The surprising sector shielded from government shutdowns

The surprising sector shielded from government shutdowns

Keeping the United States safe comes with its share of investment opportunities for the financial services industry. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Capitol Meridian Partners co-founder Brooke Coburn. Coburn was a founding member of the tech, media, and telecom practice at private equity powerhouse The Carlyle Group. Coburn co-founded Capitol Meridian Partners in 2021 with longtime colleague Adam Palmer. Meridian aims to invest in companies across the defense industry, from aerospace players to those developing government software. Coburn shares his investment philosophy as the sector sees renewed interest amid investments by the Trump administration. Yahoo Finance's Opening Bid Unfiltered brings you a high-octane take on the freshest analyst calls, wildest stock moves, and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor, before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid Unfiltered at http://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Please email us at yfpodcasts@yahooinc.com. Yahoo Finance's Opening Bid Unfiltered is hosted by Brian Sozzi and produced by Langston Sessoms. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(251)

Why tech stocks are still darlings even as they get drilled

Why tech stocks are still darlings even as they get drilled

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Trump is serious about stronger tariffs: former US Commerce Secretary Wilbur Ross

Trump is serious about stronger tariffs: former US Commerce Secretary Wilbur Ross

Not many people know former president Donald Trump like Wilbur Ross. Ross has known Trump for decades first as a real estate mogul and then as his boss, serving in the capacity of US Commerce Secretar...

30 Aug 202425min

How a President Harris or Trump could roil the economy

How a President Harris or Trump could roil the economy

The stock market has bounced back from the growth scare that ensued earlier in August. To many folks on Wall Street, the sell-off was overdone and opportunities continue to exist into the fall. There ...

28 Aug 202424min

Memo to Nvidia bears: tech beast has a monopolistic profit margin

Memo to Nvidia bears: tech beast has a monopolistic profit margin

Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its c...

26 Aug 202425min

Why this major Tesla investor and Elon Musk supporter is pulling back

Why this major Tesla investor and Elon Musk supporter is pulling back

When isn’t Tesla’s stock a lightning rod for sharp opinions from both bulls and bears!? Now is one of those moments where views from each passionate camp are coming in hot and heavy. On the one side, ...

23 Aug 202425min

Is a 50 basis point rate cut on the table? BlackRock’s Rieder doesn’t rule it out

Is a 50 basis point rate cut on the table? BlackRock’s Rieder doesn’t rule it out

A sense of calm has returned to markets after a volatile start to the month. But that doesn’t mean the coast is clear. Pros that Yahoo Finance are speaking with are gearing up for a volatile September...

21 Aug 202425min

What Nvidia, Ford, and AI have in common: SPECIAL ROUND UP

What Nvidia, Ford, and AI have in common: SPECIAL ROUND UP

Are Tesla and Ford friends or foes? What stocks doest Howard Buffett trade? Can Nvidia keep the trend moving up up up? The summer might be coming to a close, but we're just getting started. This week ...

19 Aug 202423min

What new Starbucks CEO Brian Niccol must instantly do to address crisis

What new Starbucks CEO Brian Niccol must instantly do to address crisis

It’s not easy being a leader. Some would argue that you were either born a leader or not. The same could be said for being a great supporting coach to a hard-charging leader. Enter executive fellow at...

16 Aug 202425min

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