Podcast appearances and mentions of stephanie link

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. 

What will Trump's Tariffs and now escalated trade war mean for stocks in the months ahead? Tech is at the forefront of that question as names like Nvidia get smashed today. And it's not often you see a decline like this for Apple shares. We discuss with Erik Woodring from Morgan Stanley. Plus, our all-star panel of iCapital's Anastasia Amoroso, Hightower's Stephanie Link and Requisite Capital weigh in on some massive sector moves. And, Trivariate's Adam Parker tells us how he is navigating today's big drop. 

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

Should investors trust the bounce and how long can it last? We discuss with Hightower's Stephanie Link, Trivariate's Adam Parker and Shannon Saccocia from Neuberger Berman. Plus, star analyst Stacy Rasgon of Bernstein Research tells us what he will be watching from Nvidia's AI developer conference next week. And, we drill down on some big moves in the software space today. 

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

A packed market panel as Bespoke's Paul Hickey, Hightower's Stephanie Link, and Moor Insights' Patrick Moorhead join to break down earnings from Salesforce, eBay, Paramount, Snowflake, Synopsys, and AI player C3.ai. The panel sticks around for the big one: Nvidia. We have you covered from every angle. We also hear from Jefferies' Brent Thill on Salesforce & Snowflake, CFRA's Angelo Zino on Nvidia, and Bessemer's Byron Deeter on AI's broader impact.

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

Stephanie Link, Chief Investment Strategist Hightower Advisors; Head of Investment Solutions   Jeff Kilburg, CEO KKM Financial Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Why are stocks still likely to rise in December? Cheryl Young of Rockefeller Global Family Office, Hightower's Stephanie Link and Invesco's Kristina Hooper debate where they think stocks could be headed into the new year. Plus, top technician Jason Hunter is raising the red flag on one key part of the market. And Citi's Kristen Bitterly tells us where she thinks investors should be positioned in these final few weeks of 2024. 

Scott Wapner and the Investment Committee are joined by Altimeter Capital Founder and CEO Brad Gerstner to talk about his latest portfolio moves, Nvidia earnings, the markets and more. Plus, Snowflake surging today, it's our Chart of the Day. Brad Gerstner and Stephanie Link both own the stock and discuss what's next for the name. Investment Committee Disclosures

Scott Wapner and the Investment Committee are live from the Schwab Impact Conference in San Francisco discussing the current market set-up and gearing up for Nvidia earnings tomorrow. Plus, Target plunging today to a 52-week low after earnings, it's our Chart of the Day, shareholder Stephanie Link calls in to detail her strategy on the name. And later, Jeffrey Kleintop, Schwab Chief Global Investment Strategist join's CNBC's "Halftime Report" to discuss global strategies and his 2025 outlook for stocks.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

Where might the run for stocks and rates go from here? The Wharton School's Jeremy Siegel, Hightower's Stephanie Link and Ali Flynn Phillips of Obermeyer Wood break down their forecasts. Plus, star technician Jeff DeGraaf tells us how he is navigating the semi space ahead of Nvidia's report next week. And, we tell you what to watch from all of the retail earnings coming up.

The FarrCast is back and Michael Farr talks to insiders from Wall Street, Washington, and the World to bring you insight into these tumultuous times. Kenny Polcari makes a case for interest rates rising; Dan Mahaffee gives some clarity into the opening gambit of the Trump transition; and Stephanie Link gives her thoughts on investing today -- and for the coming years.

The S&P 500 and Nasdaq closed at record levels after the Fed cut by 25 basis points. Hightower's Stephanie Link and Jefferies' David Zervos break down what it means for investors. Earnings from Airbnb, Expedia, Block, Pinterest, Rivian, DraftKings, Affirm and Cloudflare. Affirm CEO Max Levchin talks about the latest results, latest trends on consumer growing and its growing number of merchant partners. Rivian CEO RJ Scaringe on why the company is seeing larger losses per car in than a year ago and what's ahead.

Dan Ives is the managing director, equity research at Wedbush Securities. Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. The two all-star stock watchers join Big Technology Podcast to discuss the fascinating state of big tech stocks, particularly Apple's surprising resilience. Tune in to hear why Apple's stock is up 42% since April despite mixed headlines about Vision Pro and AI, and whether its $3.5 trillion valuation is justified. We also cover Nvidia's dominance in AI chips, how a potential Trump presidency could impact tech stocks, and Amazon's cultural challenges. Hit play for an insightful discussion about where the biggest names in tech are headed and how to think about investing in them. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

New jobs in retail and dining show Americans haven't wrapped up their post-pandemic spending sprees. Michelle Meyer explains. Plus, our week-long look at the best investing ideas for Q4, with Blue Line Futures' President, Bill Baruch. He will tell us more about it. And the markets are coming off a winning session with tech stocks—Stephanie Link discusses.

Today Bo Snerdley aka James Golden and Steve Moore, filled in for Larry Kudlow. The topics of discussion were the Vice Presidential Debate that took place last Tuesday, the state of the economy, the war between Iran and Israel, the job market and the most recent union strike of the dock workers, Hurricane Helene and the most recent presidential polls. Caroline Downey, Kevin Hassett, John Carney, Kash Patel, John McLaughlin, Stephanie Link, Ken Polcari, Liz Peek and Peter Roff joined James and Steve during the show to discuss the topics above. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

Does the market have it right that the Fed can go big with its first easing move… without sounding an alarm about the economy? Professor Jeremy Siegel, Hightower's Stephanie Link and Ned Davis Research's Ed Clissold give their predictions. Plus, top Apple analyst Erik Woodring from Morgan Stanley tells us how he is navigating the stock as pre-orders kick off. And, Alger's Ankur Crawford reveals how she is trading tech's big week.

What's at stake when Nvidia reports in Overtime? Our all-star panel of Stacy Rasgon, Stephanie Link and Josh Brown reveal what they're watching from that report. Plus, star analyst Dan Ives says this is the most important earnings report this year. He explains why. And, top technician Jeff deGraaf is flagging some trouble in the charts. He explains what headwinds he thinks the market could be facing. 

Is there enough good news to keep stocks climbing toward new record highs? Hightower's Stephanie Link, BMO's Brian Belski and Thornburg's Emily Leveille break down their forecasts. Plus, EMJ's Eric Jackson tells us which tech name he recently sold out of… but is considering getting back into. And, we run you through what's at stake from Zoom's earnings report after the bell. 

Join Michael Farr this week as he reviews the markets with Jim Lebenthal and looks forward with Stephanie Link. Plus, an update on the changing election landscape with Dan Mahaffee. The FarrCast -- Wall Street, Washington, and The World!

1) Build a portfolio using this idea 2) My mistake of selling $ULTA, $TGT, $UBER $XLY recently - I've got the cash, but I need to trust my algorithm in Trendspider 3) $WMT earnings were AMAZING! The consumer is strong 4) Last weeks crash was dumb and was a perfect storm 5) $CMG buy from Stephanie Link - great story 6) Why I have Fidelity as my broker! GREAT BOND STORY 7) I've been buying $NVDA 8) 13F filings of all the big hedge funds 9) Equal weight $RSP - $CRWD upgrade 10) Earnings 11) $MSFT or $META buy now? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PREMIUM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  - save up to 20% plus a FREE 7 day trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for ALPHA PICKS here - SAVE $50. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SIGN UP FOR TRENDSPIDER AND GET ALL OF THESE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 1) My 4 hour algorithm 2) 65 Min algorithm to day trade with 3) Custom watch lists  4) Custom Scanners to find entries  TRENDSPIDER SALE - best offer available (limited time)  Sign up at the top link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (use code DSP25 if prompted) Email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick3@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.  Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick.substack.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SPONSORED BY VISIBLE - Check out this page - $20 off your first month - only $5 for the first month ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Webull and get free stocks like I did ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get AT&T Fiber at your home - I have 1GB service ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.att.com/referral/code/?ref=TVY-3964⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Stocks cautiously creeping higher with easing inflation back on the table. Goldman Sachs' Jan Hatzius and Wharton Professor Jeremy Siegel break down their expectations for the Fed's upcoming meetings. Plus, Solus' Dan Greenhaus and Hightower's Stephanie Link share their strategies as the rally gains ground. And, a difficult day for shares of Alphabet. Deirdre Bosa digs into the move.

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Charles Schwab's Liz Ann Sonders, Hightower's Stephanie Link and New York Life Investments' Lauren Goodwin reveal how they view today's big market move … and what they're forecasting for the months ahead. Plus Yung-Yu Ma from BMO Wealth Management breaks down how he is viewing the tech trade amid today's big slide in the mega caps. And, AT&T was a bright spot in a down tape today. Julia Boorstin explains what sent that name higher. 

What should investors be watching ahead of tomorrow's data and start of earnings season? Dan Greenhaus from Solus, Stephanie Link of Hightower and Jason Snipe from Odyssey Capital give their takes. Plus, Goldman Sachs Asset Management's Sung Cho reveals the under-the-radar tech plays he is betting on right now. And, Max Kettner from HSBC tells us how he is navigating stocks in the second half. 

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

Amazon hit a major milestone today. So, how did that happen and where could the stock go from here? Kate Rooney and Amazon shareholder Hightower's Stephanie Link break down all the details. Plus, Deepwater Asset Management's Doug Clinton tells us how he is navigating the tech trade – as the Nasdaq is on pace for its best month of the year. And, Seema Mody breaks down all the highlights from Nvidia's shareholder meeting and what to expect from Micron's report in Overtime. 

What could fuel the next leg of this record setting run for stocks? Greg Branch from Branch Global Capital Advisors, Rich Weiss from American Century and Stephanie Link of Hightower debate where they stand. Plus, Dean of Valuation Aswath Damodaran tells us how he sees the AI trade shifting and what it might mean for your portfolio. And, Nvidia hit $3 trillion – briefly surpassing Apple's market cap. We break down that move and what it means for the rest of the chips. 

On episode 144 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Link, CIO and Head of Investment Solutions at Hightower Advisors, to discuss: what it's like to work with Jim Cramer, signs of a top in Nvidia, other ways to invest in AI, the Fed, the housing market, and much more! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more! Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com 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/ A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

There was no sell in May and go away as the major averages pace for their sixth positive month in seven. But what's next? NewEdge's Cameron Dawson, Hightower's Stephanie Link and Odyssey's Jason Snipe tell us if they think stocks can climb in June. Plus, Dell tanked after last night's earnings. But EMJ's Eric Jackson has been saying he sees the stock as a “stealth play in AI.” He explains where he stands now. And, clean energy had a huge month. Pippa Stevens tells us what names drove that space higher… and if the rally can continue. 

Salesforce reports earnings after the close today, with profit expected to grow more than 40%. Powers Advisory Group's Matt Powers tees up the results. Plus, among the factors fortifying Nvidia's impenetrable moat will likely be the auto sector. Former Ford CEO Mark Fields explains. And, the Nasdaq is coming off a fresh record close as the tech trade continues to dominate. Bleakley Financial Group's Peter Boockvar and Hightower Advisors' Stephanie Link discuss.

Stephanie Link is an investment professional with 31 years of experience managing money, Ms. Link's insights are frequently sought after for industry events and by the media. Ken Polcari is a Founder/CEO of Kace Capital Advisors, Senior Market Strategist of Slatestone Wealth, a Fox Business, CNBC & CNN financial commentator. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does the road ahead for this rally look like? Wharton Professor Jeremy Siegel tells us what he is expecting. Plus, Hightower's Stephanie Link breaks down the latest moves she is making in her portfolio. And, venture capitalist Rashaun Williams tells us how he is putting his money to work in the tech sector and reveals his new sports investment. 

Brian Sullivan and the Investment Committee discus the road ahead for your money with the S&P 500 on track to close out its worst week of the year. Plus, we've got a Trade Alert, Stephanie Link is buying more SLB, she explains why. And later, some major deal talks surrounding Paramount, shareholder Jim Lebenthal calls in with his strategy.  Investment Committee Disclosures  

Scott Wapner and the Investment Committee debate the state of the tech trade with the Nasdaq tracking for its sixth down week in the past seven. Plus, Powers Advisory Group President, Founder & Managing Partner Matt Powers joins the Investment Committee to discuss his newest dividend stock buys. And later, Stephanie Link is adding to her position in Las Vegas Sands and D.R. Horton, she calls in with the details. Investment Committee Disclosures

What does the back-up in yields and expectations for rate cuts mean for the rally? Josh Brown from Ritholtz Wealth Management, Hightower's Stephanie Link and NFJ's John Mowrey all break down what they see in store for stocks. Plus, top technician Jason Hunter explains why he sees some trouble brewing in the charts. And, Sebastien Page from T. Rowe Price went from being “reluctantly bearish” to being “aggressively neutral.” He tells us what it would take for him to turn bullish. 

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

Larry Kudlow started his show this Saturday by ripping on how Joe Biden is trying to buy the election by the excusing student loans for recent university graduates. He emphasized that he is making the life of young voters miserable with his economic breakthroughs. He then had a variety of guests, Joe Concha, Dave Bossie, Robert O'Brien, Michael Faulkender, Doug Schoen, Stephanie Link, Ken Polcari, John McIntyre and Monica Crowley. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discussion on the latest movements of the stock market, and trying to explain why the value of gold keeps rising Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of “On The Tape,” Dan Nathan, Guy Adami, and Danny Moses discuss the parabolic moves in the market this week and preview some of the data/earnings in the week ahead. Later, Stephanie Link of Hightower Advisors joins Dan and Guy to give her take on the stock market rally and outlook for the rest of the year.  Topics: Intro (1:40) Parabolic earnings moves (5:40) China's stock market (11:40) Cyclical vs. secular stocks (17:00) S&P sector performance (24:20) Global central banks (27:00) Tesla (29:00) Bitcoin (40:00) Stephanie Link intro (45:45) The Mag 7 Resurgence (47:30) Wall Street Consensus  (48:45) The Importance of Yields (52:30) What Rate Cuts Will Mean (55:15) Homebuilders (59:15) Rate-Sensitive Sectors (1:01:45)  Technology Stocks (1:04:00) Small Caps The Best Place to Be? (1:10:40) The Election Impact on Stocks (1:12:00) Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.