EPISODE · Nov 4, 2025 · 43 MIN
Closing Bell: Tide Going Out on the Bull Market? 11/4/25
from Closing Bell · host CNBC
Are we starting to see the tide go out on the bull market or is this just some froth being skimmed away? We discuss with Dan Greenhaus of Solus Alternative Asset Management, Sofi’s Liz Thomas and Ned Davis Research’s Ed Clissold. Plus, we discuss some big opportunities outside of the tech and AI space with portfolio manager Brian Kersmanc of GQG Partners. And, star analyst Stacy Rasgon tells us what he is expecting from AMD results in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Are we starting to see the tide go out on the bull market or is this just some froth being skimmed away? We discuss with Dan Greenhaus of Solus Alternative Asset Management, Sofi’s Liz Thomas and Ned Davis Research’s Ed Clissold. Plus, we discuss some big opportunities outside of the tech and AI space with portfolio manager Brian Kersmanc of GQG Partners. And, star analyst Stacy Rasgon tells us what he is expecting from AMD results in Overtime.
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Closing Bell: Tide Going Out on the Bull Market? 11/4/25
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