Money Movers provides investors w/ real-time analysis of the stories & the people attracting the attention of the markets each day.
@carlquintanilla
@saraeisen
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@moneymoverscnbc
, we have good news! You can stream all our episodes anytime you like, wherever you get your podcasts!
Subscribe and listen for each day's biggest interviews with CEOs, politicians, top economists and more!
A major U.S. high-speed rail system is on track to be finished by 2028🚄
@USDOT
@SecretaryPete
joins us as
@BrightlineWest
breaks ground on a new passenger line that will eventually run between Las Vegas and Southern California.
It's official: $PLTR is joining the S&P 500⚡
@PalantirTech
CEO Alex Karp joins for a conversation on how AI is transforming operations for clients across a broad range of sectors, from telecom to national security.
You won't want to miss this interview with
@SoFi
CEO
@anthonynoto
⚡
With the election in mind, he discusses student loan forgiveness and the impact of rate cuts on both corporate America and the consumer:
Nothing is off limits when you interview
@PalantirTech
CEO Alex Karp⚡️
He covered a lot of ground in a far-reaching conversation with our
@SaraEisen
, including innovations in AI, outperforming competitors in software, and his thoughts on short sellers.
"I believe that over the next 10 years, the fed funds rate...will average somewhere between 3 and 3.5 [percent]."
@Oaktree
Co-Chairman
@HowardMarksBook
covered a lot of ground with us today, including the trajectory of inflation and opportunities in distressed debt investing.
With
@Maersk
pausing operations through the Suez Canal amid a slew of drone attacks on container vessels in the region, CEO
@VincentClerc_m
says re-routing traffic around the southern tip of Africa will cause shipping delays of two to four weeks.
"The focus on the Fed has gone from sticky inflation to now growth."
@Fidelity
Director of Global Macro
@TimmerFidelity
says the central bank would be justified in cutting rates by 50 basis points next week:
"We think we're entering a normal recession."
@Piper_Sandler
Chief Global Economist Nancy Lazar pulls no punches when it comes to her outlook for the U.S. economy, forecasting higher unemployment, lower GDP and a decrease in consumer spending.
"U" won't want to miss this interview☢️
@NexGenEnergy_
CEO
@leighcuryer
joins to discuss the increased demand he's seeing for nuclear power and the company's uranium mining project awaiting final approval in Canada.
"Santa has delivered the goods," according to Fidelity's Director of Global Macro
@TimmerFidelity
. He joins to reflect on the market in 2023 and share why he expects more of the same heading into the new year.
"It is a completely flawed statistic."
Rosenberg Research Founder
@EconguyRosie
isn't a fan of the Fed's reliance on CPI, saying the central bank should take a more holistic approach to measuring inflation.
Take 5 and watch this interview with
@Shift4
⚡
CEO
@rookisaacman
joins for a deep dive into the world of fintech and payments as shares surge on the company's latest earnings:
Paulson & Co. Founder John Paulson expands on why he supports the Trump campaign in the upcoming election, discussing what he's expecting for both markets and the economy if the former president returns to the Oval Office:
"I'm voting strictly Republican on the House and the Senate. I'm not voting for the president because either candidate does not excite me."
Omega Advisors CEO Leon Cooperman doesn't hold back when outlining his concerns with former President Trump and Vice President Harris:
The recipe for success at Brinker International isn't just the babybackbabybackbabyback ribs 🍖
CEO
@kdhochman
oversees chains like
@Chilis
and
@Maggianos
and says the company's social media strategy has been key in driving customer growth:
The story of the day? Companies suspending shipping in the Red Sea.
The interview of the day?
🚨
@Maersk
CEO
@VincentClerc_m
on
@moneymoverscnbc
🚨
He'll discuss:
💸 Middle East tensions disrupting operations
💸 State of the supply chain
11a ET / 8a PT
Weight loss drugs took health care by storm in 2023 🩺
@ro
CEO
@ZReitano
walks us through the increased demand he's seeing for obesity treatments and how his platform uses telehealth to oversee prescriptions for eligible patients.
"All in all, it's a pretty good backdrop for equities notwithstanding the wobbles that we've seen in recent weeks."
@Fidelity
Director of Global Macro
@TimmerFidelity
offers his take on the market and rate cuts as we get set for more key inflation data in the days ahead:
Will the U.S. ever see 2% inflation again?
@Fidelity
Director of Global Macro
@TimmerFidelity
thinks we'll be stuck above that level for a while, predicting the Fed could still cut rates twice this year.
"There's no reason to think that there's not still some life left in this bull."
@Fidelity
Director of Global Macro
@TimmerFidelity
thinks the market's momentum can continue, but says the S&P needs to broaden further for the gains to last.
Goldman Sachs President and COO John Waldron tells
@carlquintanilla
he thinks there will be a lot of IPOs this summer as people are beginning to see momentum building in the market.
"We think this is one of the greatest opportunities ever to invest in Israel."
@aleph
Co-Founder
@mikeeisenberg
takes us through the innovation and venture capital opportunities he's seen in the wake of the October 7 terror attack by Hamas.
"We think Nvidia will retain this...90% kind of share on AI processors into 2025."
Despite fierce competition across the chipmaking space,
@MorganStanley
analyst Joseph Moore remains bullish on $NVDA heading into the company's earnings.
There's some M&A brewing for
@tilray
🍻
CEO
@IrwinDSimon
explains why the company's furthering its push into alcoholic beverages, acquiring four craft beer brands from Molson Coors.
Where does AI rank among all the innovation cycles
@MichaelDell
has seen since founding
@DellTech
in 1984?
Hear why he says it "certainly could be" bigger than anything we've seen, comparing artificial intelligence to the emergence of the internet but moving 10 times faster.
"I think behind closed doors, the Fed is more dovish than they want to indicate."
@GuggenheimPtnrs
Investment Management CIO Anne Walsh thinks the central bank's messaging could soften slightly this afternoon as we await its final interest rate decision of 2023.
Proceed with caution? Despite the downward trend in inflation,
@businesscycle
's Lakshman Achuthan warns we could see upside surprises next year making it difficult for the Fed to cut rates.
A big interview you won't want to miss!
🚨
@USDOT
@SecretaryPete
joins us today🚨
Tune in for his take on:
💸The outlook for EVs
💸State of airport infrastructure
💸Ongoing conflict in the Red Sea
11a ET / 8a PT
We're talking presidential policies with Paulson & Co. Founder John Paulson, who offers predictions on the impact of both the Harris and Trump campaigns' tax plans.
"They're not really targeting 2% [inflation] anymore. They just can't tell people they're not targeting 2% anymore."
Drew Matus, chief market strategist for
@MetLife
Investment Management, reacts to the Q1 U.S. GDP data and says he still expects rate cuts to start in July.
We've got an update on $PARA that you won't want to miss: CNBC's
@davidfaber
reports that David Ellison’s Skydance Media will meet with Paramount management next week to begin due diligence on a potential merger.
We're stepping into the octagon with
@ufc
CEO
@danawhite
🥊
You won't want to miss his take on a wide range of topics, including
#UFC304
this weekend, sports media rights, plans for international growth, and the 2024 presidential race:
"We think that the rate cuts are actually going to have a much stronger and favorable impact probably than the markets are pricing in now."
@BMO
Wealth Management CIO Yung-Yu Ma sees pent-up demand for the Fed to start easing and positive dynamics ahead for the major indices:
"It's a little scary to me that the Fed's now going to be market timing, that we're now going to be anticipatory in rate moves."
Fmr. NEC Director
@Gary_D_Cohn
weighs in on all of this week's central bank commentary and says a March cut would be too premature.
What are the main concerns for pensions and other long-term, institutional investors right now?
Elizabeth Burton oversees their portfolios for
@GoldmanSachs
Asset Management and says they're focused on Treasury yields and what rate cuts mean for markets going forward.
Could we see a recession in 2024?
@SriKGlobal
doesn't necessarily think it'll be a happy new year for the economy: "My expectation is that something is going to break in the system, and it still hasn't happened."
Hope you brought your appétit 🥖
Our
@carlquintanilla
takes us to Paris for the luxury
#Olympics
experience, offering a look at new travel and gourmet dining experiences from
@airfrance
:
"This is one of the first times I can ever recall, and I've been here in this role for 22 years, where all six of our asset classes have been up at the same time."
After posting a Q1 earnings beat,
@CMEGroup
CEO Terry Duffy discusses the uptick he's seeing in trading volumes.
We're sitting down with one of the most highly anticipated IPOs of the year⚡
@AsteraLabs
CEO Jitendra Mohan joins ahead of the company's market debut and says the power of AI hasn't even reached the early innings yet – it's still in the locker room.
Gold rush in 2024? With gold prices on pace for the best year since 2020,
@Wheaton_PM
CEO Randy Smallwood joins to discuss his outlook for gold and how the central bank is having an influence.
Recent reports suggest that buy now pay later companies have created roughly $700B worth of phantom consumer debt. But
@Affirm
CEO
@mlevchin
joins us live from San Francisco to push back against the math behind those estimates.
"Believe in this bull market, but also have some rational optimism here. Just because you're excited about the future doesn't mean you should be blind to risk."
@RitholtzWealth
Chief Market Strategist
@callieabost
says there's plenty of value to be found outside the tech sector:
When should you expect the first rate cut?
Hear why
@EconguyRosie
thinks the Fed will start easing in September but won't be able to avoid a U.S. recession:
$CASY hit an all-time high today following strong earnings.
@caseysgenstore
CEO Darren Rebelez joins to break down what’s driving the company’s recent growth and what he’s seeing on the consumer front.
"Given the strength in the economy and continued strong job growth, I think that there's a lot of cash buyers out there."
Zelman & Associates EVP Ivy Zelman shares her housing trends to watch in 2024 as mortgage rates decline.
Amid interest rate uncertainty, global conflicts, a strong U.S. dollar and plenty more variables,
@BarrickGold
CEO Mark Bristow says gold hasn't lost its shine for investors and remains a safe haven asset.
Oil prices have been powering higher, with WTI crude on pace for its best week since April📈
@EnergyAspects
Founder
@ea_amrita
says the market fundamentals remain tight, regardless of the turbulence in global markets and geopolitical tensions overseas.
"Watch out for the oil carry trade unwind because that's where the risk is."
Jeff Currie, chief strategy officer of energy pathways at
@OneCarlyle
, explains why he thinks geopolitics could lead to volatility in the commodities market:
"We're looking for more of a churn here in terms of intermediate and long-term yields."
@CharlesSchwab
Chief Fixed Income Strategist
@KathyJones
takes us through a rollercoaster week for bonds and explains why she thinks the Fed should cut rates by 50 basis points in September.
"The most important thing right now is the outcome of the election, and once that's determined, we can see what role I can play in the administration."
Paulson & Co. Founder John Paulson on whether he's being considered for Treasury Secretary under a second Trump presidency:
"I would not discount the possibility of a resumption of the rise in long-term interest rates, where we even retest that five percent 10-year yield again."
Bleakley Financial Group CIO
@pboockvar
offers his outlook for 2024 and the duration risk he sees in fixed income.
"Real purchasing power is stronger, so the consumer is empowered right now and we see it very, very clearly."
The
@Mastercard
Economics Institute just released its 2024 outlook, and Chief Economist Michelle Meyer joins with some data and insights from the past year.
"We're absolutely in that early stage of the buildout of compute in order to support that AI revolution."
@Synopsys
CEO Sassine Ghazi discusses the chip design software maker's earnings beat, guidance, and continued investments in the latest tech to serve customers like $NVDA.
Bull trap or opportunity?
@RenMacLLC
Chairman Jeff deGraaf shares why he believes the regional banks are currently in a pretty good spot as the group gets oversold.
John Paulson, one of the biggest names to come out of the 2008 financial crisis, joined us today for a rare interview. He explains why he's supporting former President Trump in the 2024 election and what his policy proposals mean for the economy.
"My outlook is to start the normalization, start returning our policy stance to a more neutral stance in the summertime."
@AtlantaFed
President
@RaphaelBostic
is calling for two rate cuts in 2024 and says he's not eager to undermine the current strength in the labor market.
"Given the large amount of trades that are still left to be unwound in the Yen carry trade, there could potentially be some market volatility down the line."
@neubergerberman
Portfolio Manager Kei Okamura discusses Japan's economy following this week's global market turbulence:
Can the combination of craft beer and marijuana help
@tilray
bring in even more green? CEO
@IrwinDSimon
takes us through the growth he's seeing in the company's alcoholic beverage business and his outlook for cannabis legalization in the U.S.
Looking to sea the world in 2024? Better book your cruise soon, because
@CarnivalPLC
CEO Josh Weinstein says bookings look strong for next year and the consumer isn't showing any signs of slowing down as we discuss the company's latest earnings beat.
"If you own equity in real estate, you know the meaning of the word pain."
And over the next two years, Cantor Fitzgerald CEO
@howardlutnick
sees more suffering on the horizon with the potential for $700B in defaults.
Cybercrime is on the rise 🚨 From data breaches to ransomware,
@CrowdStrike
CEO
@George_Kurtz
discusses what's driving all the high-profile security incidents that have affected companies like 23andMe, Clorox and MGM Resorts in 2023.
Is America's biggest enemy...itself?
@EurasiaGroup
Founder
@ianbremmer
shares the top global geopolitical risk he's watching this year: dysfunction in U.S. politics heading into the 2024 presidential election.
"I'm in that camp of second half of the year. I don't think March is feasible."
@IBM
Vice Chairman & Fmr. NEC Director
@Gary_D_Cohn
shares his timetable for rate cuts, saying it would be a mistake for the Fed to ease policy too soon.
"The fundamentals aren't there, but the momentum is there and I don't think investors necessarily need to be selling yet, but beyond the first quarter, I think we could run into some trouble."
Morgan Stanley's
@JimLacampMS
shares words of caution on the market heading into 2024.
Is artificial intelligence ushering in a new industrial revolution?
@MorganStanley
Private Wealth Managing Director Sherry Paul thinks so, explaining why companies integrating AI could also help boost your portfolio.
"PayPal is a fabulous company, but it's mature. It's got a great market position, it's got very strong financials and a huge balance sheet, but it's no longer an innovator."
Fmr. $PYPL CEO Bill Harris evaluates the company he co-founded and the crowded fintech landscape:
IT services provider
@Cognizant
is buying
@BelcanGlobal
for nearly $1.3 billion.
Cognizant CEO
@imravikumars
joins to discuss how the deal will help the company expand into the aerospace and defense market.
Inflation's on the decline, the jobs market is strong and U.S. GDP is at its highest level since 2021. So why are Americans feeling pessimistic about the economy? Fmr. NEC Director Larry Lindsey helps us make sense of the contrast.
$TSLA bears: beware🐻
@CG_Driven
analyst
@gianarikas
says Wall Street's being too negative on the stock, predicting we'll see growth as supply constraints ease and the company starts producing more Cybertrucks.
"Nowadays, I think the party of the spirits is over."
@SuntoryGlobal
CEO Takeshi Niinami says demand trends are changing in the alcohol industry, with consumers growing more health-conscious and shifting away from luxury beverages.
Why is
@BNYMellon
seeing an "influx of investment into the United States" right now?
CEO Robin Vince says AI, energy independence and the underlying strength of the economy are just a few factors that make America an appealing option for clients.
Big pharma's going direct-to-consumer 🧪 Evercore ISI Sr. Managing Director Umer Raffat joins to discuss $LLY announcing a new telehealth service allowing patients to get weight loss drugs straight from the source.
2023 was a year of global growth for
@Marriott
📈
CEO Anthony Capuano says the hotel giant continued expanding the number of rooms in its portfolio by signing a record number of deals last year.
Regional banks have proven the doubters wrong following the collapse of SVB in March 💸
@FifthThird
CEO Tim Spence takes us through the resilience he's seen in deposit growth and some trends he's watching in lending following all the volatility this spring.
Gold's been shining lately as prices hit all-time highs🏆
@BarrickGold
CEO Mark Bristow joins to discuss the factors driving the move higher, including de-dollarization and weakness in global economies.
Rate cuts still ahead?
Schwab Asset Management CEO & CIO Omar Aguilar shares why he still expects 1-2 rate cuts this year as we digest the latest GDP and PCE data.
We're sitting down with the executives behind the biggest M&A of 2024 so far. Don't miss this conversation with Mars CEO Poul Weihrauch and Kellanova CEO Steve Cahillane as the companies announce plans to merge in a deal worth $36 billion:
When it comes to the presidential election,
@howardlutnick
is fired up 🔥
The CEO of Cantor Fitzgerald shares thoughts on JD Vance as the Republican VP nominee and predictions for how the stock market could perform under a second Trump presidency.
Will today's $AAPL event drive a massive iPhone upgrade cycle?
@EMJCapital
Founder
@ericjackson
explains why the company's potential new AI offerings could be some of the biggest tech advances since ChatGPT launched.
Try keeping these acronyms straight:
@KristinaParts
joins with breaking news as $NVDA announces a new AI GPU for PCs, bringing the power of artificial intelligence into reach for everyday consumers.
Will consumers stay hungry for salty treats in 2024?
@UtzSnacks
CEO Howard Friedman shares the company's new growth targets for the next three years and his outlook for moderating prices.
Slow your roll, Wall Street ⚡
@Barclays
Head of Research Jeffrey Meli says investors are too optimistic about rate cuts, predicting the Fed will ease policy three times instead of six in 2024.
Is the U.S. still the best place in the world to IPO? Fmr. Nasdaq CEO Bob Greifeld says America's capital markets and investors mean there's "no close second" for companies considering going public.
"I think the history tells you a soft landing is unlikely. If you look at periods where inflation got this high and wage growth got this elevated, you always had a recession."
Citi Global Economist Rob Sockin joins to weigh the probability of a soft landing vs. a recession.
Can Tesla keep up the momentum? After a more than 100% run in 2023, Former Ford CEO
@mfields
shares that he expects "another year of growth and drama for the company" in 2024.
Is it time to stop investing in China? Hayman Capital Management Founder
@Jkylebass
says to steer clear, regardless of how appealing low valuations look right now.
Looking for tactical trades heading into Q2 earnings season?
John Marshall, head of derivatives research for
@GoldmanSachs
, joins with the bank's new list of 25 stocks to watch across a broad array of sectors, including $MSFT, $ENPH and $SBUX.
"If this year was the year of rates and AI, next year will be the year of re-fi."
Marathon Asset Management CEO
@Bruce_Markets
sees opportunities ahead for lending in 2024 as interest rates move lower.
"Our focus now is on growth, and on product velocity."
As shares surge following a strong performance in Q4,
@blocks
CFO & COO
@AmritaAhuja
joins with a look at the company's strategy for gaining even more market share for
@Square
and
@CashApp
.
We're sitting down with one of the most talked-about private startups of 2024⚡
After being named to this year's
@CNBCDisruptors
list,
@theflutterwave
CEO
@TechProd_Arch
discusses his plan to keep building an expansive digital payments network connecting Africa to the world.
Ending the week & the year on a high note!
Don't miss today's lineup:
💸
@Wheaton_PM
CEO Randy Smallwood on the outlook for gold in 2024
💸Amazon Pharmacy's
@VinGuptaMD
on health trends to watch for
💸The WSJ's
@GunjanJS
on what Wall Street got right in 2023
When it comes to the
#Olympics
, our
@carlquintanilla
isn't horsing around🐎
He got the chance to tour the Palace of Versailles for a look at how the grounds have been transformed into a venue for equestrian sports during the Summer Games:
"Right now, there's no obvious sign for a recession in sight."
@nberpubs
Director John Lipsky offers his outlook for the economy but notes that risks surrounding U.S. and world politics could eventually alter his view.
"We think technology and communication services are definitely a place to be. We think there's probably a nice rebound trade in industrials as well."
@BMO
Wealth Management CIO Yung-Yu Ma tells us where he's finding value and predicts the market's momentum can continue.