Kevin Simpson
Investment committee member featured on the show offering portfolio-level perspectives, sector picks (notably defense and payments) and final trade recommendations.
Top 3 podcasts with Kevin Simpson
Ranked by the Snipd community
Dec 26, 2025 • 44min
The Final Trading Days of the Year 12/26/25
Jim Labenthal, a seasoned investor on the Halftime Report investment committee, discusses how earnings fueled market gains and debates the Fed's influence. Kevin Simpson shares insights on defending stocks like Boeing and Lockheed Martin in the defense sector. Steve Leisman analyzes inflation risks and potential Fed policy shifts as he assesses market trajectories for 2026. The panel also examines NVIDIA's strategic acquisitions and highlights opportunities in healthcare, retail, and commodities, offering final trading recommendations as the year closes.
Oct 10, 2025 • 1h 1min
New China Tensions Dragging Stocks Lower 10/10/25
Rob Siechen, a market commentator, shares insights on the implications of rising U.S.-China tensions and tariffs on market valuations. Stephanie Ling discusses the bullish case for buying the dip amid strong economic growth and cyclical opportunities in sectors like aviation and housing. Leslie Picker dives into the fallout of the First Brands bankruptcy, shedding light on the dangers facing private credit markets. Kevin Simpson reveals recent stock picks and the potential risks tied to AI momentum and Fed policy, keeping listeners on the edge of their seats!
Aug 22, 2025 • 45min
The Post-Powell Playbook 8/22/25
Jim Laventhal, a market analyst, shares insights on investment opportunities amid shifting market trends. Kevin Simpson, an investment advisor, discusses specific stock picks, including tech giants like Oracle and Uber. Hedge fund manager Steve Weiss provides a take on market dynamics following Jay Powell's speech at Jackson Hole. CNBC's Steve Leesman gives live updates and analysis, emphasizing the implications for interest rates. The discussion also dives into sector-specific strategies and the impact of economic indicators on investments.
