

Weekly Market Recap: How Bullish Should We Be Right Now?
6 snips Jul 15, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 1min
The Market's Unstoppable Mood
01:30 • 4min
The Future of the S&P 500
05:27 • 3min
The Fed's Findings on Lower Interest Rates and Tax Rates
08:53 • 4min
The Fed's Controls on Interest Rates
13:00 • 4min
The Cost of Debt Is Declining
16:45 • 3min
The Lagging Indicators of the Employment Market
19:20 • 3min
The Difference Between a Correction and a Bear Market
22:13 • 3min
The Risk of FOMO in the Markets
25:38 • 4min
The Fed May Cut Interest Rates
29:17 • 3min
The Wall of Worry
32:20 • 3min
The Importance of Valuation in the Market
35:49 • 2min
The Importance of Investing Long Term
37:30 • 3min
How to Navigate a FOMO Market
40:46 • 1min
The Importance of Diversification in Capital Management
42:14 • 3min
The Importance of Taking Care of Your Clients
45:34 • 3min
How to Play in a FOMO Market While Abiding by Time-Honored Principles of Wealth Management
48:39 • 3min
How to Position Yourself in the Leaders in a FOMO Market
52:05 • 4min
How to Play to the Bullish Cycle
56:27 • 2min
CPI and PPI Both Came in a Little Bit Weaker Than Expected
58:04 • 3min
The Negative Correlation Between Money Supply and Inflation
01:01:21 • 3min
The Consumer Spending Slowdown in the Leading Parts of the Economy
01:04:38 • 4min
The Rise of the Small Cap Mid Cap Market
01:08:57 • 4min
The Rise of the Overbought Stock Market
01:12:36 • 5min
The Importance of Senior Living Planning
01:17:47 • 2min
How to Navigate the Markets
01:20:12 • 2min