Jim (Jimmy / Jim LaBenteal)
Experienced investment committee member and market commentator providing portfolio and sector views during the Halftime Report panel discussions.
Best podcasts with Jim (Jimmy / Jim LaBenteal)
Ranked by the Snipd community
Jan 29, 2026 • 44min
Are Mega-Cap Expectations too High? 1/29/26
Malcolm Etheridge, investment pro with earnings and AI spend chops; Rob Seachin, portfolio manager with stock-specific tech and defense views; Jim LaBenteal, seasoned market commentator; Josh Brown, Ritholtz CEO known for market takes. They dig into Microsoft’s sell-off and AI monetization questions. They contrast Meta’s ad path with Microsoft’s cloud model. They spotlight software drawdowns, IBM’s AI gains, defense winners, and Josh’s pick Nucor.
