27 JUN 2024 · Nancy Tengler is CEO and CIO of Laffer Tengler Investments. In this MoneyShow MoneyMasters Podcastepisode, we cover her market outlook, favorite sectors, thoughts on market concentration, and what you have to do as an investor “when the Hedgies go to the Hamptons!” The conversation starts with a discussion of her big-picture themes, including why she still likes the technology sector and companies that are profiting from the “Fourth Industrial Revolution.” She believes the AI boom is NOT like the Dot-Com Bubble, citing several reasons, including how AI tech is revolutionizing operations and boosting productivity at companies like Walmart Inc. and American Express Co. We then pivot to an enlightening discussion about market concentration. She explains why the U.S. benchmarks are actually LESS worrisome than those in Germany, France, or the U.K. – and names ONE reason why small caps should perk up soon anyway. Next, she explains why “It’s a loser’s game” to spend too much time worrying about the Federal Reserve – and why several leading tech names have actually BENEFITTED from higher rates. Then we cover two stocks she is shying away from, two stocks she really likes instead, and why one name she’s owned for 13 years exemplifies a core principle of hers: “When we find a company we love, we hang on to it.” Finally, Nancy shares a sneak peek at what she’ll cover at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register

24 JUN 2024 · In this bonus episode of the MoneyMasters Podcast, Mike Larson cohosts a Twitter Space with WOLF Financial, featuring Jim Bianco of Bianco Research, Danielle Shay of Simpler Trading, Carolyn Boroden and Tammy Marshall of Elliott Wave Trader, and Jerremy Newsome of Real Life Trading. The speakers discuss what they're strategies are for the markets today and what they'll be speaking about at the upcoming MoneyShow Masters Symposium in Las Vegas, August 1-3. Learn more and register: https://lasvegasmms.com/?scode=061246

20 JUN 2024 · Mary Ellen McGonagle is Senior Managing Director of Equities at Simpler Trading, Editor of the MEM Edge Report, and an educator for https://www.youtube.com/@StockChartsTV on YouTube. In this MoneyShow MoneyMasters Podcast episode, we cover the outlook for the stock market, standout sectors like technology, and why the AI boom is NOT like the Dot-Com Bubble all over again. We start by chatting about Mary Ellen’s background covering stocks and fixed income markets for firms like Goldman Sachs and William O’Neil + Company, plus her more recent work for Simpler Trading and the MEM Edge Report. Her aim today? Helping investors with “uncovering these big, winning stocks just as they take off.” We then talk about some of her favorite names, sectors, and the forces driving them, including three top stocks in the semiconductor and communication services sectors. The conversation next pivots the Federal Reserve and the 10-year Treasury yield...investor sentiment...and the two key technical indicators she watches to determine the health of the markets and uptrends in specific stocks. Finally, Mary Ellen spells out the reasons the AI bull market differs from the late 1990s/early 2000s tech stock boom and bust. And she shares a sneak peek at what she’ll cover at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246

13 JUN 2024 · John Divine is Assistant Managing Editor of Investing at U.S. News & World Report, while his colleague Patrick Duffy is Senior Real Estate Economist there. In this MoneyShow MoneyMasters Podcast episode, the three of us discuss the current and future states of the residential and commercial real estate markets – and how investors can navigate shifting industry conditions. John and Patrick begin by discussing their backgrounds, which include a combined three-plus decades analyzing, researching, consulting for, and writing about the industry. Patrick then shares his take on the housing market, including its two main challenges – and the emerging one that’s bedeviling more home buyers (and owners) in more states with each passing day. John next discusses the “Golden Handcuff” problem, how creative financing structures like “subject-to financing” can help in some cases, and what it all means for publicly traded home builders. In his words: “You can build all the homes you want. But if people can’t afford them…it’s not a great environment.” Next up is a chat about commercial real estate. Patrick weighs in on multifamily oversupply in the South and the re-emergence of rent control efforts in higher-priced regions...reasons why retail real estate is rebounding...how some office markets are stabilizing because the “extend and pretend” trend is winding down...and more. His overall take: “Like everything else, it’s very sector- and geography-specific.” John then shares his thoughts on real estate loan and CMBS losses, saying he does NOT expect “utter and total chaos” for one major reason. We start wrapping up with a discussion of REITs as an investment – including why they’ve struggled for the past 12-18 months and the one development John thinks could really get the sector going again. Patrick also opines on why certain REIT subsectors are doing better (and worse) than others. Finally, John and Patrick conclude with a quick chat about what they will cover at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246

6 JUN 2024 · Luke Lloyd is a Wealth Advisor and Investment Strategist at Strategic Wealth Partners. In this MoneyShow MoneyMasters Podcastepisode, Luke starts by talking about “one of the biggest contributing factors keeping this whole economy afloat” – the debt cycle. He says the government is racking up $1 TRILLION in new debt every 100 days...consumers are increasingly using “Buy Now, Pay Later” plans to fuel spending...and corporations are refinancing old debt with new debt carrying higher interest rates. Luke then talks about the Federal Reserve’s role in all this debt creation, while sharing a key reason why higher rates haven’t really bitten when it comes to the economy or the stock market. He also highlights the one thing that could mean “the banks stop giving you money and credit card companies stop giving you money,” upsetting the borrow-and-spend dynamic. Next, we shift to politics and markets – including what shallow (and deep) corrections mean for an incumbent president’s election chances, as well as what Trump or Biden victories would mean for investors in terms of stock and sector selection. Luke and I then chat about a wide range of topics, including his favorite AI plays, stocks that will benefit from the “addiction to lifestyle” trend, which sub-sector in the energy space looks most attractive, and why and how investing in gold can pay off. We conclude with a quick chat about what Luke will cover at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246

30 MAY 2024 · Michael Lee is a 20-plus-year veteran of the financial services industry and Founder of Michael Lee Strategy. In this MoneyShow MoneyMasters Podcast episode, we cover the outlook for stocks, gold, and cryptocurrencies – plus the “Arms Race” that is minting profits for properly positioned investors. Mike starts by noting the frequency of data revisions and other quirks with the economy lately. But he adds that “we’re not going into a recession anytime soon” and that while inflation may prove “sticky,” it isn’t reaccelerating in a “violent” way. In fact, Michael sees a trifecta of reasons why this should be a “pretty spectacular period for stocks.” When it comes to profiting, he’s zeroing in on the Artificial Intelligence (AI) boom, calling this “the greatest technology upgrade cycle in the history of the world.” He believes one sector stock is STILL 25% undervalued...thinks the Magnificent Seven stocks will keep working (though TWO names could lag)...and recommends targeting one key sector ETF (while avoiding another). We next talk about commodities, including the surprising reason oil could drop into the $40s...while gold should hit $5,000 an ounce down the road. As for Bitcoin? Buckle up! Mike sees it reaching $200,000 in the next 18 months for a few important reasons. We conclude with Mike providing a sneak peek at what he’ll talk about at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246

28 MAY 2024 · Dana Samuelson is President of American Gold Exchange, as well as a four-decade-plus numismatist, dealer, and trader in the precious metals market. In this sponsored MoneyShow MoneyMasters Podcast episode, he lays out his bullish case for precious metals. Dana believes gold and silver are performing so well – despite occasional, traditional metals headwinds like rising interest rates and a rising U.S. dollar – because of several overwhelming forces. They include surging government debt, strong central bank buying, and geopolitical threats/war in parts of the world. He notes that global central banks are buying a much larger percentage of mine output today than they were several years ago. One reason: Countries are “de-dollarizing” and looking to insulate themselves from the threat of Western sanctions and/or asset seizures. Dana next discusses the case for $3,000 gold, $40-plus silver, and a potential recovery in undervalued metals like platinum. Finally, he explains how and why people should consider investing in physical metals – including highly liquid coins from leading national mints – as well as what to watch out for as an investor. You can learn more about his firm at http://www.amergold.com – and speak to Dana in person at the upcoming MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246

23 MAY 2024 · Pete Najarian is Co-Founder of Market Rebellion and a long-time options educator and trader. In this MoneyShow MoneyMasters Podcast episode, we cover a wide range of big-picture topics like the economy and Federal Reserve policy...as well as which stocks, sectors, and asset classes investors should be looking most closely at here. Pete starts the conversation by reiterating that the early-year talk of five, six, or seven Fed interest rate cuts never made sense to him. Now, markets seem to be on roughly the same page as him – with maybe one cut, maybe no cuts being the likeliest policy outcome for 2024. We also talk about how markets struggled with the evolving rate outlook in April, and why they seem to have made peace with it since then. The discussion then pivots to corporate earnings and the technology sector – including how many names are now trading as individual stocks with company-specific drivers, rather than simply components of the “Mag 7” mini-conglomerate. Pete also chats about ways investors can play the Artificial Intelligence (AI) boom outside of obvious names like Alphabet (GOOGL) and Nvidia (NVDA) – including one or two sectors that might not come to mind first. He goes on to name names he likes in the financial sector...what he thinks about the boom in commodities and precious metals...and what the recent resurgence of meme stocks means for investors and traders. Finally, we cover his tips for options traders in this environment – including why maintaining your discipline and having a plan (in advance) of any trade are so important. He closes by sharing a sneak peek at what he’ll talk about at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246

16 MAY 2024 · Edward Yardeni is President of Yardeni Research. Jose Torres is Senior Economist at Interactive Brokers. Both market experts joined me for a MoneyShow MoneyMasters Podcast episode recorded from the floor of our Investment Masters Symposium Silicon Valley. Our goal? To talk growth, spending, and where investors should put their money in the rest of 2024. Ed started by explaining the economy’s resilience in the face of higher interest rates – including the one thing Baby Boomers are doing to keep growth chugging along. He still thinks inflation will cool and recommends that the Fed should “take the rest of the year off.” Jose weighs in next on why financial conditions remain “quite buoyant, quite loose” and the one thing the Fed is “implicitly accepting” that works in favor of bullish investors. The conversation then shifts to banking sector credit risk and commercial real estate delinquencies...why short-term beats long-term when it comes to fixed-income investing...and which stock market groups and investing styles the two experts like. Ed closes things out by naming the best “shock absorber” for investors in this market – and the one big risk that could derail his bullish outlook. To get more IN-PERSON guidance from financial experts like Ed and Jose, be sure to join us for the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246

9 MAY 2024 · Boris Schlossberg is Co-Founder of BKForex.com, as well as a long-time commentator on currency market trends. In this MoneyShow MoneyMasters Podcast episode, we take a trip around the forex world, talking about forces driving the dollar, the yen, the Chinese yuan, and other world currencies. Boris starts by discussing his expectations for Federal Reserve policy, the impact of the wealth effect on the U.S. economy, and where the greenback stands vis-à-vis the other majors. He explains why the Japanese are fighting a “hopeless battle” by intervening heavily to support the 160 dollar-yen level – and also why chatter about the collateral damage of unwinding yen carry trades is overblown. Next, we cover the Chinese yuan devaluation, how it’s helping crank up China’s export machine again, but why a key negative side effect could prompt Chinese officials to push back. The conversation then pivots to the outlook for alternative stores of value like gold AND how pricing dynamics in the oil market (interestingly enough) are impacting the precious metal. Boris also outlines why he thinks it’ll be a choppy summer for stocks...but why once THIS happens, equities could get back on track. Finally, Boris expounds on the explosion in retail prop trading. He believes it’s a positive development – provided traders take the time to educate themselves and practice by paper trading before diving headlong into the markets with real money. Boris closes by previewing his presentation on the prop trading phenomenon at the MoneyShow Masters Symposium Las Vegas, set for Aug. 1-3, 2024 at the Paris Las Vegas. Click here to register: https://lasvegasmms.com/?scode=061246