Michael Santoli: Decoding ‘an Indecisive Market’

<p>Our guest this week is Michael Santoli. This is Michael’s second appearance on <i>The Long View</i>, his first coming in August 2021. Michael is senior markets commentator at CNBC, which he joined in 2015. Prior to that, Michael was a senior columnist at Yahoo Finance, where he wrote analysis and commentary on the market and economy. That followed a long stint at <i>Barron’s</i> magazine, where Michael was a columnist and feature writer for 15 years. Michael began his career in the early 1990s as a reporter, covering the securities industry for Dow Jones Newswires. He earned his bachelor’s degree from Wesleyan University.</p><p>Background</p><p><a href="https://www.cnbc.com/michael-santoli/" target="_blank">Bio</a></p><p>“<a href="https://www.morningstar.com/markets/michael-santoli-navigating-through-foggy-market-outlook">Michael Santoli: Navigating Through a Foggy Market Outlook</a>,” <i>The Long View</i> podcast, <a href="http://www.morningstar.com/">Morningstar.com</a>, Aug. 9, 2022.</p><p>Bonds and Interest Rates</p><p>“<a href="https://www.cnbc.com/video/2023/09/14/kkrs-henry-mcvey-makes-the-case-for-real-assets.html" target="_blank">KKR’s Henry McVey Makes the Case for Real Assets</a>,” <i>Squawk on the Street</i>, <a href="http://cnbc.com/" target="_blank">cnbc.com</a>, Sept. 14, 2023.</p><p>“<a href="https://www.cnbc.com/2023/02/08/ai-hype-lifts-msft-shares-at-the-expense-of-googl.html" target="_blank">AI Hype Lifts Microsoft Shares at Alphabet’s Expense. An Opportunity May Be Investing for Investors,”</a> by Michael Santoli, <a href="http://cnbc.com/" target="_blank">cnbc.com</a>, Feb. 8, 2023.</p><p>Economy and the Stock Market</p><p>“<a href="https://www.cnbc.com/2023/09/16/stocks-churn-with-the-sp-500-sitting-at-the-same-level-it-was-two-years-ago.html" target="_blank">Stocks Churn With the S&P 500 Sitting at the Same Level It Was Two Years Ago</a>,” by Michael Santoli, <a href="http://cnbc.com/" target="_blank">cnbc.com</a>, Sept. 16, 2023.</p><p>“<a href="https://www.cnbc.com/2023/09/09/the-stock