Schwab Network
4,326 episodes - English - Latest episode: 13 days ago - ★★★★★ - 23 ratingsSchwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. ©2024 CSMPC. All rights reserved.
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Episodes
Holiday Shopping Expectations
November 24, 2020 18:59 - 6 minutes - 39.4 MBMark Hamrick says that newly-released October unemployment rates underscore dramatic divide forged by the pandemic downturn. Additionally, brick and mortar retailers expect less of a holiday bump in sales, except those with robust online channels.
Stocks To Watch For Long-Term Investing
November 24, 2020 18:28 - 6 minutes - 21.7 MBSaumen Chattopadhyay says that economic recovery is expected to be slow and uneven. Top growth investments of the past decade were those that harnessed technological change. Also, value stocks are cheap but do they remain cheap for a reason?
Tesla (TSLA) Stock Valuation
November 24, 2020 14:20 - 7 minutes - 47.8 MBRoss Gerber and Joseph Osha weigh in on Tesla (TSLA) to be included in the S&P 500 on December 21. As a longer-term picture comes into focus, it becomes easier to value the stock as a category killer.
Top KEWB Holdings: TCEHY, BABA, PDD, JD, NTES
November 23, 2020 15:55 - 6 minutes - 20.7 MBChristian Fromhertz discusses the S&P 500 Index levels, and likes the technicals of the KWEB Chinese ETF. He breaks down the technicals of Advanced Micro Devices and Generac.
Vaccine Optimism vs Covid-19 Counts Rising
November 20, 2020 19:21 - 7 minutes - 43.8 MBDavid Dietze says that it is hard to forecast a major bull market with it being at record highs and indices up 65% since March. The recovery trade (restaurants, travel, energy, and financials) have lagged and still seem relatively cheap.
Vaccine Optimist vs Covid-19 Counts Rising
November 20, 2020 19:21 - 7 minutes - 43.8 MBDavid Dietze says that it is hard to forecast a major bull market with it being at record highs and indices up 65% since March. The recovery trade (restaurants, travel, energy, and financials) have lagged and still seem relatively cheap.
Inside Out on Workday (WDAY) and Intuit (INTU)
November 20, 2020 16:22 - 11 minutes - 59.6 MBSiti Panigrahi of Mizuho analyzes Workday and Intuit earnings and outlook. They have a buy rating and $270 price target on Workday. Tom White shows a neutral to bullish put vertical options trade on Workday and a bullish call diagonal trade on Intuit.
Overlooked Stocks: CREE, NETE, ZI
November 20, 2020 14:27 - 11 minutes - 59.5 MBGeorge Tsilis discusses the semiconductor company CREE after it was upgraded by JP Morgan, he breaks down the payment company Netease's earnings, and the taks about the upgrade of Zoominfo.
Peter Tchir: Time To Sell The News
November 19, 2020 18:22 - 10 minutes - 60.4 MBPeter Tchir on the market impact of positive market impact of Covid-19 vaccine news. He believes the prospect of a comprehensive fiscal stimulus is already priced into the market, and equity valuations reflect this potential event. Peter also notes that election hedges have largely been unwound and Telsa's inclusion into the S&P 500 has been part of the bull case catalyst.
Tony Dwyer: The Wait For Fiscal Stimulus Continues
November 19, 2020 14:59 - 12 minutes - 68.3 MBTony Dwyer says that SPX components' 10 and 50-day moving averages suggest nearing overbought, in addition to volatility coming down but remaining somewhat elevated.
CEO of MP Materials on the Company's NYSE Debut
November 18, 2020 20:57 - 10 minutes - 33.5 MBThe CEO of MP Materials, James Litinsky, says that the company owns and operates the mountain pass rare earth mine and processing facilities in California. It currently delivers about 15% of the rare earth content consumed in the global market.
Expectations for NVIDIA (NVDA) Earnings
November 18, 2020 19:41 - 8 minutes - 48.9 MBDan Morgan and Daniel Rubino discuss NVIDIA (NVDA) earnings, as well as the impact of the latest Apple (AAPL) products and M1 chip, and the latest moves in Intel (INTC).
CEO of Avaya (AVYA) on the Company's Earnings Report
November 18, 2020 19:10 - 5 minutes - 29.5 MBThe CEO of Avaya (AVYA), Jim Chirico, weighs in on the stock being up more than 30% this year, in addition to serving some its notable customers like Dell, Apple, Walmart, Walt Disney, Comcast, and CVS Health.
Recent Moves in Bitcoin
November 17, 2020 21:14 - 13 minutes - 50.5 MBNic Carter uses technical analysis and weighs in Bitcoin continuing to surge higher, up 7 of the past 10 trading days.
Stock Picks in Tech and Health Care
November 17, 2020 15:41 - 7 minutes - 44.5 MBPhilip Palumbo discusses Home Depot earnings and gives his stock picks including Home Depot, Disney, Nvidia, and Qualcomm.
Investment Opportunities In 2021
November 16, 2020 20:39 - 7 minutes - 48.5 MBEric Bailey weighs in on the S&P 500 sector leaders - energy, industrials, and materials vs the laggards - health care, real estate, and utilities. He says that tax-selling in December can present attractive investment opportunities going into 2021.
Increased Legalization Impact on Pot Stocks
November 16, 2020 19:35 - 6 minutes - 50.6 MBDan Ahrens says that interest in cannabis stocks is booming with Biden win, especially as 5 states had ballot initiatives to approve new legalization. He also weighs in on investing in U.S. vs Canadian pot stocks.
Dory Wiley's Stock Picks: LLY and PXD
November 16, 2020 18:55 - 7 minutes - 48.4 MBDory Wiley discusses his health care pick: Eli Lilly (LLY) and his energy pick: Pioneer Natural Resources (PXD). Also, it is a good idea to buy the dip on beaten up sectors?
How The Demand For Bitcoin Has Changed
November 13, 2020 20:49 - 6 minutes - 28.4 MBRich Rosenblum assesses the current market and policy environment in the context of how demand for Bitcoin has and will change. He emphasizes how further fiscal stimulus packages are needed to support the economy, and how this will create a disincentive to hold dollars over the long term.
Inside Out On Walt Disney (DIS)
November 13, 2020 16:06 - 6 minutes - 41.7 MBTuna Amobi of CFRA breaks down Walt Disney earnings and how COVID-19 lockdowns could impact Disney theme parks. CFRA raises its price target on Disney to $160.
Post Election Investment Strategy
November 12, 2020 19:03 - 8 minutes - 59.8 MBKenny Polcari discusses his bank stock pics - JPM and BAC, as well as his tech picks - ALRM, CSCO, FFIV, and JNPR.
Catalysts Driving The Rotation From Growth To Value
November 12, 2020 18:08 - 11 minutes - 65.9 MBDoug Ramsey warns investors not to overplay the election. The latest flip-flops in the very long term (VLT) momentum algorithm, reinforce his view that the market leader board is set to be rearranged.
Apple (AAPL) "One More Thing" Event
November 11, 2020 20:12 - 6 minutes - 33.1 MBFrances Newton Stacy and George Seay say that the Apple (AAPL) stock is expensive, and therefore it's going to be tough for it to keep up the business moving forward. It will also be interesting to see if Warren Buffett (BRK/B) retains his stake or slowly starts selling it down.
FuboTV (FUBO) CEO Talks Earnings
November 11, 2020 19:00 - 6 minutes - 41.1 MBThe CEO of FuboTV (FUBO), David Gandler, discusses the company's revenue growth, as well as the intention to expand into the online sports wagering market.
Victoria Greene's Stock Picks: CCI, AMT, CRWD, LHX
November 11, 2020 16:44 - 8 minutes - 42.3 MBVictoria Greene discusses the rotation out of tech stocks to value stocks. She believes the economy has some fundamental cracks and we need more stimulus from the fed. She also provides her stock picks.
Talend (TLND) CEO With A 3Q Earnings Highlight
November 10, 2020 19:45 - 6 minutes - 111 MBChristal Bemont discusses Talend's earnings numbers including a breakdown of revenues and bottom line numbers. She also gives full year EPS guidance.
Beyond Meat Stock Drops After Latest Earnings Report
November 10, 2020 19:39 - 4 minutes - 29.5 MBChris Vermeulen and Ryan Patel say that the Beyond Meat (BYND) surprise stock loss is due to the Covid-19 toll on restaurants and the food services industry. However, the McDonald's (MCD) partnership will boost sales and add a layer of a more stable revenue stream.
CEO of Skillz on Choosing to IPO Via SPAC
November 09, 2020 19:09 - 5 minutes - 28.1 MBThe CEO and founder of Skillz, Andrew Paradise, discusses the mobile-based gaming and e-sports focused company that will host over 2 billion tournaments this year.
Pfizer And Covid-19 Vaccine Stocks
November 09, 2020 18:19 - 8 minutes - 45.4 MBBrad Loncar breaks down the news of Pfizer's vaccine including the efficacy and its potential availability. He also discusses other leaders in a vaccine creation.
Lack Of Presidential Outcome Leads To Market Uncertainty
November 06, 2020 19:59 - 8 minutes - 42.8 MBSteve Chiavarone on the recent market rally based on the presumption of a divided government, and portfolio allocation on the basis on medium term uncertainty. Accordingly, year over year earnings and economic growth appear promising. Steve suggests positioning for cyclically recovery in 2021 with exposure to capital goods, consumer services, materials, autos, and energy.
CEO of Romeo Systems, Inc. on the EV-Battery Maker Company
November 06, 2020 19:54 - 6 minutes - 41.2 MBCEO of Romeo Systems, Inc. says that the battery technology company will go public via a $1.33B SPAC merger with RMG Acquisition Corp. What are the current growth opportunities in electric vehicle and battery space?
Fed “Economic Path Will Depend Significantly on Virus”
November 05, 2020 21:26 - 10 minutes - 51.8 MBJim Bianco on the FOMC notes: no change in policy, but the statement is very different from previous version, in addition to being bearish on the economy.
Fed Expects To Maintain 'Accommodative Stance'
November 05, 2020 19:55 - 7 minutes - 34.5 MBKathy Jones thinks that the Fed is in a wait and see mode regarding the election and stimulus. Additionally, Jerome Powell will probably stick to his gins and urge a fiscal stimulus.
BABA and SQ Earnings
November 05, 2020 19:28 - 6 minutes - 31.3 MBPedro Palandrani discusses Alibaba and Square ahead of earnings. He mentions the approaching Alibaba Singles Day and says their retail sales are still down for the year.
Investors are Taking Advantage of the U.S. Presidential Election Gridlock
November 05, 2020 19:02 - 6 minutes - 35 MBSam Stovall says that investors think that the U.S. presidential election gridlock is a good thing as stocks bounce on uncertainty. Also, the current overweight sectors are communication services, consumer staples, health care, and technology, while the underweight sectors are energy, financials, real estate, and utilities.
Assessing the Tech Rally
November 04, 2020 20:22 - 8 minutes - 40.1 MBOctavio Marenzi weighs in on how to position your portfolio as election results remain undecided, in addition to whether to fare or trade today's market rally.
Catalysts For Bitcoin's Move Higher
November 03, 2020 19:36 - 6 minutes - 28.9 MBGuy Hirsch weighs in on Bitcoin's price being highest since the 2017 ICO boom and how real fundamentals are behind this move upward. Also, what is the impact of PayPal (PYPL) adding cryptocurrency options on bitcoin?
Market Outlook For Remainder Of 2020
November 03, 2020 18:56 - 5 minutes - 31.8 MBSylvia Jablonski says that earnings have been largely exceeding expectations, but the market does not seem to react. Her theory is that we are in a new cycle of the bull market.
Cannabis Stocks Amid Election
November 02, 2020 21:16 - 6 minutes - 37.7 MBDon Kaufman weighs in on how to navigate elevated volatility ahead of election day, in addition to marijuana stocks jumping after the Biden campaign hinted that it would decriminalize pot if elected.
Expectations For PayPal (PYPL) Earnings
November 02, 2020 19:30 - 6 minutes - 31.1 MBPeter Hobson discusses PayPal (PYPL) earnings and how the monetization of Venmo credit card and cryptocurrency announcement have an impact. Also, can the company capture in-store payments through mobile wallet?
What To Know About Ant Group Ahead Of IPO
November 02, 2020 19:10 - 6 minutes - 39 MBHoward Yu discusses how Ant Group is seeking the largest IPO of all-time, breaking Shanghai and Hong Kong records. Additionally, what can investors make of Square (SQ) and PayPal (PYPL) recently announcing cryptocurrency offerings?
Market Impact Of The Upcoming Election
November 02, 2020 17:24 - 9 minutes - 48.3 MBKristina Hooper discusses how the market reacts to the uncertainty in the election, the increase in COVID-19 cases, and the potential fiscal stimulus package. She also discusses the the Economic Surprise Index.
Apple and Starbucks Earnings
October 30, 2020 19:35 - 7 minutes - 47.4 MBJoel Hawthorne on Apple (AAPL) fourth quarter Mac, services, iPad, and iPhone revenue, in addition to Starbucks (SBUX) U.S. and International same-store sales.
What An Election Surprise Could Mean For Markets
October 30, 2020 18:29 - 10 minutes - 51.6 MBSteve Pavlick breaks down what an election surprise could mean for the markets. He dives into the recent trend in President Trump's approval ratings, while also highlighting the priority of an economic stimulus.
Market Resistance and Support Levels
October 30, 2020 14:05 - 6 minutes - 43.2 MBErin Gibbs on the market performance outlook for 2020 and 2021. Her stocks to watch closely are Home Depot (HD) and Sherwin-Williams (SHW).
Expectations for Big Tech Earnings
October 29, 2020 18:50 - 5 minutes - 26.4 MBWendy Johansson says that what will differentiate Apple (AAPL) is its ability to map chips to enable underlying technology. Also, in a time of uncertain supply chains, it was a brilliant move for the company to move away from Intel (INTC).
Will Interest Rates Rise Earlier Than Forecast?
October 29, 2020 17:57 - 7 minutes - 35.1 MBSimeon Hyman discusses investing in the pet care space as the Proshares Petcare ETF (PAWZ) is up nearly 40% YTD. Also, what is the best approach to identify ETFs with significant dividends?
Long-Term Investing Amid Election Volatility
October 29, 2020 14:00 - 7 minutes - 40.2 MBEric Diton goes into some of the factors behind remaining bullish on equities. Although he does note there is a lot of noise out there, if 2016 taught investors anything, it is to avoid predicting what is going to happen next in the markets. His advice: stick to the long-term amid the election volatility.
Stocks Hit Hard By Recent Covid-19 Spike
October 28, 2020 13:47 - 8 minutes - 67.6 MBLuke Gromen on Boeing to cut additional jobs through 2021 due to drop in air travel demand. Additionally, Facebook, Twitter, and Google to appear on Capitol Hill for questioning on censorship.
Uber, Lyft, Boeing, and GE Stocks
October 27, 2020 19:27 - 6 minutes - 41.1 MBDan Passarelli discusses how Uber and Lyft spent millions on campaign to protect their businesses in the state of California. Additionally, the FAA is expected to approve the Boeing (BA) 737 max plane in November to resume passenger service.