

“Goldilocks” for Stocks? 10/4/24
Oct 4, 2024
Stephanie Link, a value investing expert, joins Jim Labenthal, who focuses on small-cap stocks, alongside market analysts Rob Seichin, Jason Snipe, and seasoned commentator Mike Santoli. They dive into the implications of a stronger-than-expected jobs report and debate the 'Goldilocks' scenario for stocks. The discussion covers optimism around economic momentum, small-cap performance, housing market trends, and the ongoing energy transformation. Valuation of key stocks is also analyzed as they navigate the complexities of current market conditions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Optimism in Economic Momentum
02:02 • 13min
Analyzing Small Caps and Market Trends
15:15 • 11min
Bullish Housing Market and Stock Insights
26:15 • 4min
Energy Transformation and Market Trends
30:37 • 4min
Analyzing Job Reports and Market Yields
34:33 • 3min
Analyzing Small-Cap Performance and Market Trends
37:08 • 10min
Market Insights: Consumer Stability and Stock Performance
46:40 • 2min