Kevin Simpson
Member of the Halftime Report Investment Committee who discusses specific stock picks and infrastructure/electrification themes, and explains recent portfolio trades like M‑Core and Coupang.
Best podcasts with Kevin Simpson
Ranked by the Snipd community
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.
