Chris Caso
Managing Director covering semiconductors at Wolfe Research, offering analysis on chipmakers, suppliers, cloud CapEx and competitive dynamics among NVIDIA, Google, AMD and others.
Best podcasts with Chris Caso
Ranked by the Snipd community
Feb 5, 2026 • 19min
Bloomberg Surveillance TV: February 5th, 2026
Liz Ann Sonders, Charles Schwab strategist on macro and market rotation. Chris Caso, Wolfe Research semiconductor analyst tracking AI capex and chip competition. Edward Mills, Raymond James Washington policy analyst on U.S.-Iran talks and geopolitical risk. They discuss market rotation beyond mega-cap tech, who benefits from massive cloud and AI spending, semiconductor competition, and geopolitical headlines that move markets.
Aug 12, 2024 • 44min
Closing Bell Overtime: Qualcomm Sinks On Downgrade; Top Opportunities In Alternatives 8/12/24
Join market experts Ryan Detrick, Michael Sansoterra, Afsaneh Beschloss, Chris Caso, James Shin, and Anthony Tutrone as they navigate a turbulent stock market. They discuss Qualcomm's recent downgrade, the bullish outlook on Eli Lilly, and prime picks in alternative investments. Insights delve into upcoming economic data, the potential for a soft landing, and retail transformations post-pandemic. Each guest offers a unique perspective on how geopolitical risks and interest rates are shaping investment strategies.
