Kerry Firestone

Investment Committee member who discusses macro implications, company-specific drivers, and the broader market effects of trends like AI and productivity.

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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.

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