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Halftime Report
The Post Rate Cut Playbook 9/23/24
Sep 23, 2024
Steve Weiss, a savvy portfolio manager, shares his investment strategies while navigating the post-rate cut landscape. He discusses stocks reaching record highs, focusing on tech’s volatile sector, especially semiconductors. Weiss reveals what he's selling and emphasizes the importance of market timing. The conversation shifts to Netflix's hedge fund interest and Uber's growth potential. They explore the energy sector's mixed performance amid geopolitical risks and the innovative influence of blockchain on investment accessibility.
44:01
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Quick takeaways
- The podcast highlights the market's bullish trend with record highs in the Dow, despite concerns over sustainability in the long run.
- A significant focus is on the impact of potential interest rate cuts, with analysts divided on the necessity and implications of future reductions.
Deep dives
Market Trends and Record Highs
Recent market trends show an upward trajectory, with the Dow reaching new record highs. Analysts indicate the current environment is still bullish, despite minor fluctuations in indices like Nasdaq and the S&P. Observations reveal that, while many stocks are performing well, there remains concern over how unusually easy it seems to profit in this market. Experts caution that this ease of making money may not be sustainable in the long run and suggest that maintaining some cash reserves is prudent.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode