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Laila Pence, President & Co-Founder, Pence Wealth Management discusses how the new US-UK trade deal will impact markets and the economy. She also shares why she likes sectors such as defence, big tech and AI and weight loss drugs.
Produced/Presented: Ryan Huang
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José Torres, Senior Economist at Interactive Brokers, discusses how investors are embracing defensive positions as stocks are continue to lose ground this week as several firms signal profitability concerns in light of tariff pressures.
Produced/Presented: Ryan Huang
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Dave Sekera, Chief US Market Strategist, Morningstar Research Services discusses how to position amid the tariff environment, as well as why investors should ignore data points like GDP releases. He shares some of his winners in the current earnings season including Microsoft and Meta, plus other stock picks.
Produced/Presented: Ryan Huang
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Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors breaks down the takeaways from the latest earnings from Apple, Amazon, Airbnb, and Reddit. Key issues include the projected impact of tariffs on their outlook, as well as how ad spending is holding up amid concerns over consumer spending sentiment.
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Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital discusses whether markets are now at an inflection point with signs of the Trump administration dialing back on tariffs and gravitating towards deal-making. He shares why he sees further upside for the S&P 500 by the end of the year.
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Chartered Market Technician Jay Woods, Chief Global Strategist, Freedom Capital Markets previews the "magnificent earnings" out this week including those from Meta Platforms (META), Microsoft (MSFT), Apple (AAPL) and Amazon (AMZN). He discusses what investors will be looking out for in the space of AI, tariffs, and the global economy as the stocks hope to build off their recent price momentum.
Produced/Presented: Ryan Huang
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David Dietze, chief investment strategist at Dietze Wealth Management Group discusses any significant dips in the market should be bought. He also shares the rationale behind some of his current stock picks including Intel, Pfizer, Exxon. He also any significant dip should be bought.
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Jason Britton, Founder and CIO at Reflection Asset Management shares his insights on whether it's a good time to get excited about getting back into markets, latest sentiments surrounding earnings season, where would investors find the more defensive names, and how much of a concern a potential recession is to companies and investors.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: pixabay & its talented community of contributors
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Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors discusses why despite the ongoing volatility, last week’s volume and price action suggests a good likelihood of a short-term low in place for US stocks, which might now be followed by a push higher in a “2-steps forward, one-step back” type process into May.
Produced: Yeo Kaiting
Presented: Ryan Huang
Image by freepik
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Michele Schneider, Chief Strategist at MarketGauge Group shares her insights surrounding tech stocks being under pressure of late, how the tit for tat trade war is playing out, whether the Fed will be inclined to lower rates, as well as where the current optimism lies. She also weighs in on how investors can diversify their portfolio right now.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: bluebay via Shutterstock.com
See omnystudio.com/listener for privacy information.
From the publisher's feed
As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.