#85 - What Happen to the Recession?

#85 - What Happen to the Recession?

This week's podcast dives into the disconnect between media-driven recession fears and the actual economic growth seen despite the Federal Reserve's rate hikes. Contrary to dire predictions, the economy expanded, with significant stock market rallies and low unemployment rates defying expectations. We'll discuss the repercussions of basing investment strategies on speculative media narratives and highlight the stability and growth in consumer-focused economic indicators. The episode concludes with our optimistic outlook for 2024, adjusting investment strategies while reflecting on the past year's successes and challenges. Join us as we explore these dynamics and set the stage for informed financial decision-making.

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Avsnitt(167)

#166 - Recovery Rally Building Momentum

#166 - Recovery Rally Building Momentum

Most major U.S. market indices have staged an impressive rebound since establishing their lows on March 30, 2026.  The S&P 500 has now moved back into a technically solid bullish trend, with its 20-da...

28 Apr 23min

#165 - Gambling is not Investing

#165 - Gambling is not Investing

Throughout my career, I've often heard people argue that the stock market is rigged, corrupt, or tilted in favor of wealthy, well-connected investors.  Many believe the average individual has little c...

22 Apr 21min

#164 - Building and Preserving Wealth

#164 - Building and Preserving Wealth

U.S. equities rallied strongly from 2022 to early 2026, led by large caps, before Iran conflict fears triggered declines and unusual drops in precious metals. Markets turned volatile, with leadership ...

8 Apr 13min

#163 - Differing Moods of Investors and Consumers

#163 - Differing Moods of Investors and Consumers

Before the war with Iran, both investors and consumers were already facing significant uncertainty about the outlook for their finances and the broader U.S. economy. Investors were focused on several ...

1 Apr 20min

#162 - Investors Not Panicking

#162 - Investors Not Panicking

On June 12–13 of last year, Israel carried out large-scale airstrikes against Iran, targeting nuclear facilities, military bases, and senior commanders and scientists. Dozens of sites were neutralized...

18 Mars 14min

#161 - The Bipolar Stock Market

#161 - The Bipolar Stock Market

As a lifelong investor and portfolio manager for the past 28 years, I can confidently say the stock market has bipolar disorder. In reality, it is the large cast of participants that include media com...

18 Feb 22min

#160 - Small Business Owners and Consumers Slow Sentiment Improvement

#160 - Small Business Owners and Consumers Slow Sentiment Improvement

Over the past three days, we've received reports on the state of consumer sentiment and small business confidence. The results show that both groups are slowly becoming more optimistic about the futur...

11 Feb 15min

#159 - Santa Claus Happy with Wall Street

#159 - Santa Claus Happy with Wall Street

Several years ago, Simon Maierhofer, editor, and founder of iSpy ETF Newsletter, introduced me to a combination of three barometers that have had interesting results in predicting the future S&P 500 p...

4 Feb 19min

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