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Stephanie Link

Chief investment strategist and portfolio manager at Hightower Advisors, known for her expertise in stock market analysis and investment strategies.

Top 5 podcasts with Stephanie Link

Ranked by the Snipd community
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16 snips
Jan 21, 2025 • 47min

Stocks and the Trump Trade 1/21/25

Josh Brown, a market trends analyst, teams up with Joe Terranova, a regional banks expert, Stephanie Link, a financials strategist, and Brian Belsky, a technology investor, for an engaging discussion. They delve into the implications of Trump's new trade agenda and its potential impact on stocks. The group explores market insights amidst rising inflation concerns and highlights the contrasting performances of tech giants NVIDIA and Apple. They also analyze recent developments in cryptocurrency and the launch of an innovative Bitcoin ETF.
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8 snips
Oct 23, 2024 • 47min

The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link

Dan Ives, Managing Director of Equity Research at Wedbush Securities, brings his tech stock expertise, while Stephanie Link, Chief Investment Strategist at Hightower Advisors, offers keen insights on market strategies. They dive into Apple's impressive 42% stock increase, despite mixed news. The duo also analyzes how a potential Trump presidency could shift tech markets, NVIDIA's booming AI chip demand, and Amazon's struggles with culture amidst its vast growth. Catch their take on the evolving tech landscape and investment opportunities!
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7 snips
Feb 14, 2025 • 44min

The Resilient Rally 02/14/25

Josh Brown, a savvy market commentator, shares his top stock picks while exploring the resilient rally in today's economy. Stephanie Link discusses optimistic earnings trends and sector performance, shedding light on the tech industry's impact. Kevin Simpson offers insights on how AI expenditures and tariffs are reshaping market dynamics. Together, they dive into how public sentiment is evolving and the importance of strategic investments amid economic challenges.
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Feb 28, 2025 • 56min

Time to Buy the Tech Wreck? 2/28/25

Stephanie Link, an expert in market trends and portfolio strategies, joins Eamon Javers, a White House correspondent who covers crucial political events. They dive into the 'tech wreck,' discussing investment opportunities in struggling stocks while analyzing recent economic shifts. The conversation shifts to the heated U.S. meeting with Ukraine’s president, exploring its potential impact on the stock market and investor sentiment. Together, they navigate strategies for capitalizing on market volatility amidst political tensions.
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Feb 14, 2025 • 39min

Stephanie Link: 2025 Market Outlook & Sectors To Watch

Join Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, as she shares her deep insights on the 2025 market outlook. The conversation highlights potential earnings downgrades for the S&P 500 amid slowing growth. Stephanie analyzes interest rate trends, fiscal policies, and their market implications. She discusses key sectors like financials, technology, and energy, while spotlighting companies such as Boeing and Broadcom. The discussion also touches on emerging opportunities in cybersecurity and the challenges posed by current market valuations.