# Kasey Mccurdy
ထိပ်တန်း Podcast တခုကိုဖြစ်စဉ်များ
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Top podcast episodes featuring kasey mccurdy.
Bad Vibes Appear No Match for This Bull Market
After a negative performance during the first quarter, the market has surged, with April and May producing one of the best two-month performances on record. But can the bull market keep going? On this episode, host Mike Townsend welcomes Kasey McCurdy, chief portfolio strategist with Schwab Wealth …
Stay "Cautious" as Tech Concentration Builds in SPX Ahead of MU Earnings
Charles Schwab's Nathan Peterson turns to the S&P 500 (SPX) price action and explains why he's "cautious" as concentrated positioning ramps up in the index. He tells investors to brace for Micron's (MU) earnings as the stock seeks to jump a high bar. Kasey McCurdy offers a closer look into the mark…
Hyperscaler CapEx Isn't "Binary:" Analyzing AI Spending's Grip on Stock Market
With all the AI weakness rattling Wall Street, Charles Schwab's Joe Mazzola says investors will be watching hyperscaler earnings more than ever. However, he adds that the macro picture is "pretty good" right now, showing that the inflation ascension is slowing and offering reprieve to tech. Kasey M…
What's Really Driving Your Portfolio Decisions?
Making smart portfolio decisions require more than just choosing investments. It requires managing your own behavior. Mark speaks with Schwab Wealth Advisory's Chief Portfolio Strategist Kasey McCurdy about how emotions influence investing decisions and why investors often struggle with rebalancing…
What's Really Driving Your Portfolio Decisions?
Making smart portfolio decisions require more than just choosing investments. It requires managing your own behavior. Mark speaks with Schwab Wealth Advisory's Chief Portfolio Strategist Kasey McCurdy about how emotions influence investing decisions and why investors often struggle with rebalancing…
The Big Picture: What's Fueling Current Market Rally
With the markets notching new highs, Nate Peterson and Kasey McCurdy join Sam Vadas to make sense of the momentum fueling recent performance. Nate says "everything about this market is tied into earnings." Kasey adds context to yearly returns investors have seen in the past 3 years, saying it track…
Why Bonds Remain Crucial for Portfolios as Fed Tilts Toward Rate Hikes
Charles Schwab's Collin Martin directs his attention to the steady rise in Treasury yields and expectations for Fed policies, the latter of which he sees a dramatic shift in as interest rate hike probabilities push higher. That said, he makes the case the economy remains very healthy. Kasey McCurdy…
NVDA Global Earnings Catalyst as U.S. Trade Tensions with China, Canada Intensify
"There are no winners in a trade war," says Michelle Gibley of @CharlesSchwab, who points to consumers as a key losers. She sees that trend holding after the U.S. issued more tariffs against Canada. Michelle adds that the picture will be further complicated as trade relations between the U.S. and C…
Higher Earnings Bar Pose Volatility Risk Next Season, Addressing Hidden AI Risks
Liz Ann Sonders offers a glimpse at the macro backdrop and an aggregate "rerating of earnings." She says the earnings surge sets a very high bar for the income earnings season, something that can become a volatility driver in the weeks ahead. Kasey McCurdy discusses how elevated crude oil prices re…
AI Rotation's Market Breadth Impact, Why Trump Administration Wants Tech to Succeed
Alexandra Semenova discusses the inner rotation of the AI trade and how infrastructure companies are poised to become the new beneficiaries. However, mind the high bar heading into earnings as expectations for higher profits increase. Waning market breadth is becoming another point of interest for …
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I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
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