#AI #trading #investment - Inside Bracket22, A Trading Firm Powered By Al Agents: CNBC

13 September 2026

Brian Kelly previously ran a cryptocurrency hedge fund, but closed that shop in early 2025. Later that year, he began testing out uses of artificial intelligence.

Bracket22 invests only Kelly's own capital and trades cryptocurrencies, stocks and commodities.

It's powered entirely by AI agents — a stark example of a growing reality on Wall Street as firms test the benefits and limits of AI in finance.

Steffi, Desmond, and Houston

Bracket22 operates with three specialized AI agents: Steffi, Desmond, and Houston, each handling distinct trading functions. Brian Kelly created Bracket22, a trading firm powered entirely by agentic artificial intelligence, after closing his cryptocurrency hedge fund in early 2025.

Chapters: 00:00 - 00:31 Introduction  0:32 - 3:11 AI Agents 3:12 - 4:05 Future for Wall Street Senior Producer: Jake Callahan Edited by: Darren Geeter Camera and Sound by: Joel Coblenz Senior Managing Producer: Tala Hadavi Additional Footage: Getty Images

#bessent #usa #bondmarket - No way for Bessent to control yields given the U.S. deficit: Analyst: CNBC International Live

13 September 2026

Matthew Rees, Head of Global Bond Strategies at L&G Asset Management, discusses the current state of the U.S. bond market and the likelihood of a credit or bond market event.

#Investing #Stocks #WallStreet - A ‘Much Larger Pullback’ Is Justified: How to Prepare: TheStreet

11 September 2026

Gabelli Funds Portfolio Manager Justin Bergner says hotter inflation and a long‑term Treasury yield spike justify a much larger pullback — and lays out how retail investors should position, what stocks to watch, and what kind of pullback would trigger buying again. Recorded: September 11, 2026 00:00 Intro 00:14 CPI Report & Fed Rate Hike Outlook 01:18 The Biggest Risk Facing Markets Right Now 03:19 Can the S&P 500 Keep Rallying? 05:32 S&P 500 Outlook & Defensive Strategy 08:20 Top Healthcare Pick: Merck (MRK) 09:21 Top Value Pick: Ferguson Enterprises (FERG) 11:39 Consumer Staples Pick: J.M. Smucker (SJM) 13:41 Finding Value in Tech & Cyclicals 15:35 Market Pullback Strategy for Investors 18:52 Rapid Fire: This or That

#Investing #Stocks #WallStreet - The Market’s Getting Choppy — Ross Gerber’s Names to Hold Into 2027: TheStreet

10 September 2026

Ross Gerber, CEO, Gerber Kawasaki lays out the path to a potential 10% move higher — and lays out the stocks he says still deserve capital even in a choppy market. 00:00:00 Market Intro & Vibe Check 00:00:51 Primary Fall Stock Risks 00:01:45 Yields, Oil & Fed Rate Hikes 00:03:14 Earnings vs. Macro Risks 00:04:06 Defensive Strategy & Cash 00:05:11 Trimming High P/E Stocks 00:06:08 Stocks to Trim Now 00:07:15 Nvidia Growth & AI Demand 00:08:29 Micron Valuation & Memory 00:10:08 Eli Lilly & Healthcare 00:11:47 Take-Two & GTA 6 Catalyst 00:14:12 Netflix vs. Take-Two 00:14:55 Pullback Buy Candidates 00:15:50 Conditions to Turn Bullish 00:18:10 Downside Trajectory Risks 00:19:06 Rapid-Fire: Risks 00:24:43 Rapid-Fire: This or That

#wallstreet #investing #markets - Charles Payne: US is gripped with this 'DOOM FEVER': Fox Business Clips

10 September 2026

FOX Business host Charles Payne analyzes shifting market sentiment on 'Making Money.'

#WallStreet #Markets #Investing - Stocks Fall as Brent Tops $100 Ahead of Key Inflation Data: Bloomberg Television

9 September 2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance."

Chapters:

00:00:00 - Bloomberg Surveillance | 9/9/2026

00:06:11 - Max Kettner, HSBC Chief Multi-Asset Strategist

00:19:24 - Brent Hits $100

00:30:52 - Heath Terry, Citi Research

00:41:57 - Bessent Challenges Traders to Bet Against Yen

00:53:43 - Steve Chiavarone, CIO of Federated Hermes

01:06:07 - RNC Holds First Midterm Convention

01:18:26 - Jenny Johnson, President & CEO of Franklin Templeton

01:28:06 - Dermot McDonogh, CFO of BNY

01:40:25 - Mike Wilson, CIO of Morgan Stanley

01:54:04 - Bruce Van Saun, CEO of Citizens Financial Group

02:04:48 - Bessent Bond Buyback Annoucement Today

02:07:56 - Mike Feroli, JPMorgan Chief US Economist

02:18:51 - Kara Murphy, President & CIO of Kestra

#foxbusiness #varney - ‘ALWAYS WORRIED’: ‘Bullish’ investor confronts midterm WARNING SIGNS: Fox Business Clips

3 September 2026

Humilis Investment Strategies CEO and CIO Brian Belski discusses the benefits of 401(k) investing, midterm market volatility and his surprise sector pick for the fourth quarter on ‘Varney & Co.’ 

#foxbusiness #varney

#AI #S&P #technology - Blackrock’s Wei Li: Is there an AI bubble? S&P Global Ratings

2 September 2026

BlackRock's Global Chief Investment Strategist Wei Li joins Joe Cass to talk about whether the AI boom is a bubble, why she thinks we're still in the early build-out phase, and how a wider-than-ever range of outcomes is reshaping portfolios. 00:00 Is there an AI bubble? 05:08 Day in the life of Wei Li 06:14 How to stand out in an AI world 08:08 Blackrock’s internal AI platforms 10:02 Wei’s most important datapoint 11:18 Wei’s contrarian investment belief 12:31 What is it really like working at Blackrock? 13:37 Inside Blackrock’s Investment Committee 14:45 Biggest misconceptions about Blackrock 18:29 Public to Private Markets power shift 21:14 How Wei communicates 23:28 The importance of an S&P rating 24:40 How to be disciplined in a whipsaw market? 26:38 The rise (and fall?) or US market dominance 28:55 Wei’s advice to young professionals Follow Joe on Linkedin:   / josephcass  

Wei Li - BlackRock

She leads a global network of country and regional chief strategists at the BlackRock Investment Institute (BII), and is responsible for …

#shein #float #hongkong - Shein’s Valuation Falls From $100 Billion to $26 Billion: Bloomberg Podcasts

30 August 2026

Shein is heading toward a Hong Kong listing at a valuation of about $26.5 billion, roughly a quarter of its 2022 peak, after earlier efforts to list in New York and London ran into regulatory hurdles.

Bloomberg News Consumer Finance Reporter Lisa Du is on Bloomberg This Weekend with hosts Christina Ruffini and Bailey Lipschultz and says the fast-fashion giant is pitching investors on expanding beyond its core brand by acquiring or partnering with other labels, even as geopolitical, regulatory and reputational risks weigh on its growth story.

Bloomberg This Weekend

#wallstreet #investment #markets - US Stocks Close Lower After Warsh Speech | Closing Bell: Bloomberg Television

28 August 2026

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Emily Graffeo, Lisa Mateo and Tim Stenovec.

Washington Week with The Atlantic full episode, Aug. 28, 2026: Washington Week PBS

#wallstreet #invest #markets - Bloomberg Surveillance 8/28/2026: Bloomberg Television

28 August 2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Fed Inflation Fight, Bond Yields and Nvidia's AI Boom 03:37 Fed Will Cut Rates Before It Hikes — Peter Tchir, Academy Securities 19:52 Countries Need to Prepare for More Energy at Home — Peter Tchir, Academy Securities 31:09 Google's TPU Opportunity Is Still Underappreciated — Shweta Khajuria, Wolfe Research 40:15 It's Probably Time for the Fed to Do More — Claudia Sahm, New Century Advisors 53:40 Treasury Supply Angst May Already Be Priced In — Priya Misra, JPMorgan Asset Management 1:07:12 US-Canada Trade Talks Still Have an Opening — Jeannette Lowe, Strategas 1:19:15 Fed Hike Would Be Important Signal to Market — Patrick Harker, Former Philadelphia Fed President 1:28:33 Fed's Silence Gives Other Officials More Power — Seth Carpenter, Morgan Stanley 1:42:15 Global Bond Yields Still Have a Lot of Catching Up to Do — Subadra Rajappa, Societe Generale Americas 1:53:20 Munster Expects Nvidia Revenue to Grow by 90% in 2027 — Gene Munster, Deepwater Asset Management 2:05:22 Fed Can't Shrink Its Balance Sheet Much Further — Mark Cabana, BofA Global Research 2:18:25 5% Treasury Yield Would Be a Buying Opportunity — Matt Orton, Raymond James Investment Management

Federal Reserve Chair Kevin Warsh says U.S. inflation is still too high and opens the door to more rate hikes to fight elevated prices. https://t.co/KJFj8S81DY

— The Associated Press (@AP) August 28, 2026

#wallstreet #investing #markets - Bloomberg Surveillance 8/27/2026: Bloomberg Television

27 August 2026

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. 00:00 Nvidia's Blowout Outlook and Warsh Heads to Jackson Hole 06:05 Fed Must Navigate a ‘Tale of Two Economies’ — Aaron Kennon, Clear Harbor Asset Management 17:05 Nvidia's 70% Growth Forecast Raises Execution Risk — Angelo Zino, CFRA 29:13 Meta Settlement Puts Pressure on TikTok and YouTube — Stuart Benjamin, Duke Law School 38:09 Warsh to Provide ‘Framework’ Guidance on Policy — Torsten Slok, Apollo 52:29 AI Is an ‘Earnings Momentum Freight Train’ — Matt Miskin, Manulife John Hancock Investments 1:06:08 Ignore Deficit Plans Until Congress Gets Involved — Libby Cantrill, PIMCO 1:13:05 Higher Rates Could Make Sense as Soon as September — Jeffrey Schmid, Kansas City Fed President 1:30:23 America's Success Depends on De-Escalation With Canada — Frances Donald, RBC 1:40:25 AI Earnings Aren't as Strong as They Look — Savita Subramanian, BofA Global Research 1:52:31 Nvidia Has Better Visibility Than Investors Thought — Gil Luria, DA Davidson 2:01:02 US Jobless Claims Fall, Goods-Trade Deficit Widens — Michael McKee, Bloomberg 2:03:13 Fed Is Stuck in the ‘Muddled Middle’ — Nela Richardson, ADP 2:17:57 AI Adoption Is Finally Showing Up in Fundamentals — Michelle Weaver, Morgan Stanley

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