On the record

46 appearances from 2019 to 2026, newest first. Each links to the outlet's own page, and where a line of his survives in print or transcript it is quoted as said. The list is maintained by hand and is complete to the best of his records; corrections are welcome by email.

2026
2025
2024
2023
2022
2021
2020
2019

2026 8 appearances

Oct 6, 2026CNBC
Boomers' dividend stocks take beating from bond yields, with retirement income at risk
The worst thing that a retiree could do is sell a high-quality dividend payer at depressed prices to chase income somewhere else.
Oct 2, 2026CNBC
10-year Treasury yield ticks higher despite weaker-than-expected jobs report
I still think the trajectory from here is higher for longer.
Sep 15, 2026Bloomberg
Traders game plan what a 10-year yield at 5% spells for U.S. stocks
The Fed isn't going to disrupt this bull market run in stocks.
Jun 17, 2026Bloomberg
Apple investors are tired of AI promises, want tangible progress
There's a bit of fatigue with Apple and AI.
Jun 9, 2026Bloomberg Television
S&P 500 traders grapple with swings reminiscent of tariff tumult
Investors are taking profits in some of the leading AI names after an incredible run.
May 5, 2026Schwab Network
Timothy Chubb on AI driving markets, and the risks beneath
Why AI infrastructure spending is carrying the bulk of economic growth, and what sits underneath it.
Apr 3, 2026WealthManagement.com
Girard, a Univest Wealth Division: zeroing in on quality
We don't want to be the biggest allocation in the fund.
Jan 22, 2026BNN Bloomberg
Who's leading and who's falling behind on the AI landscape?
The outlook for 2026 and which companies are pulling ahead in AI.

2025 13 appearances

Nov 20, 2025Kiplinger
The delayed September jobs report is out. Here's what it means for the Fed
Tightening the screws now risks leaning into a slowdown already in motion.
Oct 1, 2025BNN Bloomberg
Sustainability of AI spending is an open question
Whether AI capital expenditure can keep its pace, and what delayed jobs data means for the Fed.
Sep 12, 2025Yahoo Finance
State of the U.S. economy: it feels like a 'job recession'
Labor-market dynamics and what they imply for equities.
Jul 10, 2025BNN Bloomberg
'Anything is better than where we're at right now': CIO on earnings season
Anything is better than where we're at right now.
Jul 3, 2025Ticker Take with Jon Erlichman
Ticker Take: Alphabet and the monetization of AI
Alphabet is in the early innings of monetizing the AI boom.
Jun 27, 2025Yahoo Finance
S&P 500 at new highs: strategist says it's time to take profits
Markets could continue to grind higher from here.
Jun 18, 2025Yahoo Finance
Fed holds rates steady, eyes Trump tariff risks and inflation
This is a challenging environment for anyone carrying high-interest debt.
Apr 8, 2025Yahoo Finance
Market reaction to the tariff selloff
The largest move that we've seen really since 2008.
Mar 24, 2025BNN Bloomberg
Top stocks for investing amid consumer weakness
Where to look when the consumer is softening.
Mar 5, 2025CNBC
3-Stock Lunch: Citigroup, CrowdStrike and Uber
The case for Uber, with Citigroup and CrowdStrike, on Power Lunch.
Jan 27, 2025Schwab Network
DeepSeek is good for AI; picks SNPS, EME, IDXX, UBER
There's a fundamental misunderstanding about what DeepSeek's costs actually were.
Jan 22, 2025Yahoo Finance
Why this strategist is still betting on U.S. exceptionalism
We're still in the very early innings of AI adoption.
Jan 9, 2025Reuters
Trump, broader growth in focus as U.S. companies prepare Q4 reports
I'm also interested in the color we might get from the banks on deregulation.

2024 8 appearances

Oct 29, 2024Yahoo Finance
The top tips for investors navigating the election
Take a step back, focus on the fundamentals, be selective.
Oct 2, 2024Reuters
Wall Street steadies amid Middle East tensions
Investors are certainly cautious amid the increasing global tensions.
Sep 18, 2024CNBC
Dow jumps 500 points, S&P 500 closes above 5,700 a day after the Fed cuts rates
Market reaction to the Federal Reserve's half-point cut.
Sep 6, 2024Kiplinger
Mixed jobs report keeps Fed on track for rate cuts: what the experts are saying
Labor markets are normalizing at a pace consistent with a soft landing.
May 1, 2024Reuters
Investor reaction to the Fed holding rates unchanged
Reaction to the May 2024 FOMC decision, with David Randall.
Feb 23, 2024Yahoo Finance
Tech: strategist details the growth concentrated in the Magnificent 7
We certainly are in the early stages of the AI revolution.
Feb 21, 2024Dakota Live! podcast
Legacy and leadership with the CIO of Girard
With manager underperformance, it's a when, not an if.
Jan 31, 2024Kiplinger
Fed holds rates steady, pushes back on cuts: what the experts are saying
Expected the first cut of the cycle in the spring, likely May.

2023 6 appearances

Nov 8, 2023Yahoo Finance
Stocks: economy 'wading into a swamp' on interest rates
We really prefer more of a barbelled approach right now.
Jul 24, 2023Reuters
Dow leads Wall Street higher as investors eye beyond tech
I think it's important to take some money off the table.
Jun 21, 2023Reuters
Stocks slip as Powell hints at further rate hikes
Certainly some of the technology companies related to AI have gotten overbought.
Mar 6, 2023CNBC
There are long-term alternatives to stocks that will benefit from the economic cycle's reset
Where to find long-term alternatives to equities as the cycle resets.
Jan 19, 2023CNBC
The market ultimately needs to move away from the inflation story
Why the market has to move past inflation, and the opportunity in fixed income.
Jan 13, 2023Bloomberg Radio
Markets price in bank earnings and CPI
Bank earnings season and the inflation print.

2022 3 appearances

Nov 1, 2022Yahoo Finance
Markets: 'It's not time to stop investing' despite overall weariness
Where value is showing up, and why investors shouldn't back away yet.
Jul 22, 2022Kiplinger
Stock market today: stocks' momentum stalls after shocking Snap earnings
The market response will likely be closely tied to comments during the press conference.
Feb 9, 2022Yahoo Finance
Fed walking 'tightrope' between hawkishness and peak inflation
The Fed's narrowing path between inflation and growth.

2021 4 appearances

Nov 19, 2021Yahoo Finance
How to hedge against inflation: we asked the experts
Equities are traditionally viewed as an inflation hedge.
Aug 20, 2021Fox Business
New investment opportunities as vaccination rates soar
Market picks for the reopening, on The Claman Countdown.
Mar 26, 2021Yahoo Finance
This year could potentially be a Goldilocks scenario
We're actually taking money off the table right now.
Jan 13, 2021Yahoo Finance
'I wouldn't be surprised to see inflation tick up' in the second half of 2021
I wouldn't be surprised to see inflation tick up.

2020 2 appearances

Nov 19, 2020Yahoo Finance
Sectors investors should watch out for in 2021
Positioning for 2021 by sector.
Mar 6, 2020Fox Business
Non-bank financials, like credit card and fintech stocks, are solid investments
Investing through the first week of the COVID selloff.

2019 2 appearances

Aug 26, 2019Yahoo Finance
Trump delivers mixed messages on U.S.-China trade talks
Trade-war uncertainty and the market.
Jun 24, 2019Yahoo Finance
Opportunities in financials and banks as the Fed moves toward cuts
Financials and banks ahead of the 2019 easing cycle.