Malcolm Ethridge
CNBC contributor and portfolio manager offering market perspective on tech valuations, trimming/adding to positions, and longer-term investment conviction in software names.
Top 3 podcasts with Malcolm Ethridge
Ranked by the Snipd community
Feb 25, 2026 • 43min
Closing Bell: Make-or-Break Earnings Moment 2/25/26
Bryn Talkington, investor focused on large-cap tech valuations. Malcolm Ethridge, portfolio manager weighing when to trim or add to software positions. Christina Partsinevelos, markets reporter tracking movers into the close. They debate Nvidia, Salesforce and Snowflake earnings, AI competition and chip demand, software valuation and sentiment, private credit jitters, and major movers as the market heads into the close.
Aug 26, 2025 • 44min
The Road Ahead for Stocks 8/26/25
In this discussion, Josh Brown, a CNBC speaker renowned for his stock expertise, and Malcolm Etheridge, a market trend analyst on CNBC, dive into the future of the stock market and the Federal Reserve's influence. They analyze major moves in companies like Netflix, Uber, and AT&T. The potential AI ambitions of Apple and its impact on tech stocks are also explored. Additionally, they dissect trends in the restaurant industry and highlight Ulta Beauty ahead of earnings, with insights into the latest investments in cybersecurity.
Oct 9, 2024 • 42min
Closing Bell: Remarkable Run for Stocks 10/9/24
Malcolm Ethridge, a managing partner at Capital Area Planning Group and CNBC contributor, shares insights on market trends. Wealth advisor Richard Saperstein offers a year-end playbook for savvy investors. Eric Jackson from EMJ Capital dives into tech trade trends, spotlighting opportunities with companies like NVIDIA. The discussion highlights the resilience of the stock market, AI's influence, and the outlook for financial stocks, including regional banks facing unique challenges. Exciting times for investors as they navigate a bullish landscape!
