Kevin Simpson
Investment Committee member and portfolio manager who provides trade updates, top picks (including large-cap tech and cyclical names), and final trades for the year.
Top 3 podcasts with Kevin Simpson
Ranked by the Snipd community
Jan 2, 2026 • 44min
The Playbook for 2026 1/2/26
Jenny Harrington, a savvy portfolio manager, addresses the labor risks and consensus optimism of 2026, urging a de-risking approach. Steve Weiss discusses how AI could enhance productivity yet widen inequality, while Malcolm Etheridge highlights retail investor trends with Bitcoin. Kevin Simpson shares insights on top picks like Amazon and Micron as market trends evolve. The committee explores investment themes, including Fiserv's recovery potential and Visa's fintech disruption, as they prepare for the year's financial landscape.
Dec 12, 2025 • 44min
Fresh AI Jitters Shake the Market 12/12/25
In this engaging discussion, Steve Weiss, a savvy investment manager, shares insights on market reactions to Oracle's data center delay. Jim Santoli emphasizes the importance of portfolio positioning amidst AI jitters. Kevin Simpson discusses growth trades, including covered calls on Netflix and chip investments, while Brenda Vangelo highlights mid-cap and cyclical opportunities in sectors like energy. The panel also assesses winners and losers among industrials and data suppliers, making this a must-listen for savvy investors.
Nov 7, 2025 • 44min
Tech's Tumultuous Week 11/7/25
Josh Brown, a seasoned market commentator, presents his insights on the Best Stocks in the Market, including defensive plays like Welltower. Steve Weiss discusses tech volatility and its implications for investors, debating whether the sector is in a bubble or simply experiencing a healthy pullback. Kevin Simpson shares trade ideas focusing on energy and consumer positions. Meanwhile, CNBC's Seema Modi delves into Oracle's financing challenges and AI spending dynamics, highlighting the liquidity effects from the government shutdown on market behavior.
