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MoneyShow MoneyMasters Podcast

  • Ed Yardeni & José Torres: Stocks, Spending, & Shock Absorbers in This Market

    16 MAG 2024 · Edward Yardeni is President of Yardeni Research. Jose Torres is Senior Economist at Interactive Brokers. Both market experts joined me for a MoneyShow MoneyMasters Podcast episode recorded from the floor of our Investment Masters Symposium Silicon Valley. Our goal? To talk growth, spending, and where investors should put their money in the rest of 2024. Ed started by explaining the economy’s resilience in the face of higher interest rates – including the one thing Baby Boomers are doing to keep growth chugging along. He still thinks inflation will cool and recommends that the Fed should “take the rest of the year off.” Jose weighs in next on why financial conditions remain “quite buoyant, quite loose” and the one thing the Fed is “implicitly accepting” that works in favor of bullish investors. The conversation then shifts to banking sector credit risk and commercial real estate delinquencies...why short-term beats long-term when it comes to fixed-income investing...and which stock market groups and investing styles the two experts like. Ed closes things out by naming the best “shock absorber” for investors in this market – and the one big risk that could derail his bullish outlook. To get more IN-PERSON guidance from financial experts like Ed and Jose, be sure to join us for the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246
    9 min. 34 sec.
  • BKForex’s Boris Schlossberg: the Dollar, the Yen, & the Prop Trading Explosion

    9 MAG 2024 · Boris Schlossberg is Co-Founder of BKForex.com, as well as a long-time commentator on currency market trends. In this MoneyShow MoneyMasters Podcast episode, we take a trip around the forex world, talking about forces driving the dollar, the yen, the Chinese yuan, and other world currencies. Boris starts by discussing his expectations for Federal Reserve policy, the impact of the wealth effect on the U.S. economy, and where the greenback stands vis-à-vis the other majors. He explains why the Japanese are fighting a “hopeless battle” by intervening heavily to support the 160 dollar-yen level – and also why chatter about the collateral damage of unwinding yen carry trades is overblown. Next, we cover the Chinese yuan devaluation, how it’s helping crank up China’s export machine again, but why a key negative side effect could prompt Chinese officials to push back. The conversation then pivots to the outlook for alternative stores of value like gold AND how pricing dynamics in the oil market (interestingly enough) are impacting the precious metal. Boris also outlines why he thinks it’ll be a choppy summer for stocks...but why once THIS happens, equities could get back on track. Finally, Boris expounds on the explosion in retail prop trading. He believes it’s a positive development – provided traders take the time to educate themselves and practice by paper trading before diving headlong into the markets with real money. Boris closes by previewing his presentation on the prop trading phenomenon at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246
    18 min. 40 sec.
  • Simpler Trading’s Danielle Shay: Options Trading Tactics, The Outlook for Tech, & 2024 Market Trends

    1 MAG 2024 · Danielle Shay @traderdanielle is Vice President of Options at Simpler Trading, as well as chief commentator on the trader education website http://www.fivestartrader.com. In this MoneyShow MoneyMasters Podcast episode, she joins me for a deep dive discussion on options trading tactics and stock market trends. Danielle first covers the loss of momentum in sectors like technology and financials over the last few weeks. She notes how high expectations were heading into Q1 earnings...but how company executives like JPMorgan Chase & Co. (JPM) CEO Jamie Dimon have shared more muted outlooks on their operations. In tech, she says: “We knew the crazy train wasn’t going to go on forever” in stocks like Super Micro Computer Inc. (SMCI) and Nvidia Corp. (NVDA). But as long as one key sector – and an ETF that tracks it – holds up, she thinks there’s still a shot we go higher over the longer term. We also discuss energy, gold, and profit opportunities in commodity stocks. The rest of the conversation focuses on Danielle’s specialty: Options trading tactics and techniques. She explains how and why she focuses on pattern recognition in general and “the squeeze” in particular. She covers how to profit from sentiment extremes, using a recent series of real-life Tesla Inc. (TSLA) trades as examples. Plus, she discusses options spread trading – and why options butterflies are particularly useful to her. Finally, Danielle shares a sneak peek of what she’ll teach attendees at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246
    14 min. 2 sec.
  • Howard Tullman & Keith Fitz-Gerald: Investment Strategies as Tech & AI Transform Evolving Markets

    25 APR 2024 · Mike Larson is joined by Howard Tullman, general managing partner at G2T3V LLC, and Keith Fitz-Gerald, principal at Fitz-Gerald Group, to discuss the dynamics of investing in the technology sector, addressing the current state of both private and public markets. The discussion spans a range of topics including the influence of major tech companies, the regulatory landscape, the future of work, and the evolution of artificial intelligence and machine learning. Both Tullman and Fitz-Gerald emphasize the necessity for innovative thinking in investment strategies and the impact of historical context on current technological developments. The conversation also explores potential challenges and opportunities within the tech sector and provides insights into future trends and strategies for tech investors. Howard and Keith share a sneak peek of what they’ll tell attendees at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246
    22 min. 18 sec.
  • BONUS • Cody Willard, Bobby Lee, Sydney Armani: Tech Stocks, AI, Market Analysis

    23 APR 2024 · With the Silicon Valley Invesment Masters Symposium just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Cody Willard from TradingWithCody.com, Bobby Lee, CEO of Ballet, and Fintech World Group CEO Sydney Armani joined Mike Larson to discuss what they're seeing in the markets and how they're navigating their trades and investments. Don't miss seeing them and more market experts in person in Silicon Valley! Learn more and register: https://www.siliconvalleyims.com/?scode=061246
    1 h 42 sec.
  • Jeff Hirsch, J.C. Parets, Steve Strazza: Market Experts Talk Stocks, Commodities, Options, and More

    18 APR 2024 · Jeff Hirsch is editor-in-chief of The Stock Trader’s Almanac and Almanac Investor, while JC Parets and Steve Strazza are the founder and director of research at All Star Charts, respectively. In this lively, entertaining, and actionable MoneyShow MoneyMasters Podcast episode, we give viewers a 360-degree review of the market action so far in 2024...and what investors and traders should expect in the months to come. We start by talking about the technical and seasonal outlook for stocks, including why 2024 is NOT the same as 2023 when it comes to market composition and breadth. We also discuss what impact the upcoming presidential election should have on stocks and how and why Q2 could be rockier than Q1 – making it a “wait it out” period, according to Steve. The action in copper, energy, and gold gets dissected next, with JC noting that bull markets in commodities usually “last for a decade or two. They don’t last for two or three years.” We move on to talk about waning momentum in the technology sector, the response of financial stocks to recent earnings reports, and whether traditionally defensive groups like utilities offer opportunity (or not). We talk about promising options trading techniques in this environment, including why iron condors can make sense. We chat about several stocks that look like good “buys” even with recent turmoil. And we discuss alternative investments like Bitcoin and other cryptocurrencies, and what should happen with them down the road. Finally, we review the recent MoneyShow conference in Miami that all three experts spoke at – and what attendees at the upcoming Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport, can expect from the next round of experts there. Click here to register: https://www.siliconvalleyims.com/?scode=061246
    25 min. 56 sec.
  • Shana Sissel: A "Remarkably Bullish" 2024 Take on the Fed, Favorite Sectors, & the Future of "Alts"

    11 APR 2024 · Shana Sissel is founder and president of Banrion Capital Management. In this interview, Shana starts by laying out a "remarkably bullish" take on stocks, the economy, and Federal Reserve policy. While she thinks the Fed might not cut interest rates at all in 2024 – a major swing from the six cuts that rate futures markets were once pricing in – she believes stronger earnings, stronger growth, and a strong job market should keep stocks on the right track. Next, we pivot to some of Shana's favorite sectors (including two outside of tech) -- and why "losing" Magnificent Seven names like Apple and Tesla hasn't hurt markets more. She also shares her take on EVs, hybrid vehicles, AI, and even what will replace the old student study standby, CliffsNotes. Following that, our discussion shifts to her bread-and-butter: Alternative investments. Shana lays out a profit roadmap for "Alts" investors that includes key insights and recommendations in commercial and residential real estate, cryptocurrencies, precious metals, and private credit. Finally, she shares a sneak peek at what she'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246
    16 min. 24 sec.
  • Cody Willard: Profiting from the "Most Revolutionary Companies in the World" – AI, Robotics, & More

    4 APR 2024 · Cody Willard is a hedge fund manager, former Fox Business anchor, and publisher of TradingWithCody.com. In this interview, Cody explains that his goal is to invest in the "most revolutionary companies in the world" – BEFORE they become trillion-dollar behemoths that everyone owns. He recounts why and how he has invested in Alphabet since its IPO, Apple since 2003, Nvidia since 2016, and more, as well as which technology firms hold the most promise today. Tesla is one at the top of the list. In fact, Cody thinks it COULD be worth $28 TRILLION by 2040 if current and future investments and technological initiatives pan out. He also thinks many private companies at the forefront of the Artificial Intelligence (AI) and robotics revolutions today could be the next big winners of tomorrow for investors after they go public, even as he feels valuations are stretched right now. We also discuss the "silliness" going on in the cryptocurrency space now (despite the fact he has been a Bitcoin investor and proponent since 2013).  Finally, Cody gives a sneak peek at what he'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246
    16 min. 58 sec.
  • David Keller: Stocks, Sectors & Strategies for a Broader Market with New Leaders Beyond the Mag 7

    28 MAR 2024 · David Keller is a CMT and Chief Market Strategist at StockCharts.com, as well as the man behind The Final Bar market recap show. In this podcast episode, David shares his technical take on the stock market as of the end of Q1 2024. The bad news? Some of the old, Magnificent Seven leaders are falling by the wayside. The good news? Some of the old, Magnificent Seven leaders are falling by the wayside. In other words, the advance is broadening out to include new leaders in sectors like financials, industrials, basic materials, and home builders – something that is ultimately HEALTHY. As David puts it in our chat, "For stock pickers, it's a pretty ripe environment." Roughly 80% of S&P 500 names are trading above their 200-day moving averages, while around 70%-80% are trading above their 50-day MAs. Though there is one potential warning sign to watch, primary uptrends remain intact for the major averages. David then explains that his scans of stocks making new three-month highs and new three-month lows continue to show better results in value-oriented, non-tech groups. He cites a handful of names he likes, including one particularly strong play in the gasoline retail business. On the flip side, he explains why one incredibly popular "Big Tech" stock looks to be carving out a major top. He also addresses the strength in gold and Bitcoin, noting that the weekly chart for the former looks great and the latter is clearly benefiting from the "halving."  Finally, he shares a sneak peek at the trading methodologies, process-oriented tips, and chart-reading lessons he'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246
    16 min. 28 sec.
  • BONUS • John Carter, Michael Green, Chris Camillo, Charlie Shrem: Market Analysis

    26 MAR 2024 · With the Miami Invesment Masters Symposium just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Simpler Trading's John Carter, Simplify Asset Management's Michael Green, Dumb Money's Chris Camillo, and Crypto Investor Network's Charlie Shrem joined Mike Larson to discuss what they're seeing in the markets and how they're navigating their trades and investments. Don't miss seeing them all in person in Miami! Learn more and register: https://t.co/bEKgc2mQN9
    57 min. 49 sec.

For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top...

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For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
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