Eric Johnston

This episode of the Real Vision Daily Briefing is sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates.Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today.Debt ceiling deal progress propels the US market. Eric Johnston, head of equity derivatives & cross-asset for Cantor Fitzgerald, sits down with Maggie Lake to discuss his perspective on the current state of equities and the possibility of reaching the top of the economic cycle. You can find more of Eric's work here: https://www.cantor.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Eric Johnston discusses the booming market action with Nvidia's surge, analyzing tech trends and investment opportunities. They explore AI's impact on finance, market dynamics, concerns about future risks, and strategies for managing high momentum stocks. The conversation touches on market analysis, QE and QT speculation, global financial uncertainties, and potential impacts of a Bitcoin ETF approval on the market.

Lisa Su, CEO of AMD, dives into the company's futuristic AI roadmap, unveiling the new MI455 GPU and discussing strong long-term demand trends from CES. Eric Johnston, from Cantor Fitzgerald, raises caution about a potential equity drawdown in Q1 while highlighting investor risks. Colonel Jack Jacobs offers insight into the complex task of rebuilding Venezuela’s oil infrastructure, emphasizing security challenges ahead. Erica Najarian from UBS makes the bullish case for large bank stocks, suggesting a beneficial shift towards regional banks.

Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, shares insights on the macro outlook and discusses how market de-risking could signal a year-end rally. Tech analyst Brent Thill from Jefferies highlights Google's competitive edge with AI and why it can outperform its peers. Matt Hogan, CIO at Bitwise, analyzes Bitcoin's recent sell-off and argues for institutional demand supporting a potential bottom. Also, Bill Nygren from Harris Oakmark reveals value stock picks that could provide significant returns as the market evolves.

Kristina Partsinevelos, a CNBC correspondent focusing on technology, and Eric Johnston, chief equity strategist at Cantor Fitzgerald, dive into the pressing issues shaking the markets. They explore the significant pullback in Nvidia, the implications of tariffs on various sectors, and the cautious investment strategies emerging amidst economic uncertainty. Eric shares his bearish outlook on equities, while Kristina highlights Alcoa's robust earnings amid tariff challenges. Together, they illuminate the evolving landscape of both technology and aluminum industries.