Podcast appearances and mentions of stephanie link

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Best podcasts about stephanie link

Latest podcast episodes about stephanie link

The Important Part: Investing with Liz Young
How to Research Stocks and Build a Portfolio

The Important Part: Investing with Liz Young

Play Episode Listen Later Jul 29, 2026 43:22


Picking individual stocks has never been easier. Figuring out how to evaluate them is another story. Stephanie Link, Chief Investment Strategist, Head of Investment Solutions, and Equity Portfolio Manager at Hightower Advisors, joins Liz Thomas to explain her approach to researching stocks and constructing a portfolio amid a noisy and sometimes volatile market. Link discusses how investors can begin evaluating opportunities and how dollar-cost averaging may fit into a longer-term strategy. She also explains how she distinguishes long-term potential from short-term momentum, with an emphasis on company quality and understanding the underlying business rather than reacting to headlines. This episode is for informational purposes only and should not be considered investment advice. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Halftime Report
Can the Rally Outrun Semi Weakness? 7/28/26

Halftime Report

Play Episode Listen Later Jul 28, 2026 43:56


Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk Pod
Chamath Palihapitiya Goes All In on AI, SPACs, IBM, & Politics 7/14/26

Squawk Pod

Play Episode Listen Later Jul 14, 2026 58:15


Chamath Palihapitiya, host of the All-In Podcast and CEO of both Social Capital and 8090, sits down with Joe Kernen and Andrew Ross Sorkin for a wide-ranging interview. The founder and investor views AI as a “great leveler,” and he argues that Silicon Valley has an AI marketing problem. A California billionaire himself, Palihapitiya discusses his commitment to the state–and his frustration with the state's politicians. Once a donor to the Democratic Party, he addresses his shift in politics and his current relationship with President Trump. Plus, where he went wrong on SPACs, and unpacking a warning from IBM that sent the stock plummeting 23%.    Stephanie Link - 03:19 Chamath Palihapitiya - 06:32 Robert Frank - 36:06   In this episode: Chamath Palihapitiya, @chamath Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Robert Frank, @robtfrank Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Power Lunch
SK Hynix Pops in Nasdaq Debut, Recapping the Russell Rally, Energy Market on Edge 7/10/26

Power Lunch

Play Episode Listen Later Jul 10, 2026 42:43


The S&P 500 is on track for a weekly gain as mega-cap tech stocks lead the index higher on Friday. Brian Sullivan and Kelly Evans are joined on set by Hightower Advisors' Stephanie Link and Advisors Capital Management's Joanne Feeney to react to SK Hynix's U.S. market debut on the Nasdaq. Dan Veru, Palisade Capital Management CIO, joins the program to break down his small-cap winners from the first half of the year, and the anchors chat with Caryle Group's Jeff Currie on the demand for global energy as the SPR hits its lowest level since 1983. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Rehab with Nicole Lapin
Hightower's Chief Investment Strategist on the Case to Buy SpaceX, the AI "Food Chain," and Whether It's Too Late to Buy NVIDIA

Money Rehab with Nicole Lapin

Play Episode Listen Later Jul 6, 2026 72:04


As Chief Investment Strategist at Hightower Advisors, Stephanie Link spends her days researching the market's winners. Today, she's breaking it all down for us. Stephanie explains why the economy keeps defying the doom-and-gloom headlines, which stocks she thinks will champion the next decade, and why she believes we're only in the third inning of the AI revolution. Nicole and Stephanie get tactical fast: the difference between the Mag 7 and the "S&P 493," which stocks are not worth the hype, and Stephanie's thesis that cybersecurity stocks will end up being bigger than AI. She names her favorite tickers across cybersecurity, data centers, robotics, and quantum computing, and explains whether it's too late to buy NVIDIA. Stephanie also gets real about the so-called "AI bubble," the circular spending debate freaking out investors, and why she bought SpaceX but capped it at just 2% of her portfolio. Plus: what her 19-year-old daughter is investing in, why "FAANG" just got a 2026 update, and the one boring, unsexy ETF Stephanie says every new investor should consider. Check out Nicole's financial literacy course ⁠The Money School⁠ Find a Financial Advisor or Financial Coach from Nicole's company ⁠Private Wealth Collective⁠ Watch video clips from the pod on ⁠Money Rehab's Instagram⁠ and ⁠Nicole Lapin's Instagram⁠  Read more about Stephanie's work Here's what Nicole covers with Stephanie: 00:00 Are You Ready for Some Money Rehab? 01:12 Stephanie Link Joins Money Rehab 01:41 Why the Market Keeps Defying the Doom and Gloom 04:07 CapEx, Decoded 06:58 The K-Shaped Economy: Why the Vibes Don't Match the Numbers 09:49 Inflation, Oil Prices, and the War's Ripple Effect 11:41 Mag 7 vs. the S&P 493: Which ETF Should You Buy? 16:16 Why Stephanie Says No to Leveraged ETFs 17:32 Cybersecurity Will Be Bigger Than AI 20:16 The Best Cybersecurity Stocks on Stephanie's List 23:15 How to Vet a CEO Before You Buy the Stock 25:16 Investing Lessons from Stephanie's 19-Year-Old Daughter 28:23 What Stephanie Won't Buy: Crypto, Staples, and Energy 32:20 Inside the AI "Food Chain": Powering the Data Center Boom 35:43 Robotics and Quantum Computing: The Next Big Themes 41:00 MicroStrategy vs. Palo Alto: What "On Sale" Really Means 43:07 FAANG Is Dead, Long Live MANGOES 43:47 Why Stephanie Bought SpaceX (and Kept It to 2%) 55:40 Is It Too Late to Buy NVIDIA? 59:06 Grading the Innings: AI, Cybersecurity, and Robotics 59:50 Hot Stocks: Micron, SanDisk, and the Chips Everyone's Chasing 1:02:27 Is There an AI Bubble? 1:03:16 The Circular Spending Debate 1:08:08 Stephanie Link's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. Disclosures: Hightower invests in companies including Boeing Company, Dover Corp, General Electric, Quanta Services, Rockwell Automation, Union Pacific Corporation, Broadcom, International Business Machines Corporation, Marvell Technology Inc, ServiceNow Inc, Palo Alto Networks Inc, Snowflake Inc, Synopsys Inc, Bank of America, Capital One, Coinbase, Morgan Stanley, Truist Financial Corp, Amazon.com Inc, Meta, SpaceX, Alcoa Corp, Antofagasta PLC, Natera Inc, UnitedHealth Group Inc, iShares MSCI Brazil ETF, SLB Limited

The Larry Kudlow Show
Stephanie Link and Ken Polcari | 06-27-26

The Larry Kudlow Show

Play Episode Listen Later Jun 27, 2026 12:37 Transcription Available


Join Larry Kudlow, Stephanie Link, and Ken Polcari as they discuss the economy, the impacts of inflation, and more on WABC. Learn more about your ad choices. Visit megaphone.fm/adchoices

wabc stephanie link
Closing Bell
Closing Bell: Navigating the Tech Sell-Off 6/5/26

Closing Bell

Play Episode Listen Later Jun 5, 2026 46:10


What does today's weakness in tech say about the market's potential next move? We discuss with Hightower's Stephanie Link, Fundstrat's Tom Lee and Wharton School Professor Jeremy Siegel. Plus, we break down what to watch from Apple's upcoming Worldwide Developers Conference with Alex Kantrowitz from Big Technology and Wedbush's Dan Ives. And, we tell you what's behind crypto's ugly week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Larry Kudlow Show
The Larry Kudlow Show | 05-23-26

The Larry Kudlow Show

Play Episode Listen Later May 23, 2026 123:43


Memorial Day Edition. Guests include: WABC Radio Host Joe Concha, Alex Marlow, Jack Keane, John Carney, Michael Faulkender, Alex Gray, Stephanie Link, Jim Lacamp, Steve Forbes, John McLaughlin, and WABC Radio Host Steve Moore Learn more about your ad choices. Visit megaphone.fm/adchoices

The Larry Kudlow Show
Stephanie Link & Jim Lacamp | 05-23-26

The Larry Kudlow Show

Play Episode Listen Later May 23, 2026 20:20


Chief Investment Strategist Stephanie Link and Morgan Stanley Executive Director Jim Lacamp joins the show to discuss Investment Strategies with Larry Kudlow Learn more about your ad choices. Visit megaphone.fm/adchoices

investment strategies stephanie link
Closing Bell
Closing Bell: What's Next for Stocks? 5/18/26

Closing Bell

Play Episode Listen Later May 18, 2026 45:46


Ed Yardeni made a big call for a rate hike in July. He joins us to explain his case. Plus – President Trump says he's postponing a “scheduled attack of Iran tomorrow.” We get instant reaction to that news from Hightower's Stephanie Link and JP Morgan's Meera Pandit. And, star venture capitalist Rashaun Williams from Value Investment Group tells us which company will be the clear winner in the AI race to go public. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: Navigating Geopolitical Concerns 4/21/26

Closing Bell

Play Episode Listen Later Apr 21, 2026 46:17


What does the looming ceasefire deadline mean for the market? We discuss with Sofi's Liz Thomas, Citi's Kate Moore and Hightower's Stephanie Link. Plus, Apple named a new CEO. We break down all the details and what it could mean for the stock with shareholder Bryn Talkington and best-selling author Leander Kahney. The IGV software ETF is on its 7th day of straight gains. Vista Equity Partners' Ashley MacNeill tells us what her forecast for the space looks like. And, Former Dallas Fed President Richard Fisher weighs in on the confirmation hearing for Fed Chair Nominee Kevin Warsh. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: What to Do at Record Highs 4/16/26

Closing Bell

Play Episode Listen Later Apr 16, 2026 42:40


Our all-star panel of Hightower's Stephanie Link, Sofi's Liz Young and Trivariate's Adam Parker tell us how they're positioning with stocks at highs. Plus, former Treasury Secretary Hank Paulson said US officials should prepare for a “vicious” crash in treasuries. Allianz's Mohamed El-Erian weighs in. And we run through what to watch from Netflix's numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell Overtime: Investors Weigh Weekend Geopolitical Headlines; More Tech Weakness 3/30/26

Closing Bell

Play Episode Listen Later Mar 30, 2026 42:50


Charles Kantor of Neuberger Berman asses the market backdrop and where investors should focus next. Former Defense Secretary Mark Esper discusses implications from the turmoil Middle East as the conflict stretches into another week. Global consumers also come into focus as our Eunice Yoon reports on rising prices facing Chinese shoppers due to elevated energy costs. Stephanie Link of Hightower weighs in on three stocks that are oversold in the last month.  Nike takes center stage ahead of earnings: Barclays' Adrienne Yih explains her recent upgrade and what she expects from the report Tuesday after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Larry Kudlow Show
The Larry Kudlow Show | 03-28-26

The Larry Kudlow Show

Play Episode Listen Later Mar 28, 2026 122:43


Talking Economics, Politics, & Investments with Larry Kudlow. Guests include: Jack Keane, Ron Johnson, Brett Velicovich, John Carney, Michael Faulkender, Stephanie Link, Ken Polcari, Steve Forbes, & WABC Radio Host Joe Concha Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Larry Kudlow Show
Stephanie Link & Ken Polcari | 03-28-26

The Larry Kudlow Show

Play Episode Listen Later Mar 28, 2026 19:45


Stephanie Link & Ken Polcari joins the show to talk Politics & Investments with Larry Kudlow Learn more about your ad choices. Visit megaphone.fm/adchoices

politics investments stephanie link
The 11th Hour with Brian Williams
Conflicting Signals on the "peace process" between the U.S. and Iran

The 11th Hour with Brian Williams

Play Episode Listen Later Mar 24, 2026 43:20


The President says there are peace talks going on with Iran about how to end the war, but Tehran says no such talks are happening. Meanwhile Markwayne Mullin is confirmed as the new DHS secretary as ICE agents are dispatched to airports around the country and negotiations to end the partial government shutdown drag on. Plus, the Supreme Court hears arguments in a case that could upend mail-in balloting just months before the midterm elections. Luke Broadwater, Lt. Gen. Mark Hertling, David Drucker, Justin Wolfers, Stephanie Link, Mark Joseph Stern and Jake Ward join The 11th Hour. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

HerMoney with Jean Chatzky
Stephanie Link Sees Opportunity in the Chaos: Her 2026 Market Outlook on International Stocks, Crypto, and the AI Power Boom

HerMoney with Jean Chatzky

Play Episode Listen Later Mar 20, 2026 32:04


Markets are swinging. There's a war with Iran. Oil is spiking. And if your stomach has been dropping every time you look at your portfolio, Stephanie Link has something to say about that. Stephanie is Chief Investment Strategist and Portfolio Manager at Hightower Advisors, and a longtime CNBC contributor with more than 30 years of experience managing money through every kind of market cycle. She joined Jean Chatzky this week to cut through the noise and tell us exactly what she's doing with money right now. Stephanie shares her boldest market calls for the rest of 2026, including why she's bullish on Brazil and why its role in the AI power story is completely underappreciated, which sectors she's watching closely, and why the fear that AI is going to kill software companies is, in her words, overdone. In this episode, you'll learn: Why Stephanie says it's impossible to time the market, and what to do instead Her top three international markets right now The AI infrastructure food chain, and which industries stand to benefit most How much crypto she actually holds in her own portfolio The one book every new investor should read  Connect with Stephanie Link: LinkedIn: Stephanie Link X: @Stephanie_Link Hightower Advisors: hightoweradvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Larry Kudlow Show
The Larry Kudlow Show | 03-07-26

The Larry Kudlow Show

Play Episode Listen Later Mar 7, 2026 127:18


Larry gives his take on the War in Iran. Guests include: Brett Velicovich, John Carney, General Jack Keane, Ambassador Robert O'Brien, Aaron Cohen, Stephanie Link, Nancy Tengler, Steve Forbes, Liz Peek, and WABC Radio Host Steve Moore. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Larry Kudlow Show
Stephanie Link & Nancy Tengler | 03-07-26

The Larry Kudlow Show

Play Episode Listen Later Mar 7, 2026 18:08


Chief Investment Strategist Stephanie Link and Chief Investment Officer Nancy Tengler joins the show to discuss Econonmic Investments moving forward Learn more about your ad choices. Visit megaphone.fm/adchoices

stephanie link nancy tengler
Closing Bell
Closing Bell: The Resumption of Risk-On 2/18/26

Closing Bell

Play Episode Listen Later Feb 18, 2026 42:41


Can the resumption of risk-on actually last? Fundstrat's Tom Lee, Hightower's Stephanie Link and NewEdge Wealth's Cameron Dawson tell us what they think. Plus – we talk to the team behind a smart basketball system that's looking to shake up the at-home gaming landscape. And, JP Morgan Private Bank's Abby Yoder tells us if she is changing her forecast for stocks given the recent volatility. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Larry Kudlow Show
Stephanie Link & Ken Polcari | 1-31-26

The Larry Kudlow Show

Play Episode Listen Later Jan 31, 2026 20:26


Chief Investment Strategist Stephanie Link & Chief Market Strategist Ken Polcari joins the show to share investment advice with Larry Learn more about your ad choices. Visit megaphone.fm/adchoices

stephanie link
The Larry Kudlow Show
The Larry Kudlow Show | 01-31-26

The Larry Kudlow Show

Play Episode Listen Later Jan 31, 2026 122:33


Larry's guests include: Dr. Arthur Laffer, John Carney, Steve Forbes, Michael Faulkender, WABC Radio Host Joe Concha, Ambassador Robert O'Brien, Stephanie Link, Ken Polcari, Liz Peek and WABC Radio Host Steve Moore. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Larry Kudlow Show
Steve Forbes, Jim Lacamp and Stephanie Link | 01-03-26

The Larry Kudlow Show

Play Episode Listen Later Jan 3, 2026 20:35


Larry Kudlow and a panel of experts analyze a military operation by President Trump to remove the Maduro regime in Venezuela. Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing Bell
Closing Bell: What 2026 Will Hold for Your Money 12/22/25

Closing Bell

Play Episode Listen Later Dec 22, 2025 42:53


What could be in store for your money in the new year? We discuss with Fundstrat's Tom Lee, Hightower's Stephanie Link and CIBC Capital Markets' Chris Harvey. Plus, Jeff DeGraaf from Renaissance Macro tells us which three sectors he is avoiding right now. And, Former Dallas Fed President Richard Fisher tells us what he thinks is next for rates.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
The Post-Fed Market 12/11/25

Halftime Report

Play Episode Listen Later Dec 11, 2025 42:59


Scott Wapner and the Investment Committee debate the state of the market after Fed Chair Powell announced another rate cut yesterday. Plus, the desk shares their latest portfolio moves. And later, a street fight on Uber.  Stephanie Link sells out of the name but Josh Brown disagress, they both make their case.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Larry Kudlow Show
Stephanie Link and Jim Lacamp | 12-6-25

The Larry Kudlow Show

Play Episode Listen Later Dec 6, 2025 18:39


Stephanie Link and Jim Lacamp | 12-6-25 Learn more about your ad choices. Visit megaphone.fm/adchoices

stephanie link
The Larry Kudlow Show
The Larry Kudlow Show | 12-6-25

The Larry Kudlow Show

Play Episode Listen Later Dec 6, 2025 122:57


Guests includes Rich Lowry, David Webb, EJ Antoni, Joe LaVorgna, Tom Emmer, Alex Gray, Stephanie Link, Jim Lacamp, Liz Peek, and Steve Moore. Learn more about your ad choices. Visit megaphone.fm/adchoices

Halftime Report
The Final Stretch Setup 11/11/25

Halftime Report

Play Episode Listen Later Nov 11, 2025 44:27


Scott Wapner and the Investment Committee debate how to trade the final stretch of the year as the market opens mixed today. Plus, Stephanie Link shares her latest portfolio moves in the consumer space. And later, Josh Brown spotlights Aerospace & Defense in his "Best Stocks in the Market." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Larry Kudlow Show
Stephanie Link and Jon Najarian | 11-08-25

The Larry Kudlow Show

Play Episode Listen Later Nov 8, 2025 20:53


Learn more about your ad choices. Visit megaphone.fm/adchoices

jon najarian stephanie link
77 WABC MiniCasts
Stephanie Link and Jon Najarian on the Stock Market (18 min) | 11-08-25

77 WABC MiniCasts

Play Episode Listen Later Nov 8, 2025 18:37


Learn more about your ad choices. Visit megaphone.fm/adchoices

stock market jon najarian stephanie link
Empower Women Pod - The Encore
EWS- The Year in Review & What to Expect for 2026

Empower Women Pod - The Encore

Play Episode Listen Later Oct 24, 2025 38:09


On October 14th  we were joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, for an insightful and timely session on the markets. With over 30 years of experience and $6.6B in assets under management as of June 30, 2025, Stephanie is a trusted voice in the investment world and a frequent CNBC contributor. During this webinar, Stephanie discussed: TGIF: Tariffs, Geopolitical Issues, Inflation, and the Fed Market Outlook: Key takeaways from 2025 and what's ahead in 2026 Long-Term Investment Themes: Strategies that endure across market cycles This session offered a valuable opportunity to gain insights into the current and future market landscape. The conversation offered perspectives on current macroeconomic trends and their potential impact, along with ideas to consider when thinking about long-term financial planning in a changing market environment. Please enjoy this podcast replay.       Lexington Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors. All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Lexington Wealth Management and Hightower Advisors, LLC or any of its affiliates make no representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Lexington Wealth Management and Hightower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of Hightower Advisors, LLC, or any of its affiliates. Lexington Wealth Management and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

The Larry Kudlow Show
Stephanie Link and Nancy Tengler | 10-11-25

The Larry Kudlow Show

Play Episode Listen Later Oct 11, 2025 20:56


Learn more about your ad choices. Visit megaphone.fm/adchoices

stephanie link nancy tengler
Trends with Benefits
Future-Proof Investing: Stephanie Link on the Biggest Growth Trends

Trends with Benefits

Play Episode Listen Later Sep 30, 2025 48:04


Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, unpacks investor sentiment, tech innovation, and demographic shifts, and what's next for Q4 and beyond.

Halftime Report
The Road Ahead for the Record Rally 9/16/25

Halftime Report

Play Episode Listen Later Sep 16, 2025 44:14


Courtney Reagan and the Investment Committee discuss the state of the record rally as we head into a critical fed meeting. Plus, Stephanie Link shares her latest portfolio moves. And later, Josh Browm spotlights another stock for his “Best Stocks in the Market”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Larry Kudlow Show
Stephanie Link and Ken Polcari | 09-06-25

The Larry Kudlow Show

Play Episode Listen Later Sep 6, 2025 19:32


Stephanie Link and Ken Polcari discuss money and politics and what the new job numbers mean for the economy Learn more about your ad choices. Visit megaphone.fm/adchoices

stephanie link
Closing Bell
Closing Bell: The Countdown to Nvidia 8/27/25

Closing Bell

Play Episode Listen Later Aug 27, 2025 41:47


The biggest stock in the market gearing up to deliver the most important earnings report – arguably of the entire season. We break it all down with CNBC contributors Josh Brown, Bryn Talkington and Stephanie Link along with our Kristina Partsinevelos. Plus, former Fed Vice Chair Roger Ferguson weighs in on the fight for Fed independence. And, we track some massive moves in the retail space ahead of some more high-interest reports in that sector. 

The Larry Kudlow Show
Stephanie Link | 08-09-25

The Larry Kudlow Show

Play Episode Listen Later Aug 9, 2025 19:23


Stephanie Link discusses money and investing and what happened this week on Wall Street Learn more about your ad choices. Visit megaphone.fm/adchoices

stephanie link
Halftime Report
Gearing up for Tech Earnings 7/22/25

Halftime Report

Play Episode Listen Later Jul 22, 2025 43:12


Frank Holland and the Investment Committee debate whether the rally is running on fumes as the market gears up for tech earnings. Plus, Stephanie Link details her latest portfolio move in the banking sector. And later, Josh Brown gives an update on his “Best Stocks in the Market.” 

The Larry Kudlow Show
Stephanie Link and Jon Najarian | 07-12-25

The Larry Kudlow Show

Play Episode Listen Later Jul 12, 2025 22:58


Stephanie Link, Chief Investment Strategist  Hightower Advisors; Head of Investment Solutions   Jon Najarian, Co-Founder Market Rebellion Learn more about your ad choices. Visit megaphone.fm/adchoices

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On The Tape
No White Flags with Stephanie Link

On The Tape

Play Episode Listen Later Jul 11, 2025 43:09


Dan and Guy are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors. They explore topics like consumer spending, delinquency rates, job market stability, and the impact of tariffs on the economy. Stephanie shares her optimistic view on U.S. GDP growth, earnings expectations, and the performance of various sectors including financials, industrials, and consumer discretionary. The conversation also touches upon the implications of deregulation, the role of AI in corporate profitability, and specific stock picks like Boeing, Walmart, and Target. They debate the effects of the weak U.S. dollar and the regulatory environment on big tech companies such as Google and Apple. Throughout the discussion, Stephanie underscores her belief in the resilience of U.S. companies and the importance of focusing on best-in-class stocks. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Closing Bell
Closing Bell Overtime: Microsoft President on How AI is Changing Our Workforce; AI Drives Citi's Higher S&P Target 7/10/25

Closing Bell

Play Episode Listen Later Jul 10, 2025 43:44


Citi's Drew Pettit defends his new 6300 year-end S&P target, arguing AI justifies premium valuations. Stephanie Link scans for strength Microsoft President Brad Smith on his company's $4B AI workforce plan and how AI is already changing the labor market. Plus, a leadership check on Apple, and our Kate Rogers with the latest on tariffs — and your coffee.

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Closing Bell
Closing Bell: The Road Ahead for the Rally 7/2/25

Closing Bell

Play Episode Listen Later Jul 2, 2025 43:10


What's next for stocks? Solus' Dan Greenhaus, Hightower's Stephanie Link and Invesco's Brian Levitt. Plus, Plexo Capital's Lo Toney tells us how he is playing the tech space right now. And, we get some top plays for your portfolio as we kick off the second half with Michael Bapis from Vios Advisors at Rockefeller Global. 

Closing Bell
Closing Bell Overtime: Dollar's Big Drop; Nike Earnings & A New NYC Wind Farm Project 6/26/25

Closing Bell

Play Episode Listen Later Jun 26, 2025 51:05


Our Rick Santelli breaks down the latest on the Fed speculation and its impact. Stephanie Link of Hightower and Keith Lerner of Truist weigh in on the market outlook. Nike earnings hit after the bell, and Oppenheimer's Brian Nagel offers instant analysis on the Dow component. Our Diana Olick breaks down the state of the U.S. housing market, while our Pippa Stevens reports from Brooklyn on a new NYC wind farm project. Defense stocks also in focus, with top picks from Stifel's Jonathan Siegmann. 

The Larry Kudlow Show
Stephanie Link & Nancy Tengler | 06-14-25

The Larry Kudlow Show

Play Episode Listen Later Jun 14, 2025 24:16


Listen in to Larry's informative conversation with Stephanie and Nancy about the current state of the U.S. economy and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

stephanie link nancy tengler
Closing Bell
Closing Bell: The Risk-Reward Setup for Stocks 6/11/25

Closing Bell

Play Episode Listen Later Jun 11, 2025 43:11


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

Halftime Report
Live from Apple Park at WWDC 6/9/25

Halftime Report

Play Episode Listen Later Jun 9, 2025 47:26


Scott Wapner and the Investment Committee are live in Cupertino, California at Apple's Worldwide Developer's Conference to debate what to expect from the company.  Plus, Stephanie Link details her latest portfolio moves. And later, we discuss the latest Calls of the Day.  Investment Committee Disclosures

Halftime Report
Will Rising Rates Wreck Stocks? 5/22/25

Halftime Report

Play Episode Listen Later May 22, 2025 43:39


Scott Wapner and the Investment committee debate whether rising rates pose a threat to the record rally.  Plus, Stephanie Link shares her latest portfolio move. And later, Josh Brown highlights another stock on his “best stocks in the market” list. Investment Committee Disclosures

The Larry Kudlow Show
Stephanie Link & Ken Polcari | 05-03-25

The Larry Kudlow Show

Play Episode Listen Later May 3, 2025 17:34


Stephanie Link, Chief Investment Strategist  Hightower Advisors; Head of Investment Solutions Ken Polcari, Managing Partner at Kace Capital Advisors;                 Chief Market Strategist at SlateStone Wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

The Larry Kudlow Show
Stephanie Link and Ken Polcari | 03-22-25

The Larry Kudlow Show

Play Episode Listen Later Mar 23, 2025 17:37


Stephanie Link and Ken Polcari | 03-22-25 Learn more about your ad choices. Visit megaphone.fm/adchoices

stephanie link
On The Tape
Stephanie Link: 2025 Market Outlook & Sectors To Watch

On The Tape

Play Episode Listen Later Feb 14, 2025 38:48


Guy Adami and Dan Nathan are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower. They delve into Stephanie's insights on the economy, market outlook, and sector-specific predictions for the coming year. Stephanie also shares her experiences working with Jim Cramer and offers a detailed analysis of the current state of various sectors, including financials, industrials, and technology. They discuss the potential impacts of fiscal policies, deregulation, and interest rates on the market, as well as significant market trends such as cybersecurity and AI. The conversation highlights specific stocks like Boeing, Broadcom, and Amazon, underscoring the importance of market structure and individual stock volatility. The episode provides listeners with a comprehensive understanding of the market's potential movements and where to look for investment opportunities. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media