Setting up for the Stock Market's Best Six-Month Stretch
Jeff Hisrsch, editor of The Stock Trader's Almanac, on why 'seasonality' matters for investors, and why the next six months are usually the strongest of the year. Plus, how his father, Yale Hirsch, developed the Almanac, and why lessons like "Sell in May and Go Away", and "The Santa Claus Rally", still endure to this day. And, the Fed paused its rate hiking campaign, as expected, and doesn't forecast a recession. So why is everyone else convinced one will come? LINKS FOR SHOW NOTES https://www.investopedia.com/terms/b/breadth-thrust-indicator.asp https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 https://www.nber.org/research/business-cycle-dating https://sites.google.com/site/claudiasahm/ https://www.investopedia.com/berkshire-hathaway-q3-2023-earnings-8386838 https://www.investopedia.com/terms/c/convertiblepreferredstock.asp https://www.stocktradersalmanac.com/ https://jeffhirsch.tumblr.com/ https://www.investopedia.com/terms/s/santaclauseffect.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Marras 202331min
Searching for Signs of Hope Amid the Selloff
Shannon Sacoccia, the Chief Investment Officer for NB Private Wealth, climbs back aboard The Express to put the recent selloff into perspective, and to help us identify the signals to watch for that will turn the market around. Plus, it's been a cruel autumn for corporate earnings as investors have no patience for missed expectations. The thrill may be gone from the stock market for now, but history tells us that its best two months start this week. Links for show notes: https://www.investopedia.com/why-there-s-a-gold-rush-at-costco-8362722 https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 https://www.investopedia.com/uaw-reaches-tentative-agreement-with-stellantis-expands-strike-against-gm-8384152 https://www.nbprivatewealth.com/en/who-we-are/shannon-saccocia https://twitter.com/ShannonSaccocia Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Loka 202332min
Redefining Retirement as Peak 65 Approaches
Dan Houston, President and CEO of the Principal Financial Group, joins The Express to talk about how we need to rethink, redefine and reeducate ourselves about retirement given rising costs, longer life-spans and a lack of financial education. Plus, the 10-year U.S. Treasury yield topped 5% last week for the first time since 2007. That's adding pressure across the capital markets and changing the long-term investing equation for generations of investors. LINKS FOR SHOW NOTES https://www.etoro.com/en-us/news-and-analysis/market-insights/sweating-the-small-cap-stocks/ https://www.investopedia.com/terms/c/cape-ratio.asp https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 https://investors.principal.com/investor-relations/our-business/leadership/senior-management-bios/default.aspx https://www.investopedia.com/terms/o/operatingleverage.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Loka 202331min
The Geopolitical and Economic Impact of the War in Israel on the Middle East
The attack on Israel came at a critical time in the Middle East as the country was forming new economic alliances with Saudi Arabia and other nations that would reshape the geopolitical landscape in the region. Professor Simon Mabon of Lancaster University explains how that was playing out, and what might come next as Israeli forces enter Gaza ahead of a cold winter. Plus, the U.S. Treasury is having a hard time selling long bonds, but new, opportunistic buyers are circling, and they are playing an entirely different game. https://www.investopedia.com/terms/b/basis-trading.asp https://www.federalreserve.gov/newsevents/calendar.htm https://theconversation.com/profiles/simon-mabon-111408 https://www.vision2030.gov.sa/en/ https://www.investopedia.com/terms/n/nrv.asp https://www.investopedia.com/terms/f/fairvalue.asp https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Loka 202332min
Facing our Fears in Money and Life
Farnoosh Torabi joins the show to talk about her new book, "A Healthy State of Panic", and how we can use our fears to conquer our biggest challenges in money and life. Plus, investor anxiety is peaking again as long-term treasury yields spike, and the reliability of Treasury bonds faces a reckoning. Investors have choices, even if we choose to do nothing. LINKS FOR SHOW NOTES https://www.investopedia.com/terms/e/equityriskpremium.asp https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_100623A.pdf https://www.investopedia.com/what-to-expect-in-the-markets-next-week-4584772 https://www.investopedia.com/terms/b/bearsteepener.asp https://farnoosh.tv/ https://www.investopedia.com/terms/r/returnoninvestment.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices
9 Loka 202333min
Permission to Dream with the CEO of Happyness
Christopher P. Gardner, the self-proclaimed CEO of Happyness, describes his journey from the depths of despair as a single, homeless father, to finding his path as a stock broker, investment manager, best-selling author, philanthropist and dream-manifester. Plus, the floods of September are receding, leaving a wake of destruction across the stock and bond markets. The good news is that the bad news is everywhere, and the next three months are historically the best for the stock market. Links for show notes: https://www.carsongroup.com/insights/blog/why-stocks-should-rally-in-the-fourth-quarter/ https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.chrisgardnermedia.com/ https://www.investopedia.com/terms/s/shortselling.asp https://www.financialplanningassociation.org/membership/all-benefits https://www.investopedia.com/student-loan-payments-restarting-tomorrow-8302592 Learn more about your ad choices. Visit podcastchoices.com/adchoices
2 Loka 202331min
The Real Story of the Taming of Wall Street Amid its Darkest Days
Diana Henriques, author of the new book, "Taming the Street: The Old Guard, The New Deal, and FDR's Fight to Save American Capitalism", joins the show to talk about how President Franklin Delano Roosevelt and a small group of men revolutionized Wall Street after Black Thursday with the establishment of the SEC and other agencies. Plus, how today's financial regulators are under pressure, and the risks that pose to all investors. And, investors are finally coming around to the Fed's 'Higher for Longer', mantra, and that is keeping stocks under pressure. LINKS FOR SHOW NOTES https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.investopedia.com/terms/a/appropriation.asp https://www.investopedia.com/articles/investing/031815/what-zero-interestrate-policy-zirp.asp https://www.investopedia.com/terms/b/blackthursday.asp https://www.gao.gov/legal/appropriations-law/resources http://dianabhenriques.com/ https://selfserve.decipherinc.com/survey/selfserve/20f6/230732 Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Syys 202333min
Jay Williams and Joe McLean on Investing in Sports and Building Brands Outside the Lines
Live from the Future Proof Wealth Festival, Jay Williams, former NBA player, TV host and college legend, and Joe McLean of MAI Capital, talk about how investing in sports is exploding as teams and athletes become securities and the athlete is now the asset. Plus, Grayscale Investments prepares for the SEC to greenlight its ETF. Dave Lavalle, head of ETFs at Grayscale tells us what to expect if, and when that happens. And more and more investors are preparing for no landing as inflation ticks higher ahead of the Fed's decision this week. LINKS FOR SHOW NOTES: https://www.federalreserve.gov/data/sloos/sloos-202307.htm https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772 https://www.joemclean.com/ https://www.instagram.com/realjaywilliams/ https://uaw.org/standup/ https://grayscale.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Syys 202339min
