Bryn Talkington

Joe Terranova, a seasoned street investor, joins market commentator Bryn Talkington, who shares insight on sector-specific trends, and Amy Raskin, who provides updates on biotech and healthcare trades. They dive into the potential impacts of the Fed's decisions, the significance of Oracle and Broadcom's earnings, and the rising yields affecting market momentum. The trio also discusses strategies around year-end positioning and highlights the implications for major stocks like Tesla, alongside emerging trends in AI and financials.

Join veteran portfolio manager Stephanie Link, known for her keen insights on consumer and retail trades, alongside Bryn Talkington, an investment expert focused on crypto strategies. The duo dives into whether the market will rally into year-end, discussing strong economic data, the potential of Bitcoin as digital gold, and Bryn's bullish stance on Bitmine Immersion. Stephanie shares her confidence in Dick's Sporting Goods, reflecting on Black Friday traffic. Together, they analyze key sectors poised to benefit from easing rates.

Joe Terranova, a seasoned market analyst, shares his insights on market sentiment, while Bryn Talkington declares strategies targeting specific stocks. Kerry Firestone dives deep into tech giants like Salesforce and Adobe amid a troubling tech pullback. The trio discuss the implications of upcoming earnings for NVIDIA and Apple and explore contrasting performances of retail giants Target and TJX. With inflation and Fed meetings looming, risk management remains a hot topic, making this a must-listen for anyone navigating today’s markets.

In this discussion, Joe Terranova, Chief Market Strategist at Virtus Investment Partners, Bryn Talkington, a savvy wealth manager, and Carrie Firestone, an insightful investment advisor, dive into the evolving market landscape of 2025. They analyze the recent advancements in Tesla's technology and its competitive stance in the EV market. The trio also highlights Bitcoin's surge and what factors contribute to its growth. Plus, they share strategic investment insights and notable stock recommendations to navigate today's complex financial terrain.

Join Bryn Talkington, a savvy portfolio manager with a focus on technology, and Joe Terranova, a tactical market commentator, as they dissect the dynamics of the hot cybersecurity sector. Stephanie Link shares insights on retail and energy, highlighting holiday shopping trends. Jim Labenthal dives into the fundamentals of major tech stocks like Adobe and Salesforce. The team also shares their holiday stock picks for 2026, featuring names like Lockheed and Starbucks, while debating the future of the software market amid valuation pressures.

Joe Terranova, known for his cautious macro views, joins bullish strategist Jim Labenthal and tech/AI expert Bryn Talkington to dissect December's historical stock performance. They explore the implications of rising yield on market rallies, debate sector dynamics, and highlight the dispersion in big tech, with Alphabet shining while NVIDIA struggles. The trio also shares insights on major earnings reports and discusses bullish strategies for casino stocks and energy. Finally, they offer their final stock picks for the year.

This week features Bryn Talkington, an investment pro known for her insights on mega-cap tech and innovation, alongside Joe Terranova, who champions resilience in the market through momentum and capex trends. Jim Labenthal adds a cautious touch, focusing on valuation risks. They dive into the implications of mega-cap earnings and the Fed decision, debate Elon Musk's hefty pay package for Tesla, and share thoughts on the recent decline of gold. The team also analyzes Qualcomm's chips and the shifting landscape of AI investments.

In this engaging discussion, market experts Joe Terranova, Bryn Talkington, Jim Labenthal, and Steve Weiss dissect the surge in tech stocks fueled by AI deals. Terranova highlights the semiconductor sector's rebound and its forecast for market strength. Talkington delves into strategies for investors recovering from losses and discusses tech earnings expectations. Labenthal raises concerns about complacency in the market rally, while Weiss champions non-AI winners like Caterpillar. Together, they explore debt in the AI landscape and where to find profitable opportunities.

Join Joe Terranova, Bryn Talkington, and Jim Lebenthal, all members of the Investment Committee, as they dive into the future of market rallies. They dissect Jim's bold move of selling Visa and whether it's a sound decision. The trio also tackles the mixed bag of tech earnings, raising questions about giants like Microsoft and Alphabet. Plus, they explore crypto trends and the shifting sentiment around stocks, revealing insightful strategies for navigating today's market landscape.

In this discussion, Jenny Harrington, Bryn Talkington, and Joe Terranova offer their insights as mega-cap earnings loom. They delve into the tech landscape, analyzing giants like Alphabet and Tesla, and discuss the implications of trade talks on the market. The trio explores investment strategies for stocks at new lows and highlights challenges in healthcare investments amidst budget cuts. Overall, they share optimistic takes on upcoming earnings reports and their potential impact on market dynamics.