Joe Terranova

Josh Brown, an insightful figure at Ritholtz Wealth Management, joins Joe Terranova, Chief Market Strategist at Virtus Investment Partners, and Stephanie Link, Chief Investment Strategist at Hightower Advisors. They dive into the bull run of stocks, discussing its sustainability and potential market shakeouts. Key topics include mixed earnings reports, the impact of AI on investments, and notable movements in sectors like cybersecurity. Brown shares his top stock picks amidst this dynamic market landscape, making for an engaging conversation on how to navigate today's economy.

Join industry heavyweights Josh Brown, CEO of Ritholtz Wealth Management, Joe Terranova, Chief Market Strategist for Virtus Investment Partners, and Stephanie Link, Chief Investment Strategist at Hightower Advisors, as they navigate the complexities of the tech earnings landscape. They debate the sustainability of the current market rally, spotlight the resurgence of the financial sector, and share insights on pivotal earnings reports. Stephanie reveals her latest banking investments, while Josh updates listeners on his top stock picks, providing a treasure trove of strategic insights.

In this session, Josh Brown, CEO of Ritholtz Wealth Management, shares his insights on navigating peak market conditions while emphasizing the importance of trimming high-flying stocks like Nvidia. Joe Terranova, Chief Market Strategist for Virtus Investment Partners, discusses effective portfolio management strategies as earnings season approaches. Bill Baruch, President of Blue Line Futures, highlights potential investment opportunities in the commodity markets. They delve into Netflix’s anticipated earnings and reassess the evolving dynamics of major tech stocks.