CNBC Pro Talks: Top strategists and stock pickers share their 2024 market playbook


The S&P 500 ended 2023 with a bang, up 24% on the year despite persistent recession warnings, a regional banking crisis, widespread tech layoffs, and ‘higher-for-longer’ interest rates. Can the stock market momentum continue into 2024? Can the rally broaden out past the so-called “Magnificent 7” stocks that dominated the past year? CNBC’s Bob Pisani hosts the first CNBC Pro Talk of 2024 alongside an all-star panel of strategists and stock-pickers. Oppenheimer’s John Stoltzfus, Requisite Capital Management’s Bryn Talkington and Capital Wealth Planning’s Kevin Simpson each break down their 2024 market outlooks and field stock-specific questions from CNBC PRO subscribers.

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