What Broke, and What Got Stronger Amid the Market's Summer Storm

What Broke, and What Got Stronger Amid the Market's Summer Storm

On our 200th episode, JC Parets of AllStarCharts climbs back aboard The Express to assess the damage across the capital markets following the 2024 Summer Volmageddon. As it turns out, some sectors and asset classes actually got stronger despite the headlines, and may provide the set up for the next leg of this Bull Market. Plus, sentiment indicators have been flashing warning sirens among individual and institutional investors, and anxiety is riding high, so why are more individual stocks hitting new 52-week highs than any point this year? links for show notes: https://www.investopedia.com/articles/economics/08/past-recessions.asp https://www.conference-board.org/topics/CEO-Confidence https://www.investopedia.com/what-the-carry-trade-had-to-do-with-monday-stock-market-rout-8690861 https://www.optimisticallie.com/ https://www.investopedia.com/bank-of-japan-calms-markets-with-pledge-not-to-raise-rates-amid-volatility-8691554 https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8693128 https://allstarcharts.com/blog/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(293)

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 ...

11 Mai 202516min

Inside the Berkshire Shareholder Meeting as Buffett Says He's Stepping Down

Inside the Berkshire Shareholder Meeting as Buffett Says He's Stepping Down

It may have come as a surprise to those of us in attendance at the Berkshire Hathaway meeting in Omaha this Saturday, but Warren Buffett gracefully said he'll be stepping aside as CEO at the end of th...

4 Mai 202517min

What is Behind Chef Kwame Onwuachi's Recipe for Innovation

What is Behind Chef Kwame Onwuachi's Recipe for Innovation

Chef Kwame Onwuachi is one of the most influential and innovative chefs working today. A James Beard Award-winner, best-selling author, entrepreneur, and storyteller, Chef Kwame derives his inspiratio...

30 Apr 202532min

The De-escalation Trade Roars Back, but Halloween May Get Ghosted

The De-escalation Trade Roars Back, but Halloween May Get Ghosted

A de-escalation in the tariff sabre rattling between the U.S. and China brought the buyers back into the stock market, lifting it well out of correction territory as investors hope for cooler heads to...

28 Apr 202512min

David Booth on the Birth of Big Data and Dimensional Funds

David Booth on the Birth of Big Data and Dimensional Funds

David Booth, the founder and Chairman of Dimensional Funds, on how he and a group of future Nobel Prize winners came together at the University of Chicago in the late 1960’s and 70’s and revolutionize...

23 Apr 202518min

The 7th Circle of Uncertainty and Sanctity of the Fed

The 7th Circle of Uncertainty and Sanctity of the Fed

The Big Money continues to flee U.S. assets amid more policy uncertainty and lack of guidance from C-Suites, but that hasn’t stopped individual investors from trying to buy the dips. That strategy has...

20 Apr 202513min

Trying to Catch Falling Knives, Retail Investors Rush In

Trying to Catch Falling Knives, Retail Investors Rush In

As the biggest stocks in the market continue their dizzying selloff, retail investors have been buying the dip at levels we haven't seen since just after the pandemic lockdowns. Vanda Research reporte...

18 Apr 202516min

Tariff Flip Flops Supercharge Our Animal Spirits

Tariff Flip Flops Supercharge Our Animal Spirits

Last week's softening of the Trump administration's tariff policies super charged the stock market to its biggest daily gains in years, but incoherent messaging from the White House has investors seco...

14 Apr 202515min

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