Wealthion - Be Financially Resilient

Weekly Market Recap: Will Tech Rally Soon Reverse Recent Market SELL Signals?

Apr 29, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Effect of AI on the Stock Market
03:00 • 3min
3
The Market Value to Revenue Is Down
05:36 • 2min
4
The Problem With Hedge Funds Hitting Out
08:02 • 3min
5
The Importance of Cash in Investments
11:13 • 4min
6
The Importance of a 95% Allocation Policy
14:55 • 2min
7
The Role of the SEC in the Regulating Environment
17:13 • 2min
8
The Challenge of Conviction in Asset Management
18:45 • 2min
9
The Fed's Favorite Metric for Unemployment
20:51 • 6min
10
The Fed's Next Meeting on May 5th
26:23 • 3min
11
The Trends in Q1 GDP Growth
29:14 • 4min
12
How to Avoid a Recession Later This Year
33:28 • 4min
13
The Problem With Labor Hoarding
36:59 • 3min
14
Lance Roberts: No Landing Recession
40:19 • 5min
15
Capital One CEO Richard Fairbank's Sobering Words
45:38 • 2min
16
The Markets Are Adjusting for Negative Outcomes
48:03 • 2min
17
The Markets Are Starting to Stabilize
49:42 • 4min
18
The Importance of Consciousness in the Markets
53:19 • 4min
19
The Year the Audible
57:47 • 2min
20
The Risk of a Deep Recession
01:00:07 • 5min
21
The Importance of Safety in the Money Market
01:05:32 • 2min
22
The Frustration of Active Managers
01:07:31 • 2min
23
The Risks of Holding Investing
01:09:50 • 2min
24
How to Lose a Lot of Money and Invest
01:11:35 • 6min
25
The Psychological Challenges of Investing
01:17:07 • 4min
26
Perseverance and Investing
01:21:15 • 4min
27
The Importance of Setting Thresholds
01:25:21 • 3min
28
The Rise and Fall of the Capital Manager
01:28:36 • 5min
29
The Big Short Position on T-Bills
01:33:32 • 2min
30
The Fed's Debt Ceiling and the Opportunity to Buy Treasury Bonds
01:35:27 • 2min
31
How to Navigate a Tough Environment
01:37:09 • 2min