principal, Spears Abacus

Money Life Market Call

Links: spearsabacus.com

chief U.S. policy strategist, AGF Investments

The Big Interview

On Twitter: @AGF

Links: agf.com; perspectives.agf.com

head of retirement research and insights for retirement/personal wealth solutions group, Bank of America

The Survey Said

On Twitter: @kfcrain

Links: bankofamerica.com; newsroom.bankofamerica.com/content/newsroom/press-releases/2023/06/bofa-data-finds-men-s-average-401-k--account-balance-exceeds-wom.html

founder/chief executive officer, XOUT Capital

Money Life Market Call

On Twitter: @XoutCapital; @BarseXOut

Tickers Discussed :DIS, AMZN, AAPL, NVDA; during 'Quick and Dirty:' XOM, CSCO, ADBE, CL, PEP

Links: xoutcapital.com

chief economist, S&P Global Ratings

The Big Interview

On Twitter: @SPGlobal Ratings; @PaulGruenwald1

Links: spglobal.com

managing director, alternative investments, XA Investments

The NAVigator

On Twitter: @XAInvestments

On LinkedIn: linkedin.com/company/xa-investments-llc/

Links: xainvestments.com

co-chief investment officer, Evergreen Gavekal

The Big Interview

On Twitter: @Haymaker_0

On LinkedIn: linkedin.com/in/davidhayevergreencapital

Links: evergreengavekal.com; haymaker.substack.com/

manager, Smead Value (SMVLX)

Money Life Market Call

On Twitter: @smeadcap

Tickers Discussed :OXY, SBUX, CAN, DIS; during 'Quick and Dirty:' OVV, AMGN, WFG, AAPL, MSFT

Links: smeadcap.com

president, Transamerica Center for Retirement Studies

The Survey Said

On Twitter: @Cath_Collinson; @TCRStudies

Links: transamericacenter.org; transamericainstitute.org/docs/default-source/research/post-pandemic-retirement-realities-multigenerational-workforce-report-july-2023.pdf

portfolio manager, Impax Large Cap (PAXLX)

Money Life Market Call

On Twitter: @ImpaxAM

Tickers Discussed :CVS, BAX; during 'Quick and Dirty:' TT, DIS, VRTX, CFG, WY

Links: impaxam.com