Michael Cantopoulos

Michael Cantopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares insights on how Fed interest rate cuts are impacting the market. Gene Munster, a tech analyst from Deepwater Asset Management, breaks down Big Tech earnings, highlighting Alphabet’s AI growth and Microsoft’s Azure performance. They discuss Meta's capital expenditures and the stock's response to rising expenses. The duo also analyzes Powell's stance on the labor market and inflation, painting a picture of the evolving financial landscape.

Michael Contopoulos, Deputy Chief Investment Officer at Richard Bernstein Advisors, shares his expert insights on navigating today's unpredictable market. He discusses the challenges of market volatility, the influence of tariffs, and the implications of changing interest rates. The conversation touches on potential stagflation and the role of AI in productivity shifts. Contopoulos emphasizes understanding macroeconomic factors and examines gold's status as a hedge against uncertainty, while critiquing the focus on major tech stocks in investment strategies.

Steve Leisman, a CNBC reporter, dives into the consequences of the Fed's recent quarter-point interest rate cut, impacting mortgages and loans. Michael Cantopoulos discusses bond market reactions, while RJ Scringe, CEO of Rivian, shares insights on the company's challenging earnings. Chris Benatti elaborates on how AI detected significant financial issues at Super Micro. Courtney Reagan analyzes the Capri Holdings and Tapestry merger, highlighting its broader industry implications. A thought-provoking conversation on finance and technology unfolds!