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Now It's Earnings That Could Stall the Stock-Market Rally

Video Highlights from 2012

  • Energy: Delivering Alpha With Activism  Monday, 11 Feb 2013 | 7:31 AM ET

    Are oil and gas companies ripe for activist interference in 2013? Julien Balkany, Nanes Balkany partners, weighs in.

  • Delivering Alpha At TPG-AXON  Tuesday, 22 Jan 2013 | 7:11 AM ET

    Dinakar Singh, founder and CEO of hedge fund TPG-AXON, offers insight on which sectors are facing trouble ahead. "Much of the rally at the end of 2012, and at the beginning of this year, has been a reflection that things are settling down a little bit," he says.

  • Delivering Alpha to Pensions  Tuesday, 11 Dec 2012 | 8:43 AM ET

    The nation's pension funds and endowments are feeling the pressure of low interest rates on their portfolios. James Bailey, Cambridge Associates co-founder and Janet Cowell, North Carolina State Treasurer, provide perspective.

  • Delivering Alpha 2012: Tim Geithner  Friday, 20 Jul 2012 | 4:00 PM ET

    Treasury Secretary Timothy Geithner is interviewed by Larry Kudlow at the "Delivering Alpha" conference presented by CNBC and Institutional Investor on July 18, 2012 in New York City. This is an unedited video of the complete event.

  • Delivering Alpha: Hank Paulson and Robert Rubin  Friday, 20 Jul 2012 | 4:00 PM ET

    Former Treasury Secretaries Hank Paulson and Robert Rubin are interviewed by Steve Liesman at the "Delivering Alpha" conference presented by CNBC and Institutional Investor on July 18, 2012 in New York City. This is an unedited video of the complete event.

  • 'Delivering Alpha' in Emerging Markets  Wednesday, 18 Jul 2012 | 12:15 PM ET

    The FMHR traders have the play on where to find the best returns in this market. Also, Nathan Sandler, ICE Canyon co-founder, explains where to find the "sweet spot" when investing in emerging markets.

  • 'Delivering Alpha's' Top Plays  Wednesday, 18 Jul 2012 | 12:54 PM ET

    CNBC's Maria Bartiromo shares some of the best ideas from the biggest players at the "Delivering Alpha" conference in New York.

  • Delivering Alpha: Ackman's Idea  Wednesday, 14 Sep 2011 | 1:35 PM ET

    Bill Ackman, Pershing Square founder & CEO, talks to CNBC's Joe Kernen about his ideas to make money investing in the Hong Kong dollar.

  • Delivering Alpha Economic Poll  Thursday, 15 Sep 2011 | 7:00 AM ET

    CNBC's Steve Liesman has the results from an economic poll from investment leaders, where more than half see slow but positive growth and 29 percent think we are already in recession.

  • Big Hitters Delivering Alpha  Wednesday, 14 Sep 2011 | 7:25 PM ET

    CNBC's Scott Wapner with highlights from a bunch of heavy hitters at the CNBC conference, "Delivering Alpha".

  • Delivering Alpha: Commodities  Wednesday, 14 Sep 2011 | 3:00 PM ET

    CNBC's Kate Kelly moderates a panel about commodities. What's next for oil given the explosion in global demand, and just how high can gold go, with Peter Gilbert, Lehigh University CIO; Jeff Scott, Wurts & Associates CIO; and Paul Touradji, Touradji Capital CIO.

  • Delivering Alpha: Today's Institutional Investors  Wednesday, 14 Sep 2011 | 12:20 PM ET

    A look at what's on the minds of today's most influential money allocators, with CNBC's Brian Sullivan; Tomas Franzen, Second Swedish National Pension Fund chief investment strategist; Alice Handy, Investure co-CIO; Rick Sopher, LCH Investments NV chairman; Ash Williams, Florida State Board of Administration CIO.

  • 'Delivering Alpha' at Pensions  Wednesday, 13 Apr 2011 | 7:00 AM ET

    Jim Leech, Ontario Teachers' Pension Plan, provides insight on managing a pension fund, QE2, and the common Canadian view on the US economy.

  • Delivering Alpha 2012: Preet Bharara  Friday, 20 Jul 2012 | 4:00 PM ET

    U.S. Attorney for the Southern District of New York Preet Bharara is interviewed by Jim Cramer at the "Delivering Alpha" conference presented by CNBC and Institutional Investor on July 18, 2012 in New York City. This is an unedited video of the complete event.

  • Dueling Treasury Secretaries Delivering Alpha  Thursday, 19 Jul 2012 | 7:02 AM ET

    CNBC's Steve Liesman reports on a discussion between two former U.S. Treasury Secretaries, discussing the current fiscal issues facing the nation.

  • Delivering Alpha 2012: Henry Kravis  Friday, 20 Jul 2012 | 4:00 PM ET

    KKR Co-Chairman and Co-CEO Henry Kravis is interviewed by Andrew Ross Sorkin at the "Delivering Alpha" conference presented by CNBC and Institutional Investor on July 18, 2012 in New York City. This is an unedited video of the complete event.

Video Highlights from 2012

  • Are oil and gas companies ripe for activist interference in 2013? Julien Balkany, Nanes Balkany partners, weighs in.

  • Dinakar Singh, founder and CEO of hedge fund TPG-AXON, offers insight on which sectors are facing trouble ahead. "Much of the rally at the end of 2012, and at the beginning of this year, has been a reflection that things are settling down a little bit," he says.

  • The nation's pension funds and endowments are feeling the pressure of low interest rates on their portfolios. James Bailey, Cambridge Associates co-founder and Janet Cowell, North Carolina State Treasurer, provide perspective.