Stocks Remain Overbought. Will Poor Earnings End The Rally? | Lance Roberts & Adam Taggart
Thoughtful Money with Adam Taggart
00:00
Market Conditions, Buyback Blackouts, and Portfolio Risk
The chapter delves into the overbought state of the market despite a recent sell signal, discussing the significance of the 20-day moving average and potential earnings disappointments. It explores the impact of buyback blackout periods on stock buybacks, the concentration of earnings growth in top stocks, and the need for portfolio managers to reduce risk. The conversation also covers scenarios of market corrections, potential paths for the market, and the difference between a financial crisis and a recession.
Transcript
Play full episode
