Leslie Picker

Leslie Picker, a CNBC reporter specializing in banking and finance, discusses the impact of President Trump's delayed tariff plans on the stock market. She highlights how companies are adapting to rising tariffs and the strategic moves needed to navigate trade complexities. Picker also dives into Nvidia's promising earnings outlook and the slow adoption of AI in banking, emphasizing the pressing need for workforce upskilling. Plus, the panel shares insights on the blockbuster Memorial Day weekend, revealing trends in the film industry and audience engagement.

Leslie Picker, a financial reporter, dives into Jamie Dimon’s concern over declining investment banking revenues amidst economic uncertainty. Julian Emanuel, a senior managing director at Evercore ISI, offers insights on market dynamics influenced by geopolitical risks. They discuss President Trump’s strong remarks on Walmart's price hikes due to tariffs and the broader implications for the retail sector. Together, they unravel the interconnectedness of stock market movements and economic challenges facing various industries.

Leslie Picker, a CNBC reporter known for her insights on finance and markets, dives into JP Morgan's groundbreaking exploration of using Bitcoin and Ether as trading collateral. She discusses the potential implications for risk management within the banking sector. The conversation also touches on high earnings beat rates this season and what they signal for the economy. Picker emphasizes the K-shaped recovery, highlighting the AI boom against a backdrop of labor market challenges, sparking curiosity about future market trajectories.

Leslie Picker, a seasoned financial journalist, sheds light on regional bank challenges driving market volatility. Liz Ann Sonders, chief investment strategist at Charles Schwab, discusses the intricate balance between idiosyncratic fraud and systemic credit risks. Dan Greenhaus, founder of Solus Alternative, navigates the murky waters of private credit and the potential AI bubble, sparking a debate over speculative froth. The trio also tackles the implications of falling yields and how they might shape future Fed actions.

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!