Afleveringen
-
Nancy Tengler is CEO and CIO of Laffer Tengler Investments. In this MoneyShow MoneyMasters Podcastepisode, we cover her market outlook, favorite sectors, thoughts on market concentration, and what you have to do as an investor âwhen the Hedgies go to the Hamptons!â The conversation starts with a discussion of her big-picture themes, including why she still likes the technology sector and companies that are profiting from the âFourth Industrial Revolution.â She believes the AI boom is NOT like the Dot-Com Bubble, citing several reasons, including how AI tech is revolutionizing operations and boosting productivity at companies like Walmart Inc. and American Express Co.
We then pivot to an enlightening discussion about market concentration. She explains why the U.S. benchmarks are actually LESS worrisome than those in Germany, France, or the U.K. â and names ONE reason why small caps should perk up soon anyway. Next, she explains why âItâs a loserâs gameâ to spend too much time worrying about the Federal Reserve â and why several leading tech names have actually BENEFITTED from higher rates. Then we cover two stocks she is shying away from, two stocks she really likes instead, and why one name sheâs owned for 13 years exemplifies a core principle of hers: âWhen we find a company we love, we hang on to it.â
Finally, Nancy shares a sneak peek at what sheâll cover at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register -
In this bonus episode of the MoneyMasters Podcast, Mike Larson cohosts a Twitter Space with WOLF Financial, featuring Jim Bianco of Bianco Research, Danielle Shay of Simpler Trading, Carolyn Boroden and Tammy Marshall of Elliott Wave Trader, and Jerremy Newsome of Real Life Trading. The speakers discuss what they're strategies are for the markets today and what they'll be speaking about at the upcoming MoneyShow Masters Symposium in Las Vegas, August 1-3. Learn more and register: https://lasvegasmms.com/?scode=061246
-
Zijn er afleveringen die ontbreken?
-
Mary Ellen McGonagle is Senior Managing Director of Equities at Simpler Trading, Editor of the MEM Edge Report, and an educator for StockChartsTV on YouTube. In this MoneyShow MoneyMasters Podcast episode, we cover the outlook for the stock market, standout sectors like technology, and why the AI boom is NOT like the Dot-Com Bubble all over again.
We start by chatting about Mary Ellenâs background covering stocks and fixed income markets for firms like Goldman Sachs and William OâNeil + Company, plus her more recent work for Simpler Trading and the MEM Edge Report. Her aim today? Helping investors with âuncovering these big, winning stocks just as they take off.â We then talk about some of her favorite names, sectors, and the forces driving them, including three top stocks in the semiconductor and communication services sectors. The conversation next pivots the Federal Reserve and the 10-year Treasury yield...investor sentiment...and the two key technical indicators she watches to determine the health of the markets and uptrends in specific stocks.
Finally, Mary Ellen spells out the reasons the AI bull market differs from the late 1990s/early 2000s tech stock boom and bust. And she shares a sneak peek at what sheâll cover at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
John Divine is Assistant Managing Editor of Investing at U.S. News & World Report, while his colleague Patrick Duffy is Senior Real Estate Economist there. In this MoneyShow MoneyMasters Podcast episode, the three of us discuss the current and future states of the residential and commercial real estate markets â and how investors can navigate shifting industry conditions.
John and Patrick begin by discussing their backgrounds, which include a combined three-plus decades analyzing, researching, consulting for, and writing about the industry. Patrick then shares his take on the housing market, including its two main challenges â and the emerging one thatâs bedeviling more home buyers (and owners) in more states with each passing day. John next discusses the âGolden Handcuffâ problem, how creative financing structures like âsubject-to financingâ can help in some cases, and what it all means for publicly traded home builders. In his words: âYou can build all the homes you want. But if people canât afford themâŠitâs not a great environment.â
Next up is a chat about commercial real estate. Patrick weighs in on multifamily oversupply in the South and the re-emergence of rent control efforts in higher-priced regions...reasons why retail real estate is rebounding...how some office markets are stabilizing because the âextend and pretendâ trend is winding down...and more. His overall take: âLike everything else, itâs very sector- and geography-specific.â John then shares his thoughts on real estate loan and CMBS losses, saying he does NOT expect âutter and total chaosâ for one major reason. We start wrapping up with a discussion of REITs as an investment â including why theyâve struggled for the past 12-18 months and the one development John thinks could really get the sector going again. Patrick also opines on why certain REIT subsectors are doing better (and worse) than others.
Finally, John and Patrick conclude with a quick chat about what they will cover at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
Luke Lloyd is a Wealth Advisor and Investment Strategist at Strategic Wealth Partners. In this MoneyShow MoneyMasters Podcastepisode, Luke starts by talking about âone of the biggest contributing factors keeping this whole economy afloatâ â the debt cycle. He says the government is racking up $1 TRILLION in new debt every 100 days...consumers are increasingly using âBuy Now, Pay Laterâ plans to fuel spending...and corporations are refinancing old debt with new debt carrying higher interest rates. Luke then talks about the Federal Reserveâs role in all this debt creation, while sharing a key reason why higher rates havenât really bitten when it comes to the economy or the stock market. He also highlights the one thing that could mean âthe banks stop giving you money and credit card companies stop giving you money,â upsetting the borrow-and-spend dynamic.
Next, we shift to politics and markets â including what shallow (and deep) corrections mean for an incumbent presidentâs election chances, as well as what Trump or Biden victories would mean for investors in terms of stock and sector selection. Luke and I then chat about a wide range of topics, including his favorite AI plays, stocks that will benefit from the âaddiction to lifestyleâ trend, which sub-sector in the energy space looks most attractive, and why and how investing in gold can pay off. We conclude with a quick chat about what Luke will cover at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
Michael Lee is a 20-plus-year veteran of the financial services industry and Founder of Michael Lee Strategy. In this MoneyShow MoneyMasters Podcast episode, we cover the outlook for stocks, gold, and cryptocurrencies â plus the âArms Raceâ that is minting profits for properly positioned investors. Mike starts by noting the frequency of data revisions and other quirks with the economy lately. But he adds that âweâre not going into a recession anytime soonâ and that while inflation may prove âsticky,â it isnât reaccelerating in a âviolentâ way. In fact, Michael sees a trifecta of reasons why this should be a âpretty spectacular period for stocks.â
When it comes to profiting, heâs zeroing in on the Artificial Intelligence (AI) boom, calling this âthe greatest technology upgrade cycle in the history of the world.â He believes one sector stock is STILL 25% undervalued...thinks the Magnificent Seven stocks will keep working (though TWO names could lag)...and recommends targeting one key sector ETF (while avoiding another). We next talk about commodities, including the surprising reason oil could drop into the $40s...while gold should hit $5,000 an ounce down the road. As for Bitcoin? Buckle up! Mike sees it reaching $200,000 in the next 18 months for a few important reasons. We conclude with Mike providing a sneak peek at what heâll talk about at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
Dana Samuelson is President of American Gold Exchange, as well as a four-decade-plus numismatist, dealer, and trader in the precious metals market. In this sponsored MoneyShow MoneyMasters Podcast episode, he lays out his bullish case for precious metals. Dana believes gold and silver are performing so well â despite occasional, traditional metals headwinds like rising interest rates and a rising U.S. dollar â because of several overwhelming forces. They include surging government debt, strong central bank buying, and geopolitical threats/war in parts of the world. He notes that global central banks are buying a much larger percentage of mine output today than they were several years ago. One reason: Countries are âde-dollarizingâ and looking to insulate themselves from the threat of Western sanctions and/or asset seizures.
Dana next discusses the case for $3,000 gold, $40-plus silver, and a potential recovery in undervalued metals like platinum. Finally, he explains how and why people should consider investing in physical metals â including highly liquid coins from leading national mints â as well as what to watch out for as an investor. You can learn more about his firm at www.amergold.com â and speak to Dana in person at the upcoming MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
Pete Najarian is Co-Founder of Market Rebellion and a long-time options educator and trader. In this MoneyShow MoneyMasters Podcast episode, we cover a wide range of big-picture topics like the economy and Federal Reserve policy...as well as which stocks, sectors, and asset classes investors should be looking most closely at here. Pete starts the conversation by reiterating that the early-year talk of five, six, or seven Fed interest rate cuts never made sense to him. Now, markets seem to be on roughly the same page as him â with maybe one cut, maybe no cuts being the likeliest policy outcome for 2024. We also talk about how markets struggled with the evolving rate outlook in April, and why they seem to have made peace with it since then.
The discussion then pivots to corporate earnings and the technology sector â including how many names are now trading as individual stocks with company-specific drivers, rather than simply components of the âMag 7â mini-conglomerate. Pete also chats about ways investors can play the Artificial Intelligence (AI) boom outside of obvious names like Alphabet (GOOGL) and Nvidia (NVDA) â including one or two sectors that might not come to mind first. He goes on to name names he likes in the financial sector...what he thinks about the boom in commodities and precious metals...and what the recent resurgence of meme stocks means for investors and traders.
Finally, we cover his tips for options traders in this environment â including why maintaining your discipline and having a plan (in advance) of any trade are so important. He closes by sharing a sneak peek at what heâll talk about at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
Edward Yardeni is President of Yardeni Research. Jose Torres is Senior Economist at Interactive Brokers. Both market experts joined me for a MoneyShow MoneyMasters Podcast episode recorded from the floor of our Investment Masters Symposium Silicon Valley. Our goal? To talk growth, spending, and where investors should put their money in the rest of 2024.
Ed started by explaining the economyâs resilience in the face of higher interest rates â including the one thing Baby Boomers are doing to keep growth chugging along. He still thinks inflation will cool and recommends that the Fed should âtake the rest of the year off.â Jose weighs in next on why financial conditions remain âquite buoyant, quite looseâ and the one thing the Fed is âimplicitly acceptingâ that works in favor of bullish investors. The conversation then shifts to banking sector credit risk and commercial real estate delinquencies...why short-term beats long-term when it comes to fixed-income investing...and which stock market groups and investing styles the two experts like. Ed closes things out by naming the best âshock absorberâ for investors in this market â and the one big risk that could derail his bullish outlook.
To get more IN-PERSON guidance from financial experts like Ed and Jose, be sure to join us for the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
Boris Schlossberg is Co-Founder of BKForex.com, as well as a long-time commentator on currency market trends. In this MoneyShow MoneyMasters Podcast episode, we take a trip around the forex world, talking about forces driving the dollar, the yen, the Chinese yuan, and other world currencies. Boris starts by discussing his expectations for Federal Reserve policy, the impact of the wealth effect on the U.S. economy, and where the greenback stands vis-Ă -vis the other majors. He explains why the Japanese are fighting a âhopeless battleâ by intervening heavily to support the 160 dollar-yen level â and also why chatter about the collateral damage of unwinding yen carry trades is overblown.
Next, we cover the Chinese yuan devaluation, how itâs helping crank up Chinaâs export machine again, but why a key negative side effect could prompt Chinese officials to push back. The conversation then pivots to the outlook for alternative stores of value like gold AND how pricing dynamics in the oil market (interestingly enough) are impacting the precious metal. Boris also outlines why he thinks itâll be a choppy summer for stocks...but why once THIS happens, equities could get back on track.
Finally, Boris expounds on the explosion in retail prop trading. He believes itâs a positive development â provided traders take the time to educate themselves and practice by paper trading before diving headlong into the markets with real money. Boris closes by previewing his presentation on the prop trading phenomenon at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
Danielle Shay @traderdanielle is Vice President of Options at Simpler Trading, as well as chief commentator on the trader education website www.fivestartrader.com. In this MoneyShow MoneyMasters Podcast episode, she joins me for a deep dive discussion on options trading tactics and stock market trends.
Danielle first covers the loss of momentum in sectors like technology and financials over the last few weeks. She notes how high expectations were heading into Q1 earnings...but how company executives like JPMorgan Chase & Co. (JPM) CEO Jamie Dimon have shared more muted outlooks on their operations. In tech, she says: âWe knew the crazy train wasnât going to go on foreverâ in stocks like Super Micro Computer Inc. (SMCI) and Nvidia Corp. (NVDA). But as long as one key sector â and an ETF that tracks it â holds up, she thinks thereâs still a shot we go higher over the longer term. We also discuss energy, gold, and profit opportunities in commodity stocks.
The rest of the conversation focuses on Danielleâs specialty: Options trading tactics and techniques. She explains how and why she focuses on pattern recognition in general and âthe squeezeâ in particular. She covers how to profit from sentiment extremes, using a recent series of real-life Tesla Inc. (TSLA) trades as examples. Plus, she discusses options spread trading â and why options butterflies are particularly useful to her. Finally, Danielle shares a sneak peek of what sheâll teach attendees at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246 -
Mike Larson is joined by Howard Tullman, general managing partner at G2T3V LLC, and Keith Fitz-Gerald, principal at Fitz-Gerald Group, to discuss the dynamics of investing in the technology sector, addressing the current state of both private and public markets. The discussion spans a range of topics including the influence of major tech companies, the regulatory landscape, the future of work, and the evolution of artificial intelligence and machine learning. Both Tullman and Fitz-Gerald emphasize the necessity for innovative thinking in investment strategies and the impact of historical context on current technological developments. The conversation also explores potential challenges and opportunities within the tech sector and provides insights into future trends and strategies for tech investors.
Howard and Keith share a sneak peek of what theyâll tell attendees at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246 -
With the Silicon Valley Invesment Masters Symposium just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Cody Willard from TradingWithCody.com, Bobby Lee, CEO of Ballet, and Fintech World Group CEO Sydney Armani joined Mike Larson to discuss what they're seeing in the markets and how they're navigating their trades and investments.
Don't miss seeing them and more market experts in person in Silicon Valley! Learn more and register: https://www.siliconvalleyims.com/?scode=061246 -
Jeff Hirsch is editor-in-chief of The Stock Traderâs Almanac and Almanac Investor, while JC Parets and Steve Strazza are the founder and director of research at All Star Charts, respectively. In this lively, entertaining, and actionable MoneyShow MoneyMasters Podcast episode, we give viewers a 360-degree review of the market action so far in 2024...and what investors and traders should expect in the months to come.
We start by talking about the technical and seasonal outlook for stocks, including why 2024 is NOT the same as 2023 when it comes to market composition and breadth. We also discuss what impact the upcoming presidential election should have on stocks and how and why Q2 could be rockier than Q1 â making it a âwait it outâ period, according to Steve. The action in copper, energy, and gold gets dissected next, with JC noting that bull markets in commodities usually âlast for a decade or two. They donât last for two or three years.â
We move on to talk about waning momentum in the technology sector, the response of financial stocks to recent earnings reports, and whether traditionally defensive groups like utilities offer opportunity (or not). We talk about promising options trading techniques in this environment, including why iron condors can make sense. We chat about several stocks that look like good âbuysâ even with recent turmoil. And we discuss alternative investments like Bitcoin and other cryptocurrencies, and what should happen with them down the road.
Finally, we review the recent MoneyShow conference in Miami that all three experts spoke at â and what attendees at the upcoming Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport, can expect from the next round of experts there. Click here to register: https://www.siliconvalleyims.com/?scode=061246 -
Shana Sissel is founder and president of Banrion Capital Management. In this interview, Shana starts by laying out a "remarkably bullish" take on stocks, the economy, and Federal Reserve policy. While she thinks the Fed might not cut interest rates at all in 2024 â a major swing from the six cuts that rate futures markets were once pricing in â she believes stronger earnings, stronger growth, and a strong job market should keep stocks on the right track.
Next, we pivot to some of Shana's favorite sectors (including two outside of tech) -- and why "losing" Magnificent Seven names like Apple and Tesla hasn't hurt markets more. She also shares her take on EVs, hybrid vehicles, AI, and even what will replace the old student study standby, CliffsNotes. Following that, our discussion shifts to her bread-and-butter: Alternative investments. Shana lays out a profit roadmap for "Alts" investors that includes key insights and recommendations in commercial and residential real estate, cryptocurrencies, precious metals, and private credit. Finally, she shares a sneak peek at what she'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246 -
Cody Willard is a hedge fund manager, former Fox Business anchor, and publisher of TradingWithCody.com. In this interview, Cody explains that his goal is to invest in the "most revolutionary companies in the world" â BEFORE they become trillion-dollar behemoths that everyone owns. He recounts why and how he has invested in Alphabet since its IPO, Apple since 2003, Nvidia since 2016, and more, as well as which technology firms hold the most promise today.
Tesla is one at the top of the list. In fact, Cody thinks it COULD be worth $28 TRILLION by 2040 if current and future investments and technological initiatives pan out. He also thinks many private companies at the forefront of the Artificial Intelligence (AI) and robotics revolutions today could be the next big winners of tomorrow for investors after they go public, even as he feels valuations are stretched right now. We also discuss the "silliness" going on in the cryptocurrency space now (despite the fact he has been a Bitcoin investor and proponent since 2013).
Finally, Cody gives a sneak peek at what he'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246 -
David Keller is a CMT and Chief Market Strategist at StockCharts.com, as well as the man behind The Final Bar market recap show. In this podcast episode, David shares his technical take on the stock market as of the end of Q1 2024. The bad news? Some of the old, Magnificent Seven leaders are falling by the wayside. The good news? Some of the old, Magnificent Seven leaders are falling by the wayside. In other words, the advance is broadening out to include new leaders in sectors like financials, industrials, basic materials, and home builders â something that is ultimately HEALTHY.
As David puts it in our chat, "For stock pickers, it's a pretty ripe environment." Roughly 80% of S&P 500 names are trading above their 200-day moving averages, while around 70%-80% are trading above their 50-day MAs. Though there is one potential warning sign to watch, primary uptrends remain intact for the major averages.
David then explains that his scans of stocks making new three-month highs and new three-month lows continue to show better results in value-oriented, non-tech groups. He cites a handful of names he likes, including one particularly strong play in the gasoline retail business. On the flip side, he explains why one incredibly popular "Big Tech" stock looks to be carving out a major top. He also addresses the strength in gold and Bitcoin, noting that the weekly chart for the former looks great and the latter is clearly benefiting from the "halving."
Finally, he shares a sneak peek at the trading methodologies, process-oriented tips, and chart-reading lessons he'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246 -
With the Miami Invesment Masters Symposium just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Simpler Trading's John Carter, Simplify Asset Management's Michael Green, Dumb Money's Chris Camillo, and Crypto Investor Network's Charlie Shrem joined Mike Larson to discuss what they're seeing in the markets and how they're navigating their trades and investments.
Don't miss seeing them all in person in Miami! Learn more and register: https://miamisymposium.com/?scode=062421 -
Wieland Arlt is a bestselling author, trader, and president of the International Federation of Technical Analysts (IFTA). In this chat recorded the floor of the 2024 MoneyShow/TradersEXPO Las Vegas, Wieland shares the tips, pointers, strategies, and advice that he has shared with countless followers and students â all designed to help them become more prolific and profitable traders. He underscores why education and training is so important for traders, noting that âthereâs no job or occupation you can do within a weekendâ (no matter what some would have you believe).
When it comes to methodology, Wieland focuses on identifying and capitalizing on key reversals in overstretched markets â whether in futures, forex, or stocks. He adds that the most successful traders are those who can conquer both psychological AND financial challenges. Otherwise? âFirst, youâre mad. Then youâre broke.â Finally, Wieland shares the most important advice he has for any trader, whether beginner, intermediate, or expert.
Looking for insights and recommendations from trading experts like Wieland IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami. Click here to register: https://www.miamisymposium.com/?scode=061246 -
Ed Yardeni is president of Yardeni Research, as well as a markets and economics expert with decades of experience on Wall Street. He is also the driving force behind yardeniquicktakes.com, a comprehensive investment research and commentary website. In this MoneyShow MoneyMasters Podcast interview, Ed explains why heâs so positive on the outlook for the stock market â something that earned him the nickname âWall Streetâs Most Bullish Forecasterâ in a recent article.
Ed believes we arenât in a recession and we wonât be in a recession anytime soon. He sees the Federal Reserve only cutting interest rates twice in 2024 â if that â but believes markets can handle that just fine. Ditto for the âresilientâ economy. One thing that has helped: The Fed has gotten better at âWhac-a-Moleâ in the wake of the Great Financial Crisis, intervening to keep things like the early-2023 bank failures from spiraling out of control and leading to a massive credit crunch.
Ed goes on to share a truly contrarian take on commercial real estate...his three favorite sectors for the quarters ahead...why this environment looks like the mid-1990s...and the one thing that DOES worry him most right now. Finally, he lays out a roadmap for why we should see the S&P 500 hit 5,400 by year end, 6,000 a year later, and 6,500 in 2026. If you want to learn more from Ed in PERSON, be sure to see him speak at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246 - Laat meer zien
