Charles Cantor
Senior Portfolio Manager at Neuberger Berman with a background in corporate finance and capital allocation, discussing equity fundamentals, earnings and large-cap tech capital spending.
Top 3 podcasts with Charles Cantor
Ranked by the Snipd community
29 snips
Mar 12, 2026 • 45min
The Risks of a Prolonged Iran War
Gita Gopinath, former IMF deputy MD and Harvard economist, warns how a prolonged Iran conflict could slow global growth and raise inflation. Ed Morse, energy markets veteran, analyzes Gulf disruptions, Strait of Hormuz risks, and why strategic reserves may not be enough. Charles Cantor, senior portfolio manager, discusses tech capex, earnings and capital allocation in a stressed macro backdrop.
Jun 9, 2025 • 30min
Equity Optimism amid Uncertainty
Ben Laidler, Head of Equity Strategy at Bradesco BBI, shares his bullish outlook on the S&P 500, discussing potential catalysts for growth amid ongoing trade uncertainties. Charles Kantor, Senior Portfolio Manager at Neuberger Berman, reflects on historical parallels with the 2000 dot-com bubble and warns of a consumer crunch. They also explore a shift in investor focus from U.S. equities to emerging markets, emphasizing the need for patience and resilience in navigating today's complex market environment.
Mar 30, 2026 • 43min
Closing Bell Overtime: Investors Weigh Weekend Geopolitical Headlines; More Tech Weakness 3/30/26
Stephanie Link, Hightower strategist and portfolio manager, shares oversold stock ideas. Eunice Yoon, CNBC China correspondent, reports on rising energy costs squeezing Chinese manufacturers and consumers. Charles Cantor, Neuberger Berman portfolio manager, discusses the market backdrop and Fed policy implications. They cover oil-driven price pressures, tech and semiconductor weakness, and positioning during market stress.
