POPULARITY
Ben and Tom discuss Oracle's 8% drop on a $40 billion capital raise plan and CapEx ballooning to $90-95 billion against just 6% EPS growth, the ECB hiking rates for the first time since 2023 to 2.25% into a sagging expansion, today's PPI print and 30-year auction, Rick Rieder's case for Fed cuts and fixed-income opportunities, OpenAI weighing drastic token price cuts to fend off Anthropic, and why Google's equity-funded AI buildout raises real questions about ROIC.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Blackrock's Rick Rieder maps out his forecast for the market, Fed and upcoming IPOs. Plus, Goldman Sachs' Tony Pasquariello gives his instant reaction to the Dow's big jump during the last hour of trading today. And, Oliver Renick looks at the options in space stocks ahead of SpaceX's highly anticipated market debut. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MRKT Matrix - Tuesday, June 2nd Dow jumps more than 200 points, S&P 500 posts first close above 7,600 (CNBC) Goldman's David Solomon sees ‘more greed than there is fear' on Wall Street (FT) Why BlackRock's Rick Rieder feels ‘a bit more relaxed' about AI bull market than dotcom era (CNBC) Goldman's Weekend Call to Berkshire Spurs $80 Billion Alphabet Deal (Bloomberg) Alphabet's Mega Fundraising Shows the Value of Being a Public Company (WSJ) Trump Signs AI Executive Order to Increase Government Oversight (WSJ) Anthropic officially started its IPO clock (Axios) SpaceX Staffers Prep for Multimillion-Dollar Windfalls by Pushing for VIP Terms (Bloomberg) --- Subscribe to our newsletter: http://riskreversal.substack.com/ 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
BlackRock Global Fixed Income CIO Rick Rieder joins Bloomberg's Dani Burger on Open Interest to discuss the growing economy, data center spending, and more.See omnystudio.com/listener for privacy information.
Introducing a recent episode of Hard Lessons, featuring Rick Rieder, BlackRock's CIO for Global Fixed Income and Head of the Global Allocation Investment Team, in conversation with Seth Carpenter, Global Chief Economist and Head of Macro Research at Morgan Stanley. Watch and listen on your favorite podcast platform.
Speaking with Bloomberg Television on the sidelines of the Milken Global Conference in Beverly Hills, BlackRock's Rick Rieder spoke about the continued geopolitical risk in asset management.See omnystudio.com/listener for privacy information.
May 4, 2026 | Season 8 | Episode 14The market is trying to do two hard things at once: price a flood of earnings season signals while also digesting real geopolitical risk in the Middle East. We start by zooming out on what actually moves portfolios when tensions rise between the United States and Iran, especially with the Straits of Hormuz sitting at the center of global energy flows. My north star for making sense of it is simple: incentives drive outcomes, and history leaves clues if we're willing to look at it honestly.From nuclear deterrence to sanctions to uneasy alliances, we walk through why the Iran nuclear question is so hard to “solve” and why other countries are watching closely. That sets up a forward-looking investing conversation about the industries and technologies that may grow if proliferation pressures increase, and how investors can think about risk without getting trapped in the day's headlines.Then we pivot to the economic knock-on effects you can measure: oil prices, energy insecurity, and the global push for energy independence. We talk about electric vehicles gaining traction well beyond the US, why China's dominance in EV and solar components matters, and we highlight renewable energy stocks discussed in Barron's, including Iberdrola, Enel, and Brookfield Renewable. We also hit the tape: the S&P 500's strong April, the “sell in May” debate, a low VIX and complacency risk, Rick Rieder's bullish AI productivity thesis, Bill Ackman's PSUS IPO drop, and Alphabet earnings with Google Cloud profitability improvements.Subscribe for more market and investing analysis, share this with a friend who follows geopolitics and stocks, and leave a review with the one theme you think will matter most next: AI, energy, or security.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
Rick Rieder, chief investment officer of global fixed income at BlackRock, discusses the Federal Reserve, his bond-market outlook, and investment opportunities in fixed income with Barron's Editor in Chief Ben Levisohn and Senior Managing Editor Lauren R. Rublin. Rieder leads the management team of the $17 billion-in-assets iShares Flexible Income Active ETF (ticker: BINC). Learn more about your ad choices. Visit megaphone.fm/adchoices
Rick Rieder, Global Fixed Income CIO and Head of the Global Allocation Team at BlackRock, joins "Bloomberg Surveillance TV" and says he sees equities being driven by a combination of “amazing” technicals and “pretty powerful” earnings.See omnystudio.com/listener for privacy information.
What is the best way to proceed in this unsettled and uncertain market? We discuss with Blackrock's Rick Rieder. Plus, private credit just moved one step closer to landing in your 401K. Leslie Picker breaks down all the big money details. And, Fundstrat's Tom Lee maps out his playbook for the second quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Some big earnings are coming amid a nervous market. So what's the best strategy right now? We discuss with Blackrock's Rick Rieder. Plus, Avenue Capital's Marc Lasry weighs in on the anxieties surrounding private equity. And Alger's Ankur Crawford maps out what she'll be watching from Nvidia's high-stakes report tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
BlackRock Fixed Income CIO Rick Rieder sits with Bloomberg's Matt Miller and Dani Burger to talk the current state of the markets and the lack of data due to the brief US Government shutdown.See omnystudio.com/listener for privacy information.
Discover how one of the most influential voices in finance views the evolving landscape of global markets and investment strategies.In this episode, Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, joins Greg Dowling to explore the intricacies of today's economic environment. From the impact of AI and technology on finance, to the challenges posed by government deficits, Rick provides a comprehensive analysis of market trends and investment strategies. He also shares personal anecdotes about his journey in the financial world and the lessons learned from his passion for golf.Join us for an insightful discussion on market dynamics, investment strategies, and the future of finance with one of the industry's leading experts.
Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza el posible sustituto de Jerome Powell, que lo anunciará Trump hoy, los resultados de Apple y como han cotizado las cuentas de Tesla, Meta y Microsoft y también comenta la última información de The Wall Street Journal, que apunta que OpenAI planea una salida a bolsa en el cuarto trimestre para superar a Anthropic en el mercado. “Veremos si Kevin Warsh logra mantener la independencia de la FED”, afirma el invitado. Tanto Financial Times como Bloomberg apuntan al nombre de Kevin Warsh como el favorito para ser el nuevo mandamás de la FED. Sin embargo, Polymarket, apunta que será el director de inversiones de renta fija global de BlackRock, Rick Rieder, al 39%. Hoy cotizarán las cuentas de Apple, que presentó al cierre y que obtiene un beneficio neto de más de 42.000 millones de dólares. Un 16% más en este primer trimestre fiscal. Sus ingresos también crecen un 16% respecto al mismo periodo del año anterior y su beneficio por acción de 2,84 dólares, supera en 30 centavos las expectativas del mercado. Además, la compañía crece en casi todas las regiones. “Destacaría como mencionaba el mercado de India como fundamental para Apple”, asegura el country manager en Iberia de Leverage Shares. OpenAI también ha sido noticia, ya que se encuentra en las primeras etapas de preparación para salir a bolsa en el cuarto trimestre de 2026, según informó el jueves el Wall Street Journal, citando fuentes cercanas al proceso. La empresa emergente de inteligencia artificial ha iniciado contactos preliminares con entidades financieras de Wall Street para evaluar una posible oferta pública inicial y, al mismo tiempo, está reforzando su equipo financiero. Ignacio Vacchiano afirma que “va a ser un año muy caliente en IPOs en oferta pública en Estados Unidos”.
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, breaks down why the Fed's decision to pause was both premature and political, arguing Powell is "committing policy errors to quietly dig at the administration." She explains why the Fed should have cut today — and why she believes we need 100 basis points of cuts given deteriorating labor market data that Powell is choosing to ignore. Danielle unpacks the DOJ subpoena drama, revealing that betting markets dropped Powell's odds of leaving by August from 90% to 60% after the charges, and she believes he's now "enjoying the cat and mouse" with Trump. She revisits her open letter calling for the FOMC to elect Chris Waller as chair, explains why Rick Rieder would be "inviting the fox into the hen house," and shares her bold prediction: unemployment will have a 6 handle within a year. Plus, she discusses the hidden stress signals in Buy Now Pay Later data and why gold is behaving like a "meme stock." Links: Danielle's open letter: https://quillintelligence.com/2025/12/10/the-weekly-quill-open-letter-2/Danielle's open letter part 2: https://quillintelligence.com/2026/01/22/the-weekly-quill-open-letter-ii-public/Danielle's Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@DanielleDiMartinoBoothQIFed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 Welcome 1:05 The Powell subpoena: Danielle's reaction 3:35 Betting markets: Powell leaving odds dropped 4:51 Powell is the cat, Trump is the mouse 5:54 Why Powell is being political by NOT cutting rates 6:35 How Powell moved the goalposts on rate probability 7:32 The contradiction: Integrity vs. ignoring the American people 8:33 Financial conditions are easy because of passive investing, not the Fed 9:19 The shutdown has affected data integrity 10:05 Outlook for the year: Rate cuts coming? 10:50 Conference Board labor differential — recession signal 12:06 Should he have cut today? Yes. We need 100 basis points of cuts12:52 Open Letter Part Two: Why the FOMC should have elected Chris Waller 15:03 Rick Rieder: Inviting the fox into the hen house? 16:34 Who will be the next Fed chair? 17:35 What we don't understand about Fed chair transitions 19:04 The questions reporters should have asked Powell 21:29 Hidden signal: Google searches for "file unemployment" keep rising22:28 Buy Now Pay Later for dental bills and utilities — the stress is real25:41 Gen Z risk appetite and the environment that shapes investors 26:45 Gold is a meme now 29:01 DoubleLine roundtable: Long utilities, short financials 31:14 Commercial real estate capitulation and bankruptcies 32:14 Bold prediction: Unemployment will have a 6 handle by next year33:20 Parting thoughts: Don't forget about your neighbors 33:45 Closing
Trump's rumored choice for Fed Chair, BlackRock's Rick Rieder, has suddenly jumped to frontrunner status. In this episode of Market Maker, we break down what his nomination could mean for US interest rates, inflation, and the direction of monetary policy.We also explore why the US dollar is hitting four-year lows, the impact of Trump's recent comments, and why Japan's growing debt burden and political risks are putting pressure on the yen.Markets are moving fast - don't get left behind.Follow the Market Maker podcast for timely and easy to understand insight on central banks, currencies, and global finance.(00:00) Intro to Topics this Week(03:30) Trump's Fed Pick: Rick Rieder Explained(04:53) Why Trump Wants Rates Cut(06:12) Rieder's Views on Inflation & Labour(12:25) How Markets May React to a Rieder Fed(16:14) Fed Meeting Recap: Powell's Latest(18:56) USD Drops: What's Driving It?(23:05) Is Gold Signaling Crisis?(29:44) Japan's Debt Problem(35:59) Final Thoughts + What to Watch
After a powerful run in metals, renewed inflation pressure, and a shifting Federal Reserve backdrop, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to connect the dots between markets, policy, and positioning. Fresh off being named one of the Top 23 podcasts for financial advisors for the second year in a row, the conversation moves fluidly from gold's breakout and the return of the debasement trade to the growing uncertainty around the next Fed chair and what it means for rates, inflation, and risk assets.They explore why commodities are flashing signals that don't align with disinflation narratives, how productivity optimism collides with fiscal reality, and why global earnings strength continues to support equities even as leadership rotates. Along the way, they unpack the implications of a potential government shutdown, policy-driven margin pressure across sectors, and why markets tend to move past the headline faster than most expect.Key Takeaways: • Gold's message is getting louder: Rising commodity prices, fiscal deficits, and rate pressure are reinforcing the case for metals as portfolio protection • The Fed chair race matters more than headlines: Rick Rieder's emergence highlights the tension between productivity optimism and persistent inflation risks • Inflation remains sticky under the surface: Core services and commodity strength challenge the idea of a smooth glide back to 2% • Global earnings are doing the heavy lifting: Companies with international exposure continue to outpace domestically focused peers • Policy noise doesn't derail trends: Shutdown risks and political uncertainty create volatility, but fundamentals keep asserting themselves—Check the 23 Top Financial Advisor Podcasts To Listen To In 2026:https://kitc.es/4pWNyA9Jump to:0:00 Cold Open, Awards, And Snow Jokes2:35 Gold And Silver Surge Explained8:40 The Debasement Trade And Inflation14:50 Global Central Banks Rotate To Gold19:30 Japan, Yields, Yen, And Risk Assets23:40 The Fed Chair Horse Race Heats Up30:20 Productivity, The 1990s, And Why Today's Different38:20 Fed Path: Holds, Politics, And Gold Tailwinds42:30 January Barometer, Tech Lags, And Breadth48:40 Equal-Weight Tech, Financials, And Policy Risk53:40 Earnings Setup: Mega-Cap vs The 493Connect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com
In this Crypto Town Hall episode, Scott and guests discuss U.S. crypto legislation delays (Clarity Act, market structure bills), optimistic spring timelines, and token value accrual (hype vs. fundamentals, e.g., HYPE, BNB). They cover Bitcoin quantum risks (10–20 years away, not existential), Coinbase's advisory board, potential Fed Chair picks (Rick Rieder bullish on BTC), rising institutional adoption via ETFs/wirehouses, silver's frothy technicals, and the need for better marketing/education to attract new money amid current low inflows and market realism.
Samuel Diarbakerly says stability in the bond market is paramount for equities in 2026. He thinks Rick Rieder will be the new Fed Chair and expects at least two rate cuts. He wants a globally positioned portfolio and says to hold steady on international diversification. “Don't be shy about small and mid caps,” he adds. Stay away from equal-weight, he warns, calling it a “participation trophy trade.” Samuel further breaks down his market strategy and advice to investors.======== 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
En este análisis, exploramos el ascenso de Rick Rieder como el principal candidato de Donald Trump para presidir la Reserva Federal.
27/1 Futures misti a Wall Street, Asia record. Kospi +2,5% nonostante la minaccia di Trump di dazi al 25% per ritardi della legislatura nel ratifica l'accordo commerciale. Yen stabile. Jeffries: $/Yen verso quota 150. Continua il malessere del dollaro ai minimi da 4 mesi. Oro irrefrenabile: per GS a 5700$ entro metà anno, per Soc. Gen. a 6.000$. Cosa dicono le principali case d'affari? L'Argento inverte rotta. Vigilia di Fed: “uneventful” per GS che vede due tagli nel 2026 a partire da giugno. Per Wolfe Research l'annuncio del prossimo presidente potrebbe essere domani. La possibile scelta di Rick Rieder e le conseguenze per i mercati. Trimestrali Big Tech: domani tocca a Meta, Microsoft e Tesla. Giovedì Apple, poi Alphabet: cosa aspettarsi? Europa-India siglano nuovo accordo commerciale di libero scambio. Oggi Starmer in visita in Cina. Futures europei in verde, stasera i conti di LVMH. A dicembre le vendite EV superano i motori tradizionali. Alle 18 parla Lagarde. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Trump administration's immigration enforcement agency faces growing backlash after federal agents fatally shot a second protester in two weeks, and Trump teases his pick for the US's next Federal Reserve chair. Plus, UK Prime Minister Keir Starmer goes on the charm offensive in Beijing, and why the US is investing in rare-earths companies.Mentioned in this podcast:Trump faces growing backlash against immigration crackdown after shootingBlackRock's Rick Rieder surges ahead in race to chair Federal ReserveKeir Starmer prepares for his Chinese charm offensiveUS to invest $1.6bn into rare earths group in bid to shore up key mineralsNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Victoria Craig, and produced by Julia Webster. Our show was mixed by Alex Higgins. Additional help from Peter Barber. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
U.S. dollar, another U.S. government shutdown could be about to pile on even more pressure as gold tops $5,000 per ounce and silver breaks $100—leaving some asking, “Where is bitcoin?”~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGuest: Guest: Rebecca Walser, Principal at Walser Wealth ManagementWebsite➜ https://walserwealth.com/00:00 Intro00:10 Sponsor: iTrust Capital01:00 Macro Events01:50 CNBC: Fed expectations and how cuts this year?07:10 Rick Rieder on rumors and rate cuts11:40 Scott Bessent as Fed12:30 Fed independence DEAD?13:15 Fed is prepping on purchasing the Yen?16:30 Tokenized gold vs Bitcoin adoption19:00 Ursula von der Layen: The mother of all deals22:00 Tariff revenue vs economic losses25:00 Rebalancing rally for crypto soon?28:25 Crypto vs Shutdown30:20 Outro#Crypto #Bitcoin #XRP~Dollar Collapse vs Macro Economy
Betting markets are increasingly pointing to Kevin Warsh as a potential successor to Jerome Powell, with Kevin Hassett expected to remain in his White House role under Donald Trump. Which begs the question: What would a Warsh-led Federal Reserve actually bring to markets? Lance Roberts & Michael Lebowitz explore the possibilities of a Warsh Fed: Would such likely be more tolerant of volatility, rely less on emergency interventions, and place greater emphasis on valuation, fundamentals, and disciplined policy rules? 0:00 INTRO 0:18 - Earnings, Economics, & Imminent Greenland Deal 2:48 - Markets Break Trendline - Look for Volatility 8:22 - Greenland, Denmark, & Danish Bonds 15:10 - What the Media Doesn't Say About Bond Auctions 17:14 - Texas Winter & Nat Gas Futures 20:32 - Warsh vs Wallace as Fed Head 23:58 - Keep an Eye on Rick Rieder 26:14 - The Marriage of Blackrock & The Fed 27:52 - Markets are Driven by the Wrong Things 31:12 - The Reflation Narrative 34:29 - Speculation, ETF's & Fighting for the same Dollars 39:05 - The Gamification of Markets 41:29 - The Importance of Risk Management 45:00 - End of the 1st Half of the Secular Period Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=D4roSFzE3Ww&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "It's Q&A Day — and (almost) anything goes" here: https://www.youtube.com/live/jFDHVzdwNdo -------- The latest installment of our new feature, Before the Bell, "Markets Stall at Resistance - Volatility Ahead?" is here: https://www.youtube.com/watch?v=8EviI_k5gb8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketVolatility #TechnicalAnalysis #SP500 #RiskManagement #InvestingStrategy #FederalReserve #KevinWarsh #MarketVolatility #MonetaryPolicy #RiskManagement
BlackRock fixed income chief Rick Rieder's star is rising as a potential Federal Reserve chair following flattering remarks Wednesday from President Donald Trump.~This episode is sponsored by Uphold~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnupholdGuest: Evan AldoEvan Aldo Youtube Channel ➜ https://bit.ly/EvanAldo20% off Evan Aldo Course ➜ https://bit.ly/EvanCourse ➜ Use code "paulbarron"00:00 Intro00:10 Sponsor: Uphold01:00 CZ: 2026 will be a supercycle for BTC03:00 Bitcoin analysis05:50 Gold and Silver analysis08:10 Rotation soon?09:30 Tom Lee: Why does this dip matter?11:00 TACO pt.2?12:00 Rick Rieder as Fed Chair?16:50 Larry Fink: There is no bubble18:20 Ethereum analysis20:00 ETH or BTC end of year?21:00 XRP analysis23:50 BMNR analysis27:00 Outro#crypto #bitcoin #ethereum~BlackRock as Fed Chair?
On today's podcast:1) President Trump said he will meet with several parties over his ambition to take control of Greenland during the upcoming World Economic Forum. Trump said in a Truth Social post early Tuesday morning that he had a “very good telephone call” with Mark Rutte, the secretary general of NATO, concerning the Danish territory. The remarks came shortly after he restated his desire to take over Greenland, which has spooked NATO allies and prompted stern opposition from EU leaders including French President Emmanuel Macron. Meantime, Trump announced a 10% tariff on goods from European countries rallying to Denmark’s side in his pursuit of Greenland, a dramatic escalation in the standoff that sparked strong pushback from some of the US’s closest allies.2) President Trump’s so-called Board of Peace for Gaza is beginning to take shape, even as Israel voiced rare objections to parts of the US president’s plan to build on the fragile ceasefire in the region. China has been offered to join the proposed Board of Peace, as Trump heads to Davos to advance his plan for the Palestinian enclave. The US president has invited a range of world leaders, including Russia’s Vladimir Putin and Turkey’s Recep Tayyip Erdogan, to become founding members of the board. It’s part of his 20-point plan to ensure a lasting peace and reconstruction of Gaza, following two years of devastating war between Israel and militant group Hamas in the Palestinian territory. President Trump also confirmed that he invited Russian President Vladimir Putin to join the proposed board.3) Treasury Secretary Scott Bessent said President Trump could announce his pick for the next Federal Reserve chair as soon as next week, amid intense anticipation over the White House’s search for a new central-bank chief. “We have four fantastic candidates — it will be up to the president, and I would imagine that he will have an announcement maybe as early as next week,” Bessent said in remarks at a press conference Tuesday at Davos, where he is attending the World Economic Forum. The process of picking a successor to current Chair Jerome Powell is seen as a four-person race, with BlackRock Inc.’s Rick Rieder, National Economic Council Director Kevin Hassett, Fed Governor Christopher Waller and former governor Kevin Warsh as the final contenders after a long-search that has been led by Bessent.See omnystudio.com/listener for privacy information.
President Donald Trump's fixation on Greenland offers an ice-cold reminder to leaders in Europe and abroad: No deal is ever final. Trump announced a 10% tariff, rising to 25% in June, on eight European nations, including Denmark, for saying they would undertake token NATO military exercises in Greenland in response to US saber-rattling. While the tariffs aren't certain to take effect, the threat was a brazen escalation and insult to close US allies, trampling over the US-EU trade deal reached only six months earlier at Trump's Turnberry resort in Scotland. Trump's targets in Europe pushed back quickly. UK Prime Minister Keir Starmer blasted his tariff threat as "completely wrong," France's Emmanuel Macron called it "unacceptable" and Swedish Prime Minister Ulf Kristersson said his country wouldn't be "blackmailed." For more on how geopolitics is moving the markets, we heard from Julia Wang, North Asia Chief Investment Officer at Nomura. She spoke to Bloomberg's Shery Ahn and Avril Hong. White House economic adviser Kevin Hassett said President Donald Trump may well keep him in his current job, which would eliminate him from contention for the next Federal Reserve chair. Trump expressed reluctance about nominating Hassett as the successor to current Fed Chair Jerome Powell, saying "I actually want to keep you where you are, if you want to know the truth." Hassett once was considered the frontrunner, along with Fed Governor Christopher Waller, former governor Kevin Warsh and BlackRock Inc. executive Rick Rieder. It's now seen as a four-man race, while Rieder's candidacy has recently gained late momentum, according to people familiar with the matter, as some view him as potentially better placed to win US Senate confirmation. For more perspective, we heard from Bill Campbell, Global Bond Portfolio Manager at DoubleLine.See omnystudio.com/listener for privacy information.
BlackRock Global Fixed Income CIO Rick Rieder discusses the Jobs Report and reacts to being considered for Fed Chair. Rieder spoke with Bloomberg's Matt Miller and Dani Burger.See omnystudio.com/listener for privacy information.
To kick off year 7 of the Investors First Podcast, we interviewed Rick Rieder of BlackRock, currently Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. After earning a BBA in Finance from Emory University and later an MBA from The Wharton School. He started his career as an Analyst at SunTrust, briefly joining E.F. Hutton's training program, and then spending nearly two decades at Lehman Brothers trading before joining BlackRock. In this episode, we start where his interest in finance began with analyzing sports outcomes and probabilities—sometimes betting lunch money to test his thinking. We cover everything in this episode, from Rick's start as a credit analyst at SunTrust, to a lengthy stay at Lehman Brothers, and then joining BlackRock post GFC. We discussed the team/resources he manages, his investment approach with a heavy emphasis on risk management, and the ability of his strategy to go anywhere to find yield. We discussed gambling vs. investing, the impact of new technologies, AI, and opportunity abroad in fixed income markets, along with much more. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon, CFA (CIO/Principal, FirsTrust). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Learn more: https://www.blackrock.com/corporate/insights/blackrock-investment-institute/publications/outlook
Today's guest is Rick Rieder. Rick oversees more than $2 trillion in assets as the Chief Investment Officer of Global Fixed Income at BlackRock. He also heads the Fundamental Fixed Income business and the Global Allocation Investment Team. In today's episode, Rick discusses the current state of the markets, focusing on year-end dynamics, free cash flow at big-tech companies, and the evolving economic landscape since Liberation Day. He explains both what he expects the Fed to do and what he thinks they should do, and how that relates to portfolio construction. The discussion also explores the differences between gambling and investing, lessons from tennis that apply to investing, and much more. (0:00) Starts (1:31) Rick Rieder's market thoughts (4:23) Market sentiment and cash flow impacts (7:18) Small caps, M&A potential, and broad economic concerns (17:12) Interest rate forecasts (21:13) BINC ETF and fixed income outlook (24:28) Gambling vs. investing (31:36) Perspectives on precious metals and technological investment implications (35:27) Investing advice for young people and 2026 outlook ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
The commerce department is set to allow exports of Nvidia H200 chips to China. We break down that developing story with our Kristina Partsinevelos and super analyst Dan Ives from Wedbush. Plus, Blackrock's Rick Rieder weighs in on the market, rates and the Fed's next move. And, top technician Jeff DeGraaf tells us how he is playing the recent break out in the banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
BlackRock Global Fixed Income CIO Rick Rieder discusses the current state of the labor market, the difficulties for employment, the market implications, and the state of the U.S. economy. Rieder spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.See omnystudio.com/listener for privacy information.
Rick Rieder, chief investment officer of global fixed income at BlackRock, says the Federal Reserve should move rates lower on “Bloomberg Open Interest.”See omnystudio.com/listener for privacy information.
Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios.Host Oscar Pulido sits down with Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, live from the Future Proof Festival in Huntington Beach. Together, they discuss why prioritizing income over duration is the key theme in today's bond markets, and how investors can uncover opportunities across geographies and asset classes. Rick emphasizes the importance of dynamic, flexible portfolio construction. With fixed income yields at levels not seen in decades, investors now have the chance to rethink their allocations and position portfolios for long-term growth.Sources: BlackRock Fixed Income Q3 Outlook, Bloomberg as of Tuesday 9th September 2025Key moments in this episode:00:00 Introduction01:28 Rick Rieder's High Level Insights on Fixed Income Landscape02:04 Economic Forces and Investment Strategies02:56 Global Fixed Income: Opportunities and Risks06:51 Dynamic Asset Allocation and Portfolio Management12:12 Currency Views and Market Predictions13:49 Conclusion: Staying in the Game16:16 Outro and Next Episode on InfrastructureFixed income investing, Capital markets, Megaforces, Stock market trends, BlackRockThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week, we start by analyzing Rick Rieder's comment that this is the most attractive and interesting investment opportunity that he's ever seen. We examine the cyclical nature of the economy, highlighting optimism for the bond and real estate markets. We finish with hopeful thoughts for America after a tragic week. Key Takeaways [00:17] - Bad economic news can really mean good news [05:13] - Oracle's big move [07:54] - The housing market is frozen [13:28] - The cyclical nature of the economy View Transcript Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
Scott Wapner and the Investment Committee are lives in Huntington Beach, California at Future Proof, a gathering of financial advisors and Investment professionals. We are joined by Dan Ives of Wedbush Securities to look ahead to the Apple Event at 1pm. Plus, Blackrock's Rick Rieder joins us later to talk about everything from the market, the fed, rates and more. And later, CNBC's Leslie Picker brings us an interview from JPM's Jamie Dimon to talk about his new HQ in NYC.
MRKT Matrix - Wednesday, August 13th Dow rises 300 points, S&P 500 hits new record in second day of gains (CNBC) Trump considering 11 candidates for Fed chair, including David Zervos and Rick Rieder, sources say (CNBC) Bessent Urges Fed to Lower Rates by 150 Basis Points or More (Bloomberg) Investors Playing More Defense Even as Stocks Climb to New Highs (Bloomberg) Goldman stands by call that consumers will bear the brunt of tariffs after Trump blasts bank's economist (CNBC) Global Oil Markets Face Record Supply Glut Next Year, IEA Says (Bloomberg) Companies Are Pouring Billions Into A.I. It Has Yet to Pay Off. (NYTimes) OpenAI's Rocky GPT-5 Rollout Shows Struggle to Remain Undisputed AI Leader (WSJ) China's Lead in Open-Source AI Jolts Washington and Silicon Valley (WSJ) Why China Loves and Fears Nvidia's H20 Chip (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
問:2025年8月13日最重要的財經頭條是什麼? 答:當日最主要的財經新聞是7月份美國的CPI數據 。按年計算,CPI增長了2.7%,而核心通脹率為3.1% 。這個數字雖然仍高於聯儲局2%的目標,但已經低於市場的預期 。問:聯儲局的利率政策將如何變化?這對市場有什麼影響? 答:根據芝加哥期貨交易所的利率期貨計算,聯儲局在9月份的議息會議中,有超過97%的機會會減息0.25厘 。美國財長(貝森特)甚至表示,聯儲局有空間在下一次會議中減息半厘 。由於這些樂觀的預期,當天日本、臺灣、韓國和德國等地的股市表現都非常理想 。問:美國與中國的貿易談判取得了哪些具體進展? 答:美中兩國已達成一項貿易協議 。華盛頓和北京同意將現有關稅延長90天,以便進行下一輪談判 。此外,有訊息指出,美國幾家晶片商可以向中國供應部分高階產品,但條件是需將15%的利潤繳交給美國 。中國方面則傳出訊息,要求其企業不要使用這些美國晶片,因為擔心有安全漏洞 。問:為何影片分析中指出美國政府急需新收入?這與貿易政策有何關聯? 答:影片的分析認為,關稅議題表面上是為了重振美國工業,但實際上是因為美國聯邦政府急需新的收入來源 。在憲制之下,白宮行政部門最快能增加稅收的方式,就是透過各種貿易和關稅措施 。問:美國政府為何如此積極地希望壓低利率? 答:這個行為可以從聯邦政府急需新收入的角度來解釋 。只有壓低利率,政府才能在短時間內降低其融資成本和長期的利息開支 。問:市場上有哪些因素被視為利好? 答:根據黑石投資總監Rick Rieder的說法,目前市場上約有7萬億美元的閒置資金 。此外,第二季度企業盈利有81%優於市場預期 。科技股(不包括Tesla)按年季也上升了54% 。他認為如果聯儲局從9月開始減息,市場將會充滿利好因素 。問:市場上哪些資產在當天表現突出? 答:受上述利好消息影響,金價創下歷史新高 。同時,比特幣也在12萬美元的高位徘徊 。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe
Na jaren van van een gebrek aan beursgangen, gaat het over een paar weken gebeuren. Na de zomer komen er bedrijven naar de beurs. Dat verwachten ze bij Goldman Sachs. Alle groenen staan op sein in Europa, zeggen ze tegen het FD. Wij kijken deze aflevering wat dat voor jou als belegger betekent. Wat voor bedrijven komen er dan naar de Amsterdamse beurs bijvoorbeeld? En zijn dat ook aandelen die je moet hebben?Hebben we het ook over een mogelijke beursgang van webbrowser Chrome. Geen idee of dat gaat gebeuren, maar wél dat er ineens enorme interesse in het onderdeel van Google is. Een startup biedt 35 miljard dollar. Een ander (naar verluidt) 50 miljard. Wanneer gaat Google overstag?Over afscheid nemen gesproken: het was bekend dat president Trump af wil van Fed-baas Jerome Powell. Maar nu blijkt ook dat er een heel elftal aan mogelijke vervangers is. We bespreken de namen en wat je er van kan verwachten.Ook kan je verwachten dat dit in de uitzending zit: De Japanse beurs tikt een record aan, net als Amerikaanse indices. Is dat terecht? Trump wil dat Goldman Sachs z'n hoofdeconoom ontslaat Shell lijdt een pijnlijke nederlaag En China krijgt gelijk. Er zitten trackers in Amerikaanse chips... See omnystudio.com/listener for privacy information.
The record run resumed with new questions about how far this rally can really go? Blackrock's Rick Rieder gives us his take. Plus, former Dallas Fed President Robert Kaplan tells us what he thinks the Fed should do about interest rates. And, 3Fourteen's Warren Pies tells us where he thinks stocks are heading – as we near another record close.
Blackrock's Rick Rieder weighs in on the state of the market right now. Plus, meme mania is back. We drill down on the biggest movers with our all-star panel of Requisite Capital's Bryn Talkington and Capital Area Planning's Malcolm Ethridge. And, Intelligent Alpha's Doug Clinton maps out how he is playing the tech space this earnings season.
In Episode 11, which was recorded live at the Morningstar Investment Conference in Chicago, Julie Segal talked to BlackRock's Rick Rieder, who created THE buzz at the conference after his morning presentation, which he boldly called ‘What Is Money' (and which included a prediction that AI would create a 15-hour work week.) Julie got Rick, the CIO of $3 trillion in global fixed income, to finish — at least for now — the conversation he started. The discussion ranged from the existential questions about money, market structure, and the changing nature of global investing to reimagining the 60/40 portfolio. The episode is a masterclass in long-term, contrarian thinking. Oh, and Rick gets to revisit his 2016 interview with Julie where he warned that Investors need to “stay away from the soup of the day.”Take a listen and email me with your thoughts and ideas at jsegal@institutionalinvestor.com.The roadmap: What is money today and tomorrow? Social media and (real) media's role in amplifying noise and shortening time horizons. Explosive growth of financial assets over the last decade. Are we still clear on what money is and what it does? (1:40)Too Much Wealth, Too Few Assets - There are $218 trillion in net worth in the U.S. today and $530 trillion globally today. How can this money be invested? Using the credit markets to create more assets. (4:36)Inflation and Tariffs - The short to medium term of tariffs and deglobalization. And the impact of tariffs and the world of automation. By 2050, we will be going down to a 25-hour week. (7:50) What does that mean for the markets and why we are not going into a recession? (9:50)For the first time in 20 years, we can get yield in fixed income and private credit has firmly taken its place in the fixed Income sector. Creating the balanced and stable portfolio. What are my institutional clients asking me? (18:45)Internationally, they are asking about the dollar for the first time in a long time. In the U.S., investors are looking at diversified portfolio in a very different way today.An alternative to 60:40 (21:00)
MRKT Matrix - Monday, May 19th S&P 500 is flat as investors shake off Moody's downgrade (CNBC) Mortgage rates cross back over 7% after U.S. credit downgrade (CNBC) Ray Dalio says the risk to U.S. Treasurys is even greater than what Moody's is saying (CNBC) BlackRock's Rick Rieder says this is the ‘sweet spot' in bonds right now (CNBC) Morgan Stanley's Wilson Says Buy US Stock Dips After Moody's Cut (Bloomberg) Fed Officials Signal Rates Likely to Stay on Hold Until at Least September (Bloomberg) Trump Tax Bill Advances After GOP Deal for Faster Medicaid Cuts (Bloomberg) Jamie Dimon's Would-Be Successors Audition for the Top Job at JPMorgan (WSJ) Nvidia announces new tech to keep it at the center of AI development (CNBC) --- 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
Rick Rieder, Senior Managing Director and Chief Investment Officer at Blackrock discusses taking an oportunistic position in the equity market. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.See omnystudio.com/listener for privacy information.
As stocks and yields fall, concerns about the health of this market are rising. Black Rock's Rick Rieder gives his exclusive take on where he thinks stocks could be headed from here. Plus, the so-called “Dean of Valuation” Aswath Damodaran from NYU sets us up for Nvidia's big report out in Overtime tomorrow. And, Goldman Sachs' Tony Pasquariello tells us how he is navigating the momentum names right now.
MRKT Matrix - Wednesday, January 29th S&P 500 falls as Fed pauses rate cuts, Nvidia resumes slide (CNBC) Powell Says Fed Doesn't Need to Be in a Hurry to Lower Rates (Bloomberg) Steve Cohen says the stock market may top out over the next few months, if it hasn't already (CNBC) BlackRock's Rick Rieder was a buyer of certain names during tech's ‘watershed event' this week (CNBC) Microsoft Probing If DeepSeek-Linked Group Improperly Obtained OpenAI Data (Bloomberg) Alibaba Unveils Upgraded AI Model, Claims It Surpasses Rival DeepSeek-V3 (WSJ) Trump Officials Discuss Tighter Curbs on Nvidia China Sales (Bloomberg) Apple and SpaceX Link Up to Support Starlink Satellite Network on iPhones (Bloomberg) Meta Overhauls Reality Labs Business Unit Ahead of Earnings Report (The Information) Trump's Plans Are Already Making Your Life More Expensive (NYTimes) White House to Push Out Federal Workers Through Buyout Offer (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
Rick rejoins Jason to begin a new year as the two discuss and share their views on the US macroeconomic environment, monetary policy and rates, along with exchange thoughts on allocation preferences across fixed income and equities. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Rick Rieder, Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team at BlackRock. Host: Daniel Cassidy
MRKT Matrix - Tuesday, January 14th Dow rises 100 points as traders await more inflation data (CNBC) Traders Brace for S&P 500's Busiest CPI Day Since March 2023 (Bloomberg) BlackRock's Rick Rieder would ‘100%' buy the Nasdaq dip (CNBC) No One Is Talking About a Recession. 4 Red Flags for Markets to Watch. (Barron's) Meta announces 5% cuts in preparation for ‘intense year' — read the internal memo (CNBC) Microsoft pauses hiring in U.S. consulting unit as part of cost-cutting plan, memo says (CNBC) Oil Prices Are on a Tear. It's a Short-Term Headache for Inflation. (Barron's) China Officials Discuss Option of TikTok Sale to Elon Musk (WSJ) Nvidia CEO Tours China During Beijing Antitrust Probe, AI Curbs (Bloomberg) Trump Team Studies Gradual Tariff Hikes Under Emergency Powers (Bloomberg) --- 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
On episode 169 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Rieder, Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Investment Team at BlackRock. Hear all about how Rick got started in the industry, the future of fixed income, the Fed's successes and failures, private markets, and much more! This episode is sponsored by Public! Lock in a 6% or higher yield with a Bond Account at: https://public.com/compound Take the TCAF audience survey! Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. 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
Scott Wapner and the Investment Committee debate the state of the tech trade as Nvidia crosses back into a 3 trillion dollar market cap while other top tech names get downgrades. Plus, Rick Rieder joins us to share his view of the market. And later, the desk debate the latest Calls of the Day. Investment Committee Disclosures