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Brian Levitt

Global Market Strategist at Invesco, developing and communicating the firm's investment outlooks and insights for North America.

Top 10 podcasts with Brian Levitt

Ranked by the Snipd community
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9 snips
Feb 18, 2025 • 31min

Bloomberg Surveillance TV: February 18, 2025

Brian Levitt, Global Market Strategist at Invesco, sheds light on market volatility and policy uncertainty. Scott Chronert, from Citi, shares insights on macroeconomic factors shaping equity markets, while Kevin Gordon of Charles Schwab discusses market dispersion and the future of U.S. equities. The conversation dives into recent inflation data, impacts of international tariffs, and shifting investor sentiment towards tech stocks, all amidst concerns over labor market dynamics and economic growth.
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6 snips
May 30, 2023 • 33min

Surveillance: Levitt on Fed's path forward

Brian Levitt, Inveso Global Market Strategist, says we are close to the end of the tightening cycle. Mandeep Singh, Sr. Technology Analyst for Bloomberg Intelligence on Nvidia's march toward $1 trillion market value. Greg Valliere, Chief US Policy Strategist at AGF investments says, House Speaker Kevin McCarthy is a "serious player" following the weekend's debt ceiling negotiations. Katy Kaminski, Chief Research Strategist at Alphasimplex says, she's looking for a breakout in US treasury yields. Lee Ferridge, Head of Macro Strategy at State Street, says sterling/US dollar will hit $1.15 by the second half of this year.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.
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Oct 31, 2024 • 30min

Big Tech Earnings & Election Momentum

In this insightful discussion, Monica Guerra from Morgan Stanley Wealth Management shares her take on how the 2024 election could sway investor sentiment. Dan Ives of Wedbush Securities reacts to Microsoft and Meta's earnings, highlighting the importance of tech in the upcoming reports. Brian Levitt from Invesco breaks down market drivers amidst political and geopolitical turbulence. Michael Froman, from the Council on Foreign Relations, delves into tariffs, giving a glimpse of what a Harris or Trump administration might mean for trade policies.
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Jul 23, 2024 • 25min

Bloomberg Surveillance TV: July 23, 2024

Brian Levitt of Invesco discusses tech rally gains, Isaac Boltansky from BTIG talks about latest Harris campaign updates, and Jill Carey Hall of BofA Securities explores the bullish case for small-caps amidst potential recession indicators.
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May 14, 2024 • 29min

Bloomberg Surveillance TV: May 14, 2024

Market experts Brian Levitt, Gary Cohn, and Jeff Currie discuss strong market performance, efficient company operations, and the rise of copper as a top trade. Topics include interest rates, tariffs' effects on the economy, and the surge in copper prices driven by green investments and military demand.
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Mar 25, 2025 • 13min

Talking Markets Podcast with Brian Levitt of Invesco

Brian Levitt, Global Market Strategist at Invesco, shares his insights on the current economic landscape. He discusses the effects of U.S. trade policy uncertainties and their role in market volatility. Levitt highlights the significance of artificial intelligence as a market megatrend and suggests looking beyond major tech firms for investment opportunities. He also emphasizes a defensive investment strategy focusing on quality and lower volatility, and advocates for a diversified approach that includes mid-cap stocks and European equities.
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Oct 30, 2024 • 43min

Closing Bell: Major Move Higher Coming for Tech? 10/30/24

Brian Levitt, a portfolio manager at Invesco, Adam Parker, founder of Trivariate Research, and Dan Chung from Alger dive into the potential for a significant rally in tech stocks. They discuss expected earnings from giants like Microsoft and Meta, analyzing market dynamics and investor sentiment amid election uncertainty. The trio debates investment strategies, weighing small-cap versus large-cap trends, while highlighting the resilience of leading tech firms. Also covered are earnings from Robinhood and Starbucks, providing a comprehensive view of key market movements.
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Oct 4, 2024 • 40min

US Hiring Tops All Estimates, Jobless Rate Falls

Joanie Bily, Division President at Employbridge and Chair of the American Staffing Association, shares insights on the September U.S. jobs report, highlighting significant job growth trends. Ben Emons, Chief Investment Officer at FedWatch Advisors, discusses the Federal Reserve's approach to economic data and its implications. Lee Klaskow, Senior Analyst, dives into the recent dockworkers' strike's impact on logistics. David Welch elaborates on the EU's hefty tariffs on Chinese electric vehicles, emphasizing international trade tensions.
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Sep 16, 2024 • 38min

Exploring Industry City, Copper Trends, and the Markets

Jim Somoza, Managing Director at Industry City, dives into the revitalization of this Brooklyn hub, highlighting its blend of creative and traditional industries. Brian Levitt, Global Market Strategist, shares insights on market outlook ahead of the Fed's decision. Mike McGlone discusses commodity trends, particularly oil and copper, while Uma Moriarity emphasizes a defensive investment strategy in light of current economic uncertainties. Together, they tackle the evolving market landscape, which is shaped by economic indicators and emerging investment opportunities.
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Jan 19, 2024 • 26min

Bloomberg Surveillance: Geopolitical Risks on Markets

The podcast discusses geopolitical risks on markets with guests including Stephen Schork, Greg Daco, Brian Levitt, and Neil Dutta. They explore topics such as energy independence, gasoline prices, understanding economics beyond GDP, asset allocation, the current state of the American economy, and the housing market with a focus on rental inflation.