Brenda Vingello
Managing partner at Sand Hill Global Advisors and CNBC contributor offering macro and mega-cap tech positioning and earnings analysis.
Top 3 podcasts with Brenda Vingello
Ranked by the Snipd community
6 snips
Jan 28, 2026 • 44min
Closing Bell Overtime: Mega-Cap Earnings Take Center Stage: Meta, Microsoft, Tesla and the Market’s Next Move 1/26/26
Brenda Vingiello, managing partner at Sand Hill Global Advisors and CNBC contributor, offers macro and mega-cap tech positioning. She discusses positioning around Microsoft, Meta and Tesla earnings. Short takes cover investor expectations, concentration risks in mega-caps, and reactions to AI-driven revenue and capex moves.
May 9, 2025 • 44min
Reassessing the Rebound 5/9/25
Jim Labenthal, Brenda Vingello, and Steve Weiss from the Investment Committee dive into the recent stock market rebound and debate its sustainability. They share insights on Target's fluctuating stock amid changing consumer trends, contrasting it with Walmart. The discussion also touches on Palantir's shift from government contracts to commercial strategies and the ongoing implications of U.S.-China trade negotiations on market sentiment. Finally, they explore intriguing dynamics between Bitcoin and gold, highlighting differing investment views.
Apr 11, 2025 • 47min
Navigating a Week of Volatility 04/11/25
Join Kevin Simpson, Jim Lebenthal, Steve Weiss, and Brenda Vingello from CNBC, alongside commodities guru Mark Fisher. They tackle the chaos of the stock market, debating strategies like 'buy the dip'. Mark shares his best trade insights while assessing the shifting dynamics of Apple and small-cap stocks amid volatility. The group discusses the rise of retail investor confidence and explores the commodities sector, highlighting bullish opportunities in grains as oil prices tumble. Prepare for unexpected twists in the market!
