Jim Lebenthal

Guests Josh Brown, Jenny Harrington, and Jim Lebenthal provide sharp insights into the troubled tech sector, with Brown sharing his top stock picks. Harrington discusses her latest portfolio adjustments and strategies for dividend income. The conversation also covers rising concerns about UnitedHealth Group's coding practices and their potential impact on the market. The team analyzes market fluctuations, investor sentiment, and future opportunities, emphasizing the need for a disciplined investment approach amid volatility.

Steve Weiss, a professional investor focused on volatility and sector rotation; Jim Lebenthal, a macro-minded portfolio manager; and Joe Terranova, a former oil trader offering tactical energy calls. They discuss oil's surge amid the Iran war, how crude moves markets and shipping, short-covering and curve dynamics, sector rotation into asset-heavy names, and tactical energy and equity trade ideas.

Joe Terranova, an investment expert known for his market analysis, joins Karen Firestone, who shares her keen insights into portfolio strategies. Jim Lebenthal, seasoned in market trends, and Steve Weiss, who weighs in on investment risks, complete the panel. They delve into how tariffs are impacting GDP and discuss big tech's challenges amid earnings season. The team highlights standout stocks like Spotify and AppLovin while navigating cautious investment strategies as economic uncertainty looms.

Brian Sullivan, CNBC Paris correspondent with on-the-ground energy updates. Amy Raskin, investment committee member with sector trade ideas. Jim Lebenthal, investment pro focused on diversification and energy exposure. Joe Terranova, market commentator offering tactical trading views. They tackle oil-driven market moves, volatility and hedge fund strain, tactical names in energy, NVIDIA’s GTC buzz, and retail withdrawals from private credit.

Stephanie Link, a savvy portfolio manager, discusses the implications of economic trends on stock performance. Joe Terranova dives into the nuances of credit markets and the quality versus momentum debate. Jim Lebenthal shares his investment philosophy with a personal touch, highlighting his Cleveland-Cliffs purchases and drawing agricultural analogies. They also tackle pressing issues like the dynamics of private credit, the resurgence of old economy stocks, and the competitive landscape for tech giants like Apple and Google.

In this engaging discussion, top investors Joe Terranova, Jim Lebenthal, and Steve Weiss dive into the ripple effects of Jerome Powell's Jackson Hole speech on the stock market. They debate the sustainability of the current market rally and share insights on favorite bank stocks. The trio also examines the impact of AI on various sectors, touching on Netflix's innovative strategies and its recent successes. With a focus on navigating trends and risks, they provide valuable advice for investors looking to capitalize in a fluctuating financial landscape.

Investment experts Josh Brown, Jenny Harrington, Stephanie Link, and Jim Lebenthal unpack market resilience despite pullbacks. They discuss GDP growth projections and bullish sectors like industrials and housing while addressing bond yields and AI's economic impacts. The team also dives into strategic stock picking, particularly in healthcare, and emphasizes quality investments during dips. Additionally, Bitcoin's record highs and shifting dynamics in dividend-paying stocks are scrutinized, offering a comprehensive look at today's investment landscape.

In this discussion, investment heavyweights Joe Taranova, Steve Weiss, and Jim Lebenthal dissect Nvidia's remarkable achievement of a $4 trillion market cap. They explore the implications for tech-driven investment strategies and the rise of semiconductor firms in AI infrastructure. The trio also touches on investment opportunities in gold and mining amid shifting markets, and highlights recent stock performances of giants like Netflix and major banks. Their insights blend market trends, potential risks, and strategies for navigating this dynamic landscape.

Joe Terranova, Jim Lebenthal, Bryn Talkington, and Steve Weiss engage in a spirited discussion about the stock market's future amidst high valuations and looming earnings reports. Bryn shares her options strategy for Tesla, especially as Elon Musk re-enters the political scene. The group debates how tariffs and economic indicators could shape investor sentiment, while weighing the growing interest in Uber against Tesla's recent challenges. They highlight retail investor activity and explore potential strategies for navigating this volatile market.

Join Steve Weiss, a tech-focused Investment Committee member; Jim Lebenthal, a value-oriented expert; and Joe Terranova, who specializes in asset allocation, as they navigate the highs and lows of the stock market entering the second half of 2025. They discuss the impact of high-beta tech investments, the exciting growth prospects of companies like Tesla, and the competitive challenges faced by Disney and its streaming rivals. Discover key portfolio strategies and the emotional rollercoaster of investing in today's volatile landscape.