Kerry Firestone
Member of the Halftime Report Investment Committee and portfolio manager who contributes market strategy views and sector commentary, particularly on rotation dynamics and banking/financials.
Best podcasts with Kerry Firestone
Ranked by the Snipd community
Nov 13, 2025 • 44min
Is a Greater Rotation Coming? 11/13/25
Josh Brown, CEO of Ritholtz Wealth Management, highlights ExxonMobil's potential amidst changing market dynamics. Kerry Firestone shares insights on financials and the banking sector, while Bill Baruch discusses new opportunities in gold and mining. Jenny Harrington defends dividend stocks like Cisco and Disney, linking valuation to performance. The group debates if a December rate cut is likely and its effects on the market, alongside a discussion on AI exhaustion and the shifting tech landscape, providing a deep dive into current investment strategies.
Oct 29, 2025 • 44min
Trading the Massive Market Day 10/29/25
Join market strategist Joe Terranova, experienced investor Steve Weiss, and macro expert Kerry Firestone as they dissect Nvidia's historic $5 trillion valuation and its impact on market breadth. The trio discusses the halo effects of AI on industrials, potential layoffs, and the disconnect between corporate caution and market optimism. They explore key stocks like Uber and Datadog before analyzing macro trends affecting insurance and consumer sectors. This dynamic conversation offers insights into navigating the complexities of today's market landscape.
