In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much less overweight on equities now than in January, but that he remains somewhat const ... Show More
Aug 12
The Growth Strategy Trapping The Fed | Darius Dale
Running the economy hot may keep growth alive, but it creates a dangerous balancing act for markets. Darius Dale, founder of 42 Macro, joins us to explain why today’s reflationary regime demands a different investing playbook. We also discuss rising neutral rates, bond-market pre ... Show More
46m 9s
Dec 2022
Top economist takes on Wall Street pessimism, believes U.S. can avoid recession. Plus, “So Bad, It’s ____!” 12/28/22
Moody’s Analytics’ Mark Zandi says the stock market is not signaling negative economic growth in 2023. And, the “Fast Money” traders pick beaten-down stocks that could boost portfolios in the new year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for info ... Show More
43m 51s
Aug 2023
7-31-2023 – Is the Hope of a 'Soft Landing' Realistic?
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 - P ... Show More
46m 34s
Sep 2024
Rates Go Down, Market Goes Up
Low rates are great for stocks, as long as we’re looking at a soft landing.
(00:21) Ron Gross and Asit Sharma discuss:
- The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic.
- Nike’s CEO swap, what went wrong for John Donahoe an ... Show More
40m 31s