Podcasts about market recap

Wall Street exists to sell us its products.And right now, retail investors are so greedy that they're buying whatever they can get their hands on.So this is a "bonanza" time for Wall Street, says portfolio manager Lance Roberts, which is happily selling us all of the junk it ever wanted to unload.Prices may continue for a good while longer, but be warned, says Lance: history is clear that periods of indiscriminate buying like this always end in tears.For everything that mattered to markets this week, watch this weekly Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #speculation #stocks 0:00 - Markets near all-time highs, ignoring economic slowdown1:56 - High speculation reminiscent of 1999 and 20213:22 - Concerns about young investors taking excessive risks6:26 - High valuations and narrow moats in new IPOs like FIG11:32 - Brent Johnson echoes correction risk by September18:44 - Earnings growth concentrated in tech and major banks21:26 - Tech earnings driven by capex, potential for crest28:23 - Record insider selling and $1.1T share buybacks in 202535:05 - Rotation into healthcare, Buffett's United Healthcare stake 48:14 - Simplevisor platform for DIY investors and managed portfolios58:44 - Retail sales data shows economic slowdown1:03:05 - Fed likely to cut rates in September, market expects three cuts1:16:22 - Life was hard historically, affluenza saps younger generations1:24:26 - Parents enabling affluenza, need to foster resilience1:37:34 - Risk of home price decline if supply glut hits market_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

US equities finished higher in Wednesday trading, with the Dow Jones, S&P500, and Nasdaq finishing up 104bps, 32bps, and 14bps respectively. The Equal-weight S&P posted its best day since late May amid very positive breadth. Small-caps had another standout session. Fedspeak included Chicago's Goolsbee saying he doesn't like precommitting on rate moves, and Bostic saying one rate cut this year still appropriate.

****For an academic understanding of cap rate movements, check out minute 17 from this video here: https://youtu.be/ueCl6Zyl16o

US equities were higher in Tuesday trading as stocks ended near best levels. S&P 500 posted fresh record high. Tariff takeaways unclear as tariff-exposed core goods categories mixed. July core CPI up 0.3% m/m

US equities were lower in Monday trading. The market was in waiting mode for CPI results on Tuesday. And it'll be much quieter on the earnings calendar this week with just 1% of the S&P 500 market cap scheduled to report.

There's one word that best describes this market. What word? TUNE IN TO FIND OUT!

US equities were higher this week as the S&P 500 and Nasdaq reversed last week's declines and posted the best week since the week to 27-Jun. Dovish Fedspeak followed last week's disappointing July payrolls report. Tariff headlines also leaned dovish despite the new tariff rates going into effect on Thursday, pushing the effective tariff rate to the highest level in nearly a century.

US equities were mostly lower in Thursday trading though stocks ended off worst levels. Market unable to sustain much of the earlier momentum from the carve-outs related to Trump's semi tariff plan. Weekly initial jobless claims printed at 226k

US equities finished mostly higher in Wednesday trading, ending not far from best levels, With the Dow Jones, S&P500, and Nasdaq finishing up 18bps, 73bps, and 121bps respectively. Trump announced an additional 25% tariff on India over its purchasing of Russian oil, while Switzerland's president left Washington without a trade deal. Kashkari made dovish comments on CNBC that the Fed needs to respond to the slowing economy. Treasury auctioned $42B of 10-year notes, tailing by 1.1bps and the bid to cover ratio worsened versus the prior sale.

US equities were mostly lower in Tuesday afternoon trading, a bit off worst levels. Softer-than-expected July ISM services report was a notable overhang on sentiment, with new orders weak, prices higher, and respondent commentary that flagged tariff-cost headwinds. Earnings activity still very elevated with nearly 75% of the S&P 500 having now reported.

US equities finished higher in fairly quiet Monday trading, with the S&P largely erasing Friday's selloff, but remaining less than 1% below record highs. It was a largely uneventful session with no clear catalyst behind today's strength. In macro news, June factory orders declined 4.8% month over month, printing a bit better than feared.

The market has been in a "bullish stampede" for an impressive while now.But with corporate earnings deviated by a record amount from their historic averages, extreme stock valuations, and now clear signs the economy is slowing, portfolio manager Lance Roberts sees the odds of a market correction -- and a recession -- rising.Is there a chance that correction began on Friday?Lance and I discuss the odds, as well as breakdown the latest economic data, this week's FOMC decision, recession chances, and Lance's firm's latest trades in this week's Market Recap.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #bullmarket #bearmarket _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

WOW! Where to start? Rate cuts or nuclear war? Wait what? TUNE IN TO FIND OUT!

US equities were lower this week, more than erasing last week's gains, after reaching new record highs. Big Tech was mostly lower though Microsoft and Meta were standouts. Underperformers included small-caps, copper and aluminum, chemicals, managed care, biotech, apparel, hotels, casinos, bank, and airlines. Outperformers included utilities, interactive media, tobacco, discounters, homebuilders, dollar stores, mortgages, and hospitals.

► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceMixed Market SignalsIn this episode, we will cover:Market Recap & July Ends with a DipInflation Data & Fed OutlookRate Cut Odds DiminishVIX & Market Sentiment ShiftsU.S. Dollar Impact on StocksStrong Earnings from Big TechFigma IPO Valuation CommentsTesla Robotaxi Expansion vs WaymoTesla Dynamic Pricing AdvantageFocus on Signal, Ignore the NoiseQ&A: PLL Outlook, Thesis PatienceTesla Rollout Speed & SafetyPengu vs Sol: Which to Buy?Safe Parking for Home Funds & Other Stock QuestionsCONTACT USsalam@practicalislamicfinace.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics, including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

Market Recap and Economic Data Insights: July 31st Edition In this episode of Dividend Cafe, Brian Szytel recaps the market performance on July 31st, noting a modest downturn despite positive tech earnings. Key economic data discussed includes initial jobless claims, PCE inflation data, and a stronger-than-expected Chicago PMI number. The host also dives into how inflation and rate of return assumptions impact financial planning. The episode concludes with insights on the energy sector's reduced volatility and improved balance sheets, emphasizing the sector's potential for dividend growth. 00:00 Introduction and Market Overview 00:53 Economic Data Highlights 02:42 Inflation and Financial Planning Assumptions 04:22 Energy Sector Insights 06:13 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

US equities finished lower in Thursday trading, ending not far from worst levels. Big tech earnings provided a lot of support after well-received results from Meta and Microsoft, both further underpinning the AI secular growth theme. A busy morning of data included June core PCE up 0.26% m/m, in line with consensus, but hottest since February.

US equities were mostly lower in Wednesday trading, though stocks finished off worst levels, with the Dow Jones and S&P500 down 38bps and 12bps, while the Nasdaq finished up 15bps. July FOMC meeting ended with a rate hold at 4.25-4.50%, as expected, while two Fed Governors dissented, the first two-dissent meeting since 1993. First look at Q2 GDP of 3.0% better than 2% consensus, and highest since Q3 2024. With nearly half of the S&P500 having reported Q2 results, blended growth rate stands at 6.8% vs the 4.9% expected at the end of the quarter.

► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceStrong SignalIn this episode, we will cover:Market Recap & Fed ExpectationsBitcoin's Resilience & Technical PatternsInstitutional Demand and M2 SignalWhy $200K Bitcoin is in PlayTesla-Samsung Chip PartnershipTesla's R&D and Product PipelineModel Y Leading in China + Affordable ModelFed Meeting, Inflation Reports & Market StrategyQ&A: Rotating into Tesla, Real Estate vs. StocksMiners Outlook & Bitdeer ValuationUtility Tokens & Akash NetworkBuy-the-Dip Strategy & Long-Term Bitcoin PlayCONTACT USsalam@practicalislamicfinace.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics, including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

US equities were lower in Tuesday trading, near worst levels. Recent upswing took a breather after S&P logged six straight gains. Market waiting for FOMC meeting and next wave of Mag 7 earnings. July consumer confidence printed at 97.2, above the 95.5 consensus.

US equities were mostly lower in Monday trading. There was a lot of focus on trade-deal traction today, though headlines coming in are largely as expected. It was quiet on the US economic calendar, but July's Dallas Fed manufacturing index surprised with a positive headline

The market kept the pain trade going this week. Well pain for some, gain for us! How so? TUNE IN TO FIND OUT!

US equities were stronger this week, with the S&P and Nasdaq both ending at fresh record highs. Earnings was a major focus this week, with Q2 reports coming in from 112 S&P components. Trade headlines were largely focused on dealmaking, as bilateral deals were announced with Indonesia, the Philippines, and Japan (though later reporting suggested some disparate views on the deal's details).

US Equities ended the day mixed following a fairly uneventful Thursday trading. The big focus was on earnings today, with the market seeing mixed reactions to the first round of results out of the Magnificent 7 space. On the macro front, the July Flash US composite PMI topped consensus estimates, with the releasing noting a strengthening service economy but deteriorating manufacturing.

US equities finished higher in Wednesday trading, ending near best levels, With the Dow Jones, S&P500, and Nasdaq closing up 114bps, 78bps, and 61bps respectively, and the S&P and Nasdaq setting fresh record closing highs. Market responded positively to the latest barrage of trade headlines, with US and Japan deal announced, US and EU close. Today's 20Y auction was well received. June existing home sales printed below consensus.