth versus value. 32:00 bet against boston beer?33:15 SAM stock very responsive to early sales gains.33:50 harry's stock tip of the year: wait for a bottle recall and jump in. (disclaimer: he is not a licensed financial advisor so don't take his advice).35:40 jenn: how much does supply deter investors?36:00 bill: lost sales mean more marketing $$ later to convince folks to come back. 36:20 white claw down more than a-b and mc. no on-premise to offset.36:50 jordan: who is benefiting from slowdown in seltzer?  37:30 constellation benefits: brands are outdoor fun beachy like seltzers. 38:00 bill likes cos that aren't overly exposed to seltzers:  stz and tap.38:40 molson coors for first time "trying" to innovate. they are actually now trying. "trend chasing and trend finding."41:00 smash that like button, give a five star rating, and give a positive review, or go home and do nothing.42:40 bill has a free seat at the Beer Summit and Wine & Spirits Summit, January 30 at Hotel Del Coronado. details at beernet.com43:10 jenn makes unreasonable demands of bill

Golden Nugget Online Gaming (GNOG) is an online casino gaming company, and one of Pat Mullaly's overlooked stocks. B. Riley gives GNOG a buy rating a price target of $27. Next, Resolute Forest Products (RFP) is a pulp and paper manufacturer that Scotiabank upgrades to sector perform from underperform. Finally, Range Resources (RRC) is a natural gas driller and MKM Partners has upgraded it to buy from neutral. Tune in to find out more.

This week, on the Fitness + Technology podcast, Bryan O'Rourke shares his interview with corporate finance and strategic adviser, Rohit Kulkarni. Rohit is the Head Internet Analyst at MKM Partners, which specializes in researching and investing in capital markets. Today, Bryan recaps his thoughts on broad questions in the marketplace on big tech and other dynamics to consider in our industry as we approach the new year. One Powerful Quote: 35:59: “I think there may be some pricing power in certain markets, which has not existed for clubs in sometime for certain concepts…so those brands that have the power I think are going to do very well.” 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 4:09: Bryan introduces himself and his background, and Rohit asks him his views on the table-stakes of the fitness industry prior to the pandemic. 8:18: Bryan articulates his thoughts on the market with demand, valuation summaries, and trends that have accelerated. 11:01: Rohit asks Bryan to further extrapolate his views on the evaluation of firms. 13:18: Rohit inquires with Bryan about competitors of Peloton. The two discuss these firms that are unique in their value proposition. 19:56: Bryan talks about elements of social community and how user experiences will be catered to by many choices in different markets. 22:54: Bryan highlights his thoughts about intellectual property disputes. 24:25: Bryan delves into why big tech companies are moving into health and wellness and the strategy in their network effect. 29:17: Rohit asks Bryan his opinion on big firm acquisitions. 31:05: Bryan shares his belief that market consolidation and omni-channel offerings will be the future of the industry. 34:00: Bryan explains why many boutique models are not feasible, business models. 35:18: Bryan talks about the statistics on gym facilities closing as a result of COVID-19, pricing power in certain markets, and how some firms like Planet Fitness will continue to grow. 36:47: Rohit and Bryan discuss how big tech firms enter into the healthcare system and primary preventive care. Bullet List of Resources: https://www.linkedin.com/in/rohitkulkarniwg2009/ https://www.mkmpartners.com/ Guest Contact Information: https://www.linkedin.com/in/rohitkulkarniwg2009/ https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163  

Michael Darda, chief economist and market strategist at MKM Partners, discusses the outlook for the market.

More upbeat headlines around progress on coronavirus vaccines and fresh gains for technology heavyweights underpinned the the latest gains for US equity markets albeit trading volumes were light - Dow eked out a +9-point gain, recovering from an earlier -150-point decline. Dow member Pfizer Inc (up +0.69%) and BioNTech SE (+3.46%) reported early positive data on a joint coronavirus vaccine candidate, saying the drug “elicited high, dose level-dependent SARS-CoV-2-neutralizing titers and RBD-binding IgG concentrations after the second dose.” Pfizer shares rose 0.6% on the news while BioNTech traded 3.4% higher. The broader S&P500 gained +0.84% albeit Consumer Discretionary (up +3.14%), Information Technology (+2.58%) and Communications Services (+1.25%) were the only primary sectors to advance. Energy (down -1.73%) was the worst performing primary sector. Airlines were under pressure (American Airlines Group Inc down -3.69%, United Airlines Holdings Inc -4.69% and Delta Air Lines Inc -3.07%) after data from the U.S. Transportation Security Administration showed travel demand declined last week, snapping a 12-week increase. The technology-centric NASDAQ outperformed with +2.51% rally (to 10,767.09), booking its largest one-day percentage climb since 29 April and 28th record closing high of 2020. Amazon.com Inc jumped +7.93% (to US$3,196.84), with analysts at Goldman Sachs hiking their price target to US$3,800 per share and the highest among analysts covering the e-commerce giant. Analysts at MKM Partners also lifted their target price +33% to US$3,350 and citing the company as a two-pronged beneficiary of the COVID-19 pandemic given the accelerated shift to on-line shopping and towards cloud computing. The rise came after Amazon logged its worst weekly performance since the week ended 28 February - and first weekly loss in eleven weeks – last week with a -7.4% decline. Amazon is up +70.2% year-to-date. Texas Instruments Inc gained +2.01% to settle at a record closing high (US$136.58) ahead of their result tonight AEST. In merger and acquisition (M&A) news, Chevron Corp (down -2.2%) confirmed an all-stock ~US$5B deal to acquire Noble Energy Inc (up +5.44%)

More upbeat headlines around progress on coronavirus vaccines and fresh gains for technology heavyweights underpinned the the latest gains for US equity markets albeit trading volumes were light - Dow eked out a +9-point gain, recovering from an earlier -150-point decline. Dow member Pfizer Inc (up +0.69%) and BioNTech SE (+3.46%) reported early positive data on a joint coronavirus vaccine candidate, saying the drug “elicited high, dose level-dependent SARS-CoV-2-neutralizing titers and RBD-binding IgG concentrations after the second dose.” Pfizer shares rose 0.6% on the news while BioNTech traded 3.4% higher. The broader S&P500 gained +0.84% albeit Consumer Discretionary (up +3.14%), Information Technology (+2.58%) and Communications Services (+1.25%) were the only primary sectors to advance. Energy (down -1.73%) was the worst performing primary sector. Airlines were under pressure (American Airlines Group Inc down -3.69%, United Airlines Holdings Inc -4.69% and Delta Air Lines Inc -3.07%) after data from the U.S. Transportation Security Administration showed travel demand declined last week, snapping a 12-week increase. The technology-centric NASDAQ outperformed with +2.51% rally (to 10,767.09), booking its largest one-day percentage climb since 29 April and 28th record closing high of 2020. Amazon.com Inc jumped +7.93% (to US$3,196.84), with analysts at Goldman Sachs hiking their price target to US$3,800 per share and the highest among analysts covering the e-commerce giant. Analysts at MKM Partners also lifted their target price +33% to US$3,350 and citing the company as a two-pronged beneficiary of the COVID-19 pandemic given the accelerated shift to on-line shopping and towards cloud computing. The rise came after Amazon logged its worst weekly performance since the week ended 28 February - and first weekly loss in eleven weeks – last week with a -7.4% decline. Amazon is up +70.2% year-to-date. Texas Instruments Inc gained +2.01% to settle at a record closing high (US$136.58) ahead of their result tonight AEST. In merger and acquisition (M&A) news, Chevron Corp (down -2.2%) confirmed an all-stock ~US$5B deal to acquire Noble Energy Inc (up +5.44%)

Michael Darda is a chief economist and market strategist at MKM Partners. Michael is also a frequent guest on financial television and radio and is routinely quoted in “The Wall Street Journal”, “The New York Times”, “Barron’s”, and other financial publications. He joins the show today to talk about his work conducting macroeconomic market research as well as his views on the market itself. David and Michael also discuss his shift from supply-side economics to market monetarism, the Fed’s performance during and after the Great Recession, and the potential effects of a flattening Treasury yield curve. David’s blog: macromarketmusings.blogspot.com David’s Twitter: @DavidBeckworth Michael’s MKM Partners profile: http://www.mkmpartners.com/research/ Michael’s Bloomberg profile: https://www.bloomberg.com/research/stocks/private/person.asp?personId=48822180&privcapId=40334090

Nicholas Heymann, an analyst at William Blair, says GE's John Flannery is moving at lightspeed in changing the company. Prior to that, Michael Darda, chief economist at MKM Partners, says long rates don't look like they're headed up dramatically any time soon. Robert Hormats, Kissinger Associates' vice chairman, says the current administration's level of engagement with China isn't enough. Senator Chris Van Hollen, a Democrat from Maryland, says middle-class tax payers will be hit hard under President Trump's tax plan. Finally, Rich Greenfield, an analyst at BTIG, says Amazon's prepared to take football rights away from legacy media. 

Nicholas Heymann, an analyst at William Blair, says GE's John Flannery is moving at lightspeed in changing the company. Prior to that, Michael Darda, chief economist at MKM Partners, says long rates don't look like they're headed up dramatically any time soon. Robert Hormats, Kissinger Associates' vice chairman, says the current administration's level of engagement with China isn't enough. Senator Chris Van Hollen, a Democrat from Maryland, says middle-class tax payers will be hit hard under President Trump's tax plan. Finally, Rich Greenfield, an analyst at BTIG, says Amazon's prepared to take football rights away from legacy media.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jonathan Krinsky is a great compliment to the guests we have already had on Technical Analysis Radio. His Intermarket and top/down approach is very well rounded and consistent. In this podcast episode, Jonathan explains how his mentor Phil Roth helped point him in the right direction earlier in his career, particularly during the 2008 Financial crisis. In this discussion we talk about US and Global Stocks, Interest Rates, Gold, Silver and Crude Oil. Sectors mentioned include Financials, Technology, Biotechnology and Energy. I really enjoyed this conversation! Click here to see all of the Charts mentioned in this episode.

Jonathan Krinsky is a great compliment to the guests we have already had on Technical Analysis Radio. His Intermarket and top/down approach is very well rounded and consistent. In this podcast episode, Jonathan explains how his mentor Phil Roth helped point him in the right direction earlier in his career, particularly during the 2008 Financial crisis. In this discussion we talk about US and Global Stocks, Interest Rates, Gold, Silver and Crude Oil. Sectors mentioned include Financials, Technology, Biotechnology and Energy. I really enjoyed this conversation!

Narayana Kocherlakota, a Bloomberg View columnist and former president of the Federal Reserve Bank of Minneapolis, says it would be hard for Trump to say that Janet Yellen hasn't done her job. Prior to that, Michael Darda, MKM Partners' chief economist, says the Fed's on course for quarter-to-quarter rate hikes. Ken Leon, CFRA Research's director of industry and equities, says JPMorgan didn't exhibit its normal across-the-board strength in earnings. Finally, Emmanuel Kachikwu, Nigeria's oil minister, says OPEC is struggling with U.S. production increases. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Today Larry welcomes: Michael Rubin, Resident Scholar at AEI, former Pentagon Middle East research official discusses his NEW BOOK: "Dancing with the Devil: The Perils of Engaging Rogue Regimes" ; Dr. Ben Carson, Washington Times columnist, FOX News Contributor. Discusses his NEW BOOK: "One Nation: What We Can All Do to Save America's Future"; Robert Costa, National Political Reporter for The Washington Post; John Fund, national-affairs columnist for NRO and senior editor at The American Spectator. Joins Larry to discuss his NEW BOOK: "Obama's Enforcer: Eric Holder's Justice Department"; Bob Doll, Chief Equity Strategist & Senior Portfolio Manager at Nuveen Asset Management and Michael Darda, chief economist at MKM Partners; Steve Forbes, Chairman & Editor in Chief, Forbes Media Former Republican Presidential Candidate discusses his NEW BOOK: "Money: How the Destruction of the Dollar Threatens the Global Economy"; James Pethokoukis, John McIntyre and Steve Moore all join Larry at the Money Table. All this and more on The Larry Kudlow Show

Today Larry welcomes: Michael Rubin, Resident Scholar at AEI, former Pentagon Middle East research official discusses his NEW BOOK: "Dancing with the Devil: The Perils of Engaging Rogue Regimes" ; Dr. Ben Carson, Washington Times columnist, FOX News Contributor. Discusses his NEW BOOK: "One Nation: What We Can All Do to Save America's Future"; Robert Costa, National Political Reporter for The Washington Post; John Fund, national-affairs columnist for NRO and senior editor at The American Spectator. Joins Larry to discuss his NEW BOOK: "Obama's Enforcer: Eric Holder's Justice Department"; Bob Doll, Chief Equity Strategist & Senior Portfolio Manager at Nuveen Asset Management and Michael Darda, chief economist at MKM Partners; Steve Forbes, Chairman & Editor in Chief, Forbes Media Former Republican Presidential Candidate discusses his NEW BOOK: "Money: How the Destruction of the Dollar Threatens the Global Economy"; James Pethokoukis, John McIntyre and Steve Moore all join Larry at the Money Table. All this and more on The Larry Kudlow Show

Today Larry welcomes: Michael Rubin, Resident Scholar at AEI, former Pentagon Middle East research official discusses his NEW BOOK: "Dancing with the Devil: The Perils of Engaging Rogue Regimes" ; Dr. Ben Carson, Washington Times columnist, FOX News Contributor. Discusses his NEW BOOK: "One Nation: What We Can All Do to Save America's Future"; Robert Costa, National Political Reporter for The Washington Post; John Fund, national-affairs columnist for NRO and senior editor at The American Spectator. Joins Larry to discuss his NEW BOOK: "Obama's Enforcer: Eric Holder's Justice Department"; Bob Doll, Chief Equity Strategist & Senior Portfolio Manager at Nuveen Asset Management and Michael Darda, chief economist at MKM Partners; Steve Forbes, Chairman & Editor in Chief, Forbes Media Former Republican Presidential Candidate discusses his NEW BOOK: "Money: How the Destruction of the Dollar Threatens the Global Economy"; James Pethokoukis, John McIntyre and Steve Moore all join Larry at the Money Table. All this and more on The Larry Kudlow Show

Today on The Larry Kudlow Show, Larry talks with Jason Riley, WSJ senior editorial page writer and editorial board member. Dr. Scott Gottlieb, author of Forbes blog, "Medical Innovation." Carol Roth, author of "The Entrepreneur Equation: Evaluating Realities, Risks, and Rewards of Having Your Own Business" and Jim LaCamp, senior VP and portfoilio manager at Macroportfolio Wealth Management at UBS, join the show. Michael Darda, chief economist at MKM Partners is on with Larry. Lastly, the Money/Politics Panel with James Pethokoukis, Guy Benson, and Steve Moore. All this and much more on The Larry Kudlow Show!

Today on The Larry Kudlow Show, Larry talks with Jason Riley, WSJ senior editorial page writer and editorial board member. Dr. Scott Gottlieb, author of Forbes blog, "Medical Innovation." Carol Roth, author of "The Entrepreneur Equation: Evaluating Realities, Risks, and Rewards of Having Your Own Business" and Jim LaCamp, senior VP and portfoilio manager at Macroportfolio Wealth Management at UBS, join the show. Michael Darda, chief economist at MKM Partners is on with Larry. Lastly, the Money/Politics Panel with James Pethokoukis, Guy Benson, and Steve Moore. All this and much more on The Larry Kudlow Show!

Today on The Larry Kudlow Show, Larry talks with Jason Riley, WSJ senior editorial page writer and editorial board member. Dr. Scott Gottlieb, author of Forbes blog, "Medical Innovation." Carol Roth, author of "The Entrepreneur Equation: Evaluating Realities, Risks, and Rewards of Having Your Own Business" and Jim LaCamp, senior VP and portfoilio manager at Macroportfolio Wealth Management at UBS, join the show. Michael Darda, chief economist at MKM Partners is on with Larry. Lastly, the Money/Politics Panel with James Pethokoukis, Guy Benson, and Steve Moore. All this and much more on The Larry Kudlow Show!