logo
episode-header-image
Sep 2019
1 h

Big-name market observers say that new h...

CHUCK JAFFE
About this episode

Neil Hennessy, founder of the Hennessy Funds says the Dow Jones Industrial Average is going to 30,000 'before we have any worries,' making the case that the market is well-positioned to continue its long run of growth with only minimal disruptions. Jurrien Timmer, head of global macro at Fidelity, meanwhile, is focused on those disruptions and the yellow warning signs in the form of the inverted yield curve, money supply growth, the Federal Reserve and trade wars, but he made it clear that 'This is a market I don't want to bet against,' noting that Dow 30,000 could be a 2020 story. Also on the show, Chuck takes a question about investing in Estonia, and Doug Roberts of Channel Capital Research discusses the fallout and next moves from this week's Fed moves.

Up next
Yesterday
KraneShares' Ahern on the impact of a 'likely' U.S.-China trade deal
Brendan Ahern, chief investment officer at KraneShares and the author of the China Last Night blog, says that the government of China is "doing the things that Trump wants them to be doing" for domestic policy purposes, which is why he sees the signs of a U.S.-China trade deal in ... Show More
59m 34s
Jul 8
Sage's Williams: Worst case is off the table, but the market has potholes ahead
Rob Williams, chief investment strategist at Sage Advisory Services, says the economy and market have moved off of potential worst-case scenarios into "this manageable camp," where it must get through potholes and uncertainty as the economy "flirts with stall speed" in growth. St ... Show More
59m 32s
Jul 7
Ritholtz's Maggiulli on the problem with fast recoveries, diversification and more
Nick Maggiulli, chief operating officer at Ritholtz Wealth Management — the author of the "Of Dollars and Data" blog — says that while recoveries can happen faster now than in the past due to advances in technology and information, investors who always expect the market to bounce ... Show More
58m 45s
Recommended Episodes
Nov 2021
Inflation and the Stock Market: A complicated history
Sam Stovall, Chief Investment Strategist for CFRA Research, joins the show to walk us through how historic rises in inflation have impacted markets, and what we should watch out for this time. Plus, speculation reverses as the hottest stocks of early 2021 have fallen from grace, ... Show More
26m 54s
Jan 2023
Markets Lose Momentum, but Growth Stocks Rebound, and Time to Trade or Fade China? 1/9/23
Markets closed well off their highs to start the week, with the Dow giving up a 300+ point gain to end in the red. The Nasdaq, though, managed to close higher as high-growth names like Tesla and Nvidia posted strong sessions. Will these names lead the market higher? Plus, China s ... Show More
43m 50s
Apr 2024
Transports Tumble, LVMH's Warning, and the Fed vs. Stocks 4/17/24
A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explains. ... Show More
42m 35s
Jan 2023
Mike Wilson: Fighting the Fear of Missing Out
Stocks have seen a much better start to 2023 than anticipated. But can this upswing continue, or is this merely the last bear market rally before the market reaches its final lows? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer ... Show More
3m 44s
Aug 2022
Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22
CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ... Show More
28m 50s
Jul 2022
What the Fed's Big Balance Sheet Unwind Means for Markets
The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ... Show More
47m 18s
Jun 2024
Navigating the Narrow Stock Market
Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief ... Show More
4m 37s
Mar 2023
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer ... Show More
3m 58s
Mar 2022
Mike Wilson: A More Bearish View for 2022
The year of the stock picker is in full swing as investors look towards a future of Fed tightening and geopolitical uncertainty, where some individual stocks will fare better than others. -----Transcript----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Of ... Show More
3m 55s
Feb 2023
The Great Market Disconnect, and the Chart Master Updates His Apple Call 2/17/23
Stocks held steady to end the week, with the Dow rising 130 points, even as 10-year yields hit their highest level since November. So why don’t equity markets seem to believe the Fed when it says to get used to higher rates. Plus Apple falling below a major support level today, a ... Show More
22m 20s