Bob Doll

Bob Doll, President and CEO of Crossmark Global Investments, shares his journey of integrating faith and work. He discusses the importance of values-based investing and how all resources belong to God. Bob emphasizes the need for generosity in daily life and mentoring young Christians. He also provides insights on navigating workplace challenges while maintaining faith. With personal anecdotes, he illustrates the balance between spiritual growth and career aspirations, urging a reevaluation of life's true values.

Bob Doll, the CEO and CIO of Crossmark Global Investments, shares his bullish outlook on dividend stocks for the upcoming year. Ellen Wald, a senior fellow at The Atlantic Council, highlights Saudi Arabia's pivotal role in Syria's future, especially after the Assad regime's decline. Jill Carey Hall from BofA notes that mid-cap stocks may be a smarter investment in 2025 as small-caps navigate an ongoing earnings recession. The conversation weaves through market trends, geopolitical influences, and strategic investment opportunities.

Bob Doll, CEO and Chief Investment Officer of Crossmark Global Investments with over $7 billion in assets under management, delves into investing strategies in a risky, momentum-driven market. He highlights key economic indicators affecting investor sentiment and the impact of elections on market behavior. Doll discusses the challenges facing middle-income consumers due to rising debt and Federal Reserve policies. He emphasizes the importance of quality investments, recommending companies like Microsoft, Apple, and Cigna for a diversified long-term strategy.

Ed Yardeni, President of Yardeni Research, dives into how stock market health hinges on earnings. Katrina Dudley from Franklin Templeton highlights bullish sentiment trickling down from the market's peak. Bob Doll, CEO of Crossmark Global Investments, warns of a potential bumpy economic landing. The trio discusses implications of strong employment data on monetary policy and market dynamics, alongside concerns of inflated valuations and geopolitical tensions influencing investment strategies. A mix of cautious optimism and strategic insights emerges.

Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, offers insights on market dynamics ahead of Jerome Powell's pivotal address. Bob Doll, CIO at Crossmark, discusses asset allocation strategies in unpredictable markets. Isaac Boltansky, Director of Policy Research at BTIG, critiques Kamala Harris’ political rhetoric and its implications. They delve into the influence of labor data on equity pricing, strategies for navigating economic uncertainty, and sector preferences that lean toward industrials and defensive tech.

Bob Doll is the President, CEO, and CIO of Crossmark Global Investments; Sen. Bill Hagerty is a former US Ambassador to Japan and current Senator; Tiffany Wilding is an economist at PIMCO, and Steven Ricchiuto is the US Chief Economist at Mizuho Securities. They discuss the impact of Microsoft’s MAX7 earnings on market dynamics. Hagerty shares insights on Trump’s potential second-term policies, while Wilding and Ricchiuto explore the likelihood of a Fed rate cut in September amidst economic uncertainty and trade policy challenges.

Jim Caron, Julian Emanuel, & Bob Doll share insights on adapting investment strategies to mitigate portfolio volatility. Topics include the challenges of traditional 60-40 portfolios, benefits of investing in stocks and bonds, financial independence, and navigating market caution amidst COVID impact.

Bob Doll, CEO of Crossmark, discusses his 2024 market predictions, cautioning against optimism and highlighting the potential for a mild recession. The podcast explores economic analysis, Federal Reserve speculations, geopolitical impacts on markets, and growth trends in faith-driven investing.

A discussion on margin strength and its relationship to technology investment, globalization, pricing power, and revenue growth. Uncertainty surrounding earnings forecast for the S&P 500 and the current high forward earnings multiple compared to historical levels. Frustration, competition, unexpected wealth management, and contacting a financial advisor at Stiefel. Concerns about earnings risk, retirement planning, and target date funds. Outlook for the US economy, cautious spending habits in Europe and Asia, and ads from Bitwise and Stiefel. Formation of Project Liberty, tackling harmful tech and social media addiction. Excitement for the Los Angeles Dodgers and introduction to the Bloomberg Surveillance podcast.

Bob Doll discusses margin pressure, Greg Daco talks about strong retail sales, Meghan Graper emphasizes investment discipline, Sri Natarajan analyzes banks' transitional quarter, and Henrietta Treyz highlights Congress' eagerness for aid to Israel.