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Jim Lebenthal

Chief Equity Strategist and Partner at Cerity Partners, with extensive experience in portfolio management and regular contributions to CNBC.

Top 5 podcasts with Jim Lebenthal

Ranked by the Snipd community
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42 snips
Feb 28, 2025 • 1h 22min

Price-Chasing Donkey

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.
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23 snips
Jan 2, 2025 • 44min

Your 2025 Playbook 1/2/25

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.
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9 snips
Nov 11, 2024 • 47min

Trading the Post-Election Surge 11/11/24

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.
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Jan 24, 2025 • 48min

The Road Ahead for the Record-Setting Rally 1/24/25

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.
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Dec 2, 2024 • 44min

Trading the Year’s Final Stretch 12/2/24

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.