Today
StanceCap's Davis sees headline risk stalling - not changing - market rotation
Bill Davis, portfolio manager for Stance Capital and the Hennessy Sustainable ETF, says that current events have contributed to some market rotation back towards mega-cap tech names, because the market views them as comparative safe names that are not correlated to oil prices. Th ... Show More
57m 53s
Mar 13
Aberdeen's Gilhooly on whether the first shots of war were a buying signal
Robert Gilhooly, senior emerging markets economist at Aberdeen Investments, discusses the adage that the first shots of war are a time to be buying investments, and he says investors might want to take more of a wait-and-see approach, at least until they get more clarity on how t ... Show More
59m 58s
Mar 12
BlackRock's Jacobs: Current events aren't disrupting long-term investing themes
Jay Jacobs, U.S. head of equity ETFs at BlackRock, says that the artificial-intelligence revolution has delivered massive spending, but not at levels that have been spent relative to gross domestic product, during other generational shifts like the introduction of the automobile. ... Show More
1 h
May 2025
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Nov 2024
BMO’s Brian Belski: Why You Should Believe in this Bull Market (Even if No One ELSE Does!)
Yes, you should believe in the bull market...even if no one ELSE does! That’s the take Brian Belski, Chief Investment Strategist at BMO Capital Markets, shared with me in this week’s MoneyShow MoneyMasters Podcast. If there’s anyone whose track record speaks for itself, it’s his. ... Show More
12m 33s
Feb 2025
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from ... Show More
33m 18s
Mar 2024
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
Milton Berg, renowned market technician known to viewers for his contrarian bullish call in January of 2023, returns to Forward Guidance with a far less rosy outlook. As of recording on February 28, 2024, Berg is decidedly bearish in the face of a stupendous stock market rally. H ... Show More
1h 42m
Toni Turner of TrendStar Group said the market in a range for weeks right now, but suggested investors expect a sharp move next, no matter whether the markets break through resistance to reach record highs or falls through support in a leg down. Also, author Linda Yueh talked great economists, Neal Stern of AICPA discusses his group's latest survey, and Bern ... Show More
<p>A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More
<p>Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
