Our guest this week is Michael Santoli. This is Michael’s second appearance on The Long View, his first coming in August 2021. Michael is senior markets commentator at CNBC, which he joined in 2015. Prior to that, Michael was a senior columnist at Yahoo Finance, where he wrote analysis and commentary on the market and economy. That followed a long stint at Barron’s magazine, where Michael was a columnist and feature writer for 15 years. Michael began his career in the early 1990s as a reporter, covering the securities industry for Dow Jones Newswires. He earned his bachelor’s degree from Wesleyan University.
Background
Bio
“Michael Santoli: Navigating Through a Foggy Market Outlook,” The Long View podcast, Morningstar.com, Aug. 9, 2022.
Bonds and Interest Rates
“KKR’s Henry McVey Makes the Case for Real Assets,” Squawk on the Street, cnbc.com, Sept. 14, 2023.
“AI Hype Lifts Microsoft Shares at Alphabet’s Expense. An Opportunity May Be Investing for Investors,” by Michael Santoli, cnbc.com, Feb. 8, 2023.
Economy and the Stock Market
“Stocks Churn With the S&P 500 Sitting at the Same Level It Was Two Years Ago,” by Michael Santoli, cnbc.com, Sept. 16, 2023.
“The Stock Market Is Stuck in a Typical but Anxious Seasonal Pullback,” by Michael Santoli, cnbc.com, Sept. 9, 2023.
“Collective Embrace of Soft Landing Economic Scenario Extends 2023 Rally After Welcoming Drop in CPI,” by Michael Santoli, cnbc.com, July 15, 2023.
“Stock Market Heads Into the Second Half With Near 15% Total Return so far in 2023,” by Michael Santoli, cnbc.com, June 24, 2023.
“Is It a Bull or a Bear Market? Stocks Churning in Same Spot for Weeks Frustrates Investors,” by Michael Santoli, cnbc.com, April 22, 2023.
“Explaining the Relative Calm of the Stock Market as the Fed Hikes Rates Into a Mini Financial Panic,” by Michael Santoli, cnbc.com, March 25, 2023.
“Run on Silicon Valley Bank Injects Some Panic Into an Already Slumping Stock Market,” by Michael Santoli, cnbc.com, March 11, 2023.
“Resilient Stock Market Finds Support at Just the Right Time, Preserving Uptrend,” by Michael Santoli, cnbc.com, March 4, 2023.
“Who Is Right? Bulls and Bears Each Have Reliable Indicators Backing Them in This Confusing Market,” by Michael Santoli, cnbc.com, Feb. 11, 2023.
Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’
Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
Greg McBride: ‘Successful Saving Is All About the Habit’
Carl Vine: The Japan Earnings Story Has Legs
Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’
Neil Shearing: What the Consensus Is Missing About the Current Economy
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
Victor Haghani: Lessons From the Missing Billionaires
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
Bryan Armour: Is Index Investing’s Superpower Unstoppable?
Anne Lester: You’re Bad at Savings and It’s Not Your Fault
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
Sonali Pier: Don’t Rent Yield
Marc Freedman: The Case for Encore Careers
Roger Young: Visualizing Retirement Is So Important
Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
Jody Jonsson: The Case for a Global Portfolio
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