Market Action Podcast
1) Looking Beyond Tech for 2020
Software makers and semiconductors have come under pressure recently as investors question their multiples. But unlike a year ago, new sectors like financials and industrials may be coming into favor.
2) Planning for the Stock Market’s Next Move
Stocks are paralyzed as investors wait to see if President Trump resolves his trade war with China. In the meantime, investors seem to be favoring new kinds of stocks. It’s time to prepare for the mar...Show More
3) A fear bubble is deflating in the stock market
Last month saw a fear bubble in the stock market as investors piled into safe havens. September’s been just the opposite as sentiment pivots sharply toward new places and away from traditional leaders...Show More
4) Buy the Rumor and Sell the News
The Federal Reserve rate cut demonstrated some basic principles for dealing with major news events like central bank meetings. Markets are forward-looking – learn how these events could impact your tr...Show More
5) Chip Stocks Are Flying
This podcast reviews why semiconductor stocks are rebounding this year. It explores stronger orders, research, management calls and how 5G networks could fuel a new investment boom.
6) The U.S. Consumer Is Getting Stronger
This podcast reviews how strong consumer data may reduce dangers of a looming U.S. recession. It also breaks down how the industry is undergoing historic change as demographics change and e-commerce s...Show More
7) Jerome Powell’s Big Day in Congress
Fed Chair Jerome Powell speaks in Congress today with markets looking for the central bank to lower interest rates on July 31. Is he caving to political pressure from President Trump, or does a cut ma...Show More
8) A Search for New Leadership in the Stock Market
Explore the positives and negatives facing stocks as the S&P 500 consolidates at levels from April. Can a dovish Federal Reserve offset weakness in big companies like Apple and Facebook?
9) President Trump’s Trade War and Technology Stocks
This podcast explores how companies like software makers and electronic payment firms are holding their ground despite the tariffs hammering other corners of technology. Listen for more.
10) Trump’s Trade War and the U.S. Dollar
The U.S. dollar is inching higher in a right range as President Trump’s trade war hurts the global economy. This podcast will discuss what it could mean for markets.