Portfolio Manager George Cipolloni Discusses Earnings Season Amid Market Uncertainty on CNBC “Power Lunch”

April 30, 2025

Portfolio Manager George Cipolloni appeared on CNBC Power Lunch to discuss how the current market environment is marked by divergences, particularly as companies navigate earnings season with varying abilities to provide guidance amid tariff uncertainty. George emphasized the need to focus on identifying companies with margin expansion opportunities despite broader economic concerns and highlighted the importance of remaining realistic while monitoring risks like potential money freezes if tariff negotiations remain unresolved.

 

Watch George’s full interview on CNBC here.