

Markets Are Poised to Confound Investors - Ep 942
Jan 20, 2024
The podcast discusses the recent tech-led rally in the stock market, the decline of gold stocks, and the positive outlook on Barrick Gold. It also explores the launch of Bitcoin ETFs and their subsequent decline, as well as the state of manufacturing, retail sales, borrowing, and consumer sentiment. The affordability issues in the housing market are also discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Tech-led Stock Market Rally and Decline of Gold Stocks
02:21 • 10min
Gold and Bitcoin Sentiment and the Debut of Bitcoin ETFs
11:57 • 6min
Bitcoin ETFs and the Sell-off
18:02 • 8min
The State of Manufacturing, Retail Sales, Borrowing, and Consumer Sentiment
25:49 • 6min
The Current State of the Housing Market
31:31 • 26min