Những podcast Sue Herera hay nhất (2024)

1
Markets’ Big Week, China’s Path Forward, SweetGreen’s Healthy Returns 8/9/24 44:14

15h ago44:14

44:14

Stocks are struggling to end the week higher, as the Fed’s path toward rate cuts is getting a little murkier. We’ll look at how to position within the Magnificent 7 stocks and beyond. Plus, China’s inflation data suggesting more government stimulus may be needed there. Our guest is highlighting one catalyst that could jumpstart Chinese equities. An…

1
Health of the Consumer, Market Rally or Reversal?, Interactive Brokers’ Thomas Peterffy 8/8/24 44:00

1d ago44:00

44:00

We have fresh data from Bank of America Institute, giving us a real-time picture of what's going in the economy. We’ll speak with the woman in charge about the health of the consumer. Plus, stocks are rallying on the back of new jobless claims data, but one of our market guests warns it could be a head fake. And Interactive Brokers Chairman Thomas …

1
One-on-one with Jamie Dimon 8/7/24 45:47

3d ago45:47

45:47

The S&P Bank ETF is on track for its worst month since last March amid the regional bank crisis, but JPMorgan is only 7% away from last month’s record high. Our Leslie Picker sits down with JPMorgan Chase CEO Jamie Dimon to talk about the business, the Fed, the economy, the markets, politics, and much more.…

1
Sell-off Overdone?, Buy the Tech Dip?, Disney Price Hikes 8/6/24 44:03

4d ago44:03

44:03

Stocks are rebounding from yesterday’s sell-off. We’ll debate whether the growth scare is overdone or if it’s the beginning of a bigger pullback. Plus, is it time to buy the dip on tech stocks? Our market guest thinks so and has the names he’s buying at these levels. And Disney is raising prices on its streaming services. We’ll look at whether it c…

1
Market Sell-off, WaFd Bank CEO 46:57

5d ago46:57

46:57

Stocks are selling off to start the week amid growing concerns of a recession. We have team coverage tracking the Fed’s path forward, the plunge in treasury yields, and the drop in mortgage rates. Plus, WaFd CEO weighs in on the strength of the consumer and state of loan demand. And mega-cap tech stocks are erasing trillions of dollars’ worth of ma…

1
Jobs Report Sell-off, Intel’s Half-Century Slump, Databricks CEO Exclusive 8/2/24 45:09

8d ago45:09

45:09

July’s jobs report came in much weaker than expected, triggering the key recession indicator known as the Sahm Rule. Its namesake joins us with her read on the economy. Plus, Intel’s having its worst day in 50 years after a disappointing earnings report. We’ll hear from CEO Pat Gelsinger. And capex spending is a major theme for tech companies repor…

1
Big Tech Sell-off, Shifting Fed Narrative, Historic Prisoner Exchange 8/1/24 44:12

9d ago44:12

44:12

Today’s weak economic data is weighing heavily on stocks and yields as the 10-year falls below 4%for the first time since February. We’ll look at what it means for the Fed’s path forward. And in the largest East-West prisoner swap since the Cold War, U.S. journalist Evan Gershkovich is coming home. We’ll look at the nations and individuals involved…

1
The Exchange 7/31/24 40:13

10d ago40:13

40:13

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.Bởi CNBC

1
Market’s Big Mistake?, AI’s First Real Test, Harris’ Crucial VP Pick 7/30/24 47:08

11d ago47:08

47:08

We’re counting down to tomorrow’s Fed decision, where Powell is widely expected to signal that the first rate cut will come in September, but our market guest says investors are too focused on that, and not enough on what he sees as the biggest risk right now. Plus, the busiest week of tech earnings continues with Microsoft reporting after the bell…

1
Markets’ Big Week, Vanguard’s New CEO, Earnings Exchange: PG, JBLU, PFE 7/29/24 43:16

12d ago43:16

43:16

It’s the busiest week of earnings season, combined with a ton of macro data and Wednesday’s Fed decision on interest rates. We’ll look at how to position for this massive market-moving week. Plus, Vanguard has a new CEO and it’s the first-ever outsider to helm the company. Bob Pisani sits down with him four weeks into the job. And we’ll bring you t…

1
Rate Cut Timeline, Data Center Demand, Overseas Opportunities 7/26/24 44:00

15d ago44:00

44:00

The longer the Fed waits to cut, the more they risk that something breaks, according to Moody’s chief economist Mark Zandi. He’ll join us to make his case, in light of today’s PCE inflation data. Plus, Digital Realty’s CEO joins Kelly on the heels of their quarterly results with what’s driving demand for data centers. And weakness in China is one o…

1
Catalysts & Concerns and Buying Opportunities 7/25/24 43:45

16d ago43:45

43:45

Was yesterday’s selloff a healthy correction or reason for concern? We speak with one guest who says the rally is intact, but it will be hard to make new highs until one thing happens. Plus, tech investor Gene Munster says the pullback in tech presents a great buying opportunity. He tells us what he’s watching. And three more names are on deck to r…

1
Tech Wreck, Bitcoin Bucking the Trend, Buy the Builders? 7/24/24 46:36

17d ago46:36

46:36

The Nasdaq having its worst day of the year, as Tesla and Alphabet results disappoint. But bitcoin is moving higher, and we’re joined by VanEck’s head of digital assets research who’s making the case for $2.9M by 2050. And Wall Street’s #1 homebuilding analyst is here with his view on the builders as new home sales hit the lowest level of the year.…

1
Unloved Bull Market, Time to Buy Tesla?, Risky Business 7/23/24 43:59

18d ago43:59

43:59

We're in an early bull market, but one of our guests says it's the most unloved bull market she's seen in her career and that presents a lot of opportunity. She’s also a Tesla shareholder and says it's a stock you buy in times of chaos. With earnings on deck, is this one of those times? And is a credit card backed by your home equity line of credit…

1
Your Money, Your Vote, Policies & Positioning, Stick with Small Caps? 7/22/24 44:21

19d ago44:21

44:21

More Democrats are coming out in support of Vice President Kamala Harris. We take a look at what’s next, how it’s changing Team Trump’s strategy, and whether it should change your market strategy. Plus, just last week Strategas’ Dan Clifton told us this is the most investable election in his professional career. Is that still the case, or is he res…

1
Biden’s Make-or-Break Weekend, Riding the Rotation, Global IT Outage 07/19/24 43:30

22d ago43:30

43:30

Former President Trump is accepting the GOP nomination as pressure builds for Pres. Biden to drop out of the race. We’ll get the latest from Washington and hear from two experts on each side of the aisle about what could be next. Plus, our market guest is using history as a guide and positioning for gains he sees ahead in the small caps. And Crowds…

1
Small-Cap Summer, The Investible Election, Netflix Earnings on Deck 7/18/24 44:16

23d ago44:16

44:16

We’re in the midst of a massive, violent rotation from tech to small caps, but is this a sign that stocks are broadening out or are markets breaking down? Plus, Strategas’ Dan Clifton says this is one of the most investible elections he’s seen in his career and joins us with the stocks to watch ahead of November. And Netflix is on deck to report qu…

1
Hunting for Value, Candidate-proof Trade, Earnings Exchange: BX, DHI, DPZ 07/17/24 43:52

24d ago43:52

43:52

Our market guest says there are two catalysts breaking growth momentum and tells us how he’s taking advantage of the value trend. Plus, there’s one trade our analyst says will work regardless of who becomes president. He’ll join us with the theme and stocks to own. And we’re talking Blackstone, DR Horton and Domino’s Pizza in Earnings Exchange.…

1
Trump Picks Vance, Opportunities Abroad, Small Caps Soar 7/16/24 47:06

25d ago47:06

47:06

Wall Street reacts to former President Trump choosing Sen. JD Vance as his running mate. We look at the implications for the market, the green energy landscape, and health care. Plus, investing opportunities in China, India, and Europe are becoming more attractive to investors. We’ll look at where the biggest risks are. And small-cap stocks are on …

1
Powell’s Playbook, RNC Kicks Off, More Volatility Ahead? 7/15/24 50:04

26d ago50:04

50:04

Fed Chair Powell says more progress on inflation is needed, but if the Fed waits for inflation to get to 2% to cut, it’s too late. Jefferies’ chief market strategist David Zervos joins us with his first take. Plus, we’ll get a live report from Milwaukee as the RNC kicks off and UVA’s Larry Sabato’s reaction to the failed assassination attempt on fo…

1
Value Renaissance Ahead?, The Bank Trade, Commercial Real Estate 7/12/24 43:59

29d ago43:59

43:59

Get ready for a value renaissance. Our market guest says it’s coming and he’s bringing his favorite ways to take advantage of it. Plus, the big banks are front and center. JPMorgan, Wells Fargo, and Citi all topped expectations, but are under pressure. The Citi CFO joins us live on the back of the report. And despite ongoing concerns, there’s an op…

1
From the Desk of Kelly Evans: The fall of Troy 7/11/24 2:53

30d ago2:53

2:53

Kelly explains what Helen of Troy’s weak earnings reports means for the state of the broader economy.Bởi CNBC

1
CPI, Costco & The Case for S&P 6K 7/11/24 43:51

30d ago43:51

43:51

Did CPI just cement a September rate cut? Our guests say the door is wide open. We look at what could close it again. Plus, some of the downside surprises beyond the headline numbers, and how to position from here. And, Universa is known as the Black Swan Fund, but the firm sees the S&P hitting 6,000 by year-end. We speak to Universa's COO about wh…

1
From the Desk of Kelly Evans: The cuts are coming 7/11/24 2:32

30d ago2:32

2:32

Kelly explains what the negative June CPI number means for the Fed’s next move.Bởi CNBC

1
Inflection Point?, Travel Demand & Cashing in on Components 7/10/24 44:14

1M ago44:14

44:14

Are we at an inflection point for the consumer? They’re choosing more carefully where to spend, which is not at Helen of Troy, as we learned yesterday. That company lost nearly 30% of its market value following earnings. Consumers are pushing back on big brands and high prices, which is leading them to Walmart, whose record highs might even suggest…

1
Underrated Risk?, Bullish Bets & Audio Advantage - 7/9/24 44:10

1M ago44:10

44:10

Fed Chair Jay Powell is warning of the risks of staying too high for too long, but our market guest is warning of a different risk, one he says Wall Street has its head in the sand on.He’s here to tell us what it is and how he’s positioning as a result. Plus, analysts are loving this recent IPO, with eight of them initiating coverage on the stock t…

1
From the Desk of Kelly Evans: Tour de France 7/8/24 3:19

1M ago3:19

3:19

Kelly connects the dots between France’s elections and the 2024 presidential election.Bởi CNBC

1
Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24 37:43

1M ago37:43

37:43

Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the markets with Powell’s testimony and inflation data on deck. We’ll check in with Raymond James’ CIO about why he says the rally is nowhere near the top. And between France, the U.K., and the U.S., there…

1
From the Desk of Kelly Evans: AI is the business cycle 7/5/24 2:58

1M ago2:58

2:58

Kelly explains why AI is really driving the economy right now.Bởi CNBC

1
Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24 44:13

1M ago44:13

44:13

The June jobs report paints a muddy picture, but does it mean the Fed is finally ready to cut? We’ll discuss. And the U.K. has a new leader, with the Labour party winning the election in a landslide. We’ll look at the ramifications for business. And the CEO of Barnes & Noble joins us with how they’re keeping up with the latest trends, including e-r…

1
The Exchange 7/2/24 43:40

1M ago43:40

43:40

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.Bởi CNBC

1
No Stopping the Rally?, The Jobs Juggle, Immunity Ruling 7/1/24 43:51

1M ago43:51

43:51

Stocks are mixed on the first trading day of the second half. The major averages have posted a monthly gain in July every year for the past decade. And our strategist just hiked his year-end S&P target to, 5,700 today. He’ll tell us where he’s putting money to work. And today’s manufacturing data showing a jobs divide. S&P Global reporting the fast…

1
Supreme Court on Chevron, As Good as It Gets?, Nike: “More Squish Than Swoosh” 6/28/24 44:22

1M ago44:22

44:22

We’ll break down a seismic decision by the nation’s top court, impacting everything the government does. Plus, the latest inflation report came in as expected, but what does it mean for the markets and the Fed. We’ve got a power-packed panel to look at how to position. And Nike is having its worst day ever after weak results and guidance. We’ll ask…

1
Retail Detail, Stick with Tech?, “Your Money, Your Vote” 6/27/24 43:55

1M ago43:55

43:55

Wall Street’s #1 retail analyst, JPMorgan’s Matt Boss, is here to talk all things retail, including why value and convenience will be what ultimately separates the winners from the losers. Plus, Nvidia is lower again, but our market guest says to ignore the short-term volatility. And the first presidential debate of the year is on deck. We’ll arm y…

1
Where the Chips Fall, Too Cheap to Ignore?, Health of Housing 6/26/24 44:20

1M ago44:20

44:20

Nvidia is down, once again, with the company’s annual shareholder meeting wrapping up right now. We’ll bring you the latest as another big chip name gears up to report results. Plus, speaking of tech, it’s one sector our market guest isn’t buying for two reasons – and one of them is pretty contrarian. He’ll tell us what they are, and what he’s buyi…

1
Moving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24 43:52

2M ago43:52

43:52

Nvidia bouncing back after three down days, but our market guest says it doesn’t matter where it goes from here, the market is moving higher regardless. Plus, there’s a niche asset class that had record returns last year, but it doesn’t come without risk. We’ll tell you what it is, and whether it’s worth considering for retail investors. And, as te…

1
Tech’s Turning Tide, Ret(AI)l Margins, Strike on Snacks 6/24/24 44:06

2M ago44:06

44:06

Tech is today’s biggest laggard with chip stocks leading the declines. We’ll look at whether the “tech tide” is turning and where to put your money to work. Plus, we’ll get the retail names that Morgan Stanley says will benefit the most from broader AI adoption. And Bank of America is highlighting a buyer’s strike on salty snacks. The analyst behin…

1
What the Tech?, New Market Opportunities, Ryan Serhant Live 6/21/24 44:08

2M ago44:08

44:08

Nvidia moving lower once again and our options trader says red flags have been popping up in the entire tech trade. Plus, Kyle Bass joins us to weigh in on current market leadership and where he’s seeing opportunities right now. And real estate power broker Ryan Serhant is in-studio ahead of the launch of his new Netflix show, “Owning Manhattan,” w…

1
Too High for Too Long?, The Big Squeeze, AI Adoption on Main Street 6/20/24 44:06

2M ago44:06

44:06

The risks for the economy are rising, and something could break if the Fed doesn’t act soon, according to Moody’s economist Mark Zandi. Plus, Nvidia may be the new market cap king, but it’s also become the subject of increased attention from short sellers. And AI has become a Wall Street darling, but how is Main Street adapting? We have exclusive d…

1
Slowdown on the Way, La-Z-Boy CEO on Big Beat, Homebuilders on the Range 6/18/24 46:30

2M ago46:30

46:30

Our economist says the consumer is on the cusp of a significant slowdown, and that could mean big changes for the Fed’s rate cut timeline. Plus, La-Z-Boy shares are soaring to their highest level since 2021 and best day in 7 years. We’ll ask the CEO what’s driving demand. And Lennar is lower despite an earnings beat, but our analyst says that prese…

1
Bonds & Equities Diverge, Accor CEO on Travel Trends, 3 Buys & A Bail: Stock Splits 6/17/24 44:07

2M ago44:07

44:07

The growing divergence between corporate bonds and equities could signal two things, according to our market guest, and neither of them is particularly good. Plus, investors are starting to question travel stock multiples as prices begin to crack. We’ll check in with the CEO of one of the largest global hotel brands. And we’re tackling stock splits…

1
Bifurcation Situation, Value Hunting & Lease on Losses? 6/14/24 44:04

2M ago44:04

44:04

The Fed’s Loretta Mester says it’s important not to wait too long to cut rates, but one of our guests says the bifurcation she’s seeing in the economy all but guarantees we’ll be higher for longer. She’s here to make her case. Plus, investors dumped value and bought growth stocks last week, but our market guest is sticking with the value trade. He …

1
Fed Falling Behind?, Warning Sign to OpenAI?, Musk’s Massive Pay Package 6/13/24 44:16

2M ago44:16

44:16

The latest economic data suggests the Fed may be falling behind, but is today’s data more noise than signal? We’ll debate. Plus, Slow Ventures’ Sam Lessin says Apple’s WWDC showed it was being smart about AI and came with a serious warning to OpenAI. He’ll join us to explain. And as shareholders vote on whether Elon Musk’s pay package should get ap…

1
Fed Decision Countdown, Paramount’s Playbook, AI & Advertising 6/12/24 40:32

2M ago40:32

40:32

We’re counting down the Fed decision with what to expect from the committee and what to listen for during Powell’s press conference. Plus, Paramount’s controlling shareholder Shari Redstone shocked the business world by terminating merger talks with Skydance. Needham’s Laura Martin joins us to discuss what’s next for the company. And ad firm MNTN i…

1
From the Desk of Kelly Evans: The Anti-Gutenberg moment 6/11/24 2:34

2M ago2:34

2:34

Kelly explains why Apple’s AI offering was a game-changing moment for the company – and maybe the whole world, too.Bởi CNBC

1
Mixed Signals, Record Highs, Cybersecurity Concerns 6/11/24 43:57

2M ago43:57

43:57

Recession probabilities are at their lowest level in over two years, but one part of the labor market suggests otherwise. Plus, markets may be hitting all-time highs, but our market guest says there’s a handful of stocks that were punished on earnings and are worth picking up. And Apple shares are at a new all-time high on the heels of this year’s …

1
Apple’s WWDC Kicks Off, Europe’s Future in Flux, Regional Bank Turmoil 6/10/24 49:14

2M ago49:14

49:14

Apple’s highly anticipated developers conference is kicking off with investors eagerly anticipating the company’s AI announcements. We’ll bring you all the headlines live from Cupertino, California. Plus, Europe’s future is in flux after far-right parties made major gains during this weekend’s EU Parliament elections, leading French President Macro…