Kevin Gordon

Kevin Gordon, a research associate at Schwab, shares his insights on the economy and market outlook. He highlights potential volatility in 2025 due to trade dynamics and labor market conditions. Discussions include the impact of tariffs and immigration policies on economic growth. Gordon also notes the promising prospects for international stocks despite uncertainties. He emphasizes understanding political influences on the market as crucial to navigating potential risks and opportunities ahead.

Brian Levitt, Global Market Strategist at Invesco, sheds light on market volatility and policy uncertainty. Scott Chronert, from Citi, shares insights on macroeconomic factors shaping equity markets, while Kevin Gordon of Charles Schwab discusses market dispersion and the future of U.S. equities. The conversation dives into recent inflation data, impacts of international tariffs, and shifting investor sentiment towards tech stocks, all amidst concerns over labor market dynamics and economic growth.

Kevin Gordon, Director and Senior Investment Strategist at the Schwab Center for Financial Research, shares his insights on the tumultuous market landscape. He discusses the real impacts of tariffs beyond initial threats, including labor market implications and inflation concerns. Gordon highlights recession risks and challenges the Fed faces in maintaining balance. Investment strategies are explored, advocating for a defensive approach amid changing market conditions. The conversation also touches on the evolving political climate affecting economic stability.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights on the complexities of U.S. equities and macroeconomics. Kevin Gordon discusses the influence of mega-cap tech firms on market indices, advocating for a nuanced investing approach. Jeffrey Kleintop sheds light on global equity opportunities, highlighting the performance gap between U.S. and international markets. Together, they examine labor market dynamics, the impact of recent elections, and the implications of geopolitical tensions on investment strategies.

Tom Lee, managing partner at Fundstrat and CNBC contributor, joins Chris Harvey, a Wells Fargo analyst, and Kevin Gordon from Charles Schwab to delve into the current stock market dynamics. They discuss the pessimistic sentiment among investors amid recession worries and the effects of recent White House policies on inflation. The trio contrasts short-term tactics with a long-term perspective on market resilience. Additionally, they analyze significant movements in the tech sector, the challenges facing Tesla, and the importance of strategic investing amid economic uncertainty.

Kevin Gordon, Senior Investment Strategist at Charles Schwab, shares insights on the fluctuating market trends during earnings season. Mike Santoli, CNBC market analyst, breaks down the technical aspects influencing current stocks. Laura Martin, an analyst at Needham & Company, highlights her expectations for Netflix’s upcoming earnings and discusses the competitive landscape in streaming services. The conversation also touches on Alcoa's latest earnings and the impact of tariffs, alongside exciting developments from Lithium Americas and GM's joint venture.

Ed Yardeni, president of Yardeni Research, shares his insights on economic trends, while Cameron Dawson from New Edge Wealth discusses investment strategies. Joe Terranova, a market strategist at Virtus, and Sebastian Page from T. Rowe Price highlight risk-taking opportunities in the current landscape. Liz Ann Sonders and Kevin Gordon from Charles Schwab explore market positioning amid rising interest rates. They debate the implications of a slower Fed on stock performance and the potential growth in sectors like small caps and emerging markets.

Investment experts Liz Ann Sonders and Kevin Gordon discuss market trends in the first half of 2024, highlighting disparities between large and small-cap stocks. They cover global economic outlook, China's market performance, central bank policies, and geopolitical risks. The podcast also explores legislative priorities, cryptocurrency regulation, financial challenges in 2025, regulatory agency activity, and the impact of the U.S. presidential election on markets.

Former Fed economist Claudia Sahm discusses the Sahm rule, an indicator of recession, and its purpose in providing relief during economic downturns. She also highlights the resilience of the labor market and the need for a sustainable expansion. The conversation moves on to inflation, with Claudia explaining recent supply-side shocks as the driver and expressing confidence in the Fed's ability to reach its 2% inflation target. The discussion also touches on the potential impact of the Fed's communication on financial markets.

Jeffrey Kleintop discusses opportunities outside the US; Chloe Berry on deglobalization, decarbonization, and digitization in infrastructure; David Botset provides details of Schwab's ETFs and Beyond study; Kevin Gordon explains market breadth risk; Manju Boraiah makes the case for separately managed accounts.