What Gold's All-Time High Says About The Market | On The Tape Stock Investing & Trading Podcast
Вставка
- Опубліковано 9 чер 2024
- On this episode of “On The Tape,” Dan Nathan and Liz Young discuss what yields are saying about the stock market, the S&P 500’s strong start to the year despite Apple’s underperformance, positioning for the armageddon scenario, valuations, market euphoria, gold, and what to expect from the Jobs Report on Friday.
Timecodes
0:00 - Intro
2:00 - Yield Move
11:00 - Mag7 Update
14:48 - Doomsday Scenarios
24:41 - AI Euphoria
31:25 - Complacency
37:15 - Gold Moves
41:35 - Jobs Preview
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About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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Thank you for your videos mate.. If there is one thing I have learned in recent months it is to remain calm, especially when it comes to investments in cryptocurrencies. Learn not to sell in a panic when everything goes down and not to buy in euphoria when everything goes up. I advise y'all to forget predictions and start making a good profit now because future valuations are all speculations and guesses. Bitcoin going up is good for the entire market and you can not tell if it's going bearish or bullish. I Would say More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market.I have made over 16btc from day trading with Linda Wilburn insights and signals. in less than one months, this is one of the best medium to backup your assets incase it goes bearish...
She's often interacts on Telegrams, using the user-name.
@Lindawilburn
Always backup your trading with a good strategy.
Nice, I was just hodling before I found Wilburn. In my opinion she is the very best out there.
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
Buying silver and gold is easy, but it is renowned for stability during economic hard times like this. The main problem is investing in stocks, dividends and even cryptocurrencies to grow your portfolio.... I’ve been trying to grow my portfolio of $190K for some time now, my major challenge is not knowing the best entry and exit strategies ... I would greatly appreciate any suggestions
Just try to diversify your portfolio to other market sectors, that way your portfolio is balanced and you don’t get to make so much losses. Also engage the services of a financial advisor to walk you through
Right, I delegate my day-to-day investing to an advisor ever since suffering a major steep-down late 2019, amid rona-outbreak, and as of today, I'm semi-retired with barely 25% short of my $1m retirement goal after subsequent investments.
once you hit a big milestone, the next comes easier.. would you mind dropping info of your invt-advisor please? i'm in dire need of proper asset allocation in order to achieve an optimal portfolio till year end, thanks in advance ..
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
Thanks for this. could easily spot her website just after inputting her full name on my browser. She seems really proficient and flexible. she replied my inquiry and we scheduled for a call sometime tomorrow.
Purchasing gold and silver is simple, but in difficult economic times like these, they are known for their stability. Investing in stocks, dividends, and even cryptocurrencies to increase your portfolio is the primary issue. I've been working to increase the $190,000 in my portfolio for a while, but I'm having a lot of trouble figuring out the optimum entrance and departure points. Any advice would be highly appreciated.
To ensure that your portfolio is balanced and that you don't experience too many losses, simply try to diversify it by investing in other market areas. Additionally, use a financial advisor's services to guide you through
Yes, I have been leaving my daily investing to an advisor since I experienced a significant decline in value during the rona epidemic in late 2019. As of right now, I am just 25% short of my $1 million retirement target due to further investments.
The following step gets easier if you reach a significant milestone. Could you please share your invt advisor's details? I would greatly appreciate assistance with appropriate asset allocation so that I can maintain an ideal portfolio till the end of the year.
Well, some people actually do know what they're doing. I have been with Amber Dawn Brummit for the past five years or more, and her returns have been nothing short of extraordinary. I have tried a few others in the past.
Thanks for this. could easily spot her website just after inputting her full name on my browser. She seems really proficient and flexible. she replied my inquiry and we scheduled for a call sometime tomorrow.
Great perspective, love the ability these two have to intelligently discuss both the long term as well as the day-to-day trading impacts of these very unusual market conditions. Thanx Team RR!
Agree Liz is brilliant. Dan on the other hand, not so sure. Pundits who say, why does the Fed need a 2% target, just make it 3%, after all it's just one percent difference. These people don't understand math and the fact that inflation makes people poorer, especially retirees. They think 2% or 3% is a 'nuisance' factor. Well, start compounding 3% inflation versus 2% inflation and after a few years, the difference is substantial.
Liz mentioned a return to normal valuation on forward earnings would bring the market down to 4,325 on the S&P. FYI, last week I examined normalization based on trailing P/E, Schiller P/E, and the Buffet Indicator, by those valuation tools the S&P would need to drop to around 4,200 to be on par with the past 20 year average valuation of the broad market. 4,200 or 4,300 wouldn't even be cheap! That would just be normal.
Liz is brilliant. Take your profits, and protect your capital.
She's not taking her profits, she's saying stay in the market nothing to worry about.
U should be 90% invested at least. It's not rocket surgery.
@@chen_490 you like losing money
@@chen_490is it brain science?
Thank ya
Soon, the interest on the debt will become the number one gov't expense exceeding defense, healthcare, etc.
already passed defense
can you guys do a dive into Reits
Rate cuts would just lead to higher inflation and a likely Treasury auction failure. Hardly bullish things. It also hurts savers and encourages reaching for risk assets -- weakening the overall financial system health.
If we cmaerch fo correlation we can find instances everywhere. Said correlation depends on your time horizon. This is why buffet states just invest and forget in SPY
So fine❤
My new favorite fin channel on UA-cam
I don't get how Liz can say there is nothing to worry about and yet all the things that she told us in 2023 that we should worry about - inverted yield curve, corp debt refis, CRE, treasury markets etc. etc. - haven't gone away. I have no idea what she was doing in 2008 or 2000, but you unfortunately someone doesn't come along and tap you on the shoulder and tell you now is the time to get your clients out. It's called positioning for a reason. Reality is you got sick of waiting in a conservative position for this downturn to hit so went bullish. If you want data that should worry you go and look at how the big banks are managing their reserves at the moment and how willing they are to lend to one another. There are some alarming trends at that very granular level of liquidity managment.
$Vti chart hits different
Guy Adami - Google is double top! Rekt! $300 incoming
The fact that gold went up shows it’s not smart money. Gold is so 2011 🙄. No reason to be scured. It’s all about the earnings. AMZN will crush at the end of this month.
Lol
You mean : the longer it goes, the longer it falls ??
I take it more as the longer it goes the more likely it is to fall, how long, how far? that all remains to be seen. Bad news is good news as you're moving into a rate cut cycle, if they wait too long bad news will become bad news as they have to take aggressive measures to stimulate again
Too much focus on Nvidia. I like when you talk about the rest of the index, though. No reason to expect "a rising tide lifts all ships" if the companies can't do what Nvidia does. Not enough scrutiny on these companies [buying profits] from Nvidia...
the current state of gen AI and LLM is super retarded.
the offerings are a joke.
Monday Monday like its a typical 2024 Monday 😂😂
Its unbelievable how little of a clue they themselfs show to have.
Why does buyback black goats have to do with it?
The assumption that gold is going up because of market speculation is wrong. Gold is going up because there has been a paradign shift among central banks, and they are buying large amounts of gold. American investors have little to do with it. More important are the Chinese and Indians.
Dan talks WAY too much. I guess it takes longer to rationalize the subjective.