Markets & outlook · Podcast

Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine

It bundles several themes advisors field questions about — bank earnings, narrow market participation, consumer stock weakness and seasonality — into one discussion. The 15-year retrospective also frames how tech leadership, ETF growth and household wealth levels have shifted over that period.

Streams from the publisher’s own feed. Nothing loads until you press play.1 hr 4 min

Summary

By the markets & outlook desk

Josh Brown and Michael Batnick mark 15 years of CNBC's Halftime Report by looking at how markets have changed since 2011, including the growth of tech stocks and ETFs and the rise in millionaire households and retirement wealth. They also discuss big bank earnings, deteriorating market breadth and whether weak participation can be read as bullish, the selloff in consumer stocks, seasonality, and how to distinguish a value opportunity from a value trap.

The hosts celebrate 15 years of CNBC's Halftime Report and review how much markets have changed since 2011.
They cover the growth of tech stocks and ETFs and the rise in millionaire households and retirement wealth over that span.
They discuss big bank earnings, deteriorating market breadth, and whether weak participation is actually a bullish signal.
Other segments cover the selloff in consumer stocks, seasonality, and telling a great value opportunity apart from a value trap.

Similar items

Same topic

Ken Fisher: What High Gas Prices Do to the Economy	Fisher Investments	2 min	Oct 28
Special Episode - Beyond the Ticker: The Road to Election Day	The Nasdaq Dorsey Wright Podcast	35 min	Oct 28
Unpacking JP Morgan’s lower middle market push	Cloud 9fin	27 min	Oct 28
AI and the Future of Investment Decision-Making \| Andrew Chin	CFA Institute	58 min	Oct 28
3 of the Best Smaller-Cap Stocks to Own	Morningstar	3 min	Oct 28