Jed Ellerbrook
Portfolio manager at Argent Capital Management featured discussing sector views including aerospace, defense, retail winners, and outlook for corporate earnings and market drivers.
Best podcasts with Jed Ellerbrook
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11 snips
Jan 2, 2026 • 43min
Closing Bell Overtime: 1/2/26
Mike Santoli, a Senior Markets Commentator known for his insightful market analyses, joins portfolio manager Jed Ellerbrook from Argent Capital Management, who brings expertise in sector performance. They dive into the impact of AI on global markets and discuss sector rotation, highlighting aerospace and retail's strong positions. The conversation also covers corporate earnings outlooks and risks such as sticky inflation, offering a colorful view on market dynamics and investing strategies for the year ahead.
Nov 5, 2025 • 44min
Closing Bell Overtime: Tech, AI Stocks Bounce Back; Earnings Parade Rolls On 11/5/25
Mike Santoli, CNBC Senior Markets Commentator, offers sharp insights into earnings trends and market volatility. Jed Ellerbrook of Argent Capital dives into AI infrastructure spending and stock reactions, revealing robust opportunities amidst recent changes. Tom Lee, Head of Research at Fundstrat, shares his take on Bitcoin's rebound and its implications for equity markets, linking crypto performance to broader market trends. The conversation is packed with valuable market perspectives that shed light on tech's resurgence and strategic investment moves.
