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Bitcoin's fundamentals haven't structurally changed, says Coinbase's John D'Agostino
CNBC Television· 2025-11-17 13:56
point. Joining us now with more on the crypto market, John Dagasino, Coinbase head of institutional uh strategy. We've seen this uh this movie before.Um what was the biggest sell-off. We had we had a move from I think 65 down to 15,000, didn't we, at at one point with Bitcoin. >> Sure.I mean, so historically, Bitcoin has traded in these four-year cycles and so we saw 2014, 2018, 2022, uh material moves down 20,000 down to 3,000 at one point I think. >> Absolutely. Yeah.>> So it can lose 70 or 80% of its val ...
Wage increases will continue and should give hope for the future, says NEC director Kevin Hassett
CNBC Television· 2025-11-17 13:55
White House National Economic Council Director uh Kevin Hasset. Good morning, Kevin. How are you.>> You guys had a great uh marriage session there. Marriage counseling session. I think there's hope for you two. >> There there's hope.We got maybe we cover the gamut. Uh professional optimist, professional u skeptics. Uh maybe the truth is somewhere uh in in the middle.Uh Kevin, and I I have been fairly optimistic. I when people come on about uh the US economy, I can find a lot of positive things. Um why do yo ...
We're not in an AI bubble, says JPMorgan's Bob Michele
CNBC Television· 2025-11-17 13:54
Market Overview & Economic Outlook - JP Morgan Asset Management manages $800 billion [1] - The US economy is performing well, with Corporate America absorbing tariffs and consumers doing well [2] - Expectation of a rate cut by the Federal Reserve in December, acting as a tailwind into 2026 [3] - Current market conditions suggest positive returns for investments made today over the next decade [4] - A stimulative macro environment exists with governments borrowing and spending, coupled with easing central bank accommodation and regulatory tailwinds in the US [5] Technology & Investment Strategy - Companies are gearing up for capital expenditure (capex) next year, planning to increase hiring and expand AI initiatives [6] - While some AI investments may be fruitless, others will yield significant returns, similar to the dot-com era [7][8] - The dot-com bubble serves as a lesson, but companies should not stop investing in technology despite potential valuation downturns [8] Demographic Trends - The demographic of 34-year-olds, born around 1991, are dominating earning, spending, and saving [5]
We're competition for financial advisors, says Public co-CEO Leif Abraham
CNBC Television· 2025-11-17 13:21
joining us right now to discuss what is going on here. Public's co-CEO Lee Abram. Good morning to you. Good morning.>> So, help us understand this sounds like >> agents are doing this for us now. So, what are we going to be doing when this is all over. >> Yeah, I mean AI I think is going to completely reinvent people's investing experience, right.And we started embedding AI into the investing experience in 2023. And at that point, it was like mostly focused on like research. And what we're now doing is esse ...
Former MI6 Chief Richard Moore: I have never seen the world as 'messy' as it is now
CNBC Television· 2025-11-17 12:23
Welcome back to Squawkbox. Our next guest has spent nearly four decades serving Britain's secret intelligence agency as and also I should say as a diplomat. So he's been doing a lot.Uh Richard Moore is the former chief of uh MI6. He stepped down in September and joins us now on set to discuss the geopolitical hotspots around the globe. We said if you told us certain things you might have to kill us.So I don't know what you can say. I want you to take us right to the line in terms of your opinions. Where are ...
Nvidia will sustain an above average multiple next year, says Neuberger Berman's Daniel Flax
CNBC Television· 2025-11-17 12:20
uh for the the sector stock market in general. Daniel Flax, Newberger, Burman, a senior research uh analyst. Um how are you Dan.Good to see you. >> Good to see you too, Joe. Good morning.>> You you have a I haven't asked you a question yet. Relax. Um do do you um do you think that um the the multiple that we saw in the trailing 12 months will be significantly higher than the next 12 months.What what what do you have the PE for the for the trailing uh number for Nvidia and what do you have forward PE. Where ...
Lightning Round: Buy Energy Transfer, it's the sweet spot we want to be in, says Jim Cramer
CNBC Television· 2025-11-15 01:01
It is time for the light of course by hear and then the lightning round is over. Are you ready. I'm going to start with I'm start with Sally in Texas.Sally >> hi Jim. >> Hey S. second time caller club member from Texas.Thanks for all your guidance. I've learned a lot. >> A thank you, Sally.What's going on. >> Here in Texas, we have lots of sunny days and can benefit from solar applications provided by Next Power. It's climbed a lot in the past few months.What do you think. >> Dan Shuggar is the real deal. I ...
Mad Money 11/14/25 | Audio Only
CNBC Television· 2025-11-15 01:01
Listen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market new ...
The Evolution of Alpha
CNBC Television· 2025-11-15 00:13
New access to previously unavailable asset classes, innovative investment vehicles, and transformative technologies are reshaping investor behavior. But crowded trades in AI, commodities, and crypto are making it harder to find real Alpha. Ares Management CEO, Michael Arougheti and J.P. Morgan Asset & Wealth Management CEO, Mary Callahan Erdoes share the opportunities they see now and in the future. ...
Jim Cramer talks next week's market game plan
CNBC Television· 2025-11-15 00:12
Market Overview and Strategy - The market experienced a counter-trend move with the Dow Jones Industrial Average tumbling 310 points, the S&P 500 dipping 005%, and the Nasdaq gaining 013% [3] - The market's next leg depends on the Federal Reserve and upcoming earnings reports, with potential tailwinds after a shakeout [4] - Sell-offs can be viewed as buying opportunities for companies making big profits, but only with cash and upgrading out of high-risk speculative stocks [23][27] Federal Reserve Impact - The Federal Reserve meeting on December 9th and 10th is crucial, with commentary from Fed officials influencing market sentiment [4] - Dovish commentary from officials like John Williams could encourage buying after recent declines [5][6] - The market anticipates the Fed will cut rates next month [7] Key Company Highlights - Home Depot was downgraded by Stifel due to potential weakness from lack of housing turnover and ICE targeting day laborers, but remains a buy if the Fed cuts rates [7] - TJX (TJ Maxx and Marshalls) is a fabulous company, and its stock should be picked up if it gets hit, even on good results [9] - Target needs a plan to regain its "mojo" by addressing the price gap with Walmart, even with its private label goods [10][11] - Nvidia is critical to the market due to its role in accelerated computing and artificial intelligence, with the need to hear about the next iteration of chips, the Ver Rubin [14][15] - Walmart's CEO Doug McMillan is retiring and will be replaced by John Verner, with expectations of a great quarter [18][19] - FedEx's stock is considered undervalued at about $268 per share and is expected to rise above $300 [26][27]