Jenny Harrington

Steve Weiss, an investment professional at Bank of America, shares insights on market trends, while Jenny Harrington, a portfolio manager, discusses behavioral investing strategies. Jim Labenthal adds his analysis on specific stocks. The trio dives into the recent downturn of momentum stocks like Robinhood and emphasizes caution in volatile markets. They debate defense stocks amid global tensions and explore investment prospects in the healthcare sector. The discussion highlights how consumer behavior influences market resilience during these turbulent times.

Josh Brown, CEO and market commentator known for his stock picks; Jenny Harrington, portfolio manager focused on dividends and value; Joe Terranova, market strategist specializing in tactical momentum. They debate AI risks to tech and whether weakness becomes a broader rotation. They discuss software sell-offs, cybersecurity pressures, real estate and REIT rallies, and top dividend stock strategies.

Jenny Harrington, portfolio manager focused on valuation and stock selection, and Kerry Firestone, portfolio manager with sector and credit expertise, discuss trading around a hot jobs report. They debate market volatility, rotation from momentum to earnings, and tactical portfolio moves like selling JetBlue and buying Apollo. Short, tactical market takes and timely portfolio adjustments drive the conversation.

Joining the discussion are Steve Weiss, an astute market analyst and member of the Investment Committee, and Jenny Harrington, a long-term investing guru. They dive into the recent trade war headlines that have unexpectedly boosted stock prices. The duo shares strategic portfolio moves and forecasts earnings from major companies, including Tesla and Chipotle. They also explore the impacts of Bitcoin's volatility and how market sentiment shifts affect investment decisions, all while emphasizing the value of maintaining long-term positions in a turbulent market.

Carrie Firestone, veteran markets pro focusing on macro drivers and sector rotation. Jenny Harrington, active portfolio manager known for tactical buys and income moves. Bryn Talkington, portfolio manager with sector-level ideas. They debate buying dips, dissect Broadcom's earnings and AI impacts, weigh cyclicals versus software, and explain recent portfolio trades and sector opportunities.

Jenny Harrington, portfolio allocator who watches REITs and biotech. Stephen Weiss, seasoned trader with tactical stock calls. Liz Thomas, market strategist focused on technical levels and risk. Joe Terranova, investor who tracks momentum and energy rotation. They debate market durability amid Middle East tensions, short covering and momentum dynamics, energy’s impact on growth and earnings, and where to rotate after de‑escalation.

Josh Brown, a macro-minded financial commentator; Jim Laventhal, markets and sector analyst; Jenny Harrington, portfolio manager with stock picks; and Joe Terranova, tactical market strategist. They discuss oil sliding on hopes for Iran talks and stocks lifting. Conversations cover retail investor behavior, sector rotation, tactical buys in consumer staples and energy, and big-cap tech and streaming trade ideas.

Jenny Harrington, an expert in investment strategies, shares insights on buying medical technology stocks. The episode covers market anticipation of the inflation report, Josh Brown doubling up on Amazon, Micron's earnings dip, and trade updates from Bill Baruch. The investment committee also discusses stock breakouts, market analysis, economic anticipation, stock downgrades, and performance reviews of various stocks.

Josh Brown, CEO and investment expert known for his insights on markets, discusses the implications of a strong GDP print and its potential effects on stocks. He argues that high global rates could persist without derailing the bull market. Jenny Harrington, an investment strategist specializing in dividends, shares her top picks for 2026, highlighting Amcor and Bristol Myers as solid options. The panel also debates the future of human versus robo-advisors and examines the current market landscape amidst financial volatility.

Jenny Harrington, an investment committee member focused on health care and software stock research. Liz Thomas, a market strategist known for sector calls on materials and emerging markets. Joe Terranova, market strategist offering macro and trade ideas. They debate software sell-offs and AI fatigue. They weigh ETFs versus stock picking, chip cycle reactions, cloud capex ahead of big tech earnings, and rotations into materials, energy, and health care.