Playing With Our Patience as the Rally Resets

Playing With Our Patience as the Rally Resets

Fed Chair Powell is preaching patience as the Fed held interest rates last week, but individual investors have been leaning back into the stock market after a historical bout of pessimism. The tariff tantrum has reset the all-important CAPE Ratio, and while the fundamentals look a little better right now, the future of corporate profits is the $22 trillion question as trade negotiations continue. Plus, what to expect this week as new inflation reports and consumer sentiment readings are coming our way. Resource linkshttps://www.spglobal.com/spdji/en/spiva/article/us-persistence-scorecard/https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11731294https://www.investopedia.com/us-and-china-are-meeting-to-talk-trade-tariffs-this-weekend-heres-what-we-know-update-11731774https://www.investopedia.com/terms/c/cape-ratio.asphttps://classic.foodandwine.com/https://www.downtownjoshbrown.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(298)

Ripping Through a Risk Reversal

Ripping Through a Risk Reversal

The Risk-Off trade has taken over bringing the pain to the biggest and most widely held stocks in the market proving, as the legendary Jimmy Cliff sang, “ The harder they come, the harder they fall.” ...

24 Marras 202534min

Slip-Sliding Through Sector Rotation

Slip-Sliding Through Sector Rotation

The cold winds of volatility have been blowing through the markets leaving many to question the durability of this bull market. Is this just good old fashioned sector rotation, or the beginning of the...

17 Marras 202533min

Separating Facts vs. Feelings as Investors

Separating Facts vs. Feelings as Investors

Investors can’t help but feel like the stock market might be riding on the thin skin of a bubble, but the facts will tell us that even if we are, it doesn’t mean we should not expect more strong retur...

10 Marras 202539min

What Really Caused the Stock Market Crash of 1929?

What Really Caused the Stock Market Crash of 1929?

Rampant speculation, a divided Federal Reserve, big companies making big bets, and geopolitical instability. Sound familiar? That’s exactly the environment that led to the biggest stock market crash i...

3 Marras 202542min

Playing Offense and Defense in Q4

Playing Offense and Defense in Q4

A potential tariff truce between the U.S. and China has stocks hitting new highs around the world despite the ongoing government shutdown and a slowing labor market. The Fed may try to stem the slowdo...

27 Loka 202530min

The Truth About Our Financial Futures

The Truth About Our Financial Futures

Investors continue to climb over walls of worry and keep buying, even amid the latest concerns about regional bank credit risk, the prospect of even higher tariffs, and the third week of the governmen...

20 Loka 202541min

How Not To Invest

How Not To Invest

Volatility is back just in time for the October scaries as new tariff threats rattle investors just as the markets reached new record highs. Is this a re-do of the April selloff, or the beginning of t...

13 Loka 202545min

Chef Tom Colicchio on Innovation and Inspiration in and out of the Kitchen

Chef Tom Colicchio on Innovation and Inspiration in and out of the Kitchen

For nearly forty years, Chef Tom Colicchio has been one of the most dynamic innovators in the culinary world through his restaurant empire, “Top Chef”, his hit television series and his best-selling c...

6 Loka 202526min

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