SOTS 10AM: The Bull Case for Stocks Into Year-End, Why AI is Helping Avoid a Recession, Ares CEO on Alternatives 11/3/25

SOTS 10AM: The Bull Case for Stocks Into Year-End, Why AI is Helping Avoid a Recession, Ares CEO on Alternatives 11/3/25

  • By
  • Episode
      2371
  • Published
      Nov 3, 2025
  • Publisher
0 Ratings
0
Episode
2371 of 2376
Duration
45min
Language
English
Format
Category
Economy & Business

A mixed session as the major averages kicked off a seasonally strong month. Cantor’s Eric Johnston makes the case for a rally in stocks, bonds, and bitcoin into year-end. Meantime Mark Zandi from Moody’s on why he says the US would be in a recession if it weren’t for the AI trade. Ares CEO Michael Arougheti joins right after his earnings call to break down what drove a strong quarter for the alternative asset manager and his outlook for deals. Plus the news moving Beyond Meat and Palantir, and details behind the mega-deal between Kimberly-Clark and Kenvue.

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