Investing Ideas From Jason Hsu, a Stock Market “As Good as It Gets”, Why the Fed Should Stop Talking
Apr 2, 2024
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Jason Hsu, Chairman & CIO at Rayliant discusses investing in international markets and friendshoring. Josh & Michael explore topics like Tesla, oil stocks, small caps breakout, Jerome Powell, and Trump's stock. They analyze the Fed's communication, market trends, and impacts of monetary policy. The conversation is insightful and engaging, covering a wide range of financial topics.
International investing insights from Jason Hsu on emerging markets like China and India.
Importance of effective client communication for financial advisors based on YCharts survey.
Impact of Bitcoin ETFs on diversifying investment portfolios and exploring new asset classes.
Economic implications of upcoming job growth report on Fed rate decisions and market sentiment.
Deep dives
Live Episode of the Compound and Friends in Los Angeles on April 30th
A live episode of the Compound and Friends is scheduled in Los Angeles on April 30th, offering an opportunity for networking and mingling with special guests, food, and music. The event aims to cater to individuals interested in investing and trading, filling a gap in networking events in the Los Angeles area.
Y-Charts Advisor Communication Survey Insights
Y-Charts conducted an advisor communication survey, revealing that 25% of respondents either switched or considered switching financial advisors in the past year. The survey findings suggest the importance of effective client communication strategies for financial advisors to enhance client satisfaction and retention.
Discussion with Jason Shoe on China, Emerging Markets, and AI
Jason Shoe, founder of Rayliance Global Advisors, shared insights about the challenges and opportunities in international investing, particularly in emerging markets like China and India. He emphasized the impact of demographic shifts and technological advancements, such as AI, on global investment trends.
Impact of Bitcoin ETFs and Emerging Markets Investment Strategies
The discussion touched on the role of Bitcoin ETFs in diversifying investment portfolios and potentially influencing investors to explore new asset classes. The evolving landscape of emerging markets and the interplay between traditional investments and cryptocurrency were highlighted to provide a broader perspective for allocators.
Preview of March Jobs Report and Wage Growth Analysis
Analysts predicted a modest increase in job growth for March, with a focus on average hourly earnings and real wage growth trends. The upcoming jobs report's influence on Fed rate decisions and market sentiment was examined to gauge potential impacts on the economy and investment strategies.
Domino's Pizza Standout Performance
Domino's Pizza showcases impressive long-term guidance with over 7% annual global retail sales growth. Despite a pullback after the pandemic growth, the stock shows resilience with significant share buybacks and a 4% shareholder yield. Technically, the stock is showing strength and aligning well with its peer group, making it a compelling investment opportunity.
Tesla's Struggles Amid Sales Disappointment
Tesla faces challenges with a staggering 59% drawdown from its record high, both in absolute and relative terms. The company's recent sales figures fell short of expectations, contributing to the ongoing decline in stock value. With potential support levels approaching, there may be a buying opportunity in the future, considering Tesla's historical resilience and recovery patterns.
Retail Shrinkage and Organized Theft Dynamics
Retail shrinkage has become a significant concern, with self-checkout systems contributing to inventory loss. Retailers like Dollar General are transitioning away from self-checkout to reduce theft and improve operational efficiency. The focus on employee theft and shoplifting rings highlights the multifaceted challenges faced by retail companies in combating losses.
On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by Jason Hsu, Chairman & Chief Investment Officer at Rayliant, to discuss international markets and how to invest in friendshoring. Then, at 43:54, hear an all-new episode of What Are Your Thoughts with Josh and Michael! They discuss Tesla, oil stocks, small caps breaking out, Jerome Powell, Trump's stock, and more!
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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