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Brian Stewart

๐Ÿ‘ค Speaker
1197 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Brian Stewart, welcome back to another round of Wall Street Roundup.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Welcome back to the show after a week off.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Talk to us.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

What are you thinking about these days?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

we had victor durganov on investing experts the episode was released yesterday we talked on wednesday and he was talking about schlumberger which is the second episode in a row that somebody has touted so heavily george noble being the first and to your point one of his reasons was its focus on ai and the future and as this kind of past no name

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

It's building for the future and also benefiting from this.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

The more things change, the more they stay the same type of trend that's happening now with everything that's going on geopolitically and the conflict in the markets and in energy and these oil majors.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Yeah, so interesting to note.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

What else are you thinking about this week?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

What else are you focused on?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Earnings wise, do you have anything to look ahead to?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

I would also point to that conversation with Victor.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

He gives a few minutes about the Fed, and I find it very interesting.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

If you may not find it compelling, it's certainly interesting.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

I think it's compelling too, but you know.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

That's what makes horse races.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

As we close out this conversation, as we close out March, any final notes about the market as we head into the weekend?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

As we're talking right now, the markets are down, treasury yields are up, hitting multi-month highs.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Anything to note there, say?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Thank you for that.

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