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Investors / stance tracking

What Mark Tepper is saying

President & CEO, Strategic Wealth Partners

7 dated public stances tracked since 2021-08-31, most recently 2026-10-28. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Mark Tepper's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Mark Tepper is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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7
tracked stances
7
themes
0
side flips
2026-10-28
last heard

Most-argued themes

ThemeStancesLeanMixLast
CONSTRUCTION AND ENGINEERING11 bullish2021-08-31
GNRC11 bearish2026-10-28
HEALTHCARE SECTOR11 bullish2021-08-31
LLY11 bullish2026-10-28
TECHNOLOGY SECTOR11 bullish2021-08-31
US POLICY RATES11 bearish2026-10-28

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-10-28 US POLICY RATES bearish Fox Business (uncut) · uncut_tv
The Fed should cut rates because elevated oil and fuel prices reflect energy infrastructure and policy constraints that monetary policy cannot fix.
“They should not raise rates for sure. I think they should cut them.”
Fox Business uncut 2026-10-28 09:07 ET (5 min)
2026-10-28 LLY bullish Fox Business (uncut) · uncut_tv
The obesity-treatment market remains vastly underpenetrated, and Eli Lilly's leading products should enable it to keep gaining market share.
“The market still has a ton of room to be penetrated.”
Fox Business uncut 2026-10-28 09:17 ET (5 min)
2026-10-28 V bullish Fox Business (uncut) · uncut_tv
Visa is a capital-light global payments tollbooth benefiting from resilient consumer spending, rising payment volumes and international transactions without assuming lending risk.
“Visa, it's the ultimate toll booth.”
Fox Business uncut 2026-10-28 09:32 ET (5 min)
2026-10-28 GNRC bearish Fox Business (uncut) · uncut_tv
Generac's revenue miss may signal that political resistance is preventing planned data centers from being built, weakening expected generator demand despite the company's backlog.
“I don't like this.”
Fox Business uncut 2026-10-28 09:32 ET (5 min)
2021-08-31 TECHNOLOGY SECTOR bullish Fox Making Money · video
As earnings growth slows over the next 12 months, durable growers become more valuable and much of that durability is concentrated in tech
“when growth is tougher to come by you want to be in companies that are durable growers, a lot of that's in tech”
Fox Business: Making Money with Charles Payne 8-31-2021
2021-08-31 HEALTHCARE SECTOR bullish Fox Making Money · video
Slower earnings growth environment favors durable-growth companies, and healthcare fits that profile alongside tech
“I'm favoring tech and healthcare over the next 12 months”
Fox Business: Making Money with Charles Payne 8-31-2021
2021-08-31 CONSTRUCTION AND ENGINEERING bullish Fox Making Money · video
Cyclical industries like construction and engineering should benefit in the near term while the current growth environment still supports them
“some of the more cyclical industries like construction and engineering could benefit more over the immediate term”
Fox Business: Making Money with Charles Payne 8-31-2021

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