Closing Bell

Mark Lazzari, Chairman and CEO of Avenue Capital Group, dives into the intricacies of private credit risks and the importance of Fed independence amidst political pressures. He shares insights on Avenue's new sports fund focusing on investments in NASCAR, baseball, and soccer. Chris Verone from Strategas discusses the macro outlook for the quarter, examining market signals and expectations for rate cuts. They both highlight the potential impacts of recent economic events, offering a comprehensive view of the financial landscape.

Mike Santoli, a senior markets commentator, analyzes September's market strength and discusses AI's impact on investor sentiment. Steuart Walton, Walmart director and founder of RZC Investments, shares insights from the UP.Summit, highlighting innovations in aviation and manufacturing. He emphasizes the importance of reshoring and Walmart's tech initiatives like drone delivery. They delve into the effects of a potential government shutdown on the economy and explore the integration of AI across various sectors, including its impact on jobs and local education.

Richard Saperstein, a top-ranked financial advisor at Treasury Partners, shares insights on strategic portfolio management. He recommends trimming overexposed equities and reallocating towards fixed income while favoring sectors like independent power producers and large-cap tech. The discussion dives into the potential risks in the market, including FOMO and the need for diversification. Saperstein highlights the importance of aligning investments with long-term trends and discusses his outlook on banks amid portfolio shifts.

Mike Santoli weighs in on fresh AI bubble chatter as Victoria Greene of G Squared Private Wealth and Northwestern Mutual’s Brent Schutte size up the broader markets. Our Emily Wilkins breaks down the final 32 hours before a potential government shutdown. Wheaton Precious Metals CEO Randy Smallwood discusses the surge in metals, Plus, Morningstar’s David Swartz previews Nike earnings and what investors should watch next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Monica Guerra of Morgan Stanley Wealth Management on how markets and policy collide as a government shutdown looms. Citi’s Geoff Meacham outlines the risks for pharma, while HSBC’s Jose Rasco breaks down the market action as the AI trade shows signs of unwinding.IREN Co-CEO Dan Roberts explains the company’s pivot from bitcoin mining to AI cloud—and the explosive stock surge that’s followed. Plus, Adam Crisafulli of Vital Knowledge highlights key catalysts to watch for next week.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jeremy Siegel, a Wharton finance professor and WisdomTree Chief Economist, shares insights on the implications of recent tariffs and their influence on inflation and GDP. Eamon Javers, a Washington policy reporter, discusses the new tariffs and their expected impact on trade deals. The conversation dives deep into market reactions to tame PCE inflation, economic concerns surrounding potential government shutdowns, and the consumer impact of tariffs during the upcoming holiday season. It's a lively discussion packed with actionable market insights.

As a government shutdown looms, Barbara Doran of BD8 Capital and Kevin Gordon of Schwab weigh in on markets against stronger-than-expected economic data. Emily Wilkins reports on whether mass federal firings are really possible, while Eamon Javers digs into the latest TikTok deal developments.On the corporate front, Melissa Repko breaks down Costco earnings, TD Cowen analyst Andrew Charles joins on Starbucks job cuts, and Okta CEO Todd McKinnon shares his outlook. Sara Malik of Nuveen debates whether the AI trade is showing shades of the dot-com bubble, and Mike Ozanian details the Patriots’  stake sale to private equity firm Sixth Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The global space economy has hit a record $613 billion, growing nearly 8% year over year. Morgan Brennan speaks with Space Foundation CEO Heather Pringle about what’s fueling the boom—like human spaceflight and national security initiatives such as Golden Dome. They also discuss investor enthusiasm, the role of AI, and why Pringle expects the sector to hit $1 trillion by 2032. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.