Real Vision: Finance & Investing
What’s in Store for 2024?
Dec 20, 2023
Edward Snowden, Benedict Evans, and Balaji Srinivasan discuss the potential market pullback, AI, investment outlook, and speculating on media mergers. They also analyze stock market strategies, including investing in US steel and the Chinese market. The drama surrounding Viacom Paramount CBS and potential buying opportunities are also discussed.
33:31
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Quick takeaways
- Market sentiment indicators show extreme levels of optimism, but sell signals across indices suggest a potential pullback in the market.
- Declines in stock prices of Oracle, Adobe, and FedEx indicate a potential bubble in the market, with high expectations for earnings and the potential impact of Fed's liquidity injections ending.
Deep dives
Market sentiment at extreme high levels
Market sentiment has reached extreme levels, with market sentiment indicators showing extreme levels of optimism. Technical indicators are also showing extreme readings on the upside. The speaker mentions that exhaustion signals and sell signals are occurring across various indices, indicating a potential pullback in the market. The speaker is confident that a pullback is likely to occur, although the severity of the pullback is uncertain.
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