Charles Schwab's Bill McMahon on Equity Valuations, Earnings Relevance, and Semiconductors

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Voices of Wall Street

Mike Teich

37 episodes

5 days ago

Insights from the Sharpest People on Wall Street and in Business. Join us as we speak with executives, analysts, fund managers, and economists about the top investing trends, most innovative industries, and latest financial news.

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Investing

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Charles Schwab's Bill McMahon on Equity Valuations, Earnings Relevance, and Semiconductors

Voices of Wall Street

18 minutes 13 seconds

5 years ago

Charles Schwab's Bill McMahon on Equity Valuations, Earnings Relevance, and Semiconductors

This episode's Voice of Wall Street is Bill McMahon, Chief Investment Officer of Active Equity Strategies at Charles Schwab Investment Management. Bill tells us how he values equities during a time when many say traditional valuation methods are dead, the significance of the current earnings season, why he’s bullish on semiconductors, and why widespread adoption of an eventual COVID-19 vaccine could take longer than many investors are expecting.