Jim Lebenthal

Jim Lebenthal, Chief Equity Strategist at Cerity Partners and a familiar face on CNBC, dives into a treasure trove of investment insights. He unpacks the recent Nvidia earnings report and discusses Apple's commitment to American investments. With a keen eye on market dynamics, Jim shares his favorite stocks and examines the nuances of consumer spending post-pandemic. The conversation also touches on the broader implications of tariffs and reshoring, illuminating the intricate balance between corporate strategies and investor sentiment.

Josh Brown, CEO of Ritholtz Wealth Management, alongside Jim Lebenthal, Stephanie Link, and Brian Belsky, dives into the current market dynamics. They discuss the recent stalling in stock growth and the impact of bond performance. The conversation highlights resilience, driven by retail investor trends and corporate buybacks. They also explore the implications of new tax bills on tech stocks like Tesla and Amazon while emphasizing the crucial role of AI in investments. Strategies from Home Depot and Lowe's are compared, revealing insights into the housing market.

Join market-savvy guests Josh Brown, Joe Terranova, and Jim Lebenthal as they dissect the financial landscape for 2025. Josh highlights Joe's strong stock potential, while the team dives into the travel trade, exploring investment strategies amidst volatility. They discuss the stock market's resilience, particularly in undervalued sectors like pharma and how AI may shape future investments. With insights on strategic positioning for companies like Uber and EQT, they're gearing up to navigate the opportunities and risks that the new year brings.

In this engaging discussion, Joe Terranova, a savvy market strategist from CNBC, and Anastasia Amoroso, a keen analyst, dissect the post-election stock surge. Former nuclear engineer Jim Lebenthal shares insights on a struggling pharma stock he's doubling down on, while Rob Sechan offers his take on market strategies. They explore the interplay of investor sentiment and regulatory changes, examine the rise of regional banks, and highlight opportunities in a volatile market, balancing caution with optimism for the future.

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.

Joe Terranova, a savvy market analyst, Steve Weiss, a seasoned portfolio manager, and Jim Lebenthal, a stock expert, delve into the upcoming mega cap earnings and Federal Reserve decisions. They discuss market exhaustion, the importance of valuations, and the unique dynamics affecting mega-cap stocks versus the S&P 500. The trio analyzes stocks like Adobe and Arista Networks, weighing their potential amidst AI advancements. Expect insightful strategies, humor, and a wealth of investment wisdom as they navigate this pivotal trading moment!

Investment experts Josh Brown and Jim Lebenthal dive into the stock market's record highs, spotlighting Alphabet's ambitious AI spending and its impacts on competition. They analyze Google's stock amidst legal challenges and discuss the broader tech landscape's health, touching on heavyweights like Microsoft and Tesla. The duo shares strategic insights on air travel stocks, particularly American Airlines, and highlights resilient players like Otis Worldwide. Portfolio moves are also covered, showcasing tactical trades in a volatile market.

In this engaging discussion, Joe Terranova, Steve Weiss, and Jim Lebenthal, market experts from CNBC, tackle the current state of stocks amidst tariff threats. They dissect key companies like KKR and Taiwan Semiconductor while evaluating earnings prospects for Netflix and United Airlines. With insights on market dynamics, they reflect on cautious optimism in light of economic uncertainties. The conversation also includes strategies within the finance sector, highlighting Goldman Sachs and Citi's successes, as well as potential impacts of geopolitical concerns on stock performance.

Bryn Talkington and Joe Terranova, both seasoned financial analysts, along with Jim Lebenthal, dive into the future of the stock market amidst a rally. They discuss the resilience of consumer spending and the latest tech trends, highlighting Apple's challenges and Meta's innovative advertising approach. Former NFL player Brandon Copeland adds a unique perspective on the booming business of college football, revealing the financial dynamics of athlete empowerment and NIL agreements. This informative discussion merges market insights with the evolving sports landscape.

Joe Terranova and Jim Lebenthal, both esteemed members of the Investment Committee, dive into the final stretch of the trading year. They discuss the implications of Intel's CEO stepping down and the market's reaction to it. The conversation leads to a spirited debate on Tesla's stock future amid political influences and the tech sector's recovery potential. They also examine the effects of the Fed's monetary policy on market dynamics and explore how AI could shape trading strategies moving forward.