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Steve Weiss

Investment Committee member on Halftime Report, sharing views on market risks and investment strategies.

Top 10 podcasts with Steve Weiss

Ranked by the Snipd community
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24 snips
Feb 21, 2025 • 44min

Momentum’s Miserable Week 2/21/25

Steve Weiss, an investment professional at Bank of America, shares insights on market trends, while Jenny Harrington, a portfolio manager, discusses behavioral investing strategies. Jim Labenthal adds his analysis on specific stocks. The trio dives into the recent downturn of momentum stocks like Robinhood and emphasizes caution in volatile markets. They debate defense stocks amid global tensions and explore investment prospects in the healthcare sector. The discussion highlights how consumer behavior influences market resilience during these turbulent times.
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22 snips
Feb 24, 2025 • 44min

Trading Around the Unsettled Market 2/24/25

Joe Terranova, a seasoned member of CNBC's Investment Committee, and Steve Weiss, known for his keen market insights, dive into the unsettled stock market landscape. They explore the recent decline of Palantir and evaluate the implications for tech stocks under economic pressure. The duo emphasizes the importance of diversification and shares strategies for navigating volatility. They also analyze stock movements and trading potentials, offering listeners valuable tips on managing their portfolios amidst market uncertainties.
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13 snips
Jan 6, 2025 • 49min

The Nvidia Comeback 1/6/25

Joe Terranova, Steve Weiss, Jim Labenthal, and Bryn Talkington, all Investment Committee members with extensive experience in market analysis, dive into Nvidia’s impressive stock resurgence. They explore how demand, especially in AI, sets Nvidia apart from its semiconductor peers. The team also discusses broader market trends and the implications of stock downgrades, touching on companies like Palantir and Uber's significant buyback plans. Additionally, they analyze the rising popularity of single stock ETFs and shifting dynamics in institutional Bitcoin investments.
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10 snips
Mar 31, 2025 • 44min

Rethinking the Risk of Recession 3/31/25

In a captivating discussion, Joe Terranova, a market trend analyst, Steve Weiss, an investment commentator, and Jim Laventhal, a seasoned investment strategist, dive into the current market volatility. They explore the cautious optimism surrounding a potential recession and the shift towards defensive investment strategies. The trio analyzes struggles within the tech sector, highlighting growing risks, while also addressing the surge of active ETFs and strategic sector opportunities. Their insights provide both alarm and hope for today's investors.
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9 snips
Apr 23, 2025 • 44min

Trading the Trade War 4/23/25

Joining the discussion are Steve Weiss, an astute market analyst and member of the Investment Committee, and Jenny Harrington, a long-term investing guru. They dive into the recent trade war headlines that have unexpectedly boosted stock prices. The duo shares strategic portfolio moves and forecasts earnings from major companies, including Tesla and Chipotle. They also explore the impacts of Bitcoin's volatility and how market sentiment shifts affect investment decisions, all while emphasizing the value of maintaining long-term positions in a turbulent market.
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6 snips
Apr 30, 2025 • 45min

Trump Tariffs Hit the Economy 04/30/25

Joe Terranova, an investment expert known for his market analysis, joins Karen Firestone, who shares her keen insights into portfolio strategies. Jim Lebenthal, seasoned in market trends, and Steve Weiss, who weighs in on investment risks, complete the panel. They delve into how tariffs are impacting GDP and discuss big tech's challenges amid earnings season. The team highlights standout stocks like Spotify and AppLovin while navigating cautious investment strategies as economic uncertainty looms.
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6 snips
Apr 16, 2025 • 44min

Trading Trump’s Trade War 04/16/25

Steve Weiss, an investment guru specializing in semiconductor stocks, Joe Terranova, known for his savvy trading strategies, and Anastasia Amoroso, a market trend expert, dive into the fallout from Trump’s Trade War. They discuss the sharp decline in Nvidia shares due to new export regulations and the contrasting rise of gold. The trio navigates the complexities of the semiconductor market, debating investment strategies amid economic uncertainty. They also weigh in on notable stock performances and share insights on adapting to a volatile trading landscape.
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Apr 4, 2025 • 56min

Trading the Trump Selloff 4/4/25

This discussion features Josh Brown, a financial commentator known for his keen market insights, Steve Weiss, a seasoned investment professional, and Bryn Talkington, an investment strategist. They dive into the effects of Trump Tariffs on market dynamics and the resulting selloff. The panel shares their portfolio moves amidst volatility, emphasizing the importance of cautious investing. They also explore how recent economic indicators and the Fed's decisions shape investor sentiment, alongside challenges faced by sectors like tech and IPO markets.
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Feb 12, 2025 • 44min

Stocks and Sticky Inflation 02/12/25

Joe Terranova, a market trend guru; Shannon Sikosha, an investment strategist; Steve Weiss, a portfolio management pro; and Carrie Firestone, a savvy portfolio manager, dive into the implications of a surprising CPI report. They dissect how inflation affects the record stock rally and discuss individual stock resilience in light of market volatility. The conversation includes insights on healthcare stocks, the 'magnificent seven' tech stocks, and strategic portfolio adjustments, all while balancing serious analysis with lighthearted humor.
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Oct 25, 2024 • 44min

Bracing for Mega Cap Earnings 10/25/24

In this discussion, Josh Brown, Bryn Talkington, Steve Weiss, Jim Labenthal, and Dubravko Lakos delve into upcoming earnings reports from major tech giants like NVIDIA, Apple, and Amazon. They share bullish sentiment on NVIDIA driven by AI, yet caution about sustainable growth across the sector. The committee also discusses strategic investment moves in defense stocks and the oil sector due to undervaluation. Additionally, they explore alternatives to the top-performing MAG-7 stocks, emphasizing the need for diversification and cautious trading strategies.

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