PRO TALK RECAP

Wed, Feb 21 2024
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CNBC Pro Talks: Fund manager to reveal his favorite 'Magnificent 7' alternatives and more

Join CNBC's Karen Tso as she asks Freddie Lait of Latitude Investment Management about investing amid uncertainty in a major election year, and whether to expect a soft — or no — landing. The fund manager will also discuss his favorite alternatives to the so-called "Magnificent Seven" and other top stocks.

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VIDEO46:50
CNBC Pro Talks: Fund manager reveals his favorite 'Magnificent 7' alternatives and more
The U.S. economy avoiding a recession entirely could mean a rally in some currently unloved stocks, according to Freddie Lait, chief investment officer at Latitude Investment Management. Lait nevertheless warned that the current market rally is very narrow and "Magnificent Seven" stocks could be in trouble if interest rates stay higher for longer, or if earnings growth slows.
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VIDEO45:36
CNBC Pro Talks: How to protect your portfolio amid rising geopolitical risks
Chaos in the Middle East and the Red Sea. Two years of war in Ukraine. Tensions in the South China Sea. Geopolitical risks are rising around the globe, making it a tough and uncertain time for investors. In the second Pro Talk of 2024, CNBC's Morgan Brennan speaks with four top advisors, strategists and analysts to discuss how investors can navigate rising geopolitical uncertainty: Sassan Ghahramani, president and CEO of SGH Macro Advisors; Sheila Kahyaoglu, aerospace and defense analyst at Jefferies; Ronald Epstein, senior equity analyst at Bank of America Securities; and Stephanie Link, chief investment strategist at Hightower.
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VIDEO01:01:48
CNBC Pro Talks: CIO Kingsley Jones shares how — and where — to invest in AI, EVs and more right now
Kingsley Jones of boutique advisory firm Jevons Global specializes in investing in disruptive change. He shared some of his top picks and more with Pro Talks.
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VIDEO46:32
CNBC Pro Talks: Top strategists and stock pickers share their 2024 market playbook
The S&P 500 ended 2023 with a bang, up 24% on the year despite persistent recession warnings, a regional banking crisis, widespread tech layoffs, and 'higher-for-longer' interest rates. Can the stock market momentum continue into 2024? Oppenheimer's John Stoltzfus, Requisite Capital Management's Bryn Talkington and Capital Wealth Planning's Kevin Simpson each break down their 2024 market outlooks and field stock-specific questions from CNBC PRO subscribers.
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VIDEO01:28:41
CNBC Pro Talks goes on the road to find out how to invest for 2024
For the first time, CNBC Pro Talks headed to a business school. CNBC’s Tanvir Gill quizzed three experts at INSEAD, one of the world’s leading graduate business schools, in Singapore on their market outlooks and investment strategies for 2024.
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CNBC Pro Talks are live discussions designed to give subscribers exclusive access to CNBC talent and the biggest names in investing. Subscribers can also submit questions to guests