Jenny Harrington

Steve Weiss, an investment professional at Bank of America, shares insights on market trends, while Jenny Harrington, a portfolio manager, discusses behavioral investing strategies. Jim Labenthal adds his analysis on specific stocks. The trio dives into the recent downturn of momentum stocks like Robinhood and emphasizes caution in volatile markets. They debate defense stocks amid global tensions and explore investment prospects in the healthcare sector. The discussion highlights how consumer behavior influences market resilience during these turbulent times.

Joining the discussion are Steve Weiss, an astute market analyst and member of the Investment Committee, and Jenny Harrington, a long-term investing guru. They dive into the recent trade war headlines that have unexpectedly boosted stock prices. The duo shares strategic portfolio moves and forecasts earnings from major companies, including Tesla and Chipotle. They also explore the impacts of Bitcoin's volatility and how market sentiment shifts affect investment decisions, all while emphasizing the value of maintaining long-term positions in a turbulent market.

Jenny Harrington, an expert in investment strategies, shares insights on buying medical technology stocks. The episode covers market anticipation of the inflation report, Josh Brown doubling up on Amazon, Micron's earnings dip, and trade updates from Bill Baruch. The investment committee also discusses stock breakouts, market analysis, economic anticipation, stock downgrades, and performance reviews of various stocks.

Josh Brown, CEO and investment expert known for his insights on markets, discusses the implications of a strong GDP print and its potential effects on stocks. He argues that high global rates could persist without derailing the bull market. Jenny Harrington, an investment strategist specializing in dividends, shares her top picks for 2026, highlighting Amcor and Bristol Myers as solid options. The panel also debates the future of human versus robo-advisors and examines the current market landscape amidst financial volatility.

Mike Santoli, CNBC markets commentator who breaks down midday flows. Bryn Talkington, investment committee strategist focused on sector rotations. Jenny Harrington, portfolio manager weighing earnings and dividends. Joe Terranova, veteran trader on positioning and risk. They debate the S&P 7,000 milestone, narrow mega-cap leadership versus breadth, AI and CapEx scrutiny, and why energy is leading in 2026.

In this discussion, Stephanie Link, a seasoned portfolio manager, emphasizes the importance of diversification beyond mega-cap tech. Jenny Harrington advocates for risk management through granular stock-picking strategies, while Josh Brown categorizes the ongoing rally as a cyclical bull market linked to AI advancements. He highlights CBRE Group as a top stock, praising its shift towards recurring services. The panel debates the future of key tech stocks and reviews market reactions as earnings season approaches, providing insights into portfolio strategies for 2026.

Jenny Harrington, a savvy portfolio manager, addresses the labor risks and consensus optimism of 2026, urging a de-risking approach. Steve Weiss discusses how AI could enhance productivity yet widen inequality, while Malcolm Etheridge highlights retail investor trends with Bitcoin. Kevin Simpson shares insights on top picks like Amazon and Micron as market trends evolve. The committee explores investment themes, including Fiserv's recovery potential and Visa's fintech disruption, as they prepare for the year's financial landscape.

Join Josh Brown, a savvy investment advisor, Jenny Harrington, a portfolio manager with insights on market internals, and Kevin Simpson, who offers trade ideas and sector calls, as they explore the concept of a potential 'FOMO' rally. Josh explains his drastic decision to sell 85% of his Netflix stake post-Warner Bros. acquisition, while Kevin believes it's a misstep. Jenny discusses necessary adjustments in equity allocations for 2026, and the team dives into catalysts that could affect market dynamics amidst rising interest in mega-cap tech stocks.

Jenny Harrington, a member of the Investment Committee focused on portfolio insights, joins Jim Labenthal, who defends major holdings like Microsoft, alongside Josh Brown, a market commentator spotlighting healthcare stocks. Mackenzie Segalis, a CNBC reporter, discusses Bitcoin's recent volatility and what it means for crypto equities. The group debates the potential for a larger correction in the AI sector, explores the health care market's appeal, and analyzes trading strategies amid shifting tech sentiment. Don't miss their top stock picks!

Josh Brown, CEO of Ritholtz Wealth Management, highlights ExxonMobil's potential amidst changing market dynamics. Kerry Firestone shares insights on financials and the banking sector, while Bill Baruch discusses new opportunities in gold and mining. Jenny Harrington defends dividend stocks like Cisco and Disney, linking valuation to performance. The group debates if a December rate cut is likely and its effects on the market, alongside a discussion on AI exhaustion and the shifting tech landscape, providing a deep dive into current investment strategies.