Rob Seachin

Stephanie Link, an investment expert, shares her latest portfolio moves and insights on market trends. Bill Baruch discusses his portfolio adjustments amidst the current market climate. Rob Seachin highlights key stock and sector views, including updates on Tesla and crypto. The conversation dives into the recent market pullback, bullish trends for the upcoming months, regulatory challenges, and the implications of political events on investments. They also analyze consumer behavior shifts in retail and preview stock predictions for Snowflake, Wells Fargo, and Salesforce.

Rob Seachin, a savvy portfolio manager, shares his strategic buying moves in the volatile market, focusing on tech giants like NVIDIA. Steve Weiss raises alarms about data center overbuilding while recommending steady tech stocks. Joe Terranova explores AI model advancements and spending outlook. The panel debates valuations of mega-cap stocks like Apple and Google, contemplating their roles amid shifting market sentiments. Tune in for insights on using cyclicals and REITs as hedges to tech exposure amid current market uncertainties.

In this engaging discussion, Steve Weiss, a top investor known for his savvy market insights, and Rob Seachin, a seasoned market participant, dive into the repercussions of Israel's military actions in Iran and their ripple effects on global markets. They analyze the implications for oil prices and the Fed's potential responses, while also exploring the evolving IPO market and consumer sentiment. The duo discusses key stock performances, including NRG and Eli Lilly, and offers strategic investment advice, urging listeners to capitalize on emerging opportunities amidst geopolitical anxieties.