Afleveringen
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The fight for the White House is over. The fight for your portfolio is just beginning. Now that Donald Trump has won the 2024 presidential election, and Republicans may end up controlling both branches of Congress, markets are reacting swiftly and strongly â and new leaders (and laggards) are emerging. In this weekâs MoneyShow MoneyMasters Podcast, Jim Bianco, President and Macro Strategist at Bianco Research, and Jeff Hirsch, Editor-in-Chief of The Stock Traderâs Almanac and Almanac Investor, explain what is happening, why itâs happening, and what you can do to adapt and profit as an investor.
We start with a discussion of the just-completed election, including why we saw an effective âred sweep,â how betting markets âgot things rightâ ahead of pollsters, and what that means for future election cycles. The conversation next covers the massive moves in equities, Treasury yields, the US dollar, gold, and Bitcoin â as well as why select market sectors and small cap stocks are cheering a Trump win. Jeff weighs in on what past presidential election cycles say about the likelihood of this post-election rally continuing into 2025, while Jim brings up the biggest fly in the ointment that could derail the bullish train.
We then pivot to Fed policy and what to expect at the next few meetings...how the epic battle between Chairman Jay Powell and the bond market vigilantes will unfold...and what fixed-income strategies make the most sense for investors. Jeff also shares some of his favorite sectors and stocks, as well as which asset class heâs most bullish on in a new Trump administration. Lastly, Jim and Jeff preview theyâll cover at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246 -
If you come across a rattlesnake in the woods, donât pick it up. Sounds obvious, right? But many traders fail to understand how that principle applies to their âbuysâ and âsells.â So says John Carter â founder of Simpler Trading, long-time market educator, and author of Mastering the Trade â in this weekâs MoneyShow MoneyMasters Podcast.
We begin by discussing Johnâs quarter-century in the business, including how he got started trading, what important lesson he learned about asymmetrical risk early on, and why you canât get trapped by âyour own emotions or dopamine addictionsâ if you want to achieve long-term success. He then explains why having a âhuman AI-based communityâ behind you can help you âprotect yourself from yourselfâ â not to mention stay focused on the most important trade, which is always the NEXT one. The conversation next pivots to a key mistake John sees traders making today and how to avoid it...why options trade âstructuringâ is so important...and what âfinal piece of the puzzleâ you should learn to appreciate. Plus, he covers why and how you should stay away from those charting ârattlesnakesâ!
In the remainder of our conversation, John elaborates on his favorite trading tactic, the âSqueezeâ...the impact 0DTE options are having on markets and how retail traders can adapt...and what he thinks about the stock market, interest rates, the bull run in gold, and the trading environment heading into the new year. Finally, John previews what heâll talk about at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246 -
Zijn er afleveringen die ontbreken?
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Want to stay a step ahead of this stock market? Not just in the remainder of 2024, but 2025 as well? Then you should respect one market force, but not ignore another. Thatâs the guidance shared by Cameron Dawson, Chief Investment Officer of NewEdge Wealth, in this MoneyShow MoneyMasters Podcast segment recorded on-site at our Orlando conference.
Our conversation begins with a recap of Cameronâs past work as a strategist and an industrials analyst, the latter of which she says âlends itself quite well to making predictions about the broader economy and markets.â On that score, she feels we have âwhatever the opposite of a âtoxic brewâ isâ right now â with stimulative monetary and fiscal policy PLUS a relatively robust economy. Cameron notes that stock valuations are closing in on their post-Covid peaks, while credit spreads are falling toward their lowest since 2005. But she adds: âWe just have to ask the question, âHow long can it last?ââ
The conversation then pivots to the upcoming election and its implications for markets and the economy. She believes we could see a shakeup in the typical pre- and post-election trading pattern on Wall Street. And she offers one key piece of post-Election Day advice for investors. Next, we talk about alternative investments and what investors should keep in mind when getting involved with them. She also names an alternative asset class that looks particularly promising right now. Cameron later outlines the four major âqualityâ indicators sheâs looking for in potential stock plays â as well as which final screen can keep you out of trouble in tough market years like 2022. We end with her revealing what to respect, and what not to ignore.
The next chance to get guidance from experts like Cameron is our 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246 -
Back into balance. Thatâs where the job market, U.S. inflation, and other key economic indicators are headed. And THAT has major 2025 implications â both for the underlying economy AND the stock market. Those were just a few of the key insights Alejandra Grindal, chief economist at Ned Davis Research, shared with me for this weekâs MoneyShow MoneyMasters Podcast segment.
We begin by putting the strong September labor market report into context. She discusses what it said about payrolls, wages, and earnings â along with what other reports have shown about consumer sentiment and spending, manufacturing, and inflation. Alejandra also covers their implications for Federal Reserve policy. The conversation then pivots to the international arena, with a particular focus on recent fiscal and monetary policy actions in Japan and China. Plus, we discuss the 2024 presidential election...what various voting outcomes could mean for markets...and where investors can find the greatest opportunities if her âbase caseâ outlook for 2025 turns out to be as accurate as her base case outlook was for this year.
Finally, Alejandra previews what sheâll talk about at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246 -
We have not YET seen a recession in Canada or the U.S., at least from a âheadlineâ GDP standpoint. But on a per-capita/ex-immigration basis, Canada is already there...and the U.S. may not be far behind. Thatâs what Dylan Smith, vice president and senior economist at Rosenberg Research, told me for this weekâs MoneyShow MoneyMasters Podcast segment, recorded on-site at our recent Toronto conference.
In Dylanâs view, stimulus checks from the U.S. government padded consumer spending during and after the pandemic. But the savings Americans accumulated have now been âspent downâ â leaving spending from high-end consumers as one of the only supports left for the economy. Meanwhile, âdistortionsâ and âfalse assumptionsâ about the strength of the labor market are concerning...and investors âdonât appreciate how much slack is opening up for the economy.â In Dylanâs take, central banks in both the U.S. and Canada will continue to cut interest rates well into next year to combat emerging weakness. But it may come too late for North Americaâs twin economic powerhouses.
We then pivot to a discussion of what investors should do in response. Dylan reveals the one asset class he is a âperma-bullâ onâŠwhich foreign markets look more attractive due to their undervaluation and secular growth outlook...and what to do if youâve reaped big gains on tech stocks in a strong year for the Nasdaq. For more on-site insights from experts like Dylan, join us for the 2024 MoneyShow Orlando, scheduled for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246 -
What stocks should you buy? What sectors should you target? Ask 10 different experts and you might get 10 different answers. But Sam Stovall, Chief Investment Strategist at CFRA Research, likes to provide answers grounded in factual analysis, hard data, and historical patterns. And he joined me for an enlightening and actionable discussion on current market conditions and attractive investment opportunities for this MoneyShow MoneyMasters Podcast segment.
We start by discussing the three primary forces that drove markets higher in Q3...and that will continue to influence them in Q4. They include Chinese economic stimulus, fading inflation pressures, and a Federal Reserve that has already cut interest rates once and will continue to cut over the next several months. He next discusses the 2024 presidential election, including what recent market performance says about the two candidatesâ chances to win in November â and how stocks typically perform in the first year of a new presidential administration. Our conversation then pivots to which sectors should show the strongest earnings growth in the coming 12 months...when (and when not) to consider rotating out of leaders and in to laggards...as well as what top stocks in sectors like healthcare, industrials, and utilities look particularly attractive based on CFRAâs methodology.
We start wrapping up by talking about what Sam expects the dollar, gold, and global stocks to do in the next few quarters, and what opportunities that will present to investors. Finally, he previews what he plans to discuss at the 2024 MoneyShow MoneyMasters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246 -
You can tell a lot about the market by analyzing what sectors and stocks are leading...and what sectors and stocks are lagging. So, what message are the markets sending out NOW? What should investors consider buying...or selling...as we head into the fourth quarter of 2024? To get the answers to those questions, I invited Michael Gayed, editor of the Lead-Lag Report and host of the Lead-Lag Live Podcast, to join me for this weekâs MoneyShow MoneyMasters Podcast segment.
We begin by discussing the August selloff, the September rebound, and what the wild action says about markets moving forward. Michael lays out a skeptical case. He notes that smaller capitalization stocks are still lagging their bigger cap brethren, while sectors like utilities and asset classes like gold are leading the advance. Thatâs typically âdefensiveâ action, indicating itâs premature to sound an all clear for stocks. He goes on to explain why investing is âalways about probabilitiesâ â and why itâs so important to pay attention to âdisconnects and divergencesâ when deciding where and whether to commit your capital.
Next, Michael explains which credit market indicator heâs closely watching for signs of renewed trouble. He also names the one currency market trend that could lead to future selling in markets â one that we just got a âpreviewâ of in early August. As the conversation nears an end, we cover topics like China stimulus and what contrarian trades it could fuel...why he has liked gold for almost a year, and still does...and what more speculative subsector of healthcare he favors. Finally, Michael previews what heâll talk about at the 2024 MoneyShow Orlando, scheduled for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246 -
More than $84 TRILLION in stocks, real estate, and other assets will gradually transfer from the portfolios of Baby Boomers to the Gen X, Millennial, and Gen Z generations. But with so much wealth being passed on â and so many NEW investment options available at the tap of a smartphone screen â how should younger investors adapt? What are todayâs investing and trading platforms and providers doing to educate and empower them? And what do they need to know about new funds, alternatives, tools, research, and content available to them? I sat down with Stephen Sikes, Chief Operating Officer at Public, for a deep-dive discussion of those issues in this weekâs MoneyShow MoneyMasters Podcast segment.
Stephen begins by outlining how Public works, what the platform allows investors to do, and why he believes the firm âsits at the intersectionâ of multiple industry trends. He then outlines the big ânarrative violationâ that applies to the Millennial generation and Millennial investor. Contrary to what some think, they have actually grown their wealth dramatically in the last 15 years due to two primary driving forces and two secondary ones. We next discuss how todayâs retail investors â particularly younger ones â approach the markets differently. He sees them learning in two ways, while also noting: âThere has never been more information, more content, more research, more analysis, and better tools for retail investors to evaluate the markets.â
Stephen further discusses the myriad new investment options people can choose from NOW versus in the PAST. That includes everything from fractional shares to retail-accessible alternative investments to tools that help make buying bonds more like buying stocks (or parking money in bank CDs). We also chat about the impact of Federal Reserve rate cuts on yield-seeking investors, and whether the recent market rotation out of Mag Seven names and into other stocks will last. Finally, he previewswhat heâll cover at the 2024 MoneyShow Orlando., scheduled for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246 -
Gold is having a stellar 2024, up more than 25% recently to an all-time high above $2,600 an ounce. Silver is showing even larger gains. Investors can profit from a wide range of vehicles â including physical coins. But how do you get started? Whatâs different about buying physical metal versus trading gold or silver ETFs? What key forces are driving precious metals â and will they lead to more gains in the rest of the year and beyond? I sat down with Dana Samuelson, President of American Gold Exchange, at the 2024 MoneyShow Masters Symposium Las Vegas to discuss all of that, and more.
Dana explains how one or two forces usually influence metals prices, but that several of them are âcoming to bear at the same point in timeâ â and thatâs why gold just hit an all-time high. Specifically, he discusses in detail the influence that government debt, interest rates, geopolitical conflicts, inflation concerns, and central bank buying are having on the market. Then he shares tips about investing in coins, including why analyzing premiums for vintage coins relative to benchmarks is so important. Finally, he explains how American Gold Exchange can help coin investors who are looking to participate in the market. -
Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering whatâs next for stocks, real estate, currencies, and commodities. Thatâs why I sat down with Benjamin Tal, Deputy Chief Economist at CIBC Capital Markets, just ahead of our wildly successful 2024 MoneyShow Toronto conference. He covered all the bases for the benefit of investors in this weekâs MoneyShow MoneyMasters Podcast segment.
We begin with a discussion of Canadaâs economy, and how Benjmain believes itâs already in a âper capita recessionâ â with immigration the big factor keeping GDP from looking worse. He next covers labor market conditions on both sides of the U.S./Canada border...the past, present, and future direction of interest rates...and whether our two economies are headed for a soft landing or not. Benjamin then discusses the âtale of two marketsâ in Canadian real estate, how the changing economic and rate environment will impact currencies and gold, and what the upcoming U.S. presidential election could mean for taxes, trade, and growth. Finally, he covers the one factor that could drive more cash OUT of one asset class and IN to another in Canada.
If you missed our Toronto event, you can catch many more market experts like Benjamin at the 2024 MoneyShow Orlando. Itâs scheduled for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246 -
Many investors only focus on potential PROFITS when they buy and sell stocks. But savvy investors know to focus on potential risks, too – and take steps to mitigate them when markets get volatile. Patrick Adams, CEO of PVG Asset Management, has honed his skills during a 38-year career in money management. In this episode recorded at the 2024 MoneyShow Masters Symposium Las Vegas, he explains the secret behind “loss averse investing”...and why the approach is so important in this market environment. Patrick also discusses the various income, growth, and biotech strategies PVG offers...why he’s cautious on the market here...but how he’s still keen on opportunities in small caps and quality, blue chip companies. Learn more about PVG at https://www.pvgassetmanagement.com/
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Crushing government debt. A deepening recession. A collapsing US dollar. Chaos in the financial markets. It could soon be headed your way. But all is not lost, either. Target the right commodities, stocks, and markets, and you wonât just come out relatively unscathed. Youâll have the chance to pocket sizable profits. Thatâs the worldview and advice shared by Peter Schiff, chief global strategist at Euro Pacific Asset Management, in this weekâs MoneyShow MoneyMasters Podcast segment.
Peter starts by comparing TODAYâs environment to the one leading up to the 2008-2009 Great Financial Crisis. In his words, the situation today is âeerily familiarâ and the consequences of inaction by investors could be âcatastrophic.â He goes on to note that investors made a lot of money in the 1950s and 1960s investing in the âNvidias of their dayâ like Polaroid and Xerox. But anyone who didnât shift their approach for the stagflationary 1970s â and target NEW investments like commodities, gold, oil, foreign currencies, and the like â got crushed.
Peter next proposes that the Fed hasnât slayed inflation, and that itâs poised to turn up again. He adds that record government and household debt will lead to serious economic problems â even IF the Fed starts cutting interest rates soon. In short, itâs a âtoxic cocktail weâre about to drinkâ â and that requires protective and proactive action. He lays out investment strategies that he believes will work best in this new currency, commodity, and equity market regime. That includes buying shares of companies that prosper from inflation, foreign stocks that will benefit in a falling-dollar environment, and gold. Finally, Peter previews what heâll talk about at the 2024 MoneyShow Orlando, scheduled for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246 -
Looking to invest in private real estate markets, rather than publicly traded Real Estate Investment Trusts? Wondering what different opportunities, risks, and deal structures youâll confront? Shannon Robnett of Shannon Robnett Industries is a real estate developer active in Idaho, Texas, Florida, and other markets â and in this interview recorded at the 2024 MoneyShow Masters Symposium Las Vegas, he covers it all. Shannon also discusses the tax benefits and inflation protection you can expect when you invest in real estate, along with the attractive yields on offer. Finally, he discusses the Capital City Growth Fund, how it works, and how an interested investor can find more information.
This episode was sponsored by Shannon Robnett Industries. -
The stock market is having a great year...but August and September have been much more volatile. Two key market catalysts are looming, too: A Federal Reserve meeting in September, where weâll likely get the first rate cut in four-plus years, AND the presidential election in November. So, what stocks and strategies make the most sense? Where can investors find a built-in margin of safety AND the potential for doubles, triples, or even âmulti-baggersâ? I checked in with the man nicknamed âTurnaround Tomâ for this weekâs MoneyShow MoneyMasters Podcast segment. He is Tom Hayes, founder, chairman, and managing member of Great Hill Capital â as well as the man behind the Hedge Fund Tips investment commentary website.
We start the segment by discussing the market volatility, the economic outlook, and the Fedâs likely reaction to softer jobs data. Tom feels the Fed is going to cut two-three times between now and the end of the year, then see where things stand for 2025. We next pivot to a conversation about market rotation â including why more money is moving from Magnificent Seven names to the âUnmagnificent 493,â small caps, and other formerly unloved sectors and stocks. He adds that as rates and the dollar fall, THIS asset class should start to outperform, too.
Tom and I then discuss two of his favorite turnaround stories â one domestic, one international. He also explains why and how turnaround investing can be so rewarding for investors â while chasing high-momentum, widely held names like Nvidia can sometimes hurt you. Finally, Tom previews what heâll cover in more detail at the 2024 MoneyShow Masters Symposium, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register for that event: https://sarasotamms.com/?scode=061246 -
With the MoneyShow Orlando just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Katie Stockton of Fairlead Strategies, Tom Bruni of Stocktwits, and Jonathan Hoenig of CapitalistPig joined Mike Larson to discuss what they're seeing and how they're navigating the current markets.
Don't miss seeing them and more market experts in person in Orlando! Learn more and register: https://orlandomoneyshow.com/?scode=061246 -
How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power â and should continue to do so for years. Meanwhile, utilities are quietly dominating the 2024 sector performance race â driven by everything from a friendlier Federal Reserve to AI-fueled electricity demand growth. To help you understand and capitalize on these trends, I take a deep sector dive into energy and utilities for this weekâs MoneyShow MoneyMasters Podcast episode. Joining me are Roger Conrad, Editor of Conradâs Utility Investor, and Elliott Gue, Editor of Energy and Income Advisor.
We start by covering the big-picture environment in the energy and utilities sectors, including why energy demand should hold up despite concerns about Chinaâs economy and why (and by how much) investment in Artificial Intelligence-related data centers is boosting electricity demand. Elliott next discusses energy pricing and supply, as well as the reasons natural gas has struggled despite stability in oil. Roger shares his insights on the resiliency of the power grid, and how and where utilities are investing to improve it. Both experts also talk about how politics and policy shifts can impact energy and utility investments, as well as sector performance.
The conversation next pivots to top picks in each sector. Elliott highlights a promising âBig Oilâ name, a play on stronger gas pricing down the road, and an energy services stock he likes. Roger discusses an Eastern US power producer and a renewables play that shows promise. Finally, the two sector experts preview what theyâll cover in more detail at the 2024 MoneyShow Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register for that event: https://orlandomoneyshow.com/?scode=061246 -
How can you improve your swing trading results? Why should you care about the yen carry trade, the Treasury yield curve, and the AI âBoom or Bustâ debate? What important intermarket relationships should you be watching when trading currencies, gold, and Bitcoin? In this special âTrader Talkâ edition of the MoneyShow MoneyMasters Podcast episode, I sat down with Ashraf Laidi, founder of Intermarket Strategy Ltd., and Jerry Robinson, trend trader and founder of Followthemoney.com, to get all of those answers â and much MORE!
Ashraf and Jerry start by outlining their backgrounds in the markets and how they became active traders. Ashraf details how he cut his teeth trading and talking about currencies, before branching out into other asset classes over the years. He now spends his time analyzing central bank policy, yield curves, market technicals, and most importantly, intermarket relationships, to identify attractive profit opportunities. Jerry started actively trading the markets in the late 1990s, dabbling in day trading before settling into a trading and educating career focused on swing trading and investing in equities and cryptocurrencies.
We next chat about trading conditions and trends in most major asset classes. Ashraf discusses what the relationship between gold and shorter-term yields implies for traders, as well as what the recent turbulence in the dollar-yen currency pair means for stocks between now and the election. Jerry also explains why he took advantage of the recent yen carry trade shenanigans to add to his long-term holdings, and why he thinks a weaker dollar, stronger gold, and six-figure Bitcoin prices are likely coming down the pike. Each expert also shares key tips and tactics for traders interested in swing trading over the span of several days or weeks...counter-trend trading on shorter-term timeframes...and the benefit of maintaining discipline and using a rules-based approach with your trading account.
Finally, both Ashraf and Jerry preview what theyâll cover in much more detail at the 2024 MoneyShow Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register for that event: https://orlandomoneyshow.com/?scode=061246 -
What stocks should YOU be targeting in the second half of 2024...and WHY? For this special extended-edition MoneyShow MoneyMasters Podcast episode, I gathered three of our top expert contributors together to give you the answers. They are Ryan Irvine, president and CEO at KeyStone Financial...Tom Bruni, head of market research at Stocktwits...and Sean Brodrick, senior editor at Weiss Ratings.
They begin by sharing their backgrounds and what it is each of their companies do for investors and traders. Ryan emphasizes his firmâs bottoms-up research on thousands of US and Canadian stocks with high growth potential or significant dividend growth. Tom explains how Stocktwits brings together more than 8 million users looking for new ideas, independent research, and social media-based market trend data. Finally, Sean explains the history of Weissâ ratings system, and the approach and focus of his trading newsletters.
Sean speaks next about recent market action, including the selloff in AI stocks, the Bank of Japan and yen carry trade debacle, and investor concern over earnings and economic growth â plus election-driven uncertainty. Ryan explains why the enormous valuation gap between small cap and large cap stocks creates fantastic profit opportunities for investors, while Tom weighs in on the several surprising groups that are actually winning the year-to-date performance race. He also reveals three attractive names in two of those groups â as well as the important question that holds the key about the future direction of tech stocks.
We then delve into specific stock picks: One gold miner from Sean...one cash-rich, dividend-hiking Canadian play from Ryan...and seven âbeaten-down brand nameâ stocks that have high social followings and turnaround potential from Tom. Finally, we wrap with a discussion of what each expert plans to cover at upcoming MoneyShow events.
Ryan and Tom will be speaking at the 2024 MoneyShow Toronto, scheduled for Sept. 13-14 at the Metro Toronto Convention Centre North. Click here to register for that event: https://www.torontomoneyshow.com/?scode=061246. Both of them AND Sean will be speaking at the 2024 MoneyShow Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register for that event: https://orlandomoneyshow.com/?scode=061246.
Stocktwits Disclaimer: This is not investment advice. The opinions expressed by the guests on this show are their own and do not necessarily reflect the views or opinions of Stocktwits, Inc., or any of its subsidiaries or affiliates. Read the full disclaimer here: https://stocktwits.com/c/uncategorized/2024/08/13/stocktwits-event-appearance-disclaimer/ -
Mike Ryan is Vice Chairman of UBS Global Wealth Management. In this MoneyShow MoneyMasters Podcast episode, recorded onstage at our Las Vegas Symposium in August 2024, Mike discusses the four powerful forces impacting the economy and the markets â and how investors should adapt to their growing influences. He calls them geopolitical fracturing, social factioning, economic calcification, and technology factoring.
In Mikeâs words, âthe world is becoming a more contentious placeâ and that will impact everything from U.S. trade relationships to consumer shopping habits to corporate/government interaction. Increased tribalism at home and reduced economic mobility will also increase the risk of social unrest. While AI, machine learning, quantum computing, and other technologies will prove âtransformational,â they will also likely be incredibly disruptive from political, geopolitical, macroeconomic, commercial, and social standpoints.
The net takeaway for investors? Allocate more money to safe-haven assets and be sure your portfolio includes a fixed income component. Also consider focusing on ânational championsâ that will benefit from consumer and government support. Finally, remember that monetary and fiscal policy will no longer be âuniformly and consistentâ positive forces for markets going forward.
To gain access to more top experts like Mike, check out the 2024 MoneyShow Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246 -
Christine Benz is Director of Personal Finance at Morningstar and author of the soon-to-be-released book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. In this wide-ranging MoneyShow MoneyMasters Podcastepisode, we discuss the risks to investors of recency bias, steps to take ahead of âdecumulation,â important long-term care insurance trends, and tax planning ahead of and after the 2024 presidential election.
We start by chatting about the long-running stock market rally and how itâs creating risks for investors â risks that seem more tangible in light of Julyâs violent market rotation. Christine covers the benefits of raising some cash, and highlights her cash recommendations for investors in different age brackets and employment situations. We then discuss the benefits and drawbacks of adding alternative investments to a traditional 60/40 portfolio, plus why adding value stocks, small caps, international equities, and other non-Magnificent-Seven names can help todayâs investors. As she notes, âthe way that we express humility, the way we kind of say, âI don't know,â is to diversify across different parts of the market.â
Next, she talks about smarter tax planning strategies to consider regardless of whether Trump or Harris win in November â and ways to lessen the financial burden of long-term care needs. Then we cover the key benefits and actionable information readers will get in her book, set for release in September. Finally, she concludes with a sneak peek at what sheâll cover at the 2024 MoneyShow/TradersEXPO Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246 - Laat meer zien
