There’s tremendous opportunity in semiconductors and semi equipment, says Goldman’s Brook Dane
Brook Dane, Goldman Sachs managing director, joins ‘The Exchange’ to discuss tech stocks.
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Retailers focused on low-income consumers will face tough sledding, says Truist’s Scot Ciccarelli
Scot Ciccarelli, Truist retail analyst, joins ‘The Exchange’ to discuss consumer pricing power and how lower-income consumers could be hurt worst in this economy.
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Things in U.S. may get as challenging as Europe, says First Eagle’s Matthew McLennan
Matthew McLennan, First Eagle Investments manager, joins ‘The Exchange’ to discuss long-term value stocks.
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We’ll have above mean GDP growth this year and mean GDP growth next year, says Art Hogan
Art Hogan, National Securities chief market strategist, joins ‘The Exchange’ to discuss the market and what he sees for U.S. economic growth.
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Russian energy is going off the market, causing a shortage of inventory, says Clearview’s Book
Kevin Book, Clearview Energy Partners managing director, joins ‘The Exchange’ to discuss oil stocks and gas prices, and the impact of taking Russian oil off the market.
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All year we’ve seen a slow bleed of Apple and Microsoft, says Simpler Trading’s Danielle Shay
Danielle Shay, Simpler Trading vp of options, joins ‘The Exchange’ to discuss the stock market plunge, as well as Apple and Microsoft stocks.
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This bubble looks very much like 2000, says GMO’s Jeremy Grantham
Jeremy Grantham, GMO co-founder, joins ‘The Exchange’ to discuss historical bubbles and how he sees today in comparison to 2000.
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Jefferies senior analyst Brent Thill says he’s positive on cloud stocks long-term
Brent Thill, Jefferies senior technology analyst, joins ‘The Exchange’ to discuss where he sees potential in cloud stocks.
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