Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

No White Flags with Stephanie Link

43:09
 
Share
 

Manage episode 493828370 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dan and Guy are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors. They explore topics like consumer spending, delinquency rates, job market stability, and the impact of tariffs on the economy. Stephanie shares her optimistic view on U.S. GDP growth, earnings expectations, and the performance of various sectors including financials, industrials, and consumer discretionary. The conversation also touches upon the implications of deregulation, the role of AI in corporate profitability, and specific stock picks like Boeing, Walmart, and Target. They debate the effects of the weak U.S. dollar and the regulatory environment on big tech companies such as Google and Apple. Throughout the discussion, Stephanie underscores her belief in the resilience of U.S. companies and the importance of focusing on best-in-class stocks. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

810 episodes

Artwork

No White Flags with Stephanie Link

RiskReversal Pod

112 subscribers

published

iconShare
 
Manage episode 493828370 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dan and Guy are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors. They explore topics like consumer spending, delinquency rates, job market stability, and the impact of tariffs on the economy. Stephanie shares her optimistic view on U.S. GDP growth, earnings expectations, and the performance of various sectors including financials, industrials, and consumer discretionary. The conversation also touches upon the implications of deregulation, the role of AI in corporate profitability, and specific stock picks like Boeing, Walmart, and Target. They debate the effects of the weak U.S. dollar and the regulatory environment on big tech companies such as Google and Apple. Throughout the discussion, Stephanie underscores her belief in the resilience of U.S. companies and the importance of focusing on best-in-class stocks. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

810 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play