Best Sue Herera Podcasts (2024)

1
Value Renaissance Ahead?, The Bank Trade, Commercial Real Estate 7/12/24 43:59

2h ago43:59

43:59

Get ready for a value renaissance. Our market guest says it’s coming and he’s bringing his favorite ways to take advantage of it. Plus, the big banks are front and center. JPMorgan, Wells Fargo, and Citi all topped expectations, but are under pressure. The Citi CFO joins us live on the back of the report. And despite ongoing concerns, there’s an op…

1
From the Desk of Kelly Evans: The fall of Troy 7/11/24 2:53

22h ago2:53

2:53

Kelly explains what Helen of Troy’s weak earnings reports means for the state of the broader economy.By CNBC

1
CPI, Costco & The Case for S&P 6K 7/11/24 43:51

1d ago43:51

43:51

Did CPI just cement a September rate cut? Our guests say the door is wide open. We look at what could close it again. Plus, some of the downside surprises beyond the headline numbers, and how to position from here. And, Universa is known as the Black Swan Fund, but the firm sees the S&P hitting 6,000 by year-end. We speak to Universa's COO about wh…

1
From the Desk of Kelly Evans: The cuts are coming 7/11/24 2:32

1d ago2:32

2:32

Kelly explains what the negative June CPI number means for the Fed’s next move.By CNBC

1
Inflection Point?, Travel Demand & Cashing in on Components 7/10/24 44:14

2d ago44:14

44:14

Are we at an inflection point for the consumer? They’re choosing more carefully where to spend, which is not at Helen of Troy, as we learned yesterday. That company lost nearly 30% of its market value following earnings. Consumers are pushing back on big brands and high prices, which is leading them to Walmart, whose record highs might even suggest…

1
Underrated Risk?, Bullish Bets & Audio Advantage - 7/9/24 44:10

3d ago44:10

44:10

Fed Chair Jay Powell is warning of the risks of staying too high for too long, but our market guest is warning of a different risk, one he says Wall Street has its head in the sand on.He’s here to tell us what it is and how he’s positioning as a result. Plus, analysts are loving this recent IPO, with eight of them initiating coverage on the stock t…

1
From the Desk of Kelly Evans: Tour de France 7/8/24 3:19

4d ago3:19

3:19

Kelly connects the dots between France’s elections and the 2024 presidential election.By CNBC

1
Charged-up Semis, “Nowhere Near the Top”, and Politics & Positioning 7/8/24 37:43

5d ago37:43

37:43

Wall Street’s #1 semiconductors analyst joins us with the power players he sees dominating the industry going forward. Plus, it’s a big week for the markets with Powell’s testimony and inflation data on deck. We’ll check in with Raymond James’ CIO about why he says the rally is nowhere near the top. And between France, the U.K., and the U.S., there…

1
From the Desk of Kelly Evans: AI is the business cycle 7/5/24 2:58

8d ago2:58

2:58

Kelly explains why AI is really driving the economy right now.By CNBC

1
Jobs Jolt, U.K. Business Boost?, Book Boom 7/5/24 44:13

8d ago44:13

44:13

The June jobs report paints a muddy picture, but does it mean the Fed is finally ready to cut? We’ll discuss. And the U.K. has a new leader, with the Labour party winning the election in a landslide. We’ll look at the ramifications for business. And the CEO of Barnes & Noble joins us with how they’re keeping up with the latest trends, including e-r…

1
The Exchange 7/2/24 43:40

11d ago43:40

43:40

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.By CNBC

1
No Stopping the Rally?, The Jobs Juggle, Immunity Ruling 7/1/24 43:51

12d ago43:51

43:51

Stocks are mixed on the first trading day of the second half. The major averages have posted a monthly gain in July every year for the past decade. And our strategist just hiked his year-end S&P target to, 5,700 today. He’ll tell us where he’s putting money to work. And today’s manufacturing data showing a jobs divide. S&P Global reporting the fast…

1
Supreme Court on Chevron, As Good as It Gets?, Nike: “More Squish Than Swoosh” 6/28/24 44:22

15d ago44:22

44:22

We’ll break down a seismic decision by the nation’s top court, impacting everything the government does. Plus, the latest inflation report came in as expected, but what does it mean for the markets and the Fed. We’ve got a power-packed panel to look at how to position. And Nike is having its worst day ever after weak results and guidance. We’ll ask…

1
Retail Detail, Stick with Tech?, “Your Money, Your Vote” 6/27/24 43:55

16d ago43:55

43:55

Wall Street’s #1 retail analyst, JPMorgan’s Matt Boss, is here to talk all things retail, including why value and convenience will be what ultimately separates the winners from the losers. Plus, Nvidia is lower again, but our market guest says to ignore the short-term volatility. And the first presidential debate of the year is on deck. We’ll arm y…

1
Where the Chips Fall, Too Cheap to Ignore?, Health of Housing 6/26/24 44:20

17d ago44:20

44:20

Nvidia is down, once again, with the company’s annual shareholder meeting wrapping up right now. We’ll bring you the latest as another big chip name gears up to report results. Plus, speaking of tech, it’s one sector our market guest isn’t buying for two reasons – and one of them is pretty contrarian. He’ll tell us what they are, and what he’s buyi…

1
Moving past the Mag 7, Risky Returns, Too Hot to Ignore? 6/25/24 43:52

18d ago43:52

43:52

Nvidia bouncing back after three down days, but our market guest says it doesn’t matter where it goes from here, the market is moving higher regardless. Plus, there’s a niche asset class that had record returns last year, but it doesn’t come without risk. We’ll tell you what it is, and whether it’s worth considering for retail investors. And, as te…

1
Tech’s Turning Tide, Ret(AI)l Margins, Strike on Snacks 6/24/24 44:06

19d ago44:06

44:06

Tech is today’s biggest laggard with chip stocks leading the declines. We’ll look at whether the “tech tide” is turning and where to put your money to work. Plus, we’ll get the retail names that Morgan Stanley says will benefit the most from broader AI adoption. And Bank of America is highlighting a buyer’s strike on salty snacks. The analyst behin…

1
What the Tech?, New Market Opportunities, Ryan Serhant Live 6/21/24 44:08

22d ago44:08

44:08

Nvidia moving lower once again and our options trader says red flags have been popping up in the entire tech trade. Plus, Kyle Bass joins us to weigh in on current market leadership and where he’s seeing opportunities right now. And real estate power broker Ryan Serhant is in-studio ahead of the launch of his new Netflix show, “Owning Manhattan,” w…

1
Too High for Too Long?, The Big Squeeze, AI Adoption on Main Street 6/20/24 44:06

23d ago44:06

44:06

The risks for the economy are rising, and something could break if the Fed doesn’t act soon, according to Moody’s economist Mark Zandi. Plus, Nvidia may be the new market cap king, but it’s also become the subject of increased attention from short sellers. And AI has become a Wall Street darling, but how is Main Street adapting? We have exclusive d…

1
Slowdown on the Way, La-Z-Boy CEO on Big Beat, Homebuilders on the Range 6/18/24 46:30

25d ago46:30

46:30

Our economist says the consumer is on the cusp of a significant slowdown, and that could mean big changes for the Fed’s rate cut timeline. Plus, La-Z-Boy shares are soaring to their highest level since 2021 and best day in 7 years. We’ll ask the CEO what’s driving demand. And Lennar is lower despite an earnings beat, but our analyst says that prese…

1
Bonds & Equities Diverge, Accor CEO on Travel Trends, 3 Buys & A Bail: Stock Splits 6/17/24 44:07

26d ago44:07

44:07

The growing divergence between corporate bonds and equities could signal two things, according to our market guest, and neither of them is particularly good. Plus, investors are starting to question travel stock multiples as prices begin to crack. We’ll check in with the CEO of one of the largest global hotel brands. And we’re tackling stock splits…

1
Bifurcation Situation, Value Hunting & Lease on Losses? 6/14/24 44:04

29d ago44:04

44:04

The Fed’s Loretta Mester says it’s important not to wait too long to cut rates, but one of our guests says the bifurcation she’s seeing in the economy all but guarantees we’ll be higher for longer. She’s here to make her case. Plus, investors dumped value and bought growth stocks last week, but our market guest is sticking with the value trade. He …

1
Fed Falling Behind?, Warning Sign to OpenAI?, Musk’s Massive Pay Package 6/13/24 44:16

30d ago44:16

44:16

The latest economic data suggests the Fed may be falling behind, but is today’s data more noise than signal? We’ll debate. Plus, Slow Ventures’ Sam Lessin says Apple’s WWDC showed it was being smart about AI and came with a serious warning to OpenAI. He’ll join us to explain. And as shareholders vote on whether Elon Musk’s pay package should get ap…

1
Fed Decision Countdown, Paramount’s Playbook, AI & Advertising 6/12/24 40:32

1M ago40:32

40:32

We’re counting down the Fed decision with what to expect from the committee and what to listen for during Powell’s press conference. Plus, Paramount’s controlling shareholder Shari Redstone shocked the business world by terminating merger talks with Skydance. Needham’s Laura Martin joins us to discuss what’s next for the company. And ad firm MNTN i…

1
From the Desk of Kelly Evans: The Anti-Gutenberg moment 6/11/24 2:34

1M ago2:34

2:34

Kelly explains why Apple’s AI offering was a game-changing moment for the company – and maybe the whole world, too.By CNBC

1
Mixed Signals, Record Highs, Cybersecurity Concerns 6/11/24 43:57

1M ago43:57

43:57

Recession probabilities are at their lowest level in over two years, but one part of the labor market suggests otherwise. Plus, markets may be hitting all-time highs, but our market guest says there’s a handful of stocks that were punished on earnings and are worth picking up. And Apple shares are at a new all-time high on the heels of this year’s …

1
Apple’s WWDC Kicks Off, Europe’s Future in Flux, Regional Bank Turmoil 6/10/24 49:14

1M ago49:14

49:14

Apple’s highly anticipated developers conference is kicking off with investors eagerly anticipating the company’s AI announcements. We’ll bring you all the headlines live from Cupertino, California. Plus, Europe’s future is in flux after far-right parties made major gains during this weekend’s EU Parliament elections, leading French President Macro…

1
From the Desk of Kelly Evans: "Boring" Kitty 6/10/24 2:37

1M ago2:37

2:37

Kelly explains why the market seemed unimpressed by the “Roaring Kitty” livestream.By CNBC

1
The Exchange 6/7/24 44:14

1M ago44:14

44:14

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.By CNBC

1
The Exchange 06/06/24 43:58

1M ago43:58

43:58

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.By CNBC

1
Timing the Cuts, Recession-Proof Business Model?, Suburban Surge 6/5/24 43:47

1M ago43:47

43:47

The synchronized global rate cuts seem to be starting, but will the Fed end up quickly following suit, or will high inflation keep Powell & Co. on the sidelines? Plus, travel stocks tend to be among the hardest-hit names during a downturn, but Travel + Leisure’s CEO calls their business model recession-proof and joins us to make his case. And Sweet…

1
Flashing Slowdown Signals, Roaring Kitty’s Options, Hot Solar Stocks 6/4/24 43:55

1M ago43:55

43:55

We’re counting down to Friday’s big jobs report with a look at the warning signs in the market. Our guest is still bullish in the short-term and joins us with where he’s finding opportunities. Plus, “Roaring Kitty” trader Keith Gill seems to have posted his Gamestop holdings on Reddit, but can he cash in without attracting regulatory scrutiny? And …

1
Overseas Opportunities, Changing Consumer, 3 Buys & A Bail: Sector Leaders 6/3/24 44:17

1M ago44:17

44:17

India’s stock market hitting a record high, while the EWW Mexico ETF is hitting a 4-year low. We’ll look at what’s driving these moves and where to find the best overseas opportunities. Plus, Costco is touching a record high after some choppy trading last week, and Wall Street is getting even more bullish. We’ll speak with one analyst who just rais…

1
Fed’s Path Forward, Fast Food Wars, Calculating Earnings Commentary 5/31/24 49:53

1M ago49:53

49:53

We debate whether it’s a mistake for the Fed to keep a rate hike on the table after today’s PCE reading. Plus, the relative cost gap between dining in and dining out is at a record high, but our analyst says that benefits one staples stock in his coverage universe. And with earnings season nearly over, we’ll look at how one company is leveraging AI…

1
Salesforce’s Surprise Miss, Home Sales Disappoint, Earning Exchange: COST, DELL, MDB 5/30/24 44:20

1M ago44:20

44:20

Salesforce plunging 20% after its first revenue miss since 2006, but is it just AI growing pains or is AI killing SAAS? Plus, pending home sales dropping to a 4-year low, but it’s not all bad news. Morgan Stanley has two names that benefit from a housing shortage and affordability crisis. And Costco, Dell, and MongoDB are on deck with results. Nanc…

1
Nvidia: Bargain or Beware?, Rate Cut Doubts, Health of Housing 5/29/24 44:01

1M ago44:01

44:01

Nvidia is on a tear, but if you think you’ve missed the rally, there’s one key metric that suggests there’s more room to run. Plus, as yields rise, so do doubts about a rate cut, but our market guest says it doesn’t matter and will tell us where he’s seeing opportunities. And J.P. Morgan is out with a new report suggesting we could see more movemen…

1
“No Cuts, No Problem”, Next Stop: Splitsville, AI Risks vs. Rewards 5/28/24 42:49

2M ago42:49

42:49

Our strategist says the Fed holding rates higher for longer makes him more bullish on near-term stock prices. He’ll tell us why and give us two names he likes outside of tech. Plus, is the uptick in stock splits a positive sign for the market? We’ll look at how these names typically perform after the split and which companies could be next. And our…

1
Sell-off Bounceback, Duke Energy CEO, 3 Buys & A Bail: Under-the-Radar 5/24/24 44:00

2M ago44:00

44:00

Was yesterday’s market sell-off a blip or the start of something bigger? We’ll look at how to position your portfolio. Plus, one of the biggest utilities in the country wants the highest electricity users to pay their fair share. We’re joined by the CEO of Duke Energy with what that would look like, and how they’re preparing for a surge in power de…

1
July Cut?, Nvidia Halo, Zyn Rewards 5/23/24 43:56

2M ago43:56

43:56

The market sees the first cut in September, but our economist says you don’t have to wait that long – it’s going to be July. We’ll ask what makes him so confident. Plus, no signs of an AI slowdown. Nvidia crushing it once again, with data center growth up more than 400% from last year. And that’s good news for this company. Nvidia and all the big t…

1
Where to Find Value, Nvidia Earnings & A(I) + Opportunity 5/22/24 42:58

2M ago42:58

42:58

We didn’t get a recession, but the market’s behaving as though we just came out of one. That’s how our market guest sees it – and he sees opportunity because of it. He’s here to make his case and brings three names he likes from here. Plus, here comes Nvidia. Our trader is watching for a specific level, and she’s prepared to make a move. She’ll tel…

1
Microsoft Build & Fed’s Christopher Waller 5/21/24 43:49

2M ago43:49

43:49

Microsoft’s developer conference is underway with CEO Satya Nadella giving the keynote speech right now. We’ll continue to bring you all the latest headlines from that event as we get them. Plus, the tech-heavy Nasdaq hanging near the flat line after hitting a record high in yesterday’s session. We’re on record close watch for both the Nasdaq and t…

1
Case to Raise?, Risky Business, China Auto Threat 5/20/24 43:49

2M ago43:49

43:49

The consumer is doing just fine, even on the low-end. Two of our guests are making that point today. One of them says they’re taking cuts off the table until at least December, while the other says there’s even a case to be made to raises – not cut – this year. Both are here to explain and tell us how they’re positioning from here. Plus, the “Black…

1
Market Momentum, D(AI)ta Dash, 3 Buys & a Bail 5/17/24 44:11

2M ago44:11

44:11

Does the rally have room to run? Our market guest says yes, and for one specific reason. She’s here to make her case, and bring one name she’s especially bullish on. I’ll give you a hint – she buys her gas and her champagne there. Plus, OpenAI partnering with Reddit is just the latest example of AI companies racing to secure access to data. And the…

1
Milestone Momentum?, Cranking or Cracking?, & Killer or Catalyst? 5/16/24 43:35

2M ago43:35

43:35

milestone moment. The Dow just hit 40,000 for the first time ever, but can the bulls keep the momentum going? Our market guest has concerns about the strength of the economy and the consumer. He’s here with what makes him worry, and what he’s buying against this backdrop. Plus, speaking of the consumer, one of our guests is hoping to attract a part…

1
Hitting Record Highs, Health of Housing, Getting AI-gressive 5/15/24 44:02

2M ago44:02

44:02

Stocks are surging after inflation cooled a bit last month. We’ll look at what that means for the Fed’s next move. Plus, lower yields are boosting homebuilders today, but new data shows demand could be slowing and we could be nearing an inflection point. And now that Google’s announced an AI assistant and search overhaul, what do all the big tech m…

1
From the Desk of Kelly Evans: The stock market has done even better than you think 5/15/24 4:02

2M ago4:02

4:02

Kelly explains how many investors have done better over time than they realize.By CNBC

1
Google’s Big Event, Meme Stocks Return, Travel Spending Boom 5/14/24 44:08

2M ago44:08

44:08

Google’s annual developers conference is kicking off with some big announcements on the company’s AI initiatives. We’ll bring you the headlines and break down what they mean for the AI race. Plus, meme stocks are back in the spotlight, and we’ve got the charts, the chatter, and the trade on the latest stock market craze. And Mastercard’s new number…

1
From the Desk of Kelly Evans: Why is the Fed so itchy to cut? 5/14/24 2:54

2M ago2:54

2:54

Kelly explains why the Fed’s battle against inflation is far from over.By CNBC

1
Rebound or Real?, AI Arms Race, Finding Healthy Returns 5/13/24 44:00

2M ago44:00

44:00

Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health of this market rally. Plus, Apple, Google, and Microsoft are gearing up for their developer conferences. But OpenAI is front running all of them with today’s spring update. We have the headlines and the…

1
What the Tech?, The Key Catalyst, & Weathering Choppy Waters 5/10/24 43:51

2M ago43:51

43:51

Is the IPO reopening real? Is Google’s AI strategy hinging on man? And speaking of AI, we’ve been waiting on something big from Apple, and they “crushed it,” but not in a good way. We’ll talk about all of that with Slow Venture’s Sam Lessin. Plus, the Dow is on track for eight straight days of gains. Our market guest says those gains can keep going…

Podcasts Worth a Listen

Sue Herera Podcasts

Podcasts Worth a Listen

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