
We Talk Money
Is the stock market finally unraveling?
Sep 29, 2023
The podcast discusses the recent price action of the S&P 500, concerns over rising yields and borrowing costs, using 0% credit cards and balance transfers, Bitcoin's trend line, the concept of a falling knife in the stock market, government shutdown and high Airbnb prices, comparing the fall of the Roman Empire to the decline of the US, and the potential unraveling of the stock market.
57:12
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Quick takeaways
- Skilled stock picking is crucial in the current stock pickers market with high-quality stocks experiencing significant declines.
- The possibility of a government shutdown is mentioned, with the hosts believing it will be a temporary issue resolved within a few weeks.
Deep dives
Falling knives and stock pickers market
The podcast hosts discuss the current market conditions and suggest that it is a stock pickers market with several high-quality stocks experiencing significant declines. They emphasize the importance of skilled stock picking in these conditions and express excitement at the opportunities that may arise.
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