Malcolm Etheridge

Brenda Vangelo, an investment committee member, offers keen insights into market trends, while Alex Kantiewicz, a big technologies expert, analyzes AI advancements changing the tech landscape. Deirdre Bosa, CNBC correspondent, reports on the latest in AI technology, and Malcolm Etheridge shares strategic portfolio moves. They discuss the tech sector's rapid ascent, recent semiconductor gains, and a significant double downgrade of McDonald's stock. The conversation balances market optimism with cautious investment strategies in a dynamic environment.

Jim Labenthal, a cautious Investment Committee member, offers short-term portfolio moves. Malcolm Etheridge, market analyst, focuses on tech, crude dynamics, and consumer trends. Josh Brown, RIAd and CEO, highlights trade ideas like Delta and Restaurant Brands. They debate market reactions to President Trump’s speech, crude oil spikes, trading vs long-term positioning, and recent portfolio moves.

Stephanie Ling, Jim Labenthal, and Malcolm Etheridge, all seasoned Investment Committee members, dive into the intricacies of the faltering stock market. They discuss the impact of rising inflation and changing consumer sentiment. With a focus on high-quality investments, they explore tech giants like Amazon and Microsoft as potential opportunities amidst volatility. Moreover, they analyze the CoreWeave IPO's significance in the AI domain and discuss the implications of auto tariffs on major automakers, emphasizing the importance of adapting investment strategies during uncertain times.

Join financial expert Josh Brown, known for his savvy stock insights, along with Investment Committee members Jenny Harrington and Malcolm Etheridge. They dissect whether the market is pausing or pulling back, sharing their latest portfolio moves. Josh highlights Illinois Tool as a top stock pick. The team discusses Jerome Powell’s upcoming speech, AI stock influences, and the tumultuous landscape for tech shares. They also touch on global events, investment strategies, and the impacts of rising inflation on consumer behavior.

Malcolm Etheridge, contrarian tech investor who highlights buys like ServiceNow. Kerry Firestone, sector-focused portfolio manager who weighs industrials, chips and stock picks. Josh Brown, RIA and market commentator who names top market stocks. They debate the tech sell-off, capex and hyperscaler risks, where to balance software versus old-economy plays, and which names to trim or buy amid rotation.

Rob Seachin, investment committee member who makes sector calls and names like Broadcom; Malcolm Etheridge, wealth pro focused on positioning and rebalancing with ideas like Spotify; Bill Baruch, portfolio manager who discusses trades in Uber, Tesla, Amgen and AbbVie. They debate market whipsaws, oil-driven moves, AI and software valuation, private credit stress, and conference takeaways in Miami Beach.

Malcolm Etheridge, investment pro with earnings and AI spend chops; Rob Seachin, portfolio manager with stock-specific tech and defense views; Jim LaBenteal, seasoned market commentator; Josh Brown, Ritholtz CEO known for market takes. They dig into Microsoft’s sell-off and AI monetization questions. They contrast Meta’s ad path with Microsoft’s cloud model. They spotlight software drawdowns, IBM’s AI gains, defense winners, and Josh’s pick Nucor.

Jenny Harrington, a savvy portfolio manager, addresses the labor risks and consensus optimism of 2026, urging a de-risking approach. Steve Weiss discusses how AI could enhance productivity yet widen inequality, while Malcolm Etheridge highlights retail investor trends with Bitcoin. Kevin Simpson shares insights on top picks like Amazon and Micron as market trends evolve. The committee explores investment themes, including Fiserv's recovery potential and Visa's fintech disruption, as they prepare for the year's financial landscape.

Stephanie Link, a portfolio strategist known for her insights in consumer and technology sectors, joins Joe Terranova, a market commentator offering trading perspectives, and Malcolm Etheridge from Washington D.C., who provides thematic market views. They discuss a surprisingly bullish sentiment among investors, the potential rebound for major tech stocks, and the importance of quality investments. The team also debates the resilience of retail investors, Bitcoin's market signals, and specific stock calls including Digital Realty and Costco.

Join market commentator Josh Brown, a seasoned expert with sharp stock picks, portfolio manager Kerry Firestone, focusing on trimming large tech positions, and Malcolm Etheridge, who analyzes market valuations and risks. They tackle the latest market volatility, discussing how bank earnings suggest economic strength and the dynamics of trading amid global tensions. There’s also a debate on the impact of AI on industries like biotech and SaaS, and insights into trading gold miners and smart portfolio adjustments amidst changing yields.