Morning Call

CNBC
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Nov 28, 2023 • 45min

One Year of ChatGPT, Market Rally Outlook, and the Final Trading Days of November 11/28/23

We're just two days away from the one-year anniversary of ChatGPT's public launch. Wall Street Journal's Joanna Stern explains. Plus, BMO Capital Markets says the market rally may just be getting started. Potomac Wealth Advisors' Mark Avallone discusses his outlook. And, what's ahead for the final trading days of the month? CIC Wealth's Malcolm Ethridge weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 27, 2023 • 44min

One Year of ChatGPT, Cyber Monday Expectations, and E-Commerce Spending 11/27/23

It's been one year since the public release of OpenAI's ChatGPT. Arete Research's Richard Kramer explains. Plus, the holiday shopping season is showing no signs of slowing down ahead of Cyber Monday. LSEG's Jharonne Martis discusses. And, e-commerce continues to be a big part of the consumer narrative. DHL's Kraig Foreman weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 22, 2023 • 45min

The Thanksgiving Economy, Nvidia Under Pressure, and Stocks' Win Streak 11/22/23

We are just one day away from Thanksgiving and the turkey dinners, Black Friday deals, and holiday travel it brings. OPIS' Denton Cinquegrana, American Farm Bureau Federation's Veronica Nigh, and Storch Advisors' Gerald Storch lay out the most impacted industries. Plus, Nvidia shares are lower despite reporting a third straight blowout quarter. CFRA Research's Angelo Zino explains. And, stocks have been riding high in recent weeks despite yesterday's downward blip. AlTi Tiedemann Global's Nancy Curtin and Pivotal Advisors' Tiffany McGhee discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 21, 2023 • 45min

OpenAI Chaos, Nvidia Earnings, and Infrastructure Investments 11/21/23

Chaos at OpenAI continues as investors explore legal action against the company's board due to fears over the safety of their investments. Cleo Capital's Sarah Kunst discusses. Plus, Nvidia reports earnings this afternoon, with shares near an all-time high. Decatur Capital's Degas Wright gives his expectations. And, CRH is acquiring a new portfolio of building material assets for more than $2 billion. CRH CEO Albert Manifold explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 20, 2023 • 45min

OpenAI Shakeup, Black Friday Spending, and Stocks' Three-Week Win Streak 11/20/23

Former OpenAI CEO Sam Altman will join Microsoft as the head of a new AI research division. Albion Financial Group's Jason Ware explains. Plus, the holiday shopping period is kicking off in earnest, with consumers expected to spend a record amount during Black Friday and Cyber Monday. Brookfield's Kevin McCrain gives his outlook. And, the S&P 500 is on pace for its largest monthly gain of the year. Carson Group's Ryan Detrick and G Squared Private Wealth's Victoria Greene discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 17, 2023 • 45min

Oil Prices This Month, Strength of the Consumer, and Amazon's New Product 11/17/23

Oil prices are coming off their worst day in more than a month. Energy Aspects' Amrita Sen explains. Plus, a number of retailers are warning about the strength of the consumer ahead of the holiday season. Jefferies' Corey Tarlowe discusses the outlook. And, Amazon is getting into a new product category: cars. CNBC's Micheal Wayland dives into the news. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 16, 2023 • 45min

President Biden and China President Xi Jingping, Walmart Earnings, and the Outlook on Inflation 11/16/23

President Biden and China President Xi Jinping have agreed to re-establish military communications and combat the flow of illegal fentanyl into the U.S. Eurasia Group's Rick Waters explains. Plus, Walmart reports earnings this morning following Target's strong results yesterday. Cadinha & Co.'s Kalei Cadinha-Pua'a's gives her expectations. And, the markets continue to cheer on positive signals around inflation. Van Lanschot Kempen's Anneka Treon and Invesco's Brian Levitt discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 15, 2023 • 45min

Target Earnings, Mastercard SpendingPulse, and U.S.-China Relationship 11/15/23

Target reports earnings this morning as the company grapples with a string of disappointing quarterly results. The Glenview Trust Company's Bill Stone discusses. Plus, Mastercard is out with its latest SpendingPulse data. Mastercard's Steve Sadove dives into the key findings. And, President Biden will meet with Chinese leader Xi Jingping for the first time in a year today at the APEC Summit. Council on Foreign Relations' Zongyuan Zoe Liu explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 14, 2023 • 44min

October CPI, Home Depot Earnings, and the Trading Day Ahead 11/14/23

Investors are bracing for a fresh read on inflation from the October CPI. First Watch CEO Chris Tomasso discusses how higher prices are impacting his business. Plus, Home Depot reports earnings today amid concerns about slowing consumer spending. Northstar Asset Management’s Nimrit Kang gives her expectations. And, what’s in store for the trading day ahead? Cetera’s Gene Goldman and Gilman Hill Asset Management’s Jenny Harrington weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 13, 2023 • 44min

Government Shutdown Showdown, the FOMO Trade, and Economic Data This Week 11/13/23

It's a make-or-break week for Congress, with lawmakers just days away from a government shutdown. Stifel's Brian Gardner explains. Plus, markets are coming off two straight weeks of gains. Wall Street Journal's Gunjan Banerji discusses. And, investors are preparing for fresh economic data, including October CPI and PPI. Veritas Financial Group's Greg Branch breaks down the agenda. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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