MoneyShow MoneyMasters Podcast

David Keller is a CMT and Chief Market Strategist at StockCharts.com, as well as the man behind The Final Bar market recap show. In this podcast episode, David shares his technical take on the stock market as of the end of Q1 2024. The bad news? Some of the old, Magnificent Seven leaders are falling by the wayside. The good news? Some of the old, Magnificent Seven leaders are falling by the wayside. In other words, the advance is broadening out to include new leaders in sectors like financials, industrials, basic materials, and home builders – something that is ultimately HEALTHY.As David puts it in our chat, "For stock pickers, it's a pretty ripe environment." Roughly 80% of S&P 500 names are trading above their 200-day moving averages, while around 70%-80% are trading above their 50-day MAs. Though there is one potential warning sign to watch, primary uptrends remain intact for the major averages.David then explains that his scans of stocks making new three-month highs and new three-month lows continue to show better results in value-oriented, non-tech groups. He cites a handful of names he likes, including one particularly strong play in the gasoline retail business. On the flip side, he explains why one incredibly popular "Big Tech" stock looks to be carving out a major top. He also addresses the strength in gold and Bitcoin, noting that the weekly chart for the former looks great and the latter is clearly benefiting from the "halving." Finally, he shares a sneak peek at the trading methodologies, process-oriented tips, and chart-reading lessons he'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246

With the Miami Invesment Masters Symposium just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Simpler Trading's John Carter, Simplify Asset Management's Michael Green, Dumb Money's Chris Camillo, and Crypto Investor Network's Charlie Shrem joined Mike Larson to discuss what they're seeing in the markets and how they're navigating their trades and investments.Don't miss seeing them all in person in Miami! Learn more and register: https://miamisymposium.com/?scode=062421

Wieland Arlt is a bestselling author, trader, and president of the International Federation of Technical Analysts (IFTA). In this chat recorded the floor of the 2024 MoneyShow/TradersEXPO Las Vegas, Wieland shares the tips, pointers, strategies, and advice that he has shared with countless followers and students – all designed to help them become more prolific and profitable traders. He underscores why education and training is so important for traders, noting that “there’s no job or occupation you can do within a weekend” (no matter what some would have you believe).When it comes to methodology, Wieland focuses on identifying and capitalizing on key reversals in overstretched markets – whether in futures, forex, or stocks. He adds that the most successful traders are those who can conquer both psychological AND financial challenges. Otherwise? “First, you’re mad. Then you’re broke.” Finally, Wieland shares the most important advice he has for any trader, whether beginner, intermediate, or expert.Looking for insights and recommendations from trading experts like Wieland IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami. Click here to register: https://www.miamisymposium.com/?scode=061246

Ed Yardeni is president of Yardeni Research, as well as a markets and economics expert with decades of experience on Wall Street. He is also the driving force behind yardeniquicktakes.com, a comprehensive investment research and commentary website. In this MoneyShow MoneyMasters Podcast interview, Ed explains why he’s so positive on the outlook for the stock market – something that earned him the nickname “Wall Street’s Most Bullish Forecaster” in a recent article.Ed believes we aren’t in a recession and we won’t be in a recession anytime soon. He sees the Federal Reserve only cutting interest rates twice in 2024 – if that – but believes markets can handle that just fine. Ditto for the “resilient” economy. One thing that has helped: The Fed has gotten better at “Whac-a-Mole” in the wake of the Great Financial Crisis, intervening to keep things like the early-2023 bank failures from spiraling out of control and leading to a massive credit crunch.Ed goes on to share a truly contrarian take on commercial real estate...his three favorite sectors for the quarters ahead...why this environment looks like the mid-1990s...and the one thing that DOES worry him most right now. Finally, he lays out a roadmap for why we should see the S&P 500 hit 5,400 by year end, 6,000 a year later, and 6,500 in 2026. If you want to learn more from Ed in PERSON, be sure to see him speak at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246

Mish Schneider is chief strategist at MarketGauge.com, and Kenny Polcari is chief market strategist at SlateStone Wealth. Both sat down with me at the 2024 MoneyShow/TradersEXPO Las Vegas to share their take on stocks, sectors, gold, currencies, and more in this MoneyShow MoneyMasters Podcast twofer.Mish kicks things off by sharing her "still photograph" theory on the markets and the economy, noting that "everything's pretty good" with earnings, interest rates, and growth stocks, even if we have issues with government debt and lingering inflation. She doesn't think the Federal Reserve is going to cut rates a bunch in 2024, but remains firmly in the "no landing" camp on the economy regardless. When it comes to market opportunities, she thinks the "all about me" trend will create opportunities in sectors like consumer discretionary and biotechnology, while gold, silver, copper, and other commodities may have "Supercycle potential."Next, Kenny lays out his case for why the Fed should not cut rates AT ALL – and that from a historical perspective, there's nothing wrong with rates hanging around 5%-5.5%. Markets can handle it. He expects some near-term chop and consolidation after the big run and valuation ramp we've had in groups like technology, but cautions investors not to overreact to it. Kenny then goes on to explain why he likes healthcare and industrials, and why small and mid caps could be poised for a nice move. He then lays out his case for why the S&P 500 should finish the year up at least 10% – and why investors should be buying for the long-term if election or geopolitical headlines create short-term chaos.Looking for insights and recommendations from experts like Mish and Kenny IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami. Click here to register: https://www.miamisymposium.com/?scode=061246

Jeff Hirsch is editor-in-chief of The Stock Trader’s Almanac, as well as the author of the 2011 book Super Boom. Carter Worth is CEO and founder of Worth Charting, as well as a technical analyst with decades of experience on Wall Street. I talked to both stock market experts at the 2024 MoneyShow/TradersEXPO Las Vegas to get their outlooks on the year – and the result is this double-barreled MoneyShow MoneyMasters Podcastsegment.In it, Jeff explains why he expects a strong year for stocks, with gains of 8% to 15% broadly speaking. His work focuses on market cycles, historical patterns, and factors like the presidential election, all of which are pointing toward a positive year. Jeff explains why investor sentiment isn’t flashing any major warning signs, noting that “bullish sentiment can be bullish and stay bullish.” He goes on to explain why having a select group of leaders leading isn’t necessarily a problem, either, and highlights recent improvement in market breadth. Plus, he shares some of the investments he likes right now, including in natural gas, copper, infrastructure, and more. Finally, Jeff teases a NEW forecast that will replace and supplant the Super Boom one that panned out.Next, Carter talks about the problem with traditional Wall Street strategist forecasts – and the problems this market faces. While he isn’t outright bearish, he explains why stocks could struggle to power to, and through, their old highs from early 2022. His expectation? Churning and little net progress for the next six to nine months.That said, Carter does see opportunity in a handful of contrarian and compelling sectors. Among them? Energy and healthcare. He also shares his reasons why gold looks promising, and why his “bias is that rates go lower.” We wrap our discussion with the four key data points he uses as a chartist – and how they help him identify inflection points.Looking for insights and recommendations from experts like Jeff and Carter IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami. Click here to register: https://www.miamisymposium.com/?scode=061246

Bobby Lee is Founder and CEO of Ballet, a crypto cold storage card provider. A long-time Bitcoin investor and entrepreneur, he founded the first Bitcoin exchange in China, BTC China, and wrote the Wall Street Journal bestseller, The Promise of Bitcoin. We sat down for a conversation at the 2024 MoneyShow/TradersEXPO Las Vegas. It couldn’t be better timed, considering Bitcoin recently traded to – and through – it’s previous all-time high around $69,000.From his introduction to Bitcoin through his tech background to his vision of Bitcoin becoming a global reserve asset class, Bobby discusses the evolution of the cryptocurrency industry. He emphasizes Bitcoin's potential, compares it to precious metals, and touches on other cryptocurrencies like Ethereum, Dogecoin, and Litecoin.Bobby also addresses regulatory concerns and future developments in the space. Don't miss out on his perspectives - catch him live at the Investment Masters Symposium Silicon Valley, May 7-9, 2024. Click here to register: https://www.siliconvalleyims.com/?scode=061246

Ralph Acampora is Hedge Fund Advisor for Hedge Friend, as well as an expert technician with several decades of experience. His nickname? The “Godfather of Technical Analysis.” Craig Johnson is Managing Director and Senior Technical Analyst at Piper Sandler & Co. Both living trading legends sat for an interview at the 2024 MoneyShow/TradersEXPO Las Vegas – and the result is this double-barreled MoneyShow MoneyMasters Podcast segment.Ralph and Craig start off discussing the current market environment, noting how some stocks are in “nosebleed territory” and why a short-term pullback followed by a trading-range is the most likely scenario. As Craig puts it, after a “hop, drop, and a pop” environment in 2023, we’re in for an “HLTR” market in 2024. Ralph then discusses the key market cap groups he’ll be watching on any pullback to gauge the health of the market moving forward, PLUS the one key factor that should drive stocks higher into year end. Craig then shares why he thinks we’ll see “the ‘Mag 7’ become the ‘Lag 7’”...his two key reasons why small caps should have the wind at their backs...and which three stocks he thinks look particularly attractive.The conversation then shifts to other asset classes like bonds and cryptocurrencies. Both experts talk about the big shift in the interest rate cycle we’ve seen, what it means for markets, and why it won’t “reverse in a New York Minute.” Plus, Craig talks about the bull run in Bitcoin, what he thinks the involvement of firms like BlackRock, Fidelity, and Coinbase mean for crypto, and the various ways investors can profit in the space. We conclude with some tips for traders – and why Ralph’s favorite advice is “Keep it simple.”Looking for more trading insights and recommendations from experts like Ralph and Craig IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami (click here to register: https://www.miamisymposium.com/?scode=061246) OR the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport (click here to register: https://www.siliconvalleyims.com/?scode=061246).

Steve Forbes is Chairman and Editor-in-Chief of Forbes Media. Kathleen Hays is Founder and Editor-in-Chief of Central Bank Central. At the 2024 MoneyShow/TradersEXPO Las Vegas, they sat down for an interview covering Federal Reserve policy, the upcoming presidential election, the impact of banking regulation on lending and borrowing, and much more.During this bonus MoneyMasters Podcast segment, Steve tells Kathleen that the pandemic “discombobulated” economic models and that we’re still dealing with lingering effects today. Ditto for the 15-year period of near-zero and/or below-zero interest rates here and abroad. In his view, the Fed shouldn’t focus so much on Phillips curve-based policymaking. Instead, it should take steps to free up funds for small business lending and reduce the regulatory burdens on small and mid-sized banks. There should also be less focus on looping things like climate change into the bank regulation realm.As for the big-picture, Steve shares his take on what the upcoming presidential election will mean for the economy and the markets. He covers the major geopolitical threats investors are facing, such as a potential conflict between China and Taiwan and the ongoing war between Ukraine and Russia. And he notes that, despite it all, 2024 should still be a solid year for the stock market due to excess liquidity, strong performance from winning companies like Nvidia, and more.Looking for insights and recommendations from experts like Steve and Kathleen IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami. Click here to register: https://www.miamisymposium.com/?scode=061246

Dan Ives and Keith Fitz-Gerald discuss the potential growth of Big Tech, the impact of AI on tech stocks, the importance of cloud computing, and why the current tech boom is different from the dot-com bubble. They also touch on NVIDIA's market performance and the evolving landscape of artificial intelligence in various industries.