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
Forecasting The Last Two Months Of 2020 Trading
October 27, 2020 17:56 - 7 minutes - 38.3 MBCarlton Neel says that if the election is dragged out, it will be negative for the markets. However, stocks will likely rise afterwards, regardless of who wins.
Stocks Set For Recovery: PLNT, ULTA, TJX
October 27, 2020 16:25 - 12 minutes - 76.8 MBMichael Dick discusses his retail stock picks and big box retailers.
How To Protect Your Portfolio From Increased Volatility
October 26, 2020 18:17 - 8 minutes - 42.7 MBArnim Holzer says that options strategies on both indices and stocks are attractive with still elevated volatility and uncertain outcomes. Also, commodity plays are dropping back towards middle of their ranges and getting tarred with Covid-19 worries despite China's buying.
How Covid-19 Pandemic Has Impacted Shopping Trends
October 26, 2020 12:41 - 7 minutes - 49.3 MBRyan Patel on how the Covid-19 pandemic has impacted shopping trends in the grocery sector with curbside pickup and contactless pickup.
Chipotle Earnings (CMG)
October 22, 2020 19:48 - 10 minutes - 62.2 MBNick Setyan, MD, Restaurant Equity Research and R.J. Hottovy, Consumer Equity Strategist, Morningstar discuss Chipotle (CMG) earnings and the reasoning behind their differing market evaluations.
Expectations For Big Tech Earnings Next Week
October 21, 2020 19:05 - 6 minutes - 40.2 MBJill Malandrino examines the market reaction to stimulus relief talks, as well as what the expectations for big tech earnings are next week.
Tesla (TSLA) Earnings
October 20, 2020 21:23 - 9 minutes - 80.2 MBARK Invest’s Tasha Keeney previews Tesla earnings, highlighting autonomous technology as the key to the next chapter of the EV maker’s growth story.
How Long Can the Homebuilder Rally Continue?
October 20, 2020 18:54 - 7 minutes - 42.3 MBHome is where the rally is: Ken Leon discusses what’s clicking for homebuilders right now and provides his outlook for the space moving forward.
Airline Stocks
October 20, 2020 13:49 - 7 minutes - 36.7 MBTim Lesko says that economic numbers, business confidence and travel continue to pick up despite increased Covid-19 case. Also, airlines could come out of this pandemic with very different cost structures.
The Health Care Sector: GILD, MRNA,and REGN.
October 19, 2020 16:02 - 7 minutes - 44.5 MBHartaj Singh discusses Gilead Sciences (GILD) and Regeneron (REGN) working on Covid-19 treatment, and Moderna (MRNA) working on a vaccine.
Costco, Boeing, and J.B. Hunt Stocks
October 16, 2020 20:42 - 8 minutes - 46.7 MBTom O'Brien discusses Costco, Boeing, and J.B. Hunt stocks and says that equities are on pace for a positive week.
The Market's Recovery From Recent Weakness
October 16, 2020 15:24 - 7 minutes - 35.9 MBTom Plumb goes through his stock picks of Nvidia, Intuitive Surgical and PayPal and explains their value. He also outlines his expectations for the long-term, saying once the election is no longer in doubt, expect some form of fiscal stimulus. In addition, anticipate IT companies, business software, cloud, chip and digital transaction companies to flourish.
Workhorse CFO Steve Schrader
October 15, 2020 18:57 - 7 minutes - 42.9 MBWorkhorse CFO on designing and building high performance electric vehicles and aircrafts, while developing cloud-based real-time telematics performance monitoring systems.
The State of the Economic Recovery
October 15, 2020 14:13 - 7 minutes - 41.9 MB"The odds of a double dip recession are very well right now." Jeff Schulze says that the ongoing market rally appears to be well supported by fundamentals.
Retailers To Watch Outside Of Amazon
October 14, 2020 19:16 - 7 minutes - 40 MB"Amazon has been on a tear for years & the pandemic only accelerated its gains in e-commerce.” Sucharita Kodali says that Amazon Prime Day should be bigger than ever, and other retailers have not succeeded in getting people to up-spending into October.
Near-Term Volatility + Big Bank Strength
October 14, 2020 15:59 - 7 minutes - 121 MBNavid Abghari says don't expect risk assets to get volatile, or see a major leg down due to the fed's stimulus. He also notes JPMorgan Chase is still well-positioned to handle the current crisis with an "extraordinary" amount of excess capital.
Latest From Apple "Hi, Speed" Event
October 13, 2020 20:22 - 7 minutes - 32.6 MBMona Mahajan discusses what to expect from markets moving forward, along with Apple introducing the Homepod Mini Smart Speaker.
5 Retailers To Watch: WMT, TGT, CHWY, QRTEA, ETSY
October 13, 2020 16:47 - 5 minutes - 18 MBAmazon Prime Day and Target Deal Days kicked off today. Simeon Hyman talks about other retailers to keep a close eye on as the Holiday Season approaches.
Finding The Next Leg Of The Market Rotation
October 12, 2020 17:29 - 8 minutes - 33.1 MB“At the bottom of a cycle, the market always turns before fundamentals turn... Things will start to turn higher and you have no idea why, because on the ground things look horrific.” RUT vs NDX: DataTrek's Nick Colas on the market's potential for a regime change.
The Latest Market Corrections
October 12, 2020 13:33 - 12 minutes - 73.1 MBThe last 4 market bottoms: March 23, 2018 December 24, 2018 March 23, 2020 September 23, 2020 Notice the pattern? Vincent Deluard has been sleuthing through fund flows for an answer.
Outlook for Apple and 5G Technology
October 09, 2020 18:26 - 7 minutes - 42.8 MB“This is a drumroll to what’s really going to be a massive product cycle for Apple." 4 phones on the horizon? Dan Ives previews next week’s Apple Event and makes the bull case for both Apple and Tesla moving forward.
The Case for the Utility Sector
October 09, 2020 12:58 - 11 minutes - 29.3 MB“You have to look at utilities as a relatively smaller asset class that can have really big moves if its priced at the right level, and I think right now is one of those times.” The volatile safe haven; Michael Purves makes the case for utilities.
The Impact Of LLY Drug Treatment On Fight Against Covid-19
October 08, 2020 13:45 - 6 minutes - 26 MBBrad Loncar says LLY seeking emergency use authorization for Covid-19 antibody treatment is one of the best pieces of news to emerge since the fight against the virus began.
Vaneck Vectors Video Gaming And ESports ETF ESPO
October 07, 2020 17:34 - 12 minutes - 77.9 MBWith both Microsoft & Sony readying releases of next generation consoles, JP Lee explains which of the two are better positioned to drive consumer demand, then breaks down the holdings of the ESPO fund.
The State of Social Media Stocks
October 06, 2020 18:26 - 8 minutes - 47.2 MBPete Pachal and Lance Ulanoff examine the social media landscape and share their early expectations for next week’s newly-announced Apple Event with Nicole Petallides.
Danimer Scientific CEO Talks About the Company's Natural and Alternative Solutions
October 06, 2020 18:04 - 5 minutes - 36.7 MBDanimer Scientific CEO Stephen Croskrey visits with Nicole Petallides about the company’s intentions to go public via SPAC merger with LOAK, and the importance of partnerships with consumer staples names like Pepsi and Nestle.
Investing in Space with the UFO ETF
October 05, 2020 16:33 - 7 minutes - 44.5 MBWorld Space Week: Andrew Chanin breaks down the holdings in the UFO fund, and discusses how to get 5G and space-related exposure in this market.
Market Expectations Ahead Of The Election
October 05, 2020 15:07 - 8 minutes - 47.8 MB“Almost in every scenario we feel like now is the time to start adding protection. Stocks vs the economy. With continued optimism on stimulus talks and less than a month remaining until Election Day, here’s how Noah Hamman is looking at the market.
The Importance Of Further Stimulus To Markets
October 02, 2020 18:24 - 7 minutes - 38.1 MB“Everybody knows LULU, but its more than just that. It’s a lifestyle brand. People are going to continue to buy Lululemon products no matter how expensive they are.” Robert Pavlik drops off his full slate of stock picks for Nicole Petallides: CPRT, UNH, KSU.
4th Quarter Investment Strategies
October 02, 2020 17:42 - 8 minutes - 41.3 MB“We’ve begun a new long-term bull market." David Darst provides his optimistic market outlook and latest round of stock picks: WMT, CVX, V, RTX.
The Market Is Not Primed For A Prolonged Correction
October 01, 2020 16:22 - 8 minutes - 47.2 MBPrincipal Global Investors’ Seema Shah discusses what needs to be included in a potential deal in order to provide another lift to equity markets, and the potential for Brexit to become a headline moving event once again.
Gold and the Election
September 30, 2020 18:41 - 7 minutes - 47.6 MBCould gold work as a hedge against political sensitivity? After assessing the impact of retail bankruptcies on the US economy, Octavio Marenzi tells Nicole Petallides why election uncertainty may result in a surge for gold.
The Health Of Wall St. vs. Main St.
September 30, 2020 15:38 - 13 minutes - 79.6 MBDoes high confidence on Main St. plus low confidence on Wall St. mean equities on the rise? Leuthold Group’s Jim Paulsen on why the current consumer sentiment equation is breeding a bull case for stocks.
CEO of AppHarvest on the Company's Plans to List on Nasdaq
September 29, 2020 18:18 - 7 minutes - 45.9 MB“In this next decade, we’re not going to have a choice. We’ve got to rebuild farming, not only in America, but around the world.” AppHarvest announces plans to go public via NOVS SPAC listing; CEO Jonathan Webb tells Nicole Petallides why the need for AgTech and farming reform is more prevalent now than ever before.
What the Technicals are Saying about the Markets
September 29, 2020 17:58 - 6 minutes - 37.2 MB“People are very, very positive and looking for higher prices and piling leverage on…there’s obviously no fear in the market.” Chris Vermeulen explains what the technicals are telling us about the market and why tech and consumer discretionary names are ones to watch.
Implied Volatility Trends Ahead Of The Election
September 28, 2020 16:27 - 10 minutes - 38.9 MBWithout the same bullish forces that propelled tech’s run to August highs in place, Danny Kirsch says there’s a pre-election ceiling to QQQ's latest rally. Kirsch on why he suggests using call spreads in lieu of outright calls as a way to own near-term upside exposure to tech.
Winners & Losers In Streaming Service Competition
September 25, 2020 18:54 - 10 minutes - 60.2 MBCFRA Research’s Tuna Amobi runs through his list of winners and losers in the media landscape with Nicole Petallides.
Markets Mixed Following Thursday's Gains
September 25, 2020 16:18 - 15 minutes - 66.8 MBPeter Cecchini shares his bearish thesis with Oliver Renick, and explains why the Fed is between a rock and a hard place with the potential fiscal stimulus.
The State of the Healthcare Sector
September 24, 2020 23:35 - 9 minutes - 51.9 MBJNJ, PFE, MRNA are the biggest players in the push for a Covid-19 vaccine, but are these truly investible names at the moment? Nick Colas and Steve Kalayjian share their respective outlooks for the healthcare space with Nicole Petallides.
Kevin O'Leary's Outlook for Tech, Airlines, and the Overall Market
September 23, 2020 22:28 - 14 minutes - 75.9 MB“There’s a whole digital pivot going on here,” says Kevin O'Leary. “All the companies that empower that continue to grow.” After record growth quarters and amid this current sell-off, Mr. Wonderful tells Oliver Renick why he’s still bullish tech.
The Importance of Dividend Stocks
September 23, 2020 18:13 - 6 minutes - 43.5 MBArwen Becker weighs in on how dividend stocks can provide more flexible cash flow, which can be used to reinvest by buying more shares of the company.
Gold Dips as Dollar Rises
September 23, 2020 13:14 - 8 minutes - 63 MBLuke Gromen joins Ben Lichtenstein to discuss the Fed balance sheet and break down what's behind the Dollar's recent bid higher.
Takeaways From The September Sell Off In Stocks
September 22, 2020 12:52 - 10 minutes - 55.7 MBProtecting your portfolio from Election Day - Convexitas’ Zed Francis highlights the “significant mispricing” in volatility around Election Day, and why it makes sense for investors to take advantage of the market incorrectly pushing election risk out to December and January.
Catalysts For The Market Sell Off
September 21, 2020 16:04 - 14 minutes - 68.6 MB“They’ve given a bunch of it back. I’m nowhere near as cautious as I was in mega cap tech as 3 weeks ago.” Canaccord Genuity’s Tony Dwyer on the relationship between the recovery & tech, and what the bottoming out of composite leading indicators suggests about market positioning.
Outlining the Fed's "Diet Plan"
September 21, 2020 12:36 - 8 minutes - 54.2 MB“The market has really been hoping for something more from the Fed.” Outlining the Fed’s “diet plan”: Lara Rhame shares her takeaways from this week’s FOMC announcement.
What Space Activity And Escalation Means For Investors
September 18, 2020 19:55 - 6 minutes - 39.4 MBAndrew Chanin joins Nicole Petallides to discuss how the trend of militarization in space impacts the UFO fund and the outer space investing realm: SPCE, MAXR
Bitcoin, Uniswap & the Next Era for Cryptocurrency
September 18, 2020 17:13 - 11 minutes - 50.5 MB“We’ve had a major change in the paradigm of the market. You’re going to increasingly hear about decentralized finance and hear less talk about bitcoin within the coming years.” GSR’s Richard Rosenblum assesses the use cases for BTC, DeFi & Uniswap, and the next era for crypto.
Impact of Covid-19 Pandemic on the Housing Market
September 17, 2020 18:42 - 10 minutes - 43.4 MBThe single-family, multi-purpose homes of the pandemic: Tian Liu assesses the first-time homebuyer market and how the mortgage industry has successfully adapted in recent months.
Outlook for Tesla Battery Day
September 17, 2020 12:39 - 6 minutes - 33.6 MBMillion mile battery on deck? CFRA Research’s Garrett Nelson previews next week’s Tesla Battery Day, then gives Nicole Petallides his outlook for TSLA as the EV and auto spaces continue to evolve.
One-on-One with CEO Of Whole Foods Market John Mackey
September 16, 2020 22:08 - 10 minutes - 63.8 MB“You have to manage your business to create value for all your stakeholders.” WFM CEO John Mackey explains how he’s leading Whole Foods with love, while also keeping a focus on growth in this Covid-19 environment.