Closing Bell

Jeffrey Sonnenfeld, a Senior Associate Dean at Yale School of Management and CNBC contributor, shares his deep insights on corporate governance and the intricate relationship between business and politics. He discusses the significant CEO backlash towards government interventions and the risks posed by state capitalism. Sonnenfeld also addresses the silence from the Business Roundtable amid these upheavals, highlighting the industry's struggle to navigate political pressures. Tune in for a thought-provoking analysis of how these dynamics impact leadership and market behavior.

Join Gargi Pal Chaudhuri, BlackRock's Head of iShares Investment Strategy Americas, as she shares insights on AI-driven market diversification and the geopolitical forces shaping 2026. Mike Santoli, a Senior Markets Commentator, dives into the dynamic shifts in gold demand and the recent collapse of egg prices amid food inflation concerns. Exciting discussions on Deere's push into automation and the booming metals market bring intriguing perspectives on future trends.

Alicia Levine, a BNY Wealth strategist, discusses how the strength in financials signals a recovery while forecasting modest returns. Bryn Talkington, founder of Requisite Capital, dives into the implications of sector rotation and strategies like equal-weight investing. Rick Heitzman from FirstMark Capital offers insights on IPO prospects for 2026 and the dynamics of AI-driven fundraising. Mohamed El-Erian emphasizes the importance of coherent AI adoption policies to enhance productivity while managing labor market challenges.

Drew Pettit, U.S. equity strategist at Citi Research, dives into the market's positive reaction to recent events in Venezuela, discussing implications for energy stocks and overall equity positioning. Richard Haass, President Emeritus of the Council on Foreign Relations, shares insights on U.S. foreign policy, exploring the leadership changes in Venezuela and the geopolitical landscape. They also analyze how these developments might reshape market dynamics and investor sentiment in the coming months.

In this discussion, veteran strategist Dan Greenhaus emphasizes earnings, AI, and Federal Reserve support as catalysts for a strong 2026. Wealth management pro Cameron Dawson highlights the significance of rate sensitivity and mid-single-digit returns. Meanwhile, Sonali Basak analyzes valuations and margin expansion. The panel also dives into Venezuela’s oil market upheaval following President Maduro's arrest, predicting complex recovery challenges. Other topics include the crypto landscape, with insights from Bill Miller IV on Bitcoin's potential and market dynamics.

Mike Santoli, a Senior Markets Commentator known for his insightful market analyses, joins portfolio manager Jed Ellerbrook from Argent Capital Management, who brings expertise in sector performance. They dive into the impact of AI on global markets and discuss sector rotation, highlighting aerospace and retail's strong positions. The conversation also covers corporate earnings outlooks and risks such as sticky inflation, offering a colorful view on market dynamics and investing strategies for the year ahead.

Dan Greenhouse, Principal at Solace Alternative Asset Management, dives into the key market drivers for 2026, including AI demand and consumer resilience. He highlights the critical link between Fed policy and AI growth, suggesting that while markets may react to Fed moves, AI's potential is a larger force. Drew Mattis from MetLife adds insights on credit risk and the importance of portfolio positioning. Together, they explore the implications for investors and the evolving landscape shaped by consumer spending and technological advancements.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.