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On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidia, the labor market, how the market might react to Trump vs Kamala, and much more! This episode is sponsored by Themes ETFs. To learn more and access important risk disclosures, visit ThemesETFs.com. 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/ 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
Stocks extended their slide into a second day, although finished off worst levels. Canaccord's Tony Dwyer breaks down the market action while T. Rowe Price's Sebastien Page on how to position. Earnings from Cal-Maine and Dave & Buster's. Intel details its latest financial framework, including that operating losses in its foundry business are expected to peak in 2024. Zillow co-founder Spencer Rascoff on the housing market. Plus, getting you set for the Disney boardroom battle between CEO Bob Iger and investor Nelson Peltz.
The FarrCast is back with special guest Tony Dwyer, taking a deep dive into what has driven the growth of the capital markets in the past decade, and giving us insight into how to invest for coming decades. But first -- Jim Lebenthal joins Michael Farr to assess where the markets are now, and Dan Mahaffee returns to give us an update on DC. It's The FarrCast -- Wall Street, Washington, and The World!
Tony serves as Canaccord's Chief Market Strategist, and member of the Firm's U.S. Operating Committee and has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on the various financial news networks, such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level. He is a graduate of Le Moyne College with a Bachelor of Arts degree in political science, and currently sits on the Le Moyne College Endowment Fund Investment Committee. He lives in New Jersey with his wife and two sons, enjoys flying, scuba diving, sky diving and all outdoor sports.
Carl Quintanilla, Courtney Reagan and Mike Santoli kicked off the final week of September and Q3with a look at the markets: Major indices trying to avoid a five-day losing streak.Canaccord Genuity strategist Tony Dwyer joined the conversation. Amazon confirmed it plans to invest up to $4 billion in a startup rival to OpenAI. On the labor front: Media stocks rose after the Writers Guildand Hollywood studios announced a tentative agreement that could end a months-long strike, while theUAW's strike against Detroit automakers entered a second week. Also in focus, consumer and health-relatedstocks under pressure, Meta's chatbot push, Citi CEO's overhaul message, a Taylor Swift sighting on NFL Sunday. Squawk on the Street Disclaimer
On this episode of “On The Tape,” Tony Dwyer of Canaccord Genuity joins Dan, Danny, and Guy to discuss comparisons to catastrophes (3:00), why Tony says it's all going to be okay (9:30), quantitative tightening explained (12:00), Tony's market view (16:000), the Fed (21:30), retail stocks getting smoked (27:00), green lights in the market (36:00), odds of a rate hike/cut (38:00), private credit (41:00), and a vibe check on the day (47:30). 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 Learn more about Ro body: ro.co/tape 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. We're on social: Follow Dan Nathan @RiskReversal on Twitter 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
With Hosts Jack Hardill and Wolfgang Klien, Matt Shandro, Founder and Portfolio Manager at Fulcra Asset Management Matt has over 25 years of investment industry experience. He started his career as an equity sell side analyst before moving to the buy side and credit investing. Matt has worked as a portfolio manager at one of the largest mutual fund companies (CI Investments) and one of the wealthiest individuals in Canada (Jim Pattison). Experience in all aspects of fixed income investing (investment grade, private loans, high yield, distressed / bankruptcy, convertibles, and preferreds) combined with an entrepreneurial spirit culminated in the establishment of Fulcra and a differentiated approach to investing in credit markets. Tony Dwyer, Tony serves as Canaccord Genuity's Head of the US Macro Group and Chief Market Strategist, and sits on the firm's US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on many financial news networks such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level. Tony joined Canaccord Genuity in March 2012 following the acquisition of Collins Stewart, where he served as senior managing director and chief equity strategist. Prior, he was chief equity market strategist and co[1]director of research for FTN Financial's equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of co-director of research, chairman of the investment committee and sat on the firm's Operating Committee. He is a graduate of Le Moyne College with a bachelor's degree in political science and currently sits on Le Moyne's Board of Trustees. He lives in New Jersey with his wife and two sons, and enjoys flying, scuba and sky diving, and all outdoor sports.
On episode 87 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tony Dwyer to discuss how long an inverted yield curve can last, the unemployment rate and recession, bank lending standards, the Fed, commercial real estate, AI, and much more!Thanks to Birddogs for sponsoring this episode! Enter promo code "COMPOUND" and get a free Yeti style tumbler with every order: https://www.birddogs.com/collections/pants?utm_source=youtube&utm_medium=influencer&utm_campaign=compoundshowandfriendsCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting 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.Wealthcast Media, 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/ Hosted on Acast. See acast.com/privacy for more information.
Tony Dwyer is the Chief Strategist at Canaccord Genuity Group. Tony talks about when it's time to admit when you're wrong and what to do about it when that happens (4:00). Let's talk about rates and their impact on the markets (9:00). The soft landing scenario might be the worst scenario (16:00). What is Tony's “Earnings Wizard” telling him and Tony's three things investors should pay attention too (26:00). Should we really expect markets to hit new lows (32:00)? 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 and transcript 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. We're on social: Follow Dan Nathan @RiskReversal on Twitter 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 major averages climbed in Tuesday trading to cap off a solid month of gains, finishing the session at the highs. Tony Dwyer from Canaccord Genuity joins to discuss the strength this month and what he expects from Wednesday's Fed Decision. FCC Commissioner Brendan Carr weighs in on calls for a TikTok ban and a further crackdown on Huawei. Visa CEO Al Kelly gives his outlook for the consumer and the payments industry in his last interview before stepping down as head of the company. Plus the latest on GM's earnings beat, Exxon facing heat from the White House, and the key factor driving Spotify's user growth.
As 2022 comes to a close, Michael Farr welcomes Shannon Saccocia for a look at what types of companies will spur the next leg up. Shannon's insight into productivity and management should be heard by every investor. Next up, Dan Mahaffee joins us for a look at the issues facing DC at the end of the year: Ukraine, China, and a $1.7tn budget. For our special guest, Michael is joined by Tony Dwyer, who has what many people regard as a bearish outlook -- but Tony explains where he sees opportunity. Happy Holidays to all of our listeners. We are grateful for your continued support on The FarrCast!
A cooler-than-expected inflation report fueled a sharp rally on Wall Street, with the Dow closing higher by more than 500 points and the Nasdaq surging nearly 3%. Jason Trennert from Strategas and Tony Dwyer from Canaccord discuss what the inflation print means for their outlooks, and how the Fed could react. Meantime shares of Plug Power surged, despite missing earnings estimates. CEO Andy Marsh joins to talk about how his industry could benefit from the Inflation Reduction Act. And one name that sat out the rally was Angi, the parent of Angie's List. The company's CEO weighs in on whether or not the pandemic home improvement boom is over.
With hosts Wolfgang Klein and Jack Hardill. This week, Wolfgang and Jack chat with their guests about the digital gaming world, navigating the online sports betting world as well as a bear VS bull market conversation. Guests: Jason Tilchen is a Vice President and Senior Equity Analyst covering the Internet and Digital Gaming sectors with Canaccord Genuity. Jason's focus is on the rapidly expanding online sports betting and iGaming industry. He has published several deep-dive reports on the space, and he has also spent time covering the emerging Digital Assets industry. He joined Canaccord Genuity in 2019 as a Senior Equity Research Associate on the Internet and Digital Assets team, prior to which Jason spent three years as an Equity Research Associate at Wellington Shields, covering companies across all sectors and market capitalizations as a generalist, and he began his career by spending four years at Axiom Investors. Jason graduated from the Kelley School of Business at Indiana University, Bloomington with a B.S. in Finance in May 2012 and is a CFA Charterholder. Tony Dwyer serves as Canaccord Genuity's Head of the US Macro Group and Chief Market Strategist, and sits on the firm's US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on many financial news networks such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level.Tony joined Canaccord Genuity in March 2012 following the acquisition of Collins Stewart, where he served as senior managing director and chief equity strategist. Prior, he was chief equity market strategist and co-director of research for FTN Financial's equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of co-director of research, chairman of the investment committee and sat on the firm's Operating Committee. He is a graduate of LeMoyne College with a bachelor's degree in political science and currently sits on LeMoyne's Board of Trustees. He lives in New Jersey with his wife and two sons, and enjoys flying, scuba and sky diving, and all outdoor sports.
Stocks fell to kick off a new trading week, with the Nasdaq losing more than 2%. Tony Dwyer from Canaccord shares his latest thinking on the market, and whether a sustainable bottom has been reached. Jefferies technology sector specialist Jared Weisfeld talks about the big drop for Twitter's stock following news that Elon Musk is seeking to back out of the deal. Meantime the dollar's rally rolled on, with the currency nearly reaching parity with the euro. Bruce Richards from Marathon Asset Management discusses the market implications of a stronger dollar. And Sara breaks down the news that Kanye West is looking to potentially expand his retail empire.
Stocks rallied to kick off a shortened trading week, following the worst week for the major averages since 2020. Tony Dwyer from Canaccord and Charlie Bobrinskoy from Ariel discuss if they think the bounce is sustainable. Meantime famed restaurateur Danny Meyer shares his thoughts on the summer spending environment, and what he's seeing right now from consumers at his restaurants. And Sara breaks down the decision by Kellogg to split into three separate companies – and what it could mean for shareholders.
The major averages closed near the highs of the day – making a significant recovery from early pressure caused by Target's profit warning. Tony Dwyer from Canaccord breaks down his call for a continued summer rally. Jefferies analyst Stephanie Wissink discusses the Target news and the read-through for the consumer and retail. Shannon Saccocia from SVB Private talks about plays in housing and energy. And the CEO of hotel giant IHG group gives his outlook for summer travel and the impact of covid testing requirements on the industry.
The major averages finished mixed after another wild session on Wall Street, which saw the Dow swing by more than 800 points. Tony Dwyer from Canaccord explains why it may be safe to start dipping your toe back into the market. Joshua Friedman from Canyon Partners breaks down the trade in the credit markets. And AMC CEO Adam Aron talks about retail traders, and if they're still enthusiastic about the stock following last year's meme mania.
// Replay Of April 9th With hosts Wolfgang Klein and Jack Hardill. This week, Wolfgang and Jack welcome two guests: Frank Leo – CEO and Founder at Frank Leo and Associates, Frank Leo started in the Real Estate market in the recession of 1990, just as the market went into its worst performance since the great depression. As he endured through his initial year, he continued to refine his plan and system. The nickname of Leo “THE LION” became a household name and a continuous quest for a marketing edge and superiority. Frank began to understand the power of this kind of marketing and advertising exposure. Using many marketing techniques to draw attention to his name and his client's properties, Frank continued to build the ultimate Real Estate business, constantly improving and never settling for less than the best he could be. What good is the name if you don't have the goods to back it up? Tony Dwyer serves as Canaccord Genuity's Head of the US Macro Group and Chief Market Strategist, and sits on the firm's US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony joined Canaccord Genuity in March 2012 following the acquisition of Collins Stewart, where he served as senior managing director and chief equity strategist. Prior, he was chief equity market strategist and co-director of research for FTN Financial's equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of co-director of research, chairman of the investment committee and sat on the firm's Operating See omnystudio.com/listener for privacy information.
The major averages closed sharply lower to finish out a rough month for the bulls. Tony Dwyer from Canaccord and Charlie Bobrinskoy from Ariel break down the action, and whether or not they'd recommend buying the dips. Analysts Colin Gillis and Amit Daryanani debate the best way to play Apple's pullback. Meantime Chevron CEO Mike Wirth discusses the outlook for the oil giant as shares move lower on the back of earnings. And Gary Dvorchak from Blueshirt Group talks about Chinese internet stocks -- one bright spot amid the carnage.
It's a packed FarrCast this week because, well, it's a packed week! Michael Farr welcomes guests Jim Lebenthal, Dan Mahaffee, and special guest, Tony Dwyer of Cannacord Gennuity to discuss the Fed, earnings season, Ukraine, and more. It's the FarrCast -- Wall Street, Washington, and The World!
With hosts Wolfgang Klein and Jack Hardill. This week, Wolfgang and Jack welcome two guests: Frank Leo – CEO and Founder at Frank Leo and Associates, Frank Leo started in the Real Estate market in the recession of 1990, just as the market went into its worst performance since the great depression. As he endured through his initial year, he continued to refine his plan and system. The nickname of Leo “THE LION” became a household name and a continuous quest for a marketing edge and superiority. Frank began to understand the power of this kind of marketing and advertising exposure. Using many marketing techniques to draw attention to his name and his client's properties, Frank continued to build the ultimate Real Estate business, constantly improving and never settling for less than the best he could be. What good is the name if you don't have the goods to back it up? Tony Dwyer serves as Canaccord Genuity's Head of the US Macro Group and Chief Market Strategist, and sits on the firm's US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony joined Canaccord Genuity in March 2012 following the acquisition of Collins Stewart, where he served as senior managing director and chief equity strategist. Prior, he was chief equity market strategist and co-director of research for FTN Financial's equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of co-director of research, chairman of the investment committee and sat on the firm's Operating See omnystudio.com/listener for privacy information.
On this week's episode of The Compound & Friends, Michael Batnick, Tony Dwyer, and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds, corporate credit, Bitfinex crypto heist, bonus season on Wall Street, Super Bowl picks, and much more!This episode is brought to you by Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.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/disclosures/ See acast.com/privacy for privacy and opt-out information.
With hosts Wolfgang Klein and Jack Hardill. This week, Wolfgang and Jack welcome two guests: Kory Brewster, CFA. DMS, Director, Structured Solution Group, Kory has 20 years experience working in capital markets at two major Canadian banks. He has previously held roles in foreign exchange trading, bond sales and management of a sales team. Tony Dwyer, serves as Canacord Genuity's Head of the US Marco Group and Chief Market Strategist, and sits on the firm's US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. See omnystudio.com/listener for privacy information.
Listen To The River: Kiel Auditorium, October 1973The Deadcast finishes our tour of St. Louis at the Kiel Auditorium in fall 1973, featuring Warlocks-era insider Steve Brown, local heads, the return of musicologist Graeme Boone to go deep into Dead's jams, & a visit from Rich's parents. GUESTS: Sepp Donahower, Tony Dwyer, Steve Brown, Thom Pallazola, Drea Stein, John Ellis, Janne Mahan, Bill Mahan, David Lemieux, Graeme Boone
Listen To The River: Fox Theatre, October 1972We go behind the scenes, into the crowd, around the specially-installed mirror ball, & inside the music at the Dead's 3 legendary 1972 shows at St. Louis's Fox Theatre with promoters Sepp Donahower & Tony Dwyer, musicologist Graeme Boone, & Dead freaks who were there. GUESTS: Tony Dwyer, Sepp Donahower, Bill Weber, Drea Stein, John Ellis, Bob Simmons, Thom Pallazola, Joe Schwab, Mark Slosberg, Starfinder Stanley, Hawk, Graeme Boone, David Lemieux
The Grateful Dead's relationship with St. Louis went deep as the new Listen To The River box set and this Deadcast prove, featuring promoter Tony Dwyer, offstage jams at Scotty's Music, and the time the Dead crashed Richie Gerber's bar mitzvah.GUESTS: Sam Cutler, Tony Dwyer, Michael Scott, Richard Gerber, Mark Slosberg, Steve Fisher, Doug Heller, David Lemieux, Joe Schwab, Tom Wood, Bob Simmons, Thom Pallazola, John Ellis
With hosts Wolfgang Klein and Jack Hardill. This week, Wolfgang and Jack welcome two guests: Tony Dwyer, Canaccord Genuity's Head of the US Macro Group and Chief Market Strategist: Tony sits on the firm's US Operating Committee. He has 30 years of experience ranging from the corporate boardroom to the individual investor. Tony is a frequent guest on many financial news networks such as CNBC and Bloomberg, where he is noted for reducing the complex jargon of statistics so beloved of Wall Street commentators to an understandable and practical level. Tony joined Canaccord Genuity in March 2012 following the acquisition of Collins Stewart, where he served as senior managing director and chief equity strategist. Prior, he was chief equity market strategist and co-director of research for FTN Financial's equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of co-director of research, and chairman of the investment committee. Don Vialoux, who holds a Chartered Market Technician (CMT) designation, is an independent advisor with close to 40 years of experience in the investment industry. He is a past president of the Canadian Society of Technical Analysts and a former technical analyst at RBC Investments. Don and his son Jon publish a regular technical analysis newsletter, Tech Talk, on their website, Timing The Market. His CMT paper, entitled “Seasonality in Canadian Equity Markets,” was published in the Spring-Summer 1996 edition of the CMT Association Journal. Don also has extensive experience with ETFs and conservative option strategies. In 1990, he wrote a report that was released in the International Federation of Technical Analyst Journal entitled “Profiting from a Combination of Technical and Fundamental Analysis.” He is currently a member of the Toronto Society of Fundamental Analyst's Derivatives Committee. Don is a frequent contributor to BNN TV. See omnystudio.com/listener for privacy information.
Guy, Dan and Danny are joined by Canaccord Genuity strategist Tony Dwyer. The group talks about the market rotation (2:17), the generational change in the Fed (13:45), what could take the market down (19:26), opportunities in the market (32:06), Danny rips off the tape on cannabis banking (43:42), and ways to play the dog days of summer (48:16). ---- 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. Follow the co-hosts: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says this cycle looks much shorter and faster than what we're used to. Tony Dwyer, Canaccord Genuity Equity Strategist, markets are so overbought, that they may be approaching stall speed. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB needs to fine-tune its messaging. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says relative fiscal policy is a key global market driver. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says India is on the brink of a humanitarian crisis. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says this cycle looks much shorter and faster than what we're used to. Tony Dwyer, Canaccord Genuity Equity Strategist, markets are so overbought, that they may be approaching stall speed. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB needs to fine-tune its messaging. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says relative fiscal policy is a key global market driver. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says India is on the brink of a humanitarian crisis.
As stocks suffer their biggest 2-day slide in a month, Scott Wapner and the Investment Committee debate with Canaccord’s Tony Dwyer about why he thinks a correction may be ahead. Plus, Apple underperforming the other FANG names ahead of their big event, will new product announcements help the stock out of it’s slump. And later, we get to your questions in Ask Halftime.
Tony Dwyer, Canaccord Genuity Chief Market Strategist, says historic excess liquidity is what is driving markets higher. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says credit spreads are about as tight as they can go right now. Kit Juckes, Societe Generale Chief FX Strategist, discusses what's next for central banks. Jacob Lew, Former U.S. Treasury Secretary, sees a long, hard winter ahead without additional fiscal support. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tony Dwyer says that SPX components' 10 and 50-day moving averages suggest nearing overbought, in addition to volatility coming down but remaining somewhat elevated.
Tony Dwyer, Canaccord Genuity Chief Market Strategist, cautions investors on playing politics with their portfolio. James Athey, Aberdeen Standard Investments Senior Investment Manager, says finding diversification is difficult in the world of one trade. Isaac Boltansky, Compass Point Research & Trading Director of Policy Research, says the next government fiscal package is effectively dead at the moment. Diane Swonk, Grant Thornton Chief Economist, says colder temperatures could exacerbate unemployment. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tony Dwyer, Cannacord Genuity Chief Market Strategist, says a negative feedback loop will become great enough that lawmakers in Washington will reach a stimulus deal. Lisa Hornby, Schroder Investment U.S. Fixed Income Portfolio Manager, says there is a tremendous dislocation between where markets are trading today and what the underlying economy tells us. Leland Miller, China Beige Book CEO, says the chances of seeing a broad-based solution regarding President Trump's ban of WeChat is quite low. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the recent spike in Covid-19 cases has not flowed through the labor market yet. Jason Furman, Harvard Professor and Former Chairman of the Council of Economic Advisers during the Obama Administration, says it is unlikely that an economic stimulus deal from Congress will be reached this month. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tony Dwyer, Cannacord Genuity Equity Strategist, says the Fed can't fix exponential doubt in credit markets with infinite debt. Dr. Jonathan Quick, The Rockefeller Foundation Managing Director of Pandemic Response, Preparedness and Prevention, says leaders need to get more consistent in their coronavirus messaging. Dan Gelber, Mayor of Miami Beach, says the greatest concern for local governments is getting citizens to abide by federal instructions to slow the spread of coronavirus. Tiffany Wilding, PIMCO Chief Economist, says we will see a fiscal cliff in July if Congress does not create financial stimulus support for Americans. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tony Dwyer, Canaccord Genuity Chief Market Strategist, says he would not bet against the market and that this is a good time to remain neutral. Federal Reserve Bank of Cleveland President Loretta Mester says it's going to take time for economy to reopen and that it needs to be done very carefully. Dr. Andrew Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says that right now there really is no good evidence to suggest that people are getting reinfected after their first exposure. Jared Bernstein, Center on Budget and Policy Administration Senior Fellow and Former Economic Adviser to Vice President Joseph Biden, says the U.S. is very behind the curve on testing for COVID-19. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says it is a little too early to write Joe Biden off. Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Investment Team, says the majority of returns from the equity market has to come from earnings. James Bevan, CCLA Investment Management Chief Investment Officer, says equity valuations are too low. Neil Shearing, Capital Economics Chief Economist, says we are still in a Goldilocks period of low but positive growth. Tony Dwyer, Canaccord Genuity Chief Market Strategist, says the valuation of the market is fair and earnings are unclear. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Mohamed El-Erian, Bloomberg Opinion Columnist & Allianz Chief Economic Adviser describes how he thinks central banks are being held hostage by markets. Maddi Dessner, JPMorgan Asset Management Managing Director, says the U.S. consumer remains resilient in the wake of raising tariffs. Tony Dwyer, Canaccord Genuity Chief Market Strategist, says it's better to react to market conditions rather than try to anticipate the next move. Catherine Mann, Citi Global Chief Economist, says currency intervention does not have a lasting impact. And Mario Gabelli, GAMCO Investors CEO, weighs in on the TV streaming wars. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
The Allstarcharts Podcast on Technical Analysis Radio: Current Market Analysis For Traders
I've been a fan of Tony Dwyer's work for a long time. Those of you who know me see me approach the market from a top/down global macro and intermarket perspective. Tony starts his process in a similar way at Cannacord Genuity and Dwyerstrategy.com. When we're talking about the next direction for stocks, we both focus on other assets like credit to help identify big trends. We look at the behavior of commodity and currency markets to make decisions in equities. I thought this was a really fun conversation. I particularly enjoyed Tony's comparisons to 1995 and what was going on then with respect to the President's public issues, interest rates, precious metals and the US Dollar. This podcast could have gone on forever if we let it, but we kept it short and concise so we could get to the point quickly. Click here to return to the episode page
Tony Dwyer, Canaccord Genuity Chief Market Strategist, thinks it's impossible to make an investment decision off of a tweet. Elaine Kamarck, Brookings Center For Effective Public Management Director, discusses Trump's negotiating tactics with China. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, says the outlook for equity markets is still pretty positive. And Doug Kass, Seabreeze Partners President, analyzes Amazon's challenges. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tony Dwyer, Canaccord Genuity Chief Market Strategist, is more focused on the Fed than on trade tensions. Stewart Patrick, Council on Foreign Relations Senior Fellow, doesn't see a new global hegemon on the horizon. Diane Swonk, Grant Thornton Chief Economist, expects data to confirm that in the fourth quarter, we were in solid footing. Dean Curnutt, Macro Risk Advisors CEO, says current volatility comes from a mix of both micro and macro trends. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
March 31, 2018 - Tony Dwyer, Chief Market Strategist at Canaccord Genuity on the current state of the market and what fear prompts investors to do. Find out where he sees bonds and equities heading and he answers the question of recession, are we headed there soon? Simon Akit, Managing Director, Global Head of Institutional Energy Sales, Canaccord Genuity on oil. How will more money put into oil development play out globally? The intricacies of the development of Canadian crude and the issue of shipping, pipelines and trains. Richard Davis, Director, Software Tech Analyst, Canaccord Genuity on why he feels the sector is strong in spite of concerns around data breaches reported in social media. Is Salesforce a good buy? Find out where he sees good value in the software sector.
Dan Tannebaum, PwC Global Sanctions Leader, says there needs to be a unilateral approach to dealing with Russia. Tony Dwyer, Canaccord Genuity Equity Strategist & Managing Director of U.S. Portfolio Strategy, notes twin deficits do not matter until the yield curve inverts. Douglas Irwin, Dartmouth College Professor of Economics, says trade deficits cannot be fought with protectionist measures.Margaret Brennan, CBS's "Face the Nation" Host, says there are real problems with vacancies at the State Department. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
February 10, 2018 - Ken Herbert, Industrial Sector Analyst, Canaccord Genuity on aerospace and defense sectors. Do defense stocks fare well due to US spending in the sector? Which ones look good right now for buying and the cycle investment horizon for this area. Tony Dwyer, Chief Strategist, Canaccord Genuity on the recent market correction which, according to him is “natural, normal and healthy until you get one”. Where will the market go from here? Niels and Evan Christensen of the Christensen Real Estate Group in Toronto on the real estate market, from urban condos and suburban bungalows. Has recent government legislation had an effect on the market, if so, will it last?
December 23, 2107-Mac Young, former organizer of toy drive on charitable giving. Bruce Linton, Canopy Growth on working towards legalized recreational cannabis use. Tony Dwyer, U.S. based Chief Market Strategist, Canaccord Genuity wraps up 2017 and looks ahead to the market in 2018.
November 18, 2017 - Jules Clyde, President and Founder of BeachHead Professional Recruiting Services, on charity and Covenant House's Sleep Out to raise money and awareness of homeless youth. Toronto raised more money than any other North American Covenant House for the event. Rafi Tahmazian, Energy Portfolio Manager Canoe Financial on investing in energy and emerging rally in the sector. Tony Dwyer, Chief Strategist with Canaccord Genuity on North American bull market – when to get in and buy, when is a pause or correction due and by how much.
Paul Mortimer-Lee, BNP Paribas' chief market economist, says 3 percent GDP growth isn't going to happen. Prior to that, Tony Dwyer, Canaccord Genuity's chief market strategist, says there's a synchronized global economic recovery. Texas Representative William Hurd says the Trump administration has done a good job in dealing with ISIS. Finally, Ohio Representative Timothy Ryan says there's no real seriousness within the GOP. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
June 17, 2017-Kyle Rose, Biomedical Device and Services analyst with Canaccord Genuity. Tony Dwyer, Canaccord Genuity strategist on what drives stocks higher. Rick Davis our software analyst on valuation and why you have to view growth tech names differently. Jeff Blanco our head of currency shares some insight into what has been providing some lift for the loonie this week.
April 15, 2017 - Tax avoidance with tax lawyer; Marijuana stocks and the business of medical cannabis; Wall Street update with Canaccord Genuity chief strategist, Tony Dwyer.
Anne-Marie Slaughter, the president of New America Foundation, says the Russians hacked the presidential election and the U.S. needs to respond, but the national trauma of 9/11 and the Iraq War has made the U.S. more timid and reluctant to use force. Prior to that, Deutsche Bank's Sebastien Galy says the catalyst for a stronger dollar will be better data in the U.S. Then, Tony Dwyer, Canaccord Genuity's chief market strategist, says you should never sell until you're in close proximity to a recession. Nicholas Burns, a professor at Harvard University's Kennedy School, says you need to work across borders to counter modern terrorism. Finally, Erwin Chemerinsky, the dean of University of California, Irvine's School of Law, says Neil Gorsuch is smart and articulate but isn't answering many questions in Congress. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Michael Feroli, JPMorgan's chief U.S. economist, says trade wars remain the biggest downside risk in the next year or two. Prior to that, Tony Dwyer, Canaccord Genuity's chief market strategist, says the post-Donald Trump rally has brought too much optimism to the market. Then, Evan Medeiros, Eurasia's managing director for Asia, says Asian policymakers and business leaders wonder if Trump will be as committed and involved in Asia as President Obama. Finally, Dartmouth's Danny Blanchflower says the U.S. is u0010nine million jobs away from full employment. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
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