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☆ Watch CNBC's full interview with Liz Young, Sarat Sethi, Jim Lebenthal, and Steve Weiss
▼ + stars: | 2023-12-04 | 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 Liz Young, Sarat Sethi, Jim Lebenthal, and Steve WeissLiz Young, Sarat Sethi, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss Meta CEO Mark Zuckerberg selling shares of the company, the outlook for the tech sector, and more.

Persons: Liz Young, Sarat Sethi, Jim Lebenthal, Steve Weiss Liz Young, Steve Weiss, Mark Zuckerberg

☆ Tech could be too toppy right now but the market has been strong, says SoFi’s Liz Young
▼ + stars: | 2023-12-04 | 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 EmailTech could be too toppy right now but the market has been strong, says SoFi’s Liz YoungLiz Young, Sarat Sethi, Jim Lebenthal, and Steve Weiss join 'Halftime Report' to discuss Meta CEO Mark Zuckerberg selling shares of the company, the outlook for the tech sector, and more.

Persons: SoFi’s Liz Young Liz Young, Sarat Sethi, Jim Lebenthal, Steve Weiss, Mark Zuckerberg

☆ Nvidia needs 30% annual growth to support its valuation, says Sarat Sethi
▼ + stars: | 2023-12-01 | 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 EmailNvidia needs 30% annual growth to support its valuation, says Sarat SethiSarat Sethi, DCLA managing partner, joins 'Power Lunch' to discuss the likelihood of a rally continuing.

Persons: Sarat Sethi Sarat Sethi, DCLA Organizations: Nvidia

☆ The market is anticipating the Fed will lower rates, says Aureus Asset Management's Kari Firestone
▼ + stars: | 2023-11-29 | 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 EmailThe market is anticipating the Fed will lower rates, says Aureus Asset Management's Kari FirestoneJoe Terranova, Kari Firestone, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the November rally, the Fed's inflation outlook, and more.

Persons: Management's Kari Firestone Joe Terranova, Kari Firestone, Sarat Sethi, Steve Weiss

☆ The economy is deteriorating, says Short Hills Capital’s Steve Weiss
▼ + stars: | 2023-11-29 | 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 EmailThe economy is deteriorating, says Short Hills Capital’s Steve WeissJoe Terranova, Kari Firestone, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the November rally, the Fed's inflation outlook, and more.

Persons: Steve Weiss Joe Terranova, Kari Firestone, Sarat Sethi, Steve Weiss

☆ Watch CNBC's full interview with Joe Terranova, Kari Firestone, Sarat Sethi, and Steve Weiss
▼ + stars: | 2023-11-29 | 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 EmailWatch CNBC's full interview with Joe Terranova, Kari Firestone, Sarat Sethi, and Steve WeissJoe Terranova, Kari Firestone, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the November rally, the Fed's inflation outlook, and more.

Persons: Joe Terranova, Kari Firestone, Sarat Sethi, Steve Weiss Joe Terranova, Steve Weiss

☆ Stocks are the way to go 'for the next decade' if you're accumulating, says DCLA's Sarat Sethi
▼ + stars: | 2023-11-28 | 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 EmailStocks are the way to go 'for the next decade' if you're accumulating, says DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss the latest market trends, the appeal of bonds, and more.

Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA

☆ Stock market technicals lining up in favor of investors, says iCapital's Anastasia Amoroso
▼ + stars: | 2023-11-13 | 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 EmailStock market technicals lining up in favor of investors, says iCapital's Anastasia AmorosoJoe Terranova, Anastasia Amoroso, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the upcoming CPI report, the outlook for interest rates, and more.

Persons: iCapital's Anastasia Amoroso Joe Terranova, Anastasia Amoroso, Sarat Sethi, Steve Weiss Organizations: Email

☆ Watch CNBC's full interview with Joe Terranova, Anastasia Amoroso, Sarat Sethi, and Steve Weiss
▼ + stars: | 2023-11-13 | 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 Joe Terranova, Anastasia Amoroso, Sarat Sethi, and Steve WeissJoe Terranova, Anastasia Amoroso, Sarat Sethi, and Steve Weiss join 'Halftime Report' to discuss the upcoming CPI report, the outlook for interest rates, and more.

Persons: Joe Terranova, Anastasia Amoroso, Sarat Sethi, Steve Weiss Joe Terranova, Steve Weiss

☆ Investor Sarat Sethi shares his picks for a higher-for-longer interest rate environment
▼ + stars: | 2023-11-09 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

Investor Sarat Sethi shared his stock picks to position for a higher-for-longer interest rate environment. Additionally, Sethi favors Uber Technologies over Lyft , saying the former's "capital allocation has been fabulous." The managing director said he favors Uber Technologies' positive cash flow , which it reached for the first time this year, as well as its brand and international footprint. "In an environment where rates are where they are, you're not getting a free call option for just growth without any cash flow." "The market hates this at this point, but if you get great capital allocation story success, seven times forward cash flow, it hasn't been this cheap in over a decade."

Persons: Sarat Sethi, Morgan Stanley, Sethi, Ted Pick, James Gorman, Uber, Lyft Organizations: Douglas, Lane & Associates, Technologies, Communications

☆ DCLA's Sarat Sethi reveals the top stocks to consider before year end
▼ + stars: | 2023-11-09 | 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 reveals the top stocks to consider before year endSarat Sethi, DCLA portfolio manager, joins 'Squawk Box' to discuss the latest market trends, news of the Fed probing Morgan Stanley's wealth management business, the Fed's inflation fight, his favorite stock picks, and more.

Persons: Sarat Sethi, Morgan

☆ Sethi: Bonds are driving the road ahead for stocks into year-end
▼ + stars: | 2023-10-31 | 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: Bonds are driving the road ahead for stocks into year-endSarat Sethi, Managing Partner at Douglas C. Lane & Associates, discusses the impact of rising rates on stocks.

Persons: Sethi, Bonds, Sarat Sethi Organizations: Douglas, Lane & Associates

☆ We're peaking in terms of economic activity but not 'inflationary activity', says DCLA's Sarat Sethi
▼ + stars: | 2023-10-26 | 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 EmailWe're peaking in terms of economic activity but not 'inflationary activity', says DCLA's Sarat SethiSarat Sethi, DCLA managing partner, joins 'Squawk Box' to discuss the latest market trends, earnings season, surging Treasury yields, and more.

Persons: DCLA's Sarat Sethi Sarat Sethi, DCLA

☆ The earnings recession is pretty much over, says Pence Capital's Dryden Pence
▼ + stars: | 2023-10-20 | 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 earnings recession is pretty much over, says Pence Capital's Dryden PenceDryden Pence, chief investment officer with Pence Capital Management, and Sarat Sethi, DCLA managing partner, join 'Power Lunch' to discuss stocks, rising yields, and the economy.

Persons: Pence, Dryden Pence Dryden Pence, Sarat Sethi, DCLA Organizations: Pence Capital Management

☆ This economy is not close to a recession, says Cerity Partners' Jim Lebenthal
▼ + stars: | 2023-10-10 | 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 EmailThis economy is not close to a recession, says Cerity Partners' Jim LebenthalJosh Brown, Kari Firestone, Jim Lebenthal, and Sarat Sethi join CNBC's 'Halftime Report' to discuss stocks rising while Treasury yields drop, the impact of Thursday's CPI report, and more.

Persons: Cerity, Jim Lebenthal Josh Brown, Kari Firestone, Jim Lebenthal, Sarat Sethi, CNBC's Organizations: Treasury, CPI

☆ DCLA’s Sarat Sethi buys Freeport-McMoRan
▼ + stars: | 2023-10-10 | 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 buys Freeport-McMoRanJosh Brown, Kari Firestone, Jim Lebenthal, and Sarat Sethi join CNBC’s ‘Halftime Report’ to discuss stocks rising while Treasury yields drop, the impact of Thursday's CPI report, and more.

Persons: Sarat Sethi, Josh Brown, Kari Firestone, Jim Lebenthal, CNBC’s Organizations: Treasury, CPI Locations: Freeport

☆ Israel-Hamas conflict not a fundamental reason why market should rally: Cerity's Jim Lebenthal
▼ + stars: | 2023-10-10 | 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 EmailIsrael-Hamas conflict not a fundamental reason why market should rally: Cerity's Jim LebenthalJosh Brown, Kari Firestone, Jim Lebenthal, and Sarat Sethi join CNBC's 'Halftime Report' to discuss stocks rising while Treasury yields drop, the impact of Thursday's CPI report, and more.

Persons: Jim Lebenthal Josh Brown, Kari Firestone, Jim Lebenthal, Sarat Sethi, CNBC's Organizations: Israel, Treasury, CPI

☆ PepsiCo shares pop on earnings beat: Here's what you need to know
▼ + stars: | 2023-10-10 | 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 EmailPepsiCo shares pop on earnings beat: Here's what you need to knowJosh Brown, Kari Firestone, Jim Lebenthal, and Sarat Sethi join CNBC’s ‘Halftime Report’ to discuss stocks rising while Treasury yields drop, the impact of Thursday's CPI report, and more.

Persons: Josh Brown, Kari Firestone, Jim Lebenthal, Sarat Sethi, CNBC’s Organizations: PepsiCo, Treasury, CPI

☆ One tech stock is reaching heights despite market turmoil. These traders think it can keep rising
▼ + stars: | 2023-10-10 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Alphabet shares are up 56% in 2023, but the stock still looks promising, according to Karen Firestone, CEO of Aureus Asset Management. "We still think it's very attractive," she said on CNBC's " Halftime Report ." "I think the amount of intelligence they have put into the search engine is phenomenal and that's just going to continue building," she added. Fellow "Halftime Report" traders Josh Brown, Sarat Sethi and Jim Lebenthal agreed that the stock still has strong prospects, even at this valuation. "This is the one tech stock that I'm overweight … It's attractively priced for a rapidly growing company," said Lebenthal, chief equity strategist at Cerity Partners.

Persons: Karen Firestone, Firestone, Firestone wasn't, Josh Brown, Sarat Sethi, Jim Lebenthal, Lebenthal, Sethi, Douglas C, Management's Brown, Brown Organizations: Asset Management, Firestone, Cerity Partners, Lane, Associates, Google

☆ A buying opportunity will emerge amid strikes and potential shutdown, says Dynasty's Ron Insana
▼ + stars: | 2023-09-29 | 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 EmailA buying opportunity will emerge amid strikes and potential shutdown, says Dynasty's Ron InsanaSarat Sethi, DCLA managing partner, and Ron Insana, chief market strategist at Dynasty Financial Partners, join 'Power Lunch' to discuss the impact of the strikes and a government shutdown on the market.

Persons: Ron Insana Sarat Sethi, DCLA, Ron Insana Organizations: Financial Partners

☆ Fed kicks off 2-day meeting: What investors should expect
▼ + stars: | 2023-09-19 | 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 EmailFed kicks off 2-day meeting: What investors should expectKaren Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, and CNBC's Steve Liesman, join 'Halftime Report' to discuss what to expect from Fed's meeting, how Fed's decision in rate hikes will impact the market, and more.

Persons: Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal, Steve Liesman Organizations: Fed, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners

☆ Intel core processors expected to bring AI to PCs by December 14
▼ + stars: | 2023-09-19 | 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 EmailIntel core processors expected to bring AI to PCs by December 14Karen Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, and CNBC's Kristina Partsinevelos, join 'Halftime Report' to discuss Intel as the company kicked of its developer conference on Tuesday.

Persons: Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal, CNBC's Kristina Partsinevelos Organizations: Intel, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners

☆ Amazon hiring 250,000 employees for holiday rush. How the pros say to play it
▼ + stars: | 2023-09-19 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon hiring 250,000 employees for holiday rush. How the pros say to play itJim Cramer, Josh Brown of Ritholtz Wealth Management, Sarat Sethi of DCLA and Karen Firestone of Aureus Asset Management discussed Amazon after the company announced Tuesday it will add a quarter of a million employees ahead of the holiday season in the United States.

Persons: Jim Cramer, Josh Brown, Sarat Sethi, DCLA, Karen Firestone Organizations: Ritholtz Wealth, Aureus Asset Management Locations: United States

☆ Watch CNBC’s investment committee discuss Amazon
▼ + stars: | 2023-09-19 | 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 investment committee discuss AmazonKaren Firestone, Aureus Asset Management CEO, Sarat Sethi, DCLA managing partner, Josh Brown, CEO at Ritholtz Wealth Management, Jim Lebenthal, partner at Cerity Partners, join 'Halftime Report' to discuss how investors should approach Amazon, how they look at various divisions of the company, and more.

Persons: Amazon Karen Firestone, Sarat Sethi, DCLA, Josh Brown, Jim Lebenthal Organizations: Watch, Amazon, Aureus Asset Management, Ritholtz Wealth Management, Cerity Partners

☆ Apple faces big test in new iPhone 15 demand, says Douglas C. Lane's Sarat Sethi
▼ + stars: | 2023-09-12 | 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 EmailApple faces big test in new iPhone 15 demand, says Douglas C. Lane's Sarat SethiLauren Goodwin, New York Life Investments and Sarat Sethi, Douglas C. Lane, join 'Closing Bell' to discuss the Apple event, market outlook and the economy.

Persons: Douglas C, Lane's Sarat Sethi Lauren Goodwin, Sarat Sethi, Douglas Organizations: Apple, New York Life Investments Locations: New York

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