Closing Bell

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.

Shield AI has had a big year: the $2.8 billion startup’s AI technology was used to autonomously fly F16 fighter jets, rescue Israeli hostages, and detect Russian missile systems in Ukraine. Brandon Tseng, the company’s co-founder & president says a military transformation is occurring, and that international forces are moving faster than the U.S. in adopting new technologies. Tseng joined Morgan Brennan last month from the Reagan Nation Defense Forum to discuss the future of warfare, a new collaboration with Palantir, and what he’d like to see from the incoming Trump administration. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets kicked off the new year with a volatile session, ultimately finishing the day lower. Vital Knowledge’s Adam Crisafulli and Hennion & Walsh’s Kevin Mahn break down the market reaction. Our Hugh Son analyzing SoFi’s sharp drop, while RBC’s Tom Narayan offers insights on Tesla’s latest delivery numbers. Plus, Megan Cassella reports on the latest developments in the China Treasury hack, and Tony Wang of T. Rowe Price shares his tech playbook for 2025. Angelica Peebles on the latest in the bird flu outbreak, and Terry Haines weighs in on the political gridlock as the House Speaker vote looms. 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.

Barbara Doran, CEO of BD8 Capital Partners, and Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, analyze the latest market movements. Julian Emanuel, Senior Managing Director at Evercore ISI, outlines his 2025 investment playbook, while Bess Freedman, CEO of Brown Harris Stevens, shares her outlook on the luxury real estate market. David Yarnold, former National Audubon Society CEO, discusses advancements in drones and surveillance technology, and Stacy Rasgon, Senior Analyst at Bernstein, provides key insights into Nvidia’s performance and future. Plus, the Santoli Dashboard tracks critical market signals, and we reveal the top-searched ticker of 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Cantor, a Senior Portfolio Manager at Neuberger Berman, shares his savvy market insights as the year wraps up. He discusses the impact of policy outlooks on market trends and the performance differences between value and growth stocks. Cantor expresses optimism for 2025, highlighting the importance of strategic investments among the 'Magnificent Seven.' The conversation also dives into tech stock growth potential and the challenges facing key players like Apple amid economic uncertainties and evolving consumer behaviors.

In this discussion, Dan Niles, founder and portfolio manager of Niles Investment Management, provides insights into navigating the tech stock selloff and market trends. He examines how rising treasury yields are impacting investment strategies. The conversation also covers housing market dynamics with Dallas Turner, CEO of Invitation Homes, shedding light on pending sales and demographic shifts. Former Walmart CEO Bill Simon analyzes consumer behavior around holiday shopping, emphasizing a resurgence in in-person retail despite economic challenges.

Mohamed El-Erian, Chief Economic Advisor at Allianz, shares insights on market trends and the potential for corrections. Christina Partsinevolos, CNBC reporter specializing in the chip sector, discusses the dynamics influencing top tech stocks. Anisha Sherman, VP at Bernstein, analyzes retail opportunities as consumer spending shifts. They explore the impacts of rising Treasury yields, inflation concerns, and the resilience of luxury retail, painting a complex picture of the economic landscape as the new year approaches.

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.

Gene Munster, managing partner at Deepwater Asset Management, shares his expertise in the tech sector and AI’s market influence. He discusses recent downturns in major tech stocks like Apple and Microsoft, analyzing profit-taking and economic indicators. Munster delves into AI's competitive landscape, emphasizing the need for business skills. He also explores strategies for navigating market volatility and highlights the shift from tech to cyclical sectors as investors prepare for 2025. His insights provide a roadmap for those keen on adapting to the evolving market dynamics.