Sam Stovall, Chief Investment Strategist at CFRA Research, shares insights on the market’s surprising resilience in September and the factors driving the S&P 500. He discusses the importance of understanding investment psychology, particularly the fear-greed dynamic. The chat also highlights CVS's recent stock movements following a notable activist investor's stake, contrasting it with Apple’s challenges amid declining iPhone sales. Tune in for a savvy analysis of shifting market trends and what they mean for investors today!

Sam Stovall, Chief Investment Strategist at CFRA, shares his expertise on navigating market trends as 2024 approaches. He discusses top sector picks in Energy and Tech amid falling Nasdaq stocks and Bitcoin's struggles below $95K. The potential ramifications of a Trump presidency for China are explored, including warnings from a former Trade Representative about future trade relations. Additionally, the podcast delves into Silicon Valley's immigration debates, and the complex dynamics of oil prices against a backdrop of geopolitical tensions.

Sam Stovall predicts a 5% stock market decline, Nela Richardson discusses changing hiring practices, Lydia Boussour and Steven Major analyze global bond markets and economic outlooks. Topics include stock market declines, labor market shifts, retirement planning, tech sector performance, and Federal Reserve rate cuts.

Mike Santoli, CNBC senior markets commentator, shares insights into market trends. Sam Stovall discusses earnings expectations for major tech firms like Apple and the potential super cycle due to new iPhone sales. Dan Ives focuses on Apple's gradual rollout of AI features, while Phil LeBeau updates on Boeing's financial struggles and ongoing strike. Seema Modi and Stacey Raskon analyze the semiconductor industry’s ties to the upcoming election, highlighting the effects on stocks like NVIDIA.

Sam Stovall, Chief Investment Strategist at CFRA, provides insights on the upcoming earnings for the tech sector's 'Mag 7' companies. Tobin Marcus, Head of US Politics and Policy at Wolfe Research, discusses the campaign strategies of Trump and Harris as both gear up for a crucial election season. Giorgio Furlani, CEO of AC Milan, shares the club's ambitions to expand its presence in the US, especially with their New York City match against Manchester City, highlighting the growth of soccer in America.

Economists Lara Rhame and Subadra Rajappa discuss core PCE deflator impact on treasury market. Sam Stovall predicts stock market trends post-Memorial Day. Delta Air Lines CEO Ed Bastian talks travel demand and airline challenges in Dubai.

Sam Stovall, Chief Investment Strategist at CFRA, discusses stock market pullbacks, Fed interest rate cuts, and the impact of rising treasury yields. Investors may need to get used to higher interest rates, leading to inflows into money market funds. The podcast also touches on KISS selling its catalogue and Name, Image, and Likeness moving into the recording industry.

From discussing Whole Foods' small-format concept for urban shoppers to exploring humanoid robots in Amazon's warehouses, this podcast covers innovative retail strategies, finance risks, Princeton's investment fund growth, and the rise of automation in the logistics industry.

This podcast discusses the significance of upcoming jobs reports, market anticipation, and consumer behavior insights from experts. They also explore how retail giants like Target and Costco are adapting to consumer trends and how the upcoming U.S. presidential election may impact market strategies.

Guests discuss a range of interesting topics, including investment strategies for the upcoming year, the ongoing legal saga with the Apple Watch, undervaluing geopolitical and US domestic risks, the latest in the Russia-Ukraine war, and a year of record demand for the international cruise line.