Beste Elliott Morgan podcasts (2024)

1
Southwest CEO Takes On Activist Elliott; Time To Invest in China? 9/26/24 43:37

1h ago43:37

43:37

Investors cheered Southwest’s new three-year plan, unveiled by CEO Bob Jordan at today’s investor day. Jordan joins to discuss the steps the airline is taking to improve profitability while fending off activist investor Elliott Management. China stocks have been sharply higher this week after the government introduced measures meant to boost busine…

1
Closing Bell 9/26/24 43:15

2h ago43:15

43:15

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.…

1
Sustainability & AI in Space with Planet Labs CEO Will Marshall 9/26/24 14:37

4h ago14:37

14:37

World leaders and policymakers are meeting for both the UN General Assembly and Climate Week this week: a primetime for Planet Labs’s latest product launch and satellite success. The company, which operates the largest earth observation constellation in low-Earth orbit, has unveiled the world’s first-ever forest carbon monitoring system at 3 meter …

1
Closing Bell Overtime: Rare Interview With Meta Chief Product Officer Chris Cox On New AR Headset 9/25/24 43:22

1d ago43:22

43:22

Meta unveiled its long-awaited AR headset at its Meta Connect developers conference. Chief Product Officer Chris Cox joins for a rare interview to talk the company’s AI strategy, spending and election efforts. Micron jumped on strong guidance after earnings; CFRA analyst Angelo Zino on what to do with the stock. Our Pippa Stevens reports on the sur…

1
Closing Bell: The Remarkable Rally 42:08

1d ago42:08

42:08

How much more can stocks rise? Fundstrat’s Tom Lee gives his expert market forecast. Plus, Meta held its annual “Connect” event today and announced a number of new hardware products and AI tools. Shareholder Gene Munster of Deepwater Asset Management tells us what he thinks this could mean for the stock. And, some big changes at OpenAI – Kate Roone…

1
Diddy, Penguin, and a MIDLIFE CRISIS?! 1:05:32

1d ago1:05:32

1:05:32

In this episode, we laugh, and we get serious. We talk about foreign affairs, and we really shouldn't. We read dirty posts from governors, and we check in on how each other is really doing. It's a grand mix of fun on this one, folks, until things get SERIOUS. So how are YOU doing? Music/SFX: If you like our sounds, sign up for ONE FREE MONTH on us …

1
Closing Bell Overtime: Legendary Filmmaker James Cameron On AI In Hollywood; Exclusive Interview With Commerce Secretary Raimondo 9/24/24 42:48

2d ago42:48

42:48

Oscar-winning director James Cameron is joining the board of Stability AI and he joins to discuss what AI means for the future of moviemaking. Morgan sits down for an exclusive interview with Commerce Secretary Gina Raimondo to discuss new proposals to ban some Chinese and Russian components from connected cars starting in 2027, plus the future of …

1
Closing Bell: Best Bull Market Opportunities 9/24/24 43:22

2d ago43:22

43:22

Where can investors find the best opportunities in this bull market? Trivariate’s Adam Parker, New York Life Investments’ Lauren Goodwin and Invesco’s Kristina Hooper break down where they are seeing strength right now. Plus, top technician Chris Verrone tells us which parts of the market he thinks are about to break out. And, Novo Nordisk sharehol…

1
Closing Bell Overtime: Dow, S&P 500 record closes; Rare Microsoft downgrade 9/23/24 42:44

3d ago42:44

42:44

The Dow and S&P 500 closed at record highs – and our Mike Santoli gives a few market measures on why investor risk appetite is nowhere near stretched. Needham’s Laura Martin and LightShed’s Walter Piecyk on what their channel checks reveal from the iPhone 16’s first weekend of sales. DA Davidson’s Gil Luria issued a rare downgrade for Microsoft sto…

1
Closing Bell: The Fall Stretch for Stocks 9/23/24 43:29

3d ago43:29

43:29

Did the Fed just give the green light for more gains ahead? Blackrock’s Rick Rieder gives his take on the state of the market. Plus, venture capitalist Rashaun Williams tells us which growth names he is banking on right now. And, Leslie Picker caught up with Bank of America’s Brian Moynihan. We run through all the highlights – including what he had…

1
What The Hegel?! 57:46

4d ago57:46

57:46

Some people spend decades studying Hegel and never quite get what he was talking about. Well, we've decided to explain him - in his entirety - in about an hour. This is sarcasm. Mostly. **The Fundamentalists** is available here: iTunes: https://podcasts.apple.com/us/podcast/the-fundamentalists/id1346820645 Google Play: https://podcasts.google.com/f…

1
Closing Bell Overtime: Dow record close, Intel/Qualcomm Merger Talks and iPhone 16 on sale 9/20/24 43:26

6d ago43:26

43:26

The Dow closing at a record high again following Wednesday's interest rate cut by the Fed. Dow component Intel rallying into the close after sources say rival Qualcomm approached the chipmaker about a possible merger. Moor Insights & Strategy CEO Patrick Moorhead says a deal makes a lot of sense for both companies and could get approval by regulato…

1
Closing Bell 9/20/24 45:57

2d ago45:57

45:57

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.…

1
Convincing Joe to Watch "Chimp Crazy" (AND FAILING) 47:44

6d ago47:44

47:44

Apologies for the late upload, folks, but let's face it, this podcast is a labor of love that is always worth the wait. And so we wait. Like a sad chimp locked in a blue room, The Valleycast subsists on Mcdonald's burgers and the compassion of actors from the 90s. Now, let's get (chimp) crazy. Music/SFX: If you like our sounds, sign up for ONE FREE…

1
Closing Bell Overtime: Fed-Fueled Rally, Nike CEO Change & FedEx earnings 9/19/24 43:03

1h ago43:03

43:03

The Fed's 50 basis point cut sparking a major rally on Wall Street and sending the Dow & S&P 500 to record closes. Tech the big winner driven higher by semiconductor stocks. Guggenheim Securities' Sr. Managing Director Eric Mandl thinks there's a wave of M&A coming in tech and explains which industries could be most ripe for mergers. Nike announcin…

1
Manifest Space: The First-Ever Private Spacewalk with Polaris Dawn Mission Commander Jared Isaacman 9/19/24 26:01

7d ago26:01

26:01

Polaris Dawn has done the impossible: making history with private citizens conducting a spacewalk. The extravehicular activity was done to test SpaceX’s new suits. Fresh off of splashdown, mission commander & Shift4 CEO Jared Isaacman joins Morgan Brennan to discuss the view from his walk, how this space mission compared to Inspiration4— his previo…

1
Closing Bell: Stocks Rally Following Yesterday’s Big Rate Cut 9/19/24 42:47

2h ago42:47

42:47

How much fuel is left in the market’s rocket boosters after gains eight of the past nine days? Our all-star panel of NewEdge’s Cameron Dawson, Virtus’ Joe Terranova and Payne Capital’s Courtney Garcia debate where they stand right now. Plus, Morgan Stanley’s Sherry Paul tells us why investors should be recalibrating their portfolios now that we are…

1
John Rubino: Real Assets in Unreal Times 52:40

7d ago52:40

52:40

Earn 12% in our Silver Bond offering Earn Interest on Gold and Silver Earn Passive Income in Gold and Silver John's Substack Full Show notes and Transcript Earn Interest on Your Gold and Silver with Monetary Metals 🪙 Upgrade Your Gold https://youtu.be/Oj7zvdpdpt4 🏆 Gold Passive Income https://buff.ly/3tMUlFj 🔐 The New Way to Hold Gold https://buff.…

1
Closing Bell Overtime: Fed Day Special 9/18/24 42:47

4d ago42:47

42:47

Stocks closed mostly lower after the Fed cut rates by 50 basis points in the first cut since the early days of the pandemic. Jefferies’ David Zervos and BD8’s Barbara Doran discuss the market reaction and where stocks could head in the post-cut world. Investor Dan Niles talks about the impact on tech stocks and energy. Mark Mobius breaks down globa…

1
Closing Bell: Fed Cuts Rates by 50 Basis Points 9/18/24 36:29

4d ago36:29

36:29

The Federal Reserve cut rates by 50 basis points today … and stocks fell in response. DoubleLine’s Jeffrey Gundlach gives his first take on what this could mean for the economy and your money. Plus, expert analysis from Senior Markets Commentator Mike Santoli.Door CNBC

1
Closing Bell Overtime: The Fed cut debate, Shake Shack CEO on the consumer, Intuit CEO on small business 9/17/24 43:29

9d ago43:29

43:29

The S&P 500 touched an intraday record the day before the Fed decision, where Wall Street is split on whether to expect a 25 or 50-basis-point cut. RBC’s Lori Calvasina, Vital Knowledge’s Adam Crisafulli, and Neuberger Berman’s Joe Amato all weigh in on their expectations and how the Fed could change the narrative. Shake Shack’s CEO Rob Lynch joins…

1
Closing Bell: Countdown to Critical Fed Decision 9/17/24 43:20

9d ago43:20

43:20

What should investors make of either a half or quarter point rate cut tomorrow? And where does that leave a market that seems priced for a soft economic landing? Rockefeller’s Cheryl Young, Sofi’s Liz Young Thomas and CIC Wealth’s Malcolm Ethridge break down their forecasts. Plus, DoubleLine’s Jeffrey Gundlach sits down with Scott Wapner one day be…

1
Indecision and the Rise of Relational Capitalism 50:42

9d ago50:42

50:42

In this episode, Elliott and Peter discuss the modern world of dating, including brand-new concepts like relational feudalism and relational capitalism. It might be one of our best episodes yet. Or it might not be. **The Fundamentalists** is available here: iTunes: https://podcasts.apple.com/us/podcast/the-fundamentalists/id1346820645 Google Play: …

1
Manifest Space: Dead Zone Busting Satellites with AST SpaceMobile CEO Abel Avellan 9/16/24 19:09

10d ago19:09

19:09

AST SpaceMobile has successfully launched its first five Bluebird commercial satellites, in a major step towards building space-based service for smartphones. Founder & CEO Abel Avellan joins Morgan Brennan to discuss the company’s direct-to-cell service, how the business model compares to competitors like SpaceX’s Starlink, and whether the company…

1
Intel CEO Exclusive, the case for a 50-basis-point cut, Apple’s supply and demand question 9/16/24 43:34

10d ago43:34

43:34

Intel CEO Pat Gelsinger joins for an exclusive interview after a slew of news, including billions more in CHIPS Act funding, an expanded partnership with AWS, and a plan to set up a separate internal governance structure for its foundry business. Evercore ISI’s Julian Emanuel discusses the prospects of a 50-basis-point rate cut at this week’s Fed m…

1
Closing Bell: Soft Landing Confidence Justified? 9/16/24 43:01

10d ago43:01

43:01

Is the market’s growing confidence in that favored soft-landing scenario justified? And just how big are the Fed stakes for the fate of the bull market? Trivariate’s Adam Parker, Requisite Capital’s Bryn Talkington and Tavis McCourt of Raymond James debate where they stand. Plus, Former Federal Reserve Vice Chairman Alan Blinder makes the case for …

1
How Could AI Rewire Our Brains? | Jeremy Kahn and Larry Dignan 1:02:14

13d ago1:02:14

1:02:14

This week on DisrupTV, we interviewed Jeremy Kahn, author of Mastering AI: A Survival Guide to Our Superpowered Future and AI Editor at Fortune Magazine and Larry Dignan, Editor in Chief, Constellation Research.We focused the discussion around the dual promise and pitfalls of AI integration across industries. Jeremy Kahn's recent book, "Mastering A…

1
Closing Bell Overtime Fundstrat’s Tom Lee On Tech’s Strong Week; Former United CEO On Boeing Strike 43:42

13d ago43:42

43:42

Fundstrat’s Tom Lee joins to discuss the recent move higher in the markets after the S&P 500, Nasdaq post their best weeks of the year. Interactive Brokers Chairman Thomas Peterffy on his company’s proposal to offer betting on US elections. Boeing stock one of the few laggards today after one of its unions voted to strike; former United CEO Oscar M…

1
Closing Bell: Time to Go Big? 9/13/24 42:34

13d ago42:34

42:34

Does the market have it right that the Fed can go big with its first easing move… without sounding an alarm about the economy? Professor Jeremy Siegel, Hightower’s Stephanie Link and Ned Davis Research’s Ed Clissold give their predictions. Plus, top Apple analyst Erik Woodring from Morgan Stanley tells us how he is navigating the stock as pre-order…

1
Bereta Brings Shame Upon Household with New Mustache 1:03:18

13d ago1:03:18

1:03:18

In a stunning turn of events, Joe Bereta has brought what is being called "deep, unwavering shame" upon his household after abruptly shaving part of his facial hair--only to leave upon his face what some are calling "an abomination." We like it, though. Music/SFX: If you like our sounds, sign up for ONE FREE MONTH on us at Epidemic Sound! Over 30,0…

1
Closing Bell Overtime: Adobe CEO On Earnings, Demand; Panera Founder On How To Win In Current Dining Market 9/12/24 43:22

14d ago43:22

43:22

The tech outperformance continued in trading today. BofA’s Jill Carey Hall and Schwab’s Omar Aguilar break down how to play the current market. Adobe CEO Shantanu Narayen on the latest quarter and what’s next for the company. United Wholesale Mortgage CEO and Phoenix Suns owner Mat Ishibia on mortgage demand and sport valuations. Ron Shaich, Panera…

1
Manifest Space: AT&T’s Dead Zone Busting Satellites with AT&T Head of Networks Chris Sambar 9/12/24 15:39

14d ago15:39

15:39

AST SpaceMobile has successfully launched its first five Bluebird commercial satellites, in a major step towards building space-based service for smartphones. AT&T has been a strategic partner of the company since 2018, as well as a key investor and beneficiary of the mass market. Fresh off the launch, AT&T Head of Networks Chris Sambar, joins Morg…

1
Closing Bell: Trading a Broadening Tape 9/12/24 43:24

14d ago43:24

43:24

How should investors play the markets right now as the tape tries to broaden again? Solus’ Dan Greenhaus, Virtus’ Joe Terranova and Wealth Enhancement Group’s Ayako Yoshioka break down their market playbooks. Plus, Paul Rabil – Co-Founder and President of the Premier Lacrosse League – discusses all things sports and media rights and the league’s ch…

1
Closing Bell Overtime What Caused Today’s Dramatic Turnaround In Stocks? Michael Shvo On Reopening San Francisco’s Iconic Transamerica Pyramid 9/11/24 43:30

15d ago43:30

43:30

Stocks closed at session highs after a dramatic intraday turnaround, led by tech and chips. Goldman’s Eric Sheridan on what’s next for internet stocks and key takeaways from Communacopia conference. SHVO Ceo Michael Shvo on the journey behind reopening San Francisco’s Transamerica pyramid. Apllo’s Torsten Slok on the Fed. Sunnova CEO John Berger on…

1
Closing Bell: Investors Eye Communacopia Headliners 9/11/24 42:15

15d ago42:15

42:15

Altimeter’s Brad Gerstner joins Scott Wapner live from Goldman Sachs’ Communacopia conference talking all things tech. Plus, New York Life Investments’ Lauren Goodwin and Jason Snipe of Odyssey react to that big interview and discuss their forecasts for the market. And, shares of Novo Nordisk got a big boost thanks to some new weight loss drug data…

1
Closing Bell Overtime: ServiceNow CEO On New AI Offering; Financials Sell Off 9/10/24 43:34

16d ago43:34

43:34

Tech outperformed on the session as stocks try to claw back last week’s losses. Vital Knowledge’s Adam Crisafulli and Truist Co-CIO Keith Lerner break down the market action while T. Rowe Price’s Tony Wang on the tech trade and top under-the-radar picks. ServiceNow stock hit an all-time high after introducing its newest AI offering: Xanadu. CEO Bil…

1
Closing Bell 9/10/24 43:19

16d ago43:19

43:19

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.…

1
Apple Unveils iPhone 16; Rubrik CEO Talks Earnings Before Analyst Call 9/9/24 43:40

17d ago43:40

43:40

Breaking down Apple’s newest offerings with Creative Strategies CEO Ben Bajarin, plus Jon walks through his checklist for event. Rubrik CEO Bipal Sinha on the company’s second quarterly report as a public company. Analysis of the strong quarter from Oracle with Wolfe’s Alex Zukin. Plus, where to find opportunity with Bespoke’s Paul Hickey and Wells…

1
Closing Bell 9/9/24 41:48

17d ago41:48

41:48

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.…

1
Riegsecker Sees Local Media at an Inflection Point 21:34

17d ago21:34

21:34

Are we really in a final phase in which only a few local media companies will successfully make the digital transition? Gordon & Corey turn to advertising executive Shawn Riegsecker, who foresees the swift demise of two large and popular types of media but also sees a great deal of opportunities arising from it. "This is the moment," he says, "that…

1
What is "the ick"? 59:39

18d ago59:39

59:39

In this episode, we discuss the term "the ick," used to describe a sudden change of perspective in which the formerly positive is perceived as negative with few or zero intermediary stages. I don't understand it either. **The Fundamentalists** is available here: iTunes: https://podcasts.apple.com/us/podcast/the-fundamentalists/id1346820645 Google P…

1
Global Tech Rout Deepens; Roblox CEO Outlines New Strategies 9/6/24 43:28

20d ago43:28

43:28

The slide in tech stocks extended the Nasdaq 100 posting its worst week since July while the S&P 500 had its worst week of the year. We have you covered from every angle, including the market action with Jefferies Chief Market Strategist David Zervos, Kestra Investment Management CIO Kara Murphy and G Squared Private Wealth CEO Victoria Greene. Plu…

1
Closing Bell: Bumpy Road Ahead for Stocks? 9/6/24 42:11

20d ago42:11

42:11

The road ahead for stocks has gotten bumpier… but are there too many potholes to get around? Fundstrat’s Tom Lee, Solus’ Dan Greenhaus and Payne Capital’s Courtney Garcia break down their forecasts. Plus, Morgan Stanley’s Chris Toomey tells us how he is advising his clients ahead of this month’s critical Fed decision. And, homebuilders were a rare …

1
Manifest Space: Sorting Space Junk with LeoLabs CEO Tony Frazier 9/5/24 25:06

21d ago25:06

25:06

Within the next decade, thousands of satellites are set to head to space, but satellites may need to duck for cover. As more payloads enter low Earth orbit, space junk— debris from previous rocket launches, inactive satellites, and more—is also on the rise. LeoLabs is a startup that analyzes it all, and says number of active payloads it tracks has …

1
Closing Bell Overtime: Cleveland-Cliffs CEO On Nippon, US Steel Deal; L3Harris CEO On Global Threats 9/5/24 43:39

21d ago43:39

43:39

Cleveland-Cliffs CEO Lourenco Goncalves says in an exclusive interview with Closing Bell Overtime that the offer for US Steel is still on the table and he is working with JPMorgan and Wells Fargo on a plan. L3Harris CEO Chris Kubasik talks global threat levels, disruption in the defense sector and what impact the 2024 election will have. Securework…

1
Closing Bell: Jobs Report Jitters 9/5/24 43:14

21d ago43:14

43:14

How much does tomorrow’s jobs report matter to the bull market? Charles Schwab’s Liz Ann Sonders gives her take. Plus, LA Rams president Kevin Demoff reacts to being ranked #2 on CNBC’s inaugural NFL valuations list. And, we break down what is behind Tesla’s big charge higher today.Door CNBC

1
Closing Bell Overtime: Chips Slide Extends Into Second Day; C3 AI CEO On Quarter; ZScaler CEO On Weak Billings Guidance 9/4/24 43:33

22d ago43:33

43:33

Stocks pared losses into the close, but the Nasdaq was lower for the second-straight day as the slide in chips continued. C3 AI CEO Tom Siebel discusses the latest quarter in first comments before the analyst call while ZScaler CEO Jay Chaudhry breaks down the weak billings guidance that scared investors. Palo Alto Networks CEO Nikesh Arora on clos…

1
Most Embarrassing Celebrity Encounters (ft. William Haynes!) 57:42

22d ago57:42

57:42

Mr. William Haynes joins the Valleycast on this VERY SPECIAL EPISODE. Steve and Will discuss Michael Jackson, being weird, and their most embarrassing celebrity experiences! And you'll never GUESS who drops by! William Haynes: https://www.instagram.com/williamhaynes/?hl=en Music/SFX: If you like our sounds, sign up for ONE FREE MONTH on us at Epide…

1
Closing Bell: Skittish Stocks 9/4/24 42:24

22d ago42:24

42:24

Are we heading for another stretch of volatility? Sofi’s Liz Young Thomas, iCapital’s Anastasia Amoroso and BMO’s Yung-Yu Ma give their forecasts for stocks. Plus, Wells Fargo’s Chris Harvey tells us how he will navigate a potential rate cut and the upcoming election. And, CNBC’s Jim Cramer storms Post Nine with some breaking news on Nvidia.…

1
Closing Bell Overtime: Tech Tumbles To Start Month; Nvidia Sheds Nearly $300B In Market Cap 9/3/24 42:45

23d ago42:45

42:45

A rough start to the trading month as tech and chip stocks sent the market lower. We have you covered from every angle. Plus, Moor Insights & Strategy’s Patrick Moorhead on reports of the DoJ subpoenaing Nvidia and former United CEO Oscar Munoz on what’s next at Boeing and Southwest.Door CNBC

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