Value In European Semis and More?
Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the latest U.S. macro data and how it connects to three European stocks.
Marvell Rallies On Strong Datacenter Guidance As AI Drives Semiconductor Stocks
Bill Baruch joined CNBC’s Halftime Report to talk about the drivers behind Marvell’s move higher on the back of earnings
Bill Baruch On Morgan Stanley As CEO James Gorman Departs From The Firm
Bill Baruch joined CNBC on Friday, May 19, 2022, to discuss the latest news of James Gorman departing from Morgan Stanley.
Why Semiconductors & AI Are Setting The Tone For The Stock Market
Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the latest macro data and how it connects to the AI narrative driving tech stocks higher.
Is The Fed Staying Hawkish For Too Long? | The Macro Conversation with Blue Line Capital
Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss recent inflation data and what it means for the May and June Fed meetin
Central Banks Are Buying Gold At A Record Pace | The Metals Conversation With Blue Line Capital
Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss recent inflation data and what it means for the May and June Fed meetin
3 Mining Stocks for The Economy Ahead | The Gold, Silver & Copper Outlook
Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the macro outlook and what it means for metals.
Alphabet’s Google Cloud and YouTube Shorts Tailwind
Bill Baruch shared Alphabet as his final trade on CNBC’s Halftime Report.
Marvell Technology & Semiconductor Allocations
Bill Baruch shared his thoughts on Marvell Technology.
Bill Baruch trims Nvidia shares, but says he’s overweight on tech stocks
Bill Baruch shares his perspective on Nvidia and the semiconductor industry.
