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Closing Bell: Tide Going Out on the Bull Market? 11/4/25
Manage episode 517748293 series 3341536
Are we starting to see the tide go out on the bull market or is this just some froth being skimmed away? We discuss with Dan Greenhaus of Solus Alternative Asset Management, Sofi’s Liz Thomas and Ned Davis Research’s Ed Clissold. Plus, we discuss some big opportunities outside of the tech and AI space with portfolio manager Brian Kersmanc of GQG Partners. And, star analyst Stacy Rasgon tells us what he is expecting from AMD results in Overtime.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2031 episodes
Manage episode 517748293 series 3341536
Are we starting to see the tide go out on the bull market or is this just some froth being skimmed away? We discuss with Dan Greenhaus of Solus Alternative Asset Management, Sofi’s Liz Thomas and Ned Davis Research’s Ed Clissold. Plus, we discuss some big opportunities outside of the tech and AI space with portfolio manager Brian Kersmanc of GQG Partners. And, star analyst Stacy Rasgon tells us what he is expecting from AMD results in Overtime.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2031 episodes
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