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Top related persons:
DCLA - 14 Sarat Sethi - 12 DCLA's Sarat Sethi - 5 Sethi - 4 DCLA's Sarat Sethi Sarat Sethi - 4 Adam Phillips Sarat Sethi - 2 Adam Phillips - 2 CNBC's - 2
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Jackson New York City China Freeport McMoRan
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Apple - 3 Lane & Associates - 3 Wealth - 2 CNBC - 2 Jefferies - 2 Google - 2 Douglas - 2 Nvidia - 2

Search resuls for: "Sarat"


25 mentions found


☆ Sethi: CPI could be important in dictating the Fed's messaging
  + stars: | 2024-09-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSethi: CPI could be important in dictating the Fed's messagingSarat Sethi of DCLA says investors' main focus now is how slow is the economy, what the labor market is doing, and where the Fed is going to message what they're going to do after next week's rate cut.
Persons: Sethi, Sarat Sethi, DCLA
☆ The Fed cuts have done their job, says EP Wealth's Adam Phillips
  + stars: | 2024-08-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed cuts have done their job, says EP Wealth's Adam PhillipsSarat Sethi, DCLA managing partner and Adam Phillips, EP Wealth Advisors managing director, join 'Power Lunch' to discuss their takeaways from Jackson Hole.
Persons: Adam Phillips Sarat Sethi, DCLA, Adam Phillips Organizations: Wealth Locations: Jackson
☆ Watch CNBC’s full interview with DCLA's Sarat Sethi and EP Wealth's Adam Phillips
  + stars: | 2024-08-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with DCLA's Sarat Sethi and EP Wealth's Adam PhillipsSarat Sethi, DCLA managing partner and Adam Phillips, EP Wealth Advisors managing director, join 'Power Lunch' to discuss their takeaways from Jackson Hole.
Persons: DCLA's Sarat Sethi, Adam Phillips Sarat Sethi, DCLA, Adam Phillips Organizations: Wealth Locations: Jackson
☆ CNBC Daily Open: Wall Street surges; Starbucks ousts CEO
  + stars: | 2024-08-14 | by ( Abid Ali | ) www.cnbc.com   time to read: +4 min
CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Economic uncertainty Home Depot exceeded quarterly expectations but lowered its full-year sales outlook , citing weak demand due to high interest rates and consumer uncertainty. Get the CNBC Daily Open report in your inbox every morning and keep up to date with the markets wherever you are. The baristas have to be energised, clearly they've had some union problems, clearly they've had a lot of new products that haven't worked," Palmer told CNBC "Squawk on the Street." Chief Financial Officer Richard McPhail told CNBC, "Customers aren't just deferring because of higher financing costs.
Persons: Richard McPhail, Laxman Narasimhan, Brian Niccol, Narasimhan, Mellody Hobson, Narasimhan —, Niccol, David Palmer, they've, haven't, Palmer, Sarat Sethi, CNBC's, Sethi, —, Sarah Min, Amelia Lucas, Brian Evans, Samantha Subin, Jennifer Elias, Jeff Cox, Spencer Kimball Organizations: New York Stock Exchange, CNBC, Jefferies, Google, Apple, Gemini, Evercore ISI, Depot, Douglas, Lane & Associates, McDonald's, Starbucks, Walmart Locations: New York City, China
☆ There's a lot of low hanging fruit at Starbucks, says DCLA's Sarat Sethi
  + stars: | 2024-08-13 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a lot of low hanging fruit at Starbucks, says DCLA's Sarat SethiSarat Sethi, DCLA portfolio manager, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Tuesday.
Persons: DCLA's Sarat Sethi Sarat Sethi
☆ Trade Tracker: Sarat Sethi sells Air Lease
  + stars: | 2024-08-12 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Sarat Sethi sells Air LeaseSarat Sethi, Managing Partner at DCLA, joins CNBC's "Halftime Report" to explain his recent sale of Air Lease.
Persons: Sarat Sethi Organizations: Sarat, Air Lease
☆ Trade Tracker: Sarat Sethi buys Workday
  + stars: | 2024-08-12 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Sarat Sethi buys WorkdaySarat Sethi, Managing Partner at DCLA, joins CNBC's "Halftime Report" to explain why he initiated a position in Workday
Persons: Sarat Sethi
☆ DCLA's Sarat Sethi on market sell-off: Find high-quality companies if you're a long-term investor
  + stars: | 2024-08-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDCLA's Sarat Sethi on market sell-off: Find high-quality companies if you're a long-term investorSarat Sethi, DCLA portfolio manager, joins 'Squawk Box' to discuss the latest market trends, what to make of the recent market sell-off, whether investors can find opportunities, the Fed's inflation fight, and more.
Persons: Sarat Sethi
☆ Expect companies to begin cost-cutting, says DCLA's Sarat Sethi
  + stars: | 2024-07-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect companies to begin cost-cutting, says DCLA's Sarat SethiSarat Sethi, DCLA portfolio manager, joins 'Power Lunch' to discuss the state of the consumer and their impact on consumer staples.
Persons: DCLA's Sarat Sethi Sarat Sethi
☆ Harris' business and economic policies are likely to mirror President Biden's, says DCLA's Sethi
  + stars: | 2024-07-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHarris' business and economic policies are likely to mirror President Biden's, says DCLA's SethiDavid Zervos, Jefferies chief market strategist, and Sarat Sethi, DCLA managing partner and portfolio manager, join CNBC's 'Special Report' to discuss the impact of a possible Harris presidency on the economy and markets.
Persons: Harris, Biden's, DCLA's Sethi David Zervos, Sarat Sethi, DCLA, CNBC's Organizations: Jefferies
☆ Powell's signaling steady interest rates through the November election, says DCLA's Sethi
  + stars: | 2024-07-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPowell's signaling steady interest rates through the November election, says DCLA's SethiSarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk on the Street' to discuss how much the Federal Reserve's rate path still matters, how long it could take the economy to reach 2% on inflation, and more.
Persons: DCLA's Sethi Sarat Sethi, DCLA
☆ Rising competition still wouldn't impact Nvidia's growth, says Futurum's Daniel Newman
  + stars: | 2024-06-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRising competition still wouldn't impact Nvidia's growth, says Futurum's Daniel NewmanDaniel Newman, Futurum Group CEO, and Sarat Sethi, DCLA managing partner, join 'Power Lunch' to discuss Nvidia as the company holds its annual shareholder meeting.
Persons: Futurum's Daniel Newman Daniel Newman, Sarat Sethi, DCLA Organizations: Futurum, Nvidia
☆ CAPTRUST's Mike Vogelzang breaks down positioning in an election year
  + stars: | 2024-06-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCAPTRUST's Mike Vogelzang breaks down positioning in an election yearMike Vogelzang, CAPTRUST CIO, and Sarat Sethi, DCLA managing partner and portfolio manager, join 'Power Lunch' to discuss the upcoming elections and their potential impact on the markets.
Persons: Mike Vogelzang, Sarat Sethi, DCLA Organizations: CAPTRUST
☆ AI investors are now turning to utilities for AI-fueling power players
  + stars: | 2024-06-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI investors are now turning to utilities for AI-fueling power playersCNBC's Pippa Stevens and Emily WIlkins with DCLA's Sarat Sethi join 'Power Lunch' to discuss powering AI and the nuclear energy bil going through congress.
Persons: Pippa Stevens, Emily WIlkins, DCLA's Sarat Sethi, bil
☆ If the dollar remains strong, it'll cause problems in the trade market: DCLA's Sarat Sethi
  + stars: | 2024-05-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIf the dollar remains strong, it'll cause problems in the trade market: DCLA's Sarat SethiSarat Sethi, DCLA managing partner, and Leon Cooperman, Omega Family Office CEO, join 'Power Lunch' to discuss the markets, the state of the economy, and the presidential election.
Persons: Sarat Sethi Sarat Sethi, DCLA, Leon Cooperman Organizations: Omega Family
☆ Watch CNBC’s full interview with DCLA's Sarat Sethi and Omega's Leon Cooperman
  + stars: | 2024-05-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with DCLA's Sarat Sethi and Omega's Leon CoopermanSarat Sethi, DCLA managing partner, and Leon Cooperman, Omega Family Office CEO, join 'Power Lunch' to discuss the markets, the state of the economy, and the presidential election.
Persons: DCLA's Sarat Sethi, Omega's Leon Cooperman Sarat Sethi, DCLA, Leon Cooperman Organizations: Omega Family
☆ Bank earnings 'weren't that bad,' but most of it was built in, says DCLA's Sarat Sethi
  + stars: | 2024-04-12 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBank earnings 'weren't that bad,' but most of it was built in, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss what the managing partner makes of recent economic performance, what Sethi made of recent bank earnings, and what is changing with equity markets.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA, Sethi Organizations: Email Bank
☆ Power Lunch panel weighs in on AI chip competition heating up
  + stars: | 2024-04-12 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPower Lunch panel weighs in on AI chip competition heating upSarat Sethi, DCLA managing partner and CNBC's Steve Kovach join 'Power Lunch' to discuss if the AI halo has expanded beyond the mega-caps, why AI requires so much power, and more.
Persons: Sarat Sethi, DCLA, Steve Kovach
☆ If earnings don't grow, the markets will come down, says Sarat Sethi
  + stars: | 2024-04-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIf earnings don't grow, the markets will come down, says Sarat SethiSarat Sethi, Managing Partner at Douglas C. Lane & Associates, discusses the market action post-CPI.
Persons: Sarat Sethi Sarat Sethi Organizations: Douglas, Lane & Associates
☆ Watch CNBC’s full interview with DCLA's Sarat Sethi and Bernstein's Toni Sacconaghi
  + stars: | 2024-03-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with DCLA's Sarat Sethi and Bernstein's Toni SacconaghiSarat Sethi, DCLA managing partner and portfolio manager, and Toni Sacconaghi, Bernstein senior analyst, join 'Power Lunch' to discuss Apple and Tesla as both companies' stocks have not been performing well.
Persons: DCLA's Sarat Sethi, Bernstein's Toni Sacconaghi Sarat Sethi, DCLA, Toni Sacconaghi, Bernstein Organizations: Apple
☆ Here's why Tesla has to make its cars 'more affordable'
  + stars: | 2024-03-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Tesla has to make its cars 'more affordable'Sarat Sethi, DCLA managing partner and portfolio manager, and Toni Sacconaghi, Bernstein senior analyst, join 'Power Lunch' to discuss Apple and Tesla as both companies' stocks have not been performing well.
Persons: Tesla, Sarat Sethi, DCLA, Toni Sacconaghi, Bernstein Organizations: Apple
☆ 5 cheap stocks to buy on any pullback, according to investor Sarat Sethi
  + stars: | 2024-03-06 | by ( Pia Singh | ) www.cnbc.com   time to read: +3 min
Stocks have ripped to record highs this year, led by a few major technology names as investors bet artificial intelligence will boost profits. That doesn't mean there aren't opportunities for investors looking for stocks at more attractive valuations, especially during pullbacks, Sethi said. Sethi highlighted several attractively valued stocks to buy on a pullback, including Johnson & Johnson , GSK , Freeport-McMoRan , Schlumberger and Google parent Alphabet . From the health-care sector, Sethi highlighted pharmaceutical companies Johnson & Johnson and GSK as "very cheap stocks." When it comes to major technology stocks, Sethi pointed out that Alphabet, one of his firm's core holdings, is currently trading at a discounted level.
Persons: Sarat Sethi, Douglas C, Sethi, FactSet, that's Organizations: Lane & Associates, Federal Reserve, Dow Jones, Nasdaq, Johnson, GSK, Schlumberger, Google, Freeport, Nvidia, Microsoft, Meta Locations: Freeport, McMoRan
☆ The consumer is spending on both goods and services, DCLA's Sarat Sethi
  + stars: | 2024-02-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe consumer is spending on both goods and services, DCLA's Sarat SethiHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: DCLA's Sarat Sethi, Brian Sullivan, “ Organizations: CNBC
☆ Final Trades: Berkshire Hathaway, JP Morgan, Toyota Motor and SLB
  + stars: | 2024-02-20 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Berkshire Hathaway, JP Morgan, Toyota Motor and SLBToday’s “Halftime Report” Investment Committee, Stephanie Link, Joe Terranova, Josh Brown and Sarat Sethi give their top picks to watch for the second half.
Persons: Berkshire Hathaway, JP Morgan, Today’s, Stephanie Link, Joe Terranova, Josh Brown, Sarat Sethi Organizations: Berkshire, Toyota Motor, Investment
☆ We're definitely in for a 'higher for longer' scenario for interest rates, says DCLA's Sarat Sethi
  + stars: | 2024-02-16 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're definitely in for a 'higher for longer' scenario for interest rates, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Friday.
Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA
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