Show from 06/21/24
Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on slightly lower-than-expected economic data, jobless claims, and recent activity in the tech sector, particularly NVIDIA's stock movements. Siegel also comments on the ongoing softness in the housing market and the potential implications of the upcoming presidential debate on the stock market. (11:06) Jeremy continues with the publisher of Macro Charts on Substack, who shares insights on market trends, technical analysis, and his investment philosophy. They discuss the recent performance of the U.S. market, and the positioning and potential of China as an investment opportunity. The guest talks about the importance of understanding market signals and avoiding noise in investment decisions. Macro Charts emphasizes the need to focus on significant trends and signals while also being adaptable to the fast-paced changes in market conditions.
Guest: Macro Charts publishes global market research on Substack. Substack is an American online platform that allows journalists, writers, and other content creators to publish newsletters and establish a subscription-based audience.
Learn more about Macro Charts at: https://macrocharts.substack.com/about
Follow Macro Charts on X(Twitter): @MacroCharts
