CNBC

Jefferies' David Katz bullish call for cruises

David Katz, Jefferies gaming, lodging and leisure analyst, joins 'The Exchange' to discuss the hospitality trade and the state of travel. Got a confidential news tip? We want to hear from you. Sign up ...

Great time for new money to be investing in the hyperscalers, says Matrix Asset's David Katz

David Katz, Matrix Asset Advisors CIO, joins 'The Exchange' to discuss the megacap tech stocks, recent performance from Meta ...
CNBC

Watch CNBC's full interview with David Katz and Michael Schumacher on CPI data

David Katz, Matrix Asset Advisors CIO, Michael Schumacher, Wells Fargo Securities global head of Macro Strategy, and CNBC's Steve Liesman join 'The Exchange' to discuss the latest CPI number, their ...
CNBC

Jefferies' David Katz bullish call on cruises amid consumer trade-down

David Katz, Jefferies analyst, joins 'The Exchange' to discuss the winning sectors for the consumer trade-down and why he's bullish on cruises. Got a confidential news tip? We want to hear from you.
CNBC

Katz: The market’s very jittery after a 25% run off the bottom

David Katz, CIO at Matrix Asset Advisors, tells 'Worldwide Exchange' the market is jittery, tech looks overbought, and Pfizer is a value play after setbacks he sees as temporary. Got a confidential ...
CNBC

Why 2026 may bring modest gains and more volatility, David Katz, Matrix

David Katz, CIO at Matrix Asset Advisors, says the Santa rally came early and 2026 will favor market rotation. He expects value, dividends, and small caps to catch up, urges caution on commodities, ...
CNBC

Katz: There’s a lot of opportunity in oversold businesses you really like

David Katz, Chief Investment Officer at Matrix Asset Advisors, says the market correction is nearing its end, oversold stocks offer opportunity, Meta looks attractive, and investors should focus on ...
CNBC

We will not be buying long bonds at this point, says Matrix Asset's David Katz

David Katz, Matrix Asset Advisors CIO, Michael Schumacher, Wells Fargo Securities global head of Macro Strategy, and CNBC's Steve Liesman join 'The Exchange' to discuss the latest CPI number, their ...
CNBC

Stock returns will slow down in 2026, says Matrix Asset's David Katz

David Katz, Matrix Asset Advisors CIO, joins 'The Exchange' to discuss why equity valuations could slow this year. Got a confidential news tip? We want to hear from you. Sign up for free newsletters ...
CNBC

Katz: Word of the day is roller coaster—that’s what markets feel like

David Katz, Chief Investment Officer at Matrix Asset Advisors, says markets are volatile and hard to trade short term. He recommends Starbucks, citing strong leadership and long-term growth potential.
CNBC

Expect market slowdowns from recent winners, says Matrix's David Katz

David Katz, Matrix Assets Advisors CIO, joins 'The Exchange' to discuss which sectors warrant future gains, analyze recent market gainers, and more. Got a confidential news tip? We want to hear from ...