Podcast appearances and mentions of stephanie link

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.

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

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

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.

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.

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.

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.

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

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

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.

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

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

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

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.

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

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

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

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.

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.

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

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

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.

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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.

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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.

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.

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

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. 

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

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.” 

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

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

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.

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. 

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. 

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

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. 

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

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

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

Earnings pour in from Amazon, Apple, Roku, Airbnb, Reddit, Block, and more. The market panel features Adam Crisafulli and Stephanie Link breaking down the numbers as they come in.Maxim's Tom Forte on Amazon's results, and our Steve Kovach walks through Apple numbers. The panel—Crisafulli, Link, and Patrick Moorhead—reacts live to the headline print and exec commentary. Khozema Shipchandler, Twilio CEO, joins Jon to discuss their quarter.Angelo Zino looks ahead to what's next for Apple.

Stephanie Link of Hightower and Paul Hickey of Bespoke Investment Group kicked off the show with a look at where things stand and what to watch ahead. Jason Furman, former Chair of the Council of Economic Advisers, discussed the economic impact of new tariffs, Fed policy, and recession risks. Craig Moffett of MoffettNathanson weighed in on Apple's outlook given its major exposure to new tariffs. Janus Henderson CEO Ali Dibadj shared his playbook for navigating rising volatility, and Eunice Yoon reported from Beijing on what's next from China. 

Scott Wapner and the Investment Committee debate the President's so-called “Liberation Day” as it looms large over the market. Plus, Stephanie Link shares some of her latest portfolio moves. And Josh Brown discusses some of his quarterly winners and losers. Investment Committee Disclosures

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

Scott Wapner and the Investment Committee debate the ‘detox' trade as stocks resume their selloff. Plus, Stephanie Link buying multiple stocks, she reveals her trading strategy. And later, the desk give you their Earnings Setup on Oracle and Adobe, both reporting this week.  Investment Committee Disclosures

Stephanie Link, Chief Investment Strategist  Hightower Advisors; Head of Investment Solutions   Nancy Tengler, CEO & Chief Investment Officer Laffer Tengler Investments (5 Star Morningstar Rating); Author and Columnist BEST-SELLER: “The Women's Guide to Successful Investing” Learn more about your ad choices. Visit megaphone.fm/adchoices

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

In this episode of Market Mondays, we explore the power of a self-directed IRA and how it can be used to invest in real estate. Understanding how to leverage this tool for real estate investments is a key topic for savvy investors looking to diversify their portfolios and plan for long-term wealth.We also dive deep into major developments in the tech and energy sectors, including Microsoft's 20-year deal to revive the Three Mile Island nuclear plant to fuel AI data centers. What are the implications of tech giants investing in nuclear energy for AI, and how might this shape the future of sustainable energy partnerships? Additionally, we analyze Microsoft's AI leadership and the potential challenges it faces as recent reports suggest a decline in its competitive edge.Palantir Technologies' inclusion in the S&P 500 has caused a significant surge in its stock price. What does Palantir bring to the index, and what are the risks and rewards for investors? Meanwhile, we discuss leadership turmoil at 23andMe after all independent directors resigned due to disagreements with CEO Anne Wojcicki. What does this mean for investor confidence?We also tackle the resignation of Nike's CEO amid internal controversies. How will this leadership change affect Nike's strategic direction and stock performance? Intel has also been in the spotlight, with board meetings and potential acquisition talks with Qualcomm. Should investors adjust their positions based on this news?In the energy sector, investor Stephanie Link mentions that ExxonMobil is trading at extremely cheap levels. Do we agree with this assessment, and what should investors consider before buying Exxon stock? Additionally, a new ETF uses AI to emulate Warren Buffett's investment style—an interesting innovation, but are there risks involved in relying on AI for such strategies?We also revisit stocks like e.l.f. Beauty and Celsius Holdings, which have seen recent declines. Are these good buying opportunities, or should investors be cautious? We dive deeper into Palantir Technologies' business model and future growth projections, considering its potential to become a significant holding in tech portfolios.Lastly, we examine whether Apple, despite perceptions of lackluster innovation, remains an underestimated investment. Plus, we explore how high-profile artists and influencers promote brands like Tesla without formal endorsement deals, and why black-owned companies don't receive the same level of public endorsements. What does this reveal about cultural influences on brand promotion, and how does it affect investment and growth opportunities?#MarketMondays #SelfDirectedIRA #RealEstateInvesting #MicrosoftAI #NuclearEnergy #Palantir #Nike #23andMe #ExxonMobil #AIinInvesting #AppleStock #InvestorStrategies #TechInvesting #Tesla #WarrenBuffett #FinancialEducation #StockMarketAnalysisSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy