Podcasts about strategas

Strategas' Chris Verrone, NB Private Wealth's Shannon Saccocia and Invesco's Brian Levitt break down their forecasts for stocks amid the trade uncertainty. Plus, Professor Jeremy Siegel tells us why he favors a “cautionary cut.” And, Robinhood hit fresh all-time highs. We tell you what's driving that stock higher. 

Strategas' Chris Verrone tells us how he is navigating today's jump. Plus, Tesla shareholders Gene Munster and Bryn Talkington weigh in on that name ahead of its earnings report. And, Treasury Partners' Richard Saperstein tells us where he is seeing pockets of opportunity right now. 

Is Wednesday's expected tariff announcement just the thing to end all the market uncertainty? We get the latest with our own Megan Cassella and discuss Strategas' Chris Verrone. Plus, we break down what is next for the Fed with Richmond Fed President Tom Barkin. And we drill down on a big move in the energy space as we wrap up the quarter. 

Does the momentum portend a rough patch for stocks overall? We discuss with Strategas' Chris Verrone. Plus, JPMorgan Asset Management's Gabriela Santos and Invesco's Kristina Hooper weigh in on this time of uncertainty for investors. And, retailing legend Mickey Drexler weighs in on the health of the consumer and tells us where he is seeing pockets of opportunity in that sector. 

Strategas' Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025.   WEALTHTRACK episode 2131 broadcast on January 24, 2025

Donald Trump's election victory brings with it a plethora of unknowns about the next four years. After a highly unusual election cycle, change is on the horizon, from a reordering of the existing power structures of the West to tariffs on China, from Elon Musk's DOGE to deregulation. In this special episode, Dan Clifton, Head of Policy Research at Strategas, delivers his thoughts on Trump 2.0 at the EFG Investment Summit 2025.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dan Clifton, Head of Policy Research at Strategashttps://bit.ly/3iTUMIGEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document.The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group.This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no.7389746. Registered address: EFG Asset Management (UK) Limited, 116 Park Street, London W1K 6AP, United Kingdom, telephone +44 (0)207 491 9111.Independent Asset Managers: in case this document is provided to Independent Asset Managers (“IAMs“), it is strictly forbidden to be reproduced, disclosed or distributed (in whole or in part) by IAMs and made available to their clients and/or third parties. By receiving this document IAMs confirm that they will need to make their own decisions/judgements about how to proceed and it is the responsibility of IAMs to ensure that the information provided is in line with their own clients' circumstances with regard to any investment, legal, regulatory, tax or other consequences. No liability is accepted by EFG for any damages, losses or costs (whether direct, indirect or consequential) that may arise from any use of this document by the IAMs, their clients or any third parties.If you have received this document from any affiliate or branch referred to below, please note the following:Australia: This document has been prepared and issued by EFG Asset Management (UK) Limited, a private limited company with registered number 7389746 and with its registered office address at 116 Park Street, London W1K 6AP (telephone number +44 (0)207 491 9111). EFG Asset Management (UK) Limited is regulated and authorized by the Financial Conduct Authority No. 536771. EFG Asset Management (UK) Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the United Kingdom (FCA Registration No. 536771) under the laws of the United Kingdom which differ from Australian laws.ASIC Class Order CO03/1099EFG Asset Management (UK) Limited notifies you that it is relying on the Australian Securities & Investments Commission (ASIC) Class Order CO03/1099 (Class Order) exemption (as extended in operation by ASIC Corporations (Repeal and Transitional Instrument 2016/396) for UK Financial Conduct Authority (FCA) regulated firms which exempts it from the requirement to hold an Australian financial services licence (AFSL) under the Corporations Act 2001 (Cth) (Corporations Act) in respect of the financial services we provide to you.The financial services that we provide to you are regulated by the FCA under the laws and regulatory requirements of the United Kingdom which are different to Australia. Consequently any offer or other documentation that you receive from us in the course of us providing financial services to you will be prepared in accordance with those laws and regulatory requirements. The UK regulatory requirements refer to legislation, rules enacted pursuant to the legislation and any other relevant policies or documents issued by the FCA.Your Status as a Wholesale ClientIn order that we may provide financial services to you, and for us to comply with the Class Order, you must be a ‘wholesale client' within the meaning given by section 761G of the Corporations Act. Accordingly, by accepting any documentation from us prior to the commencement of or in the course of us providing financial services to you, you:• warrant to us that you are a ‘wholesale client';• agree to provide such information or evidence that we may request from time to time to confirm your status as a wholesale client;• agree that we may cease providing financial services to you if you are no longer a wholesale client or do not provide us with information or evidence satisfactory to us to confirm your status as a wholesale client; and• agree to notify us in writing within5 business days if you cease to be a ‘wholesale client' for the purposes of the financial services that we provide to you.Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of the Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulations, 2012 and is authorised to conduct securities business in and from The Bahamas including dealing in securities, arranging dealing in securities, managing securities and advising on securities. EFG Bank & Trust (Bahamas) Ltd. is also licensed by the Central Bank of The Bahamas pursuan...

Strategas' Dan Clifton makes the case for why Elon Musk is the ultimate bond vigilante, and what comes next could be earth-shattering. Plus, we have the latest from Capitol Hill as Congress races to avoid a shutdown by Friday night. And Bloom Energy has been called an underappreciated AI play for its ability to scale quickly and power data centers. The CEO joins us exclusively with what's behind the innovative technology.

Polls on a knife edge, multiple assassination attempts, a convicted felon running for president, a candidate campaigning for just 100 days pre-election; these are just a few of the reasons this US election cycle is unlike anything we have ever seen. Thankfully, Dan Clifton, Head of Policy Research at Strategas, is here to bring some clarity to the turmoil, and what all this might mean for investors.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Dan Clifton, Head of Policy Research at Strategashttps://bit.ly/3iTUMIGEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document.The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group.This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no.7389746. Registered address: EFG Asset Management (UK) Limited, 116 Park Street, London W1K 6AP, United Kingdom, telephone +44 (0)207 491 9111.Independent Asset Managers: in case this document is provided to Independent Asset Managers (“IAMs“), it is strictly forbidden to be reproduced, disclosed or distributed (in whole or in part) by IAMs and made available to their clients and/or third parties. By receiving this document IAMs confirm that they will need to make their own decisions/judgements about how to proceed and it is the responsibility of IAMs to ensure that the information provided is in line with their own clients' circumstances with regard to any investment, legal, regulatory, tax or other consequences. No liability is accepted by EFG for any damages, losses or costs (whether direct, indirect or consequential) that may arise from any use of this document by the IAMs, their clients or any third parties.If you have received this document from any affiliate or branch referred to below, please note the following:Australia: This document has been prepared and issued by EFG Asset Management (UK) Limited, a private limited company with registered number 7389746 and with its registered office address at 116 Park Street, London W1K 6AP (telephone number +44 (0)207 491 9111). EFG Asset Management (UK) Limited is regulated and authorized by the Financial Conduct Authority No. 536771. EFG Asset Management (UK) Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the United Kingdom (FCA Registration No. 536771) under the laws of the United Kingdom which differ from Australian laws.ASIC Class Order CO03/1099EFG Asset Management (UK) Limited notifies you that it is relying on the Australian Securities & Investments Commission (ASIC) Class Order CO03/1099 (Class Order) exemption (as extended in operation by ASIC Corporations (Repeal and Transitional Instrument 2016/396) for UK Financial Conduct Authority (FCA) regulated firms which exempts it from the requirement to hold an Australian financial services licence (AFSL) under the Corporations Act 2001 (Cth) (Corporations Act) in respect of the financial services we provide to you.The financial services that we provide to you are regulated by the FCA under the laws and regulatory requirements of the United Kingdom which are different to Australia. Consequently any offer or other documentation that you receive from us in the course of us providing financial services to you will be prepared in accordance with those laws and regulatory requirements. The UK regulatory requirements refer to legislation, rules enacted pursuant to the legislation and any other relevant policies or documents issued by the FCA.Your Status as a Wholesale ClientIn order that we may provide financial services to you, and for us to comply with the Class Order, you must be a ‘wholesale client' within the meaning given by section 761G of the Corporations Act. Accordingly, by accepting any documentation from us prior to the commencement of or in the course of us providing financial services to you, you:• warrant to us that you are a ‘wholesale client';• agree to provide such information or evidence that we may request from time to time to confirm your status as a wholesale client;• agree that we may cease providing financial services to you if you are no longer a wholesale client or do not provide us with information or evidence satisfactory to us to confirm your status as a wholesale client; and• agree to notify us in writing within5 business days if you cease to be a ‘wholesale client' for the purposes of the financial services that we provide to you.Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of the Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulations, 2012 and is authorised to conduct securities business in and from The Bahamas including dealing in securities, arranging dealing in securities, managing securities and advising on securities. EFG Bank & Trust (Bahamas) Ltd. is also licensed by the Central Bank of The Bahamas pursuant to the Banks and Trust Com...

In this episode of Fill the Gap: The Official Podcast of the CMT Association, we welcome Todd Sohn, CMT, a leading ETF strategist and technical market analyst at Strategas. Todd shares his unique perspective on the ever-evolving $10 trillion ETF landscape, which has seen explosive growth in recent years. We explore the rapid rise of actively managed ETFs, now comprising over 8% of total ETF assets—a figure that has doubled in just the past three years. Join us as Todd dives into actionable insights for managing rapid sector rotation, the critical intersections of thematic investing with trend following, and the importance of sentiment and fund flow data, with notable closures of China-focused ETF products. He also examines how cap-weighted indices and ETF products compound the concentration dilemma and offers his thoughts on how to best manage risk. Whether you're a seasoned investor or new to ETFs and technical analysis, this episode delivers expert-level guidance for navigating today's complex markets. Tune in for an engaging discussion packed with practical advice, professional anecdotes, and Todd's distinctive approach to solving market puzzles.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

01st Oct: Blockchain DXB Podcast

Listen in as Steve talks with CEO of Strategas, Jason Trennert about the economy and politics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen in as Steve talks with CEO of Strategas, Jason Trennert about the economy and politics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Strategas’ Todd Sohn highlights the industry’s chase for record inflows and discusses everything from recent ETF filings to market concentration risk. VettaFi’s Kirsten Chang talks new ETF launches, small caps, REITs, and much more.

More Democrats are coming out in support of Vice President Kamala Harris. We take a look at what's next, how it's changing Team Trump's strategy, and whether it should change your market strategy. Plus, just last week Strategas' Dan Clifton told us this is the most investable election in his professional career. Is that still the case, or is he reshuffling election baskets? We check back in with him. And tech is rebounding after last week's massive rotation into small caps. So does this mean the bounce-back is over? We discuss. 

On episode 150 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn, ETF and Technical Strategist at Strategas, to discuss: small cap stocks, the odds of tech stocks faltering, semiconductors, cash off the sidelines, thematic ETFs, Trump economics, and much more! This episode is sponsored by STF Management. Learn more about the STF Tactical Growth and Income (TUGN) ETF at: https://stfm.com/etf/tugn/ Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ 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

We're in the midst of a massive, violent rotation from tech to small caps, but is this a sign that stocks are broadening out or are markets breaking down? Plus, Strategas' Dan Clifton says this is one of the most investible elections he's seen in his career and joins us with the stocks to watch ahead of November. And Netflix is on deck to report quarterly results, with options implying a 7% post-earnings move. We'll look at how to position ahead of the print.

00:00 – psichologinis faktorius finalo ketverte 08:40 – atgarsiai 14:00 – prabangus V.Poirier kontraktas 18:30 – „Real“ pirkiniai 22:00 – „Barcos“ fiasko sezonas ir K.Jakučionio išvykimas 27:40 – dar nežinome, kas žais Eurolygoje 37:16 – subliūškęs Dubajaus burbulas 40:58 – naujas strategas Utenoje 49:48 – rinktinė be I.Brazdeikio 56:46 – intriga LKL finale 1:02:42 – klausimas dėl K.Evanso ateities

Mr. Trennert is the Chairman and Chief Executive Officer of Strategas and its related companies. In addition, as Chief Investment Strategist, Mr. Trennert is known as one of Wall Street's top thought leaders on the subject of markets and economic policy. His research pieces are read by leading institutional investors and corporate executives across the globe. Strategas has been ranked as Wall Street's leading macro-only research firm for seven straight years. Learn more about your ad choices. Visit megaphone.fm/adchoices

VettaFi's Saleem Khan dives into their latest behavioral intelligence data, highlighting key investing trends among advisors.  Strategas' Chris Verrone explains their recently launched Macro Momentum ETF (SAMM) and offers perspective on the current macro environment.

Dan Nathan and Liz Young do a pulse check on what CEOs are saying about the consumer (4:00), the correlation between yields and stocks (15:45),JPMorgan earnings (20:30), Apple's iPhone slump (24:30), what to expect from earnings this week (26:00), Fed speak (28:00), and S&P 500 technicals (31:00). After the break; Chris Verrone, Head of Technical & Macro Research at Strategas, joins the pod to discuss how technical analysis has evolved (39:00), the process of looking at patterns in different areas of the stock market (43:30), the biggest mistake investors make (48:00), introducing SAMM: Strategas Tactical ETF (52:00), a vibe check on the stock market (54:00), ‘A Momentous Moment' behind Gold (50:00) and Bitcoin (1:04:00). Growth Has Slowed: Could the market be overestimating the chances of a soft landing? Apple Faces Worst iPhone Slump Since Covid as Rivals Rise (Bloomberg) 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.

Today's Post - https://bahnsen.co/3JfyXwQ A modestly positive day in markets overall today on some better-than-expected PPI numbers following yesterday's selloff on CPI. So what one-day taketh, another giveth back (well, not quite). The Producer Price Index numbers showed a gain of just .2% for the month on headline when .3% was expected, and the Core PPI only gained .1% for the month. The takeaway is PPI is just not confirming a reacceleration in inflation on the wholesale side, which is a positive. We unpacked yesterday's CPI numbers pretty well, I thought, but I am sharing this chart from our friends at Strategas with you below to show you where rate expectations have now moved since. My point here is that while they have moved meaningfully higher, I do believe this to be a good thing, contrary to what some may say. The economy, employment, and the markets have all digested these higher rate expectations and it's simply far healthier for markets to focus and trade on the actual fundamentals of the economy and earnings versus solely on the hopes of looser monetary policy. Shown below, we came into the year expecting Fed funds at 3.5% by Christmas and have now priced in just two rate cuts and ending this year closer to 4.75%. The bar of Fed expectations has been reset to a level high enough that it is now more supportive for markets than the opposite at this point. Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com

Jason Trennert, CEO of Strategas: Lots of talented and accomplished guests at Trump fundraiser which raised $50.5 million Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to Jason Trennert on Cats & Cosby from Monday, April 8th, 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 133 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn of Strategas to discuss: the top ETFs to gauge market conditions, what the future holds for Nvidia, money market funds, how the VIX impacts returns, small caps, and much more! Thanks to the Tema Cardiovascular and Metabolic ETF (HRTS) for sponsoring this episode. Learn more at: https://temaetfs.com/hrts 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Just how much trouble is Google's generative AI effort in? Has it lost too much ground to Microsoft and others? Our all-star panel of CNBC's Deirdre Bosa, Big Technology's Alex Kantrowitz and Solus' Dan Greenhaus break down their forecasts for the space. Plus, top bank analyst Mike Mayo explains how he is navigating the sector as financials hit a two year high. And, Strategas' Chris Verrone is flagging a changing of the guard in the market right now. He explains why he sees more opportunity in health care over the likes of tech. 

Join FEG CIO Greg Dowling and Jason Trennert, Chairman and Chief Investment Strategist of Strategas, as they discuss the investment outlook of 2024. Listen as they explore economic trends, market leadership, potential rate cuts, inflation challenges, and the impact of the upcoming presidential election.Listen to this explorative dialogue that spans the broad economic landscape, then dive into the specific nuances that shape the market outlook for the year ahead. Will inflation rear its ugly head once again? Will potential Fed rate cuts satisfy the expectations of investors? As the discussion unfolds, explore the global rise of populism and its possible implications, particularly in the context of upcoming elections and geopolitical challenges; and uncover the ongoing debate between active and passive investing, hedge funds, and private equity.  Key TakeawaysHistorically, economic soft landings are rare, and inflation typically comes in waves.The Federal Reserve aims to remain independent from politics, balancing addressing political pressures and maintaining credibility with the market.The markets are probably overestimating the amount and frequency of Fed rate cuts.Which party occupies the White House does not have a material impact on stock market performance. However, economic performance prior to election does heavily influence voters. What we experienced with the “Magnificent Seven” in terms of market concentration and the contribution to index performance was highly unusual. It is also uncommon that the former market leaders of the past bull market lead the next.Due to a changing regime, we may be at peak passive and the golden days of private equity may be in the past.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

The House returns from the Christmas recess today with less than two weeks to avoid a partial government shutdown. Strategas' Courtney Gelman explains. Plus, tech stocks are rebounding on renewed optimism over artificial intelligence. Wedbush's Dan Ives discusses. And, bond yields are back above 4% after retreating from that key level yesterday. Principal Asset Management's Seema Shah and G Squared Private Wealth's Victoria Greene dive into the impact on the markets.

Strategas' Todd Sohn and CFRA's Aniket Ullal join in a roundtable discussion on several key ETFs and industry trends to watch in 2024.  VettaFi's Lara Crigger offers her ETF predictions for the upcoming year.

Stocks kick off the year mostly in the red although the Dow did finish slightly higher.  Evercore ISI's Julian Emanuel lays out his 2024 playbook and discusses whether investors should be buying on pullbacks. Strategas' Chris Verrone says the burden of proof is on the bears to begin the trading year. The tech sector sharply selling off after Barclays downgraded Apple to sell over lackluster iphone sales. Goldman Sachs' Eric Sheridan discusses whether that's a warning for other mega-cap tech stocks. And CNH Industrial CEO Scott Wine on the demand for agricultural equipment like tractors and how that could impact commodity prices. 

In this episode Josh and Drew sit down in the Bowling Green office with Donald Rissmiller.  Listen in as they discuss the current economy, the likelihood of a recession, the "last mile" of Fed tightening, and the global economic impact of the events in Israel. Click here to receive the quarterly The Advocate Advantage™ e-newsletter. Follow us: LinkedIn | Facebook | Website | FYFA Book For more information about the Perry Richey Group of Baird Private Wealth Management, go to our website, call us at 270.467.9664, or email us at theperryricheygroup@rwbaird.com. Click here to purchase Finding Your Financial Advisor on Amazon.

Stocks pushed higher into the close, finishing near best levels to notch a fourth straight positive session for the major averages. Wells Fargo's Scott Wren breaks down the market action heading into earnings season. Cowen analyst Matthew Ramsay on his new note calling for 50% upside in Nvidia. Former Dallas Fed President Richard Fisher on what investors need to know from today's Fed minutes release. StockX CEO on Birkenstock's weak IPO and the state of the consumer. Strategas' Dan Clifton on the latest moves in the race for the Speaker. Plus, Sunnova CEO John Berger on how elevated rates are hitting the solar industry.  

Stocks tumbled during trading hours today. But the drama continued in Overtime as House Speaker Kevin McCarthy was ousted. Moody's Analytics Chief Economist Mark Zandi on what it means for credit markets while Strategas' Dan Clifton breaks down the policy implications. Fundstrat's Tom Lee and JPMorgan Asset Management's David Kelly talk the impact on equities. Plus, RBC's Gerard Cassidy on how to navigate bank stocks in this era of higher rates. 

SAP is launching a new generative AI copilot tool to boost productivity and efficiency. SAP CEO Christian Klein explains. Plus, lawmakers have less than two days to avert a partial government shutdown. Strategas' Jeannette Lowe discusses. And, as investors gear up for Q4, what stocks should outperform? GLJ Research's Gordon Johnson gives his top pick.

Scott Wapner and the investment committee debate if the tech trade is back. Our experts detail their latest portfolio moves. A bitcoin ETF could be coming soon, the panel reacts. And we hit the energy trade as Strategas says the sector is "in a league of its own." Investment Committee Disclosures

Who will win the market tug-of-war – the bulls or the bears? John Mowrey of NFJ Investment Group and Greg Branch of Veritas Financial Group debate it out. Plus, Strategas' Chris Verrone is betting on a big break out in yields. He explains why. And, negative news surrounding China is putting some U.S. companies with exposure in focus and it could have a big impact on their bottom line. Seema Mody breaks down all the details.

Bank of America becoming the first major Wall Street Bank to remove a recession from their outlook. BofA's Chief Economist joins us with what has changed to make that call. Plus, if the economy isn't deteriorating, why the U.S. credit downgrade from Fitch? Strategas' Dan Clifton says it's a warning shot to Washington, and we shouldn't ignore the signs of stress that are building up. And oil just posted its strongest month in a year and a half, and that is leading to more pain at the pump. We look at how much higher oil and gas prices may go, and how much of a risk they pose to a soft landing.  

Will the upward trend in the indexes remain investors' friend or has the market already taken account of enough good news for now? JP Morgan Asset Management Global Market Strategist gives her expert forecast. Plus, King Lip of Baker Avenue Wealth sets us up for the big tech reports this week. And, Strategas' Chris Verrone is flagging two parts of the market that he thinks will see serious upside as we head into the end of the year. 

Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future. 0:00 Intro 1:06 Quite cautious on the markets/economy  2:40 Chances are good that you're going to get a recession  4:33 The magnificent seven  6:06 40% of the Russell 2000 has not had profits in the last 12 months  7:10 Inflation  9:00 Long way away from the Fed easing  10:25 Not buying stocks at reasonable prices right now  12:30 Opportunities, energy sector  15:30 Thoughts on AI   17:50 Themes  18:40 The end of globalization  22:11 Labor market  24:17 Hard or soft landing  26:00 Regional banks  27:48 Energy sector 32:50 Lobbying ETF (policy opportunities)  37:24 TINA  40:30 Fair value of S&P is probably between 3500-4100 42:00 Career in financial markets 

Show Notes:Tweets by Unusual Whales, congress members trading individual stocks -https://twitter.com/unusual_whales/status/1676270488656691200?s=12&t=Godkt5FzuqWcmpmvo2G5JgTweet from Todd Sohn of Strategas -https://twitter.com/Todd_Sohn/status/1674427539492839426Tweet from AllStar Charts -https://twitter.com/allstarcharts/status/1678729375531802626Blog post from Rubin Miller titled “How Returns Happen” - https://www.fortunesandfrictions.com/post/how-returns-happen?

VettaFi's Dave Nadig checks-in on some of the hottest ETF topics over the past several years.  Cambria's Meb Faber discusses the firm's continued growth and spotlights the Cambria Shareholder Yield ETF (SYLD).  Strategas' Todd Sohn provides the 10 ETFs he's using to track market conditions in the second half of 2023.

Can stocks make their peace with rising bond yields and further fed tightening? And what might all that mean for stock market leadership? Trivariate's Adam Parker gives his expert market take. Plus, Chris Verrone of Strategas believes the road ahead for rates could determine the market's direction. He explains. And, Meta is taking on Twitter with its new app. Julia Boorstin breaks down what this might mean for the company's bottom line.

Kelly's Power Lunch co-host Tyler Mathisen joins for a special Fed Decision edition of The Exchange, covering the intersection of politics, policy, and your money. Congressman Brad Sherman (D-California) weighs in on bank regulation, while Senator Bill Hagerty (R-Tennessee) stresses the importance of Secretary of State Blinken's trip to China. Plus, Dan Clifton of Strategas' on the what could turn around market leadership and why the Fed could be pressured to end tightening early. 

Warner Bros. Discovery launches its merged platform of HBO Max and Discovery+ today. The Benchmark Company's Matthew Harrigan discusses the impact on the streaming landscape. Plus, Lowe's reports earnings this morning following Home Depot's worst revenue miss in nearly 20 years. UBS' Michael Lasser breaks down his expectations. And, so far, the debt ceiling standoff doesn't appear to be rattling the stock market as investors seem confident a deal with be reached. Strategas' Jeannette Lowe explains the latest.

The Exchange goes on the road to Washington, D.C. ahead of the Federal Reserve's interest rate decision.Sen. John Kennedy joins Kelly and Tyler to discuss the economy, the banking industry, and the debt ceiling deadline.David Wessel from the Brookings Institute says the big question is what the Fed will signal about June.And Dan Clifton from Strategas has a closer look at the policy implications of the recent bank failures and a potential default.

Part 1 of 2 After a tough 2022, big tech stocks are back and leading the market rally. According to research firm Strategas, ten stocks, including Apple, Microsoft, Nvidia, Meta, Tesla, Amazon, Alphabet, Salesforce, AMD, and Broadcom, have accounted for 90% of the S&P 500's year-to-date gains.  This dominance of a handful of stocks has investors facing some interesting choices, including cash, which is back with money market funds offering yields as high as 5%, and gold, which has recently traded near record territory at over two thousand dollars an ounce.  All of this is happening against a backdrop of the highest interest rates in years, stress in the banking system, and a Federal Reserve under pressure to pause its fight against inflation.  To discuss the outlook for the economy and markets, and the best course for investors, we are joined by Ed Yardeni, President and Chief Investment Strategist of Yardeni Research, a PhD economist, long-time Fed watcher, and investment strategist who is widely followed by institutional investors. WEALTHTRACK episode 1942 broadcast on April 14, 2023. More info: https://wealthtrack.com/navigating-todays-investment-crosscurrents-with-veteran-macro-strategist-ed-yardeni/ Bookshelf: In Praise of Profits! : https://amzn.to/3ogciJC Predicting the Markets: A Professional Autobiography: https://amzn.to/3o7dGOp --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Listen to Chairman & CEO of Strategas Jason Trennert on The Rudy Giuliani Show from Tuesday, March 14th, 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the past, stock investing focused on individual companies and their specific attributes, with a relatively small percentage of the population participating. However, the markets have since expanded, and market participation, particularly through retirement accounts, has increased significantly. This has led to the realization that macro factors, such as the global economy, geopolitics, and domestic politics, are important to consider in investment decisions. Jason De Sena Trennert, Co-Founder and CEO of Strategas Research Partners, is an expert in the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future. WEALTHTRACK episode 1928 broadcast on January 06, 2023 More info: https://wealthtrack.com/leading-investment-strategist-jason-trennert-identifies-four-macro-themes-shaping-his-portfolios/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Stocks pulling back after the latest weekly jobless claims report came in stronger than expected, raising new concerns the Federal Reserve will continue to raise interest rates. Evercore ISI's Julian Emanuel lays out the case for why the S&P 500 could end 2023 higher despite recession and interest rate fears. Delta Air Lines CEO Ed Bastian discuss the outlook for leisure and business travel demand and why the carrier is now offering free in-flight WiFi. Strategas' Chris Verrone explains why he thinks investors should sell Apple and Microsoft shares during any rallies. And Bernstein's Stacy Rasgon says chip stocks are at or nearing a bottom. He reveals his top semiconductor picks.

David sits down for a very special briefing with Dan Clifton, the head of legislative and public policy research at Strategas. The two do a really deep dive into the ramifications of the midterm elections and what is actually on the line now, legislatively and otherwise. Some perspective is sure to surprise you!

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