Podcast Episodes
Back to Search'We are in a secular bull market,' but analyst worries about change in '24
Bryan Cannon, chief portfolio strategist at Cannon Advisors, says we're in a secular bull market right now, but he notes that a secular bear -- usual…
2 years, 10 months ago
Wells Fargo's Cronk: '24 will be 'a tale of two halves'
Darrell Cronk, chief investment officer at Wells Fargo Wealth & Investment Management -- president of the Wells Fargo Investment Institute -- says th…
2 years, 10 months ago
Bitwise's Hougan: This is 'classic, Year One bull market in crypto"
Matt Hougan, chief investment officer at Bitwise Asset Management -- the nation's largest crypto index fund manager -- says that cryptocurrency has h…
2 years, 11 months ago
Fidelity's Timmer: 'It looks like the Fed will stick the soft landing'
Jurrien Timmer, director of global macro at Fidelity Investments, says that at surface levels it looks "like the Fed will stick the soft landing," bu…
2 years, 11 months ago
Angeles' Rosen: Fed's done hiking; now's a good time to look longer term
Michael Rosen, chief investment officer at Angeles Investments, says that while he believes the Federal Reserve is done increasing interest rates, it…
2 years, 11 months ago
Axel Merk: Market has more downside risk than upside potential now
Axel Merk, president and chief investment officer of the Merk Funds and Merk Investments, says that "higher for longer is not a strategy," which mean…
2 years, 11 months ago
Blackrock's Jacobs: The next phase for AI investing will lead the way in 2024
Jay Jacobs, U.S. Head of Thematic and Active Equity ETFs at BlackRock, says in The Big Interview that artificial intelligence will move from the ear…
2 years, 11 months ago
Regions' McKnight says any recession in '24 will be minor and 'garden-variety'
Alan McKnight, chief investment officer at Regions Asset Management, sees a series of rolling recession hitting certain sectors and industries in 202…
2 years, 11 months ago
Tocqueville's Petrides: Outside the 'Magnificent 7', stocks look attractive
John Petrides, portfolio manager at Tocqueville Asset Management, says that both stocks and bonds are relatively cheap right now, noting that if you …
2 years, 11 months ago
Schwab's Sonders expects 'rolling recession' to roll on and play out in 2024
Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., says the best situation for the economy and market is 'a continuation of the ro…
2 years, 11 months ago