Keith Lerner

Priya Misra, a Portfolio Manager at JPMorgan Asset Management, shares insights on bond market signals pointing to inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his perspective on the current equity landscape. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses his S&P 500 target amidst ongoing trade deal uncertainties. The conversation explores economic shifts, market volatility, and the intricate relationship between monetary policy and investment strategies in a fluctuating environment.

Keith Lerner, Chief Market Strategist at Truist, dives into how Trump's election victory has stirred market dynamics and influenced investment choices. He discusses the surprising merits of 'Trump trades' and highlights major market reactions, particularly related to energy stocks. The conversation shifts to Peloton and Roblox, analyzing their recent stock performance amidst challenges and upgrades. Lerner gives insights on the contrasting trajectories of large-cap versus small-cap stocks, painting a vivid picture of the current investment landscape.

In this lively discussion, Keith Lerner, Co-Chief Investment Officer at Truist Wealth, and Mike Santoli, Senior Markets Commentator, dive into the resilient consumer landscape and retail earnings amidst macroeconomic shifts. They explore how retail investors are bravely buying the dip despite stock fluctuations. The conversation highlights the potential comeback of UnitedHealth, amidst chatter about legislative implications on estate taxes and insights into the booming tech sector driven by AI.

Joining the discussion, Keith Lerner, Co-CIO of Truist Wealth, offers insights on the recent market sell-off and its impact on major stocks. The conversation dives into concerns about the economic slowdown and presents contrarian signals that could indicate buying opportunities. Fundstrat's Tom Lee introduces his unique "Granny Shots" strategy in crypto. Other guests touch on the weak housing market and tech trends, weaving a narrative of cautious optimism amidst volatility.

Rich Clarida, former Federal Reserve Vice Chairman, reveals insights on monetary policy and the Fed's future decisions. Keith Lerner highlights the enduring bull market with a focus on technology and cyclical sectors. Mike Rode discusses the economic influences shaping investment strategies. Jeff DeGraff offers technical analysis, pinpointing investment opportunities amidst current market trends, including the potential of AI-driven stocks. The conversation delves into inflation, interest rates, and how political shifts could impact fiscal policies.