Money Movers
@moneymoverscnbc
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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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If you missed the latest edition of
@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!
2
1
9
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.
20
81
345
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.
7
18
117
"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.
6
26
106
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.
8
20
51
"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.
5
20
85
"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.
11
14
72
"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.
10
18
62
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
5
3
17
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.
3
11
48
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.
8
11
37
"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.
4
6
41
"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.
6
9
31
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.
6
13
39
"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.
6
5
35
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.
10
8
31
"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.
5
5
45
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
10
11
33
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.
7
4
33
Time to buy $AAPL?
Bernstein analyst Toni Sacconaghi shares why he’s upgrading the stock to outperform ahead of earnings this week.
2
7
32
The
@USDOT
's
@SecretaryPete
joins to discuss airport infrastructure in the U.S., the recent plane collision in Japan and his outlook for EV adoption.
3
12
30
"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.
4
9
26
"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.
3
5
22
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."
7
10
28
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.
2
8
27
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.
4
7
23
"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:
2
5
25
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.
3
10
23
"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.
11
6
23
$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.
2
4
24
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.
7
3
18
"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.
1
7
19
"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.
4
8
22
"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.
4
5
20
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.
5
7
17
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.
9
3
21
"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.
1
5
21
"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.
8
5
20
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.
2
9
20
"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.
7
5
19
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.
5
8
20
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.
12
3
16
"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.
3
4
16
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.
4
5
13
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.
2
5
19
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.
2
10
19
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.
14
4
16
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.
6
6
18
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.
5
2
18
There's a shake-up happening at
@shakeshack
🍔🍔 With CEO
@randygarutti
stepping down, he and founder
@dhmeyer
join to discuss the company's next move.
4
3
17
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.
3
5
14
We've got some M&A news brewing ☕
@Chobani
CEO
@hamdiulukaya
explains why he's acquiring
@LaColombeCoffee
for $900M.
2
10
15
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.
9
4
15
$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.
1
1
19
"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
.
3
3
17
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.
5
6
17
Bears beware🐻
@icapitalnetwork
Chief Investment Strategist
@AAmoroso_1
says an uptick in economic enthusiasm on Wall Street is helping drive a 'catch-up trade' that's boosting areas like transports and small-caps.
5
4
17
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.
2
6
15
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.
7
6
17
"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.
9
5
16
"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.
4
8
14
Looking for stocks that will take off in the new year? Evercore ISI analyst
@markmahaney
shares why he's bullish on travel names especially when it comes to $EXPE.
9
2
12
After a year of low inventory and high mortgage rates, Zillow Co-Founder
@spencerrascoff
shares why he sees a better year ahead for the housing market.
6
2
16
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
7
2
14
"There won't be any hard landing in France. We still have growth, we are creating jobs, we are on the right track, and we are exiting the inflation crisis."
French Finance Minister
@BrunoLeMaire
sits down with our
@SaraEisen
to offer his take on the global economy.
6
8
14
"I think the growth target is spacious. It's incompatible with everything else they're saying."
@ChinaBeigeBook
CEO Leland Miller isn't buying China's GDP outlook for 2024 and predicts we'll see a trade war unfold next year.
2
5
16
Despite underperformance of consumer staples in 2023, Bank of America analyst Bryan Spillane shares why he's upgrading names like $CL and $CLX heading into the new year.
5
5
13
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.
2
4
15
Hitting the road this holiday weekend? GasBuddy Head of Petroleum Analysis
@GasBuddyGuy
shares that while the national average for gas prices has perked up to $3.11 per gallon, tens of thousands of gas stations are still seeing prices below $3.
4
6
11
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.
6
4
15
"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.
6
3
16
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.
1
4
15
As we dig into
@Taylor_Morrison
's Q1 earnings beat, CEO Sheryl Palmer explains why the homebuilder is expanding into the Midwest with a new acquisition in Indiana🏠
19
3
15
Small business is booming across the U.S.💰
@Fiserv
CEO Frank Bisignano says consumer spending remains strong at the local level as we discuss the company's Q4 earnings beat.
1
5
12
"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.
2
4
16
With Chinese President Xi Jinping warning of "winds and rains" ahead for the Chinese economy, MSA Capital's
@BenHarburg
discusses his expectations for growth in the country and shares the key themes investors should watch in 2024.
5
11
14
As the U.S. launches strikes against Iran-backed Houthi rebels in Yemen following a surge in attacks on container ships in the Red Sea, Fmr. Defense Secretary William Cohen discusses the potential for tensions to escalate further in the Middle East.
9
5
14
"It would take something, I think, that we don't see right now, to see rate cuts in the first half of this year. I think the second half is possible."
Atlas Merchant Capital CEO Bob Diamond has a reality check for investors expecting the Fed to start easing in the near future.
5
2
13
Can the market sustain its comeback from the lows we saw in April?
@RenMacLLC
Chairman Jeff deGraaf says the technicals indicate it's a good sign for equities that the S&P cleared its 20-day high following last month's pullback.
1
2
15
Snapping back to growth?
@Snap
CEO
@evanspiegel
joins to discuss the company’s ad business and expense guidance as Snap returns to double-digit revenue growth in Q1.
3
3
15
"I hate to use the phrase, but you may even call it a Goldilocks type of data that we're getting through."
@HSBC
U.S. Economist Ryan Wang shares why he's expecting modest interest rate cuts from the Fed starting in June.
1
4
14
What is
@BauschLomb
's vision for the future? CEO
@brentlsaunders
says the eyecare giant is firmly focused on launching new products and revamping the company's supply chain.
5
6
14
$NVDA's up more than 200% year-to-date and
@AB_insights
Managing Director
@BernsteinRasgon
thinks there's still room to run, making the case that opportunities in AI could keep powering the stock toward his $700 price target.
2
11
12
You're not alone if you waited until the last second to buy presents 🛍️
@TangerOutlets
CEO Stephen Yalof says his locations are still seeing strong foot traffic as the holiday shopping season moves into its final days.
2
4
10
"We do think that a recession is still likely."
@Citi
Global Economist Robert Sockin expects a deeper economic slowdown to take hold in the U.S. this year, but says he'll update his view if he sees more evidence of services inflation decreasing.
10
23
13
"We were underweight equities on seeing higher risk than reward. We now see it more balanced and want to add exposure," says Wilmington Trust's Meghan Shue.
She joined to break down the change in her investment thesis and share why she sees opportunity ahead for small caps.
11
2
10
Despite the rally we're getting into year-end,
@CharlesSchwab
CEO Walt Bettinger says he's still seeing a majority of retail investors express a bearish view of the stock market in Q4.
3
4
12
"It's appropriate to start to lower rates as inflation moves towards the 2% target, but the baseline for us would not be six cuts in 2024."
Fmr. Fed Vice Chair &
@PIMCO
Global Economic Advisor Richard Clarida thinks rates will come down three times, starting in May or June.
1
6
14
Watch out, $NVDA 👀
CNBC's
@KristinaParts
reports on $INTC's newly announced AI chips that the company says will be cheaper and more power efficient than its competition.
1
1
14
Is it time to re-position your portfolio?
@BernsteinPWM
CIO Alex Chaloff is moving cash to the trash in favor of short-term bonds and other alternatives that he thinks will offer better returns once the Fed starts cutting interest rates.
4
4
13
"The market feels more investable today, and so that's why we're more cautiously optimistic when it comes to next year."
Phil Drury, global head of tech & communications banking at
@Citi
, predicts a strong start for markets in 2024.
5
3
13
As tensions rise in the Red Sea, RBC's
@CroftHelima
joins to break down the three major flashpoints she's watching and what it would take for the oil market to see a major disruption.
3
5
13
From crypto, to AI, to short selling, to hedge funds,
@GaryGensler
's had plenty to regulate since taking over as chair of
@SECGov
in 2021. Listen as he takes us through his latest initiative: new rules for reducing risk in the U.S. Treasury market.
2
4
14
After a banner year for the health care space, Amazon Pharmacy Pulmonologist and Chief Medical Officer
@VinGuptaMD
joins with key trends to watch in the new year.
7
4
12
Let's talk technicals 📈
It's been a rough year for real estate stocks, but CappThesis Founder
@FrankCappelleri
is watching a few indicators that suggest the sector could be poised for a breakout.
2
1
14
Where there's smoke-free tobacco, there's fire earnings 🔥
@InsidePMI
CEO
@j_olczak
takes us through the growth he's seeing in nicotine pouches and other alternatives to cigarettes on the heels of a strong Q4.
3
6
11
Freeport-McMoRan is naming a new CEO today.
Outgoing CEO Richard Adkerson and incoming CEO Kathleen Quirk join to discuss the future strategy for
@FM_FCX
and the company's focus on growing copper production as demand ramps up.
2
5
14
What did Wall Street get right in 2023? Not much, according to the Wall Street Journal's
@GunjanJS
. She shares that despite the many bearish forecasts over the past year, investors were still able to end the year with strong portfolios.
7
2
12