Appears On
Episode Appearances
Halftime Report · May 5, 2026
Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
“Analyzes market breadth, barbell effect, and interplay between yields and stocks; recently attended Berkshire meeting”
S&P 500 Year-End Valuation TargetsAI CapEx Spending and Hyperscaler InvestmentMemory Chip Shortage and Semiconductor Valuations
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CNBC's "Fast Money" · Feb 24, 2026
Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26
“Senior markets commentator; analyzed J.P. Morgan underperformance vs. broader financials and mega-cap weakness”
AI Bubble Risk and Valuation ConcernsPrivate Credit Market Stress and Blue Owl Liquidity CrisisNVIDIA Earnings Catalyst and GPU Demand Sustainability
View AnalysisCNBC's "Fast Money" · Feb 23, 2026
Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26
“CNBC senior markets commentator analyzing S&P 500 indecision, consumer weakness, and divergence between Apple and Microsoft”
Tariff Policy and Trade UncertaintyAI Disruption in Software IndustryPrivate Credit Market Stress
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