logo
episode-header-image
Aug 2023
46m 34s

7-31-2023 – Is the Hope of a 'Soft Landi...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
About this episode

Slowing inflation gives encouragement to the possibility of an easy let-down and U.S. markets are reflecting a renewed sense of optimism, while other areas indicate ongoing concern.

 

Today's Stocks & Topics: Jobs Market, Bonds vs. Stocks, PBR - Petroleo Brasileiro S/A ADR, REK - ProShares Short Real Estate, MED - Medifast Inc., QS - QuantumScape Corp. Cl A, GNK - Genco Shipping & Trading Ltd., MU - Micron Technology Inc.

 

"Justin's PERSPECTIVE looks at SOLAR ENERGY... including its LONG history."



Advertising Inquiries: https://redcircle.com/brands

Privacy & Opt-Out: https://redcircle.com/privacy
Up next
Today
Will Mortgage Rates Keep Dropping?
After the Federal Reserve's recent rate cut, analysts from Fannie Mae and the National Association of Home Builders (NAHB) have released their forecasts for the 30-year fixed mortgage rate. Today's Stocks & Topics: Global X Dow 30 Covered Call & Growth ETF (DYLG), Market Wrap, LK ... Show More
45m 8s
Yesterday
The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk
OpenAI's strategy of striking enormous, multi-year hardware deals with both AMD and Nvidia to secure its AI infrastructure and prevent a chip monopoly introduces new financial risks. We will dig into this story. Today's Stocks & Topics: Denison Mines Corp. (DNN), Market Wrap, Spr ... Show More
43m 20s
Oct 8
Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn
In this episode, we will look into how 22 U.S. states may already be in a recession and what it could mean for you. Today's Stocks & Topics: Copart, Inc. (CPRT), Market Wrap, The Progressive Corporation (PGR), Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn, ... Show More
45m 53s
Recommended Episodes
Jan 2022
Less Loose Will Lower Markets, Not Inflation – Ep 766
* Stock market off to a bad start for first week of trading in 2022. * Fed minutes send bond markets tanking. * Investors spooked out of speculative bets and into commodities. * Inflation pressure building on producers and consumers. * Workers fall further behind as prices increa ... Show More
1h 8m
Jan 2022
2022 Kicks off the Great Rotation – Ep 768
* Oil prices headed for record highs. * Massive rotation from growth stocks to value stocks in effect. * Investors rushing to dump Cathie Wood’s ARKK fund. * Grayscale Bitcoin Trust follows growth stocks decline. * Gold will follow oil’s breakout. * Lael Brainard should be fired, ... Show More
55m 45s
Jun 2023
Indices boursiers, attention au surachat à court terme | Top Ganne | Swissquote
les indices boursiers sont-ils en surachat à court terme par excès d’optimisme fondamental ? 00:00 Attention au surachat technique à court terme 03:40 Bilan performance actions depuis octobre 2022, janvier 2023 et rapport relatif actions US/actions européennes 07:50 Sur le plan q ... Show More
40m 21s
Feb 2022
Markets Miss Important Fed Admission – Ep 776
* Momentum stocks rally. * Gold inches higher under everyone’s radar. * Investors distracted by Bitcoin’s bear market rally. * Atlanta Fed President Bostic admits policy will be less loose, not tight. * Original CPI change was intended as a stealth way to cut social security. * U ... Show More
55m 15s
Feb 2024
MM143: Nvidia Earnings, Cocoa Beans and Japanese Relief
In our end-of-week wrap of Global Markets, we discuss: **Nvidia’s Market Triumph**:Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks as the third-largest ... Show More
40m 20s
Feb 2024
Google says Microsoft pitched Bing sale to Apple
Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36) ... Show More
6m 52s
Feb 2024
The Deal Room: The sobering of SPACs and the IPO market heats up
In this week's episode, we unpack the following four stories in the world of corporate finance. Will new SEC rules mean that SPACs (Special Purpose Acquisition Companies) can be more than a bubble-market phenomenon? The IPO market continues to heat up so what's driving the newfou ... Show More
34m 41s
Feb 2024
Nationwide Cyber Attack? Cell Service Outages Reported Across U.S | PBD Podcast | Ep. 369
Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss whether nationwide cell outages in the U.S are the result of tech failure or a cyber attack, non-U.S. citizen Kelly Wong being appointed by the San Francisco's Board of Supervisors to city's Electi ... Show More
2h 22m