

Luke Stone
Portfolio Manager at Winthrop Capital Management
Best podcasts with Luke Stone
Ranked by the Snipd community

Sep 9, 2024 • 34min
Asian Stocks Decline Following US August Jobs Data
Hilary Kramer, a CIO at Kramer Capital Research, joins Luke Stone, Portfolio Manager at Winthrop Capital Management, and others to dissect the recent decline in Asian stocks and its links to US job data. They explore investor anxieties around market stability, especially in light of geopolitical tensions and evolving tax policies. The conversation turns to the implications of the US presidential election on markets, as well as the intense Sino-US chip war and its impact on the tech landscape, showcasing the challenges faced by major players like Intel and Samsung.

Jul 25, 2024 • 26min
Nasdaq 100's Trillion Dollar Rout, Biden Speaks to Nation
Dan Ives, Vonnie Quinn, and Luke Stone discuss tech giants' CapEx spending in AI revolution, Biden's legacy, investment management insights, AI market activity, macroeconomic weaknesses, and market strategies like Winthrop Capital Management's cautious approach.