MoneyShow MoneyMasters Podcast

Jim Bianco is President and Macro Strategist at Bianco Research, LLC. In this wide-ranging interview, the long-time independent researcher explains why he remains a “unique optimist” even though he believes today’s higher rate, higher volatility, and higher inflation environment isn’t going away. Jim believes the post-COVID economic and market backdrop is completely different than the 2009-2020 era, warning that those who say otherwise have their “anchoring all backwards.” He adds that today’s investors would be best served by investing like their predecessors did in the 1980s and 1990s. Back then we had higher rates, but the economy handled them just fine, and the “Peter Lynch Picking Stocks” approach worked well. Jim goes on to discuss opportunities, risks, and trends in the stock, currency, and precious metals markets. He explains why recent challenges “set up a GREAT opportunity” in one asset class that has been hit extremely hard in 2022-2023. He discusses how many old-line industries like manufacturing, transportation, and banking/finance will be disrupted in the coming years – and how investors can capitalize. Plus, he gives a sneak peek at what he’ll discuss at the Investment Masters Symposium Sarasota, set for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Register here: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246

Phil Flynn is Senior Energy Analyst for the PRICE Futures Group and Fox Business Network. In this interview, he explains why global oil supplies are “tighter than they’ve been probably in my lifetime” and how “there’s a huge risk that if things go wrong in the Middle East, [energy prices] could go a LOT higher.” Specifically, Phil says the big risk in the wake of the attack on Israel is that the conflict broadens out to include Iran – and that consuming countries respond by slapping an embargo on Iranian oil supplies. While Phil believes the US has a “shield” in the form of greater domestic energy production than in the past, that shield could be “a lot bigger or better or stronger” if it weren’t for steps the Biden Administration has taken that have hampered output. The conversation then shifts to Saudi Arabian output cuts...misconceptions about Chinese energy demand...the myriad reasons why the transition to electric vehicles (EVs) will take a long time...and why “fossil fuels are here to stay.” Finally, Phil shares a couple of his favorite investment picks in the energy sector – and gives a sneak peek at what he’ll discuss at the Investment Masters Symposium Sarasota, set for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Click here to register: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246

Mark Mobius is Co-Founder of Mobius Capital Partners, as well as one of the fund management industry’s most respected, long-tenured experts on global investing. In this wide-ranging interview, Mark takes viewers on a worldwide tour of the best – and worst – countries and sectors to invest in for 2023-2024. He acknowledges the many geopolitical threats out there at this time, including the renewed conflict in the Middle East, the ongoing Russia-Ukraine war, and tensions between China and Taiwan. But he also notes the many profit opportunities still available for investors willing to do the legwork and research to find them.In particular, Mark likes the software and semiconductor subsectors of the technology industry. He also sees opportunity in manufacturing. On the flip side, he expresses hesitation at investing in the banking sector due to transparency issues. As for countries, Mark is very bullish on India…likes select firms in Taiwan…and continues to find opportunities in nations like South Africa and Brazil.You can also hear Mark sound off on Federal Reserve policy, the outlook for the U.S. dollar, investing in assets like gold and cryptocurrencies, and much more as well as the many other sessions from this event with a MoneyShow virtual pass: https://www.moneyshow.com/virtual-pass/eacr1023/?scode=061246

Lindsey Piegza is Chief Economist and Managing Director at Stifel Financial. In this interview, we explore several key economic and policy topics on the minds of investors, with Lindsey summarizing the outlook by saying: “The U.S. labor market is still very tight. Inflation is still too high. And the Fed therefore still has more work to be done.” We next discuss the recent rash of strikes and walkouts, the pace of progress on pricing pressure, and how “Chair Powell has been very clear that orange is not the new black. 3% is not the new 2” when it comes to his inflation target. The discussion then shifts to fiscal policy, federal government debt, and why markets appear to be pricing in more risk of long-term balance sheet deterioration (even if a full-on “debt trap” is not the likeliest scenario). We also touch upon the recent Middle East conflict and how it could exacerbate energy supply and pricing concerns. Finally, Lindsey gives a sneak peek at what she’ll discuss at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Register: https://conferences.moneyshow.com/moneyshow-orlando/?scode=061246

Markus Heitkoetter is CEO of Rockwell Trading Services, as well as a long-time stock and options trader, educator, and author of The Wheel Options Trading Strategy. In this interview, he explains how he began investing as a high schooler in his native Germany with one share of Volkswagen AG. Now, his firm offers trading systems, software, coaching, and content aimed at beginning and expert stock and options traders.We discuss Markus’ methods for generating “SRC” profits – those that are Systematic, Repeatable, and Consistent – rather than simply chasing “10 Baggers.” He also shares tips on options selling and identifying the best stocks to target when doing so. Plus, he explains how his “Options Wheel” approach works by combining put option selling, buying underlying value stocks at a discount, and then selling covered calls against them.Later, Markus shares his views on the challenges facing investors in this current environment – from rising interest rates to increased stock market volatility. But he explains why higher vol can be a trader’s best friend...AND why we’re set up for a nice year-end rally. Finally, he gives a sneak peek at what he’ll discuss at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Visit www.OrlandoMoneyShow.com for more details.

This week, we co-hosted a Twitter/X Space with WOLF Financial that featured speakers from our upcoming Orlando MoneyShow/TradersExpo. Mish Schneider of MarketGauge.com, Jeff Hirsch of The Stock Trader’s Almanac, Carley Garner of DeCarley Trading, Kenny Polcari of SlateStone Wealth, and Danielle Shay of Simpler Trading joined us to talk about what they see is impacting the markets right now, as well as give a sneak peek of what they'll be discussing at the Orlando MoneyShow. Visit www.OrlandoMoneyShow.com for more details.

Ken Mahoney is a financial advisor with more than three decades of experience, the author of nine investing and retirement books, and President and CEO of Mahoney Asset Management. In this interview, he notes “It’s all been about interest rates” with the stock market lately. The Fitch debt downgrade, the Fed’s “higher for longer” chatter, and troublesome economic data caused markets to stumble in August and September – the latter a month he likes to call “Nowheres-Land”! But he also believes better earnings and gloomy sentiment will combine to fuel a late-year rally – as long as the rate-hiking cycle doesn’t go too deep into “extra innings.” As for investing strategies and market sectors, Ken has been (rightly) bullish on Big Tech and AI stocks, including Microsoft (MSFT). He has liked the energy sector, and the iShares U.S. Energy ETF (IYE), given the support OPEC+ members like Saudi Arabia are giving crude oil prices via production cuts. On the flip side, Ken is NOT a big fan of airline or auto stocks in general or retailers like Macy’s (M) in particular. Finally, Ken gives a sneak peek at what he’ll discuss at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Go to www.OrlandoMoneyShow.com for more details.

Andrew Aziz is Founder of Bear Bull Traders, a community-based trading education platform, as well as an accomplished mountaineer who summited Mount Everest in May 2023. In this interview from the Exhibit Hall floor at the MoneyShow Toronto, he recounts his journey to the top of the world, the process involved in getting there, and the psychological and physical challenges he faced before, during, and after his climb. Andrew then pivots to how successful mountaineering and successful trading do have several things in common. Among the eight key principles he highlights? Resilience, preparation, and risk management. He also discusses the importance of having a support system and community guidance, keeping your emotions under control, and learning to cope with doubt and early losses. Finally, to get more investing and trading guidance from dozens of top MoneyShow experts like Andrew, join us at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Visit www.OrlandoMoneyShow.com for more information.

Jon and Pete Najarian are the Co-Founders of Market Rebellion, as well as long-time options market traders, educators, and media personalities. In this interview, the duo explain why they founded Market Rebellion and how the firm helps educate investors and traders of all skill levels. They also discuss how they monitor options markets for “unusual activity,” and how it can tip traders off to profit opportunities in a wide range of stocks, sectors, and asset classes. The conversation then pivots to the explosion in options volume and the 0DTE trading phenomenon, as well as how the definition of “long term” has changed over time. Jon and Pete further share their thoughts on the “Big Tech” stock run earlier this year...the S&P 500’s recent pullback...the summer surge in oil prices and energy stocks...and the outlook for Fed policy. Finally, they give a sneak peek at what they’ll discuss at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Visit www.OrlandoMoneyShow.com for more details.

Marc and Brandon Beavis, the brain trust behind The Investing Academy, discuss the future of investing with a focus on using social media and your social network to better connect, learn, and profit. They emphasize the importance of transparency and accountability in investing, and discuss market conditions, investment strategies, and the value of long-term investing.