

The Fate of the Rally 7/18/24
Jul 18, 2024
Michael Santoli, a seasoned CNBC Senior Markets Commentator, shares his insights on the recent volatility in tech stocks and the potential market shift to small-cap stocks. He discusses the impact of upcoming earnings reports and the importance of portfolio adjustments in uncertain times. Santoli also highlights the intriguing performance of companies like CrowdStrike and Warner Bros. Discovery, delving into challenges and strategies within the banking sector and healthcare investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Intro
00:00 • 2min
Market Dynamics and Earnings Insights
01:36 • 11min
Investment Strategies and Market Trends
13:05 • 10min
Market Movements: Netflix and Banking Gains
23:33 • 3min
Banking Sector Insights: Trends and Outlook
26:46 • 5min
Political Updates and Student Debt Relief
32:13 • 2min
Strategies in Healthcare Investment and Stock Momentum Analysis
34:01 • 2min
Analyzing Healthcare Pharma vs. Biotech and Market Movements
35:44 • 2min
Market Dynamics and Media Strategy
37:31 • 5min
Walmart's Stock Surge and Investment Strategies
42:46 • 4min