Shows
What Does It Mean?Episode 21 - Can Seasonal Patterns Be Trusted in 2025?In this episode, hosts Chris Versace, Lindsey Bell, and Bob Lang were joined by Jeff Hirsch, CEO of Hirsch Holdings, to discuss Thanksgiving experiences, market trends, and economic outlooks. Jeff shares insights from the Stock Traders Almanac and a bullish forecast for 2024–2025, emphasizing seasonal indicators and market cycles. The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in...2024-12-0432 minWhat Does It Mean?Episode 20 - Top 3 Retail Predictions for the 2024 Holiday SeasonIn this Thanksgiving edition of What Does it Mean?, hosts Lindsey Bell, Chris Versace, and Bob Lang share their analysis of recent retailer earnings, highlighting the mixed performance across companies like Walmart, Target, and Dick's Sporting Goods. The hosts discuss consumer shopping trends, such as the rise of digital and mobile purchases, and make predictions for the holiday season focused on the impact of AI, promotional activities, and online shopping dominance. The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and y...2024-11-2630 min
What Does It Mean?Why The Buzz? | Quantum Cybersecurity Explained: Are Your Systems Ready for the Quantum Storm?In this episode, Chris Versace, Bob Lang, and Lindsey Bell talk with Scope Technologies’ Founder, CTO & Director Sean Prescott, and CEO & Director James Young. This episode discusses the urgent need for quantum-resilient cybersecurity as quantum computing threatens current encryption. Sean and James highlight solutions like non-replayable entropy, ransomware-proof storage, and AI-optimized security. Learn how these innovations protect critical industries and prepare for the "quantum storm" reshaping cybersecurity.The What Does It Mean? podcast cuts through the noise to bring you the key insights that matter most for the stock market, the economy, and your pe...2024-11-2239 minWhat Does It Mean?Episode 19 - Are Shoppers Still Driving the Economy?In this episode, Chris Versace, Lindsey Bell, and Bob Lang explore investment strategies amid policy uncertainty from President-elect Trump's cabinet picks. They also examine the impact of a strong dollar's effect on multinationals, NVIDIA's anticipated report, and a pivotal week for retail earnings.The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in a...2024-11-2037 minWhat Does It Mean?Episode 18 - Election Aftershocks: Interest Rates, Crypto and Inflation … Oh MyIn this episode, our hosts dive into the market's reaction to the recent election and potential policy shifts under President Trump. They discuss sector impacts, market valuation worries, crypto's role in the election, and upcoming inflation reports. The team also forecasts whether the holiday season will bring a 'Santa' boost or a 'Grinch' downturn, with insights into consumer trends and early discounting effects.The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down...2024-11-1232 minWhat Does It Mean?Episode 17 - What Does a Second Trump Term Mean for the Markets?In this post-election edition of the What Does It Mean podcast, Lindsey Bell, Bob Lang, and Chris Versace discuss the market's immediate and future predicted reactions to the recent election where former President Trump has regained the White House and the Republicans have taken back the Senate. The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect y...2024-11-0633 minWhat Does It Mean?Episode 16 - Ignore the Election: Why Staying Invested MattersIn this episode, our hosts have a special conversation with Mark Malek, CIO at Siebert, just days before the 2024 presidential election. Mark discusses the firm's strategies in preparing for the election, the impact of big tech earnings, potential changes in tax policies, and market volatility. As they dive deep into the probable outcomes of the election and its effects on the market, the conversation offers valuable insights for investors navigating this volatile period.The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the...2024-10-3045 minWhat Does It Mean?Episode 15 - Strong Economy: Positive for Earnings, Negative for Rate Cuts?In this episode, Chris Versace, Bob Lang, and Lindsey Bell debated the reliability of S&P 500 targets from investment banks and considered Q3 earnings estimates to be potentially understated. They also highlighted the surge in ETF popularity, particularly active ETFs, while stressing the need for investors to actively understand their investments.The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you...2024-10-2340 minWhat Does It Mean?Episode 14 - How Low is the Earning’s Bar?In this episode, our hosts Chris Versace, Lindsey Bell, and Bob Lang are back together! The trio analyze the ongoing bull market, the role of activist investors like Warren Buffett, and their impact on CEOs and stock performance. Additionally, they cover earnings, AI efficiency, and election-driven market volatility, concluding with insights on long-term strategies and the Federal Reserve's influence.The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest tr...2024-10-1639 minWhat Does It Mean?Episode 13 - Is the Era of Remote Work Over? Where to Invest NextIn this episode, hosts Chris Versace and Bob Lang focus on inflation concerns, the upcoming CPI and PPI data, and their impact on markets and interest rates. They also cover Amazon's mandate for employees to return to the office and its potential effects on productivity and market sectors. The episode concludes with a look at Amazon's Prime Big Deals Day, highlighting its influence on holiday shopping, digital sales, and department store pricing strategies.The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the...2024-10-0937 minWhat Does It Mean?Episode 11 - New CEOs for Nike, Starbucks and Boeing — Who's Next?In this episode, hosts Chris Versace, Lindsey Bell, and Bob Lang break down the increasing CEO turnover in major companies, the emerging deflation in the EV market, and addresses a critical question of trust in companies versus the government.The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we break down the latest trends, explain the headlines, and help you understand how they affect your money in a clear, no-nonsense way.2024-09-2541 min
What Does It Mean?Why The Buzz? | The Healthcare AI Disruptor You Haven't Heard ofIn this episode, Chris Versace, Bob Lang, and Lindsey Bell engage with Healwell AI's Chairman Hamed Shahbazi and CEO Dr. Alexander Dobranowski. The discussion delves into how Healwell AI leverages artificial intelligence and data science to disrupt and improve the healthcare industry. With a mission to enhance patient outcomes and streamline operations, Healwell AI is poised to transform the future of healthcare.The What Does It Mean? podcast cuts through the noise to lay out what matters most for the stock market, the economy, and your personal finances. Each week, we...2024-09-2448 minWhat Does It Mean?Episode 10 - Where to Invest as the Fed Cuts RatesIn this episode, hosts Lindsey Bell, Chris Versace, and Bob Lang discuss September market trends, focusing on the S&P 500, Dow, and Nasdaq. They explore retail sales, especially digital shopping's holiday season impact, and analyze the Fed's shift to a rate-cutting cycle and its effects on housing, construction, and banking.The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with...2024-09-1834 minWhat Does It Mean?Episode 9 - Is the Worst of September Behind Us?In this episode, our hosts discuss the challenging market conditions in September, historically being a difficult month for stocks. Topics also discussed include the recent Apple event, potential impacts of revised bank capital requirements, and insights into financial sector strategies.The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.2024-09-1135 minWhat Does It Mean?Episode 8 - Can Apple Wow Investors?In this episode, hosts Chris Versace and Bob Lang discuss the implications of post-Labor Day market movements as Wall Street's summer vacation ends. Additionally, they delve into wacky recession indicators and preview Apple's highly anticipated product launch event, emphasizing its potential to drive a significant upgrade cycle and impact the broader market.The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends wi...2024-09-0440 minWhat Does It Mean?Episode 6 - Three Market Factors Everyone’s OverlookingIn this episode, our hosts discuss retailer earnings, Federal Reserve Chair Powell's upcoming Jackson Hole speech, and the potential impact of a Canadian rail strike on inflation. They also explore the implications of Vice President Kamala Harris' proposal to raise corporate tax rates and its effect on market EPS projections.The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a...2024-08-2138 minWhat Does It Mean?Episode 4 - Finding the Market BottomIn this episode, our hosts discuss market volatility following the Fed's policy meeting, examining factors like the carry trade, Fed credibility, employment data, and monetary policies in the US and Japan.The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.2024-08-0751 minWhat Does It Mean?Episode 3 – The Mismanagement of Corporate ProfitsIn this episode, hosts Lindsey Bell and Bob Lang dive into a range of topics including the ongoing Olympic Games, market volatility, and consumer spending trends. The hosts also scrutinize the economic data and upcoming events like the jobs report, providing insights into what these trends mean for investors. The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a l...2024-07-3146 minWhat Does It Mean?Episode 1 – Begin the BeginIn the inaugural episode of the ‘What Does It Mean’ podcast, hosts Chris Versace, Lindsey Bell, and Bob Lang introduce themselves and lay the groundwork for their discussions on market trends, economic movements, and investment strategies. The episode delves into the implications of recent Fed actions, inflation trends, corporate earnings, and the potential impacts of upcoming elections on market dynamics.The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy, and your money this week. Chris, Bob, Lindsey and their gues...2024-07-1600 min
TheStreet Pro Portfolio PodcastTheStreet Pro Podcast #73 - Bob Lang, the S&P 500, market breadth, and Q&A
On this edition of TheStreet Pro Podcast, Chris Versace is joined by the person responsible for the technical look at the Portfolio and the market, Bob Lang. Their conversation starts with the April Retail Sales and Consumer Price Index reports but then morphs into a discussion of market breadth and why the S&P 500 could reach 5,500-5,600 in the coming weeks. Bob explains how he looks at market breadth as well as shares a few of the indicators, like the McClellan Oscillator, that he closely watches.
The two tackle the Wall Street saying “Sell in May...2024-05-1537 minTheStreet Pro Portfolio PodcastAAP Podcast #66 – Carley Garner on Equities, Key Commodities, and Her Vegas Must-SeesCarley Garner joins Chris Versace on the latest AAP Podcast and the conversation begins with a discussion of the equity markets. Both agree a pullback would be a positive for the market and investors, with Carley explaining why she watches the Nasdaq 100 futures and Relative Strength Indicator (RSI) levels. After a quick chat about Apple (AAPL) and Alphabet (GOOGL), Carley shares the Nasdaq 100 level she is watching closely and where we could see a healthy market correction put the S&P 500.
The conversation shifts to key commodities including the trifecta that is ag commodities (corn, wheat, soybeans...2024-03-0528 minTheStreet Pro Portfolio PodcastAAP Podcast #65: Bob Lang, Nvidia, Costco and the Savannah BananasOn this AAP Podcast episode, Chris Versace catches up with the man behind AAP’s charts, Bob Lang discussing reasons behind the market’s continued strength and why the Vix is “double bullish” for the market. The two discuss Barclays’ boosting its S&P 500 target to 5,300 and what it could take to get there.
Along the way, Bob and Chris discuss Fed policy and why the Fed’s coming update for its Economic Projections could sour some investors. Bob goes on record for when he thinks the Fed will cut rates this year and shares how many rate cuts he...2024-02-2743 minTheStreet Pro Portfolio PodcastAAP Podcast #60 – Market Technicals, the Fed, and More with Bob LangAs we approach the end of this short first trading week of 2024, we are back with a fresh AAP podcast episode with Chris Versace, who is joined by Bob Lang. The two discuss the fizzle that was the Santa Claus Rally and explain why it’s not a major factor in their investment decision-making process. The conversation shifts to the market action this week and the factors both fundamental and technical driving it.
Bob shares the technical support levels for the S&P 500 that he’s watching, and notes we have a bevy of Fed heads coming that...2024-01-0433 minTheStreet Pro Portfolio PodcastAAP Podcast #58 - Back with Bob LangBob Lang joins us on this week’s edition of the AAP Podcast as he chats with Chris Versace about the current state of the stock market, sharing why he sees 2023 closing out on a high note with the upcoming Santa Claus Rally. Moving into 2024 the two talk about the upcoming re-jiggering of Fed voting members, what that could mean for Fed policy, and how upcoming data is viewed.
Chris gives a few reasons as to why we’re likely to see further progress in the November inflation data, including next week’s CPI report, while Bob shares...2023-12-0645 minTheStreet Pro Portfolio PodcastAAP Podcast # 53 – Hot PPI Data, Earnings, and Market Seasonality with Bob LangWe are back with a new AAP Podcast with lead portfolio manager Chris Versace joined by Bob Lang. It’s been a bit since our last podcast with Helene Meisler, and some is catching up to do, but as that is done the conversation quickly shifts gears to the market, the Fed, and the data driving it all. Bob comes out swinging, aiming the Fed’s updated economic projections for being too conservative, especially given the economic data that led the Atlanta Fed’s GDP Model to up its outlook for the September quarter.
That gives way to dis...2023-10-1137 minTheStreet Pro Portfolio PodcastAAP Podcast #47: The Fitch Downgrade, Key Levels for the S&P 500, Earnings Season and Labor GainsOn this week’s AAP Podcast, Chris Versace is joined by AAP team member Bob Lang and the two tackle the Fitch downgrade this week for the US’s credit rating that roiled stocks just as we enter a seasonally weak time for the market. Bob puts some context around Fitch’s downgrade comparing it to the last rating downgrade in 2011. With the S&P 500 breaking its 20-day moving average, the next level of support to watch is the 50-day moving average, which comes in near 4,350 for the S&P 500. Bob also tells listeners to watch for the market becomi...2023-08-0238 minTheStreet Pro Portfolio PodcastAAP Podcast #43 - Why Bob Lang is Watching the Cboe Volatility IndexOn this post-Independence Day edition of the AAP Podcast, Chris Versace is joined by Bob Lang to discuss the Fed’s latest policy meeting minutes, the consumer and the housing market, membership business models, and the year-end holiday shopping season. Bob shares that he agrees with AAP team member Carley Garner that we could see the S&P 500 reach 4,500-4,520 if not a tad higher, and that he sees strong technical support at 4,400 and again at 4,350 and 4,335. The two also discuss why Bob is closely watching the Cboe Volatility Index (VIX) and why, at least for now, it suggests wi...2023-07-0544 minTheStreet Pro Portfolio PodcastAAP Podcast #27: Breaking Down the Fed’s March Monetary Policy DecisionIn this week’s AAP Podcast, lead portfolio manager Chris Versace is joined by AAP team member Bob Lang to discuss the Fed’s March monetary policy statement and comments made during Fed Chair Powell’s corresponding press conference. In a prior note to members, we shared our initial reactions to the policy statement and updated economic projections, but as we learned during the presser, the Fed does not see any rate cuts ahead in 2023. As we’ve been sharing that disrupts the current market narrative depicted in the CME FedWatch Tool, and those comments led the market to turn dow...2023-03-2216 minTheStreet Pro Portfolio PodcastAAP Podcast - November 7, 2022On the latest AAP Podcast, portfolio managers Bob Lang and Chris Versace cover quite a bit of ground since the last episode. Out of the gate, the duo discusses the National Retail Federation’s (NRF) 2022 holiday shopping forecast and why it could prove to be a bit too optimistic. The portfolio managers will be leaning heavily into quarterly earnings from retailers to check that NRF forecast as well as where retailers stand with inventories. Even before the September quarter earnings season began, Bob and Chris thought consensus S&P 500 EPS expectations would need to come down, and they have st...2022-11-0738 min