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Chris Verrone

Partner & Chief Market Strategist, Baird Strategas

Search every verified Chris Verrone interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Chris Verrone, partner and chief market strategist at Baird Strategas, appeared on CNBC's "Squawk Box" on September 15, 2026, to discuss market trends ahead of the Federal Reserve's two-day policy meeting. He described himself as primarily a technician, stating that "price is the best fundamental that we have." Verrone noted that healthcare has shown exceptional leadership over the previous four to five months and suggested that a potential Fed rate hike could help establish a low in beaten-down groups like consumer discretionary, which he said has experienced washout conditions. He identified credit weakening or a failure of industrial stocks to maintain leadership as potential signals that would change his view, adding that credit conditions tend to deteriorate in advance of weakening environments. In an August 3, 2026 episode of The Real Eisman Playbook podcast, Verrone joined Steve Eisman and Jason Trennert for a mid-year discussion covering the AI capex debate, the war in Iran, and private equity's monetization problem. He commented on the rotational nature of the market at both the index and sector level, describing sentiment toward hyperscalers as having reached a "fever pitch of negativity" weeks earlier. Verrone expressed uncertainty about whether hyperscalers can provide appropriate returns for shareholders despite strong AI demand, while noting he was somewhat more bullish on semiconductors due to continued spending. He also observed that money has remained in equities despite corrections in leading stocks, and that the market has stayed resilient even with the 10-year yield above 4.5%, suggesting yields would need to rise significantly higher before triggering a major correction.

Recent appearances

  • Look to market weakness opportunistically, not as the start of a big problem: Chris Verrone

    September 15, 2026 · 📺 CNBC Television

    Chris Verrone, Baird Strategas partner and chief market strategist, joins 'Squawk Box' to discuss the latest market trends, what to expect from the two-day Fed policy meeting, state of the economy, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is…

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  • The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73

    August 17, 2026 · 📺 Steve Eisman

    Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 73 of The Real Eisman Playbook, Steve Eisman sits down with Jason Trennert & Chris Verrone from Strategas for a wide-ranging mid-year reality check on a tumultuous 2026. They cover the AI capex debate, the war in Iran, private equity's monetization problem, and why the market has proven far more resilient than most expected. 00:00 - Intro 01:37 - The Year So Far 09:06 - The Fed, Leadership, & Private Equity 13:58 - The War in Iran, Oil, & China 16:55 - AI, Software, Meta, Amazon, & Microsoft…

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  • Chris Verrone: There's Something Happening Here

    June 17, 2026 · 📺 On The Tape with Danny Moses

    Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.subst... Danny Moses sits down with Chris Verrone, Chief Market Strategist and Head of Technical & Macro Research at Strategas, for a wide-ranging conversation on a market that keeps shrugging off every shock thrown at it. Chris breaks down why he's calling this the "hit me again" market — tariffs, an energy shock, war — and none of it has seemed to matter. They dig into improving market breadth (65% of stocks abo…

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  • Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58

    May 04, 2026 · 📺 Steve Eisman

    Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ Visit https://realeismanplaybook.com/ to sign up for our mailing list. On episode 58 of The Real Eisman Playbook, Steve Eisman sits down with Chris Verrone and Todd Sohn of Strategas to break down what the charts are really saying about this market in the aftermath of the Iran war swoon and rapid recovery. They discuss why semis, AI, banks, and power have come roaring back, why gold has struggled, and whether or not we're heading for a market melt-up. 00:00 - Intro 01:08 - What Has Happened in Recent We…

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  • Market Strategy Weekly – May 1, 2026

    May 01, 2026 · 📺 Baird

    Strategas Chief Market Strategist Chris Verrone analyzes the recent rally off the March 30 lows – how would he characterize its strength, what looks like leadership, where are the key risks, and how is he thinking about international stocks here. For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....

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  • Chris Verrone on Gold, the S&P 500 and the Recession Nobody Wants to Call

    April 07, 2026 · 📺 RiskReversal Media

    SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Chris Verrone break down the top market headlines and bring you stock market trade ideas for Tuesday, April 7th. Checkout Chris Verrone's Note: https://tinyurl.com/5awj46vw -- About the Show: MRKT Call is a daily video series with CNBC Fast Money’s Guy Adami and Dan Nathan. They’re offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewe…

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  • Market Strategy Weekly – February 6, 2026

    February 06, 2026 · 📺 Baird

    Strategas Chief Market Strategist Chris Verrone talks through the U.S. equity market’s rotation into the real economy stocks, the opportunity in international markets, and what he’s taken away from the recent action in precious metals. For more thoughts on how the markets intersect with monetary policy, geopolitical tensions, inflation and other macroeconomic factors, visit https://bairdwealth.com/insights/mark....

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  • 2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40

    January 05, 2026 · 📺 Steve Eisman

    Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ On this episode of The Real Eisman Playbook, Steve Eisman is joined by Dan Ives (Wedbush) and Chris Verrone (Strategas) to wrap up 2025 and look ahead to what's in store for 2026. They dive deep into the concerns of AI, the struggling housing market, Tesla's uncertainty, and much more. 0:00:00 - Intro 0:01:55 - 2025 Recap 0:07:00 - Big Concerns & AI 2.0 0:21:03 - Oracle 0:28:26 - Housing is Still Dead 0:30:54 - Tesla 0:34:38 - Financials 0:40:35 - Software's Struggles 0:43:20 - Healthcare 0:46:32 - What'…

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  • There's industrial momentum going into 2026, says Strategas' Chris Verrone

    December 22, 2025 · 📺 CNBC Television

    Chris Verrone, Strategas Research Partners partner and chief market strategist, joins 'Squawk Box' to discuss the latest market trends, what the technicals are saying about the broader market, state of the economy, 2026 outlook, and more.

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  • Private capital stocks are weak across the board, says Strategas' Verrone

    November 17, 2025 · 📺 CNBC Television

    CNBC's "Closing Bell" team discusses market volatility with Chris Verrone, head of technical and macro research at Strategas. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the la…

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  • Fed's at risk of getting behind the curve, says Strategas' Chris Verrone

    October 01, 2025 · 📺 CNBC Television

    Chris Verrone, Strategas, joins 'Closing Bell' to discuss how Verrone feels about markets heading into the end of the year, why certain financials haven't performed and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news…

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  • Strategas' Chris Verrone: Difficult to get too worried about U.S. equity markets

    September 11, 2025 · 📺 CNBC Television

    Chris Verrone, Strategas chief market strategist, joins 'Power Lunch' to discuss if now's the time to play the market momentum, if there's cause for concern with equities and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in busines…

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Verified interview transcripts

Notable quotes

“I think what's interesting is this rotational market we speak of is rotational at the sector level as well and it's so sentiment driven. I mean, the attitudes towards some of the hyperscalers kind of reached a fever pitch of negativity maybe two or three weeks ago. I think what people are struggling with here is for so many years, you viewed these as these cash flow machines. And now I think what the analyst communit”

“I go back and I look at kind of the course of the year. Every single opportunity where the leading stocks have corrected, right? We just had a 30 40% decline in some of the leading stocks, whether it was the semis or the hyperscalers. Money doesn't want to leave the asset class of equities. I mean, we're in this remarkably rotational tape right now and I think it's speaks to the idea that until we find what level of ”

“I think when you look at what the fissures in financials have been now for two years in the private side it's not because of some great foresight the money centers avoided it or the Goldman or the Mors I mean they were hamstrung for yeah for the better part of the last 15 years their hands were tied behind their back they certainly would have been there if they could have been there you know what I did think we learn”

“I think importantly what you describe, I think Wars is a pragmatist. I believe he doesn't think with growth must come inflation that you can have a relatively robust growth backdrop without these inflationary tendencies. I do think the decline in oil certainly helps. I mean we're down meaningfully from the highs. I think the high was maybe March 10th or March 12th. But when you look at a couple things here, something”

“I think raise your odds of some type of a meltup here. I think the shade of the parallels of 99 with this memory move, the way the leadership has come right back to the same old stocks, kind of as we come to the aftermath of the war, raise your odds of some type of a meltup. Get diversified. You're getting overloaded in semis. Passive ownership of the mega cap weights, right, companies is pervasive, and depending on ”

“The most important stat for me, which I'll just keep beating this is that semis are 17% of the S&P now. Where if 10 years ago, what would that number be? That's what I was going to tell you. 2%. Wow. Two. World changer, right? Yeah. And that's exactly it. Markets changed. And Nvidia is obviously part of the Nvidia Broadcom, right? Micron is larger than J&J now. Right. They 20 years ago it was completely obvious that ”

Other executives at Baird Strategas

  • Dan Clifton, Partner & Head of Policy Research
  • Todd Sohn, Managing Director & Chief ETF Strategist

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →