Wall Street Breakfast

Sentiment leads the market; the Fed follows

Aug 4, 2024
Market expert Avi Gilburt dives into the powerful relationship between market sentiment and Federal Reserve decisions. He predicts a sizable decline in the DXY and a rally for emerging markets in the next few years. Gilburt discusses the unique challenges of investing during an election year, emphasizing the need to pivot away from dividend plays. He highlights how market emotions often overshadow fundamentals, particularly in politically charged times, and stresses the importance of raising cash amid a potential prolonged bear market.
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