Podcast Episodes
Back to SearchMerrill's Quinlan: Curb longer-term expectations, but buy the dips
Joe Quinlan, head of CIO market strategy for Merrill and Bank of America Private Bank, says he expects some near-term choppiness, but longer-term he …
2 months, 1 week ago
Seafarer's Foster: For emerging markets A.I. stocks, this is a bubble
Andrew Foster, founder and co-chief investment officer at Seafarer Capital Partners, says he thinks "a bubble has formed amongst certain artificial i…
2 months, 1 week ago
Alger's Neuman" Profit growth has outpaced stock prices, creating a 'positive setup'
Brad Neuman, director of market strategy at Alger, says the market is wrapping up "one of the strongest earnings seasons in history," which has crea…
2 months, 1 week ago
YNAB founder on how one simple question can eradicate financial worries
Jesse Mecham, founder of the YNAB (You Need a Budget) app, discusses his new book, "Never Worry About Money Again: By Asking One Question," in which …
2 months, 2 weeks ago
MIT's Pozen: Dump the bonds and diversification to load up on stocks
Robert Pozen, senior lecturer at the MIT Sloan School of Management, says that investors with significant savings should eschew classic 60-40 diversi…
2 months, 2 weeks ago
NextGen EMP's Penello: The 'greatest bull market in 60 years' has room to run
Wayne Penello, president and chief executive officer at NextGen EMP, says he expects the Standard & Poor's 500 to double in the next five years, in t…
2 months, 2 weeks ago
CS McKee's Allen: These times are 'the gilded age repeated,' 135 years lat
Brian Allen, chief investment officer at CS McKee, says that while stock valuations are at "heady levels," the current spending expectations for the …
2 months, 2 weeks ago
Interactive Brokers' Torres says stocks won't have a down year til '29
Jose Torres, senior economist at Interactive Brokers, says that while the stock market has been climbing the wall of worry, the one thing overcoming …
2 months, 2 weeks ago
Dragonfly's Harmon: The market's next leg higher is starting now
Greg Harmon, founder and president at Dragonfly Capital Management, says the market's bounce this week is a potential sign that the market's next mov…
2 months, 3 weeks ago
U.S. Bank's Haworth: Yes, the market looks like it is setting up a '5-peat' for '27
Rob Haworth, senior investment strategist at U.S. Bank Asset Management, entered the year saying that the stock market could "4-peat," by posting its…
2 months, 3 weeks ago