MoneyShow MoneyMasters Podcast

BONUS • Lindsey Piegza on the Fed Challenges Ahead: Labor Market, Inflation, & Consumer Momentum

Lindsey Piegza, Chief Economist of Stifel Financial, sits down with us at the Investment Masters Symposium in Las Vegas to discuss the current economic outlook and the Federal Reserve's actions. She mentions there is optimism about avoiding a significant downturn in the labor market despite potential rate increases. But there are also signs of uncertainty and potential challenges ahead, especially if consumer momentum continues to weaken.Lindsey highlights the Fed's goal of achieving price stability, suggesting it might continue its efforts with one or two rate hikes by the end of the year — and noting that while there has been progress on the inflation front, the targeted 2% inflation level hasn't been reached. She also touches on employment data, acknowledging that hiring has cooled somewhat, but that hundreds of thousands of Americans are still finding jobs each month. Finally, Lindsey addresses potential scenarios related to credit conditions that could influence policy decisions. If you want to learn more from Lindsey, she will be speaking at The MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Visit www.OrlandoMoneyShow.com for more info.

Danielle Shay of Simpler Trading: Strategies for Options & Directional Swing Trading

Danielle Shay is VP of Options at Simpler Trading. In this interview, the options and directional swing trading specialist discusses the tactics, methodologies, and indicators she uses to help maximize results for traders who follow her in her live trading sessions, through her newsletter, on social media, and more. She discusses the “Squeeze” tool, an important consolidation breakout signal that she uses. She also covers the nuts and bolts of trading options around earnings announcements, including which options strategies have proven most (and less) effective in the current market environment. Danielle further emphasizes the need for preparation – and how that can make you a more successful options trader. Plus, she shares her take on which market sectors might offer the most promising earnings-related trades moving forward AND how she views hedging in light of Fitch Ratings’ downgrade of the U.S. “AAA” debt rating. Finally, she 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. Visit www.OrlandoMoneyShow.com for more info.

Mitch Roschelle: Expert Primer on Real Estate Market Conditions, Crises, Opportunities

Mitch Roschelle is Managing Director at Madison Ventures+. In this interview, the long-time real estate market analyst, consultant, and commentator shares his view on the current state of the residential and commercial real estate markets...and how conditions will evolve later in 2023 and beyond. He breaks down the housing affordability crisis, covering the role that rising mortgage rates, rising house prices, household growth, and insufficient construction activity all play. Plus, he explains how new construction techniques, as well as an increased focus on manufactured and mobile homes, can help provide solutions. Mitch further explains why commercial real estate losses should NOT cause enormous economic and banking sector problems like residential mortgage losses did in the 2007-2009 cycle. And he gives a sneak peek at what he’ll discuss at our upcoming Investment Masters Symposium in Las Vegas, set for Aug. 8-10, 2023 at the Paris Las Vegas.

David Rosenberg: Investment Strategies to Survive the Looming Recession

David Rosenberg is Founder and President of Rosenberg Research. In this MoneyShow MoneyMasters Podcast segment, the noted strategist and economist warns that the risk of recession is much higher than markets and many investors appreciate. He compares the current environment to past periods of (misguided) pre-recession optimism like 1989, 2000, and 2007. David also explains why both the U.S. Federal Reserve and the Bank of Canada will have to change their interest rate tune soon due to a deteriorating economic and credit environment. David further outlines his THREE primary strategies for investors, the main reason why you shouldn’t let “FOMO” guide your actions, and the key forces that make Canadian equities much more attractive than U.S. stocks. Finally, he gives a sneak peek at what he’ll discuss at our upcoming MoneyShow Toronto, set for Sept. 8-9, 2023 at the Metro Toronto Convention Centre North.

Thomas Lee of Fundstrat: One of Wall Street’s Biggest Bulls is Getting MORE Bullish

Thomas Lee is Managing Partner and Head of Research at Fundstrat Global Advisors. In this interview, the well-known Wall Street bull shares the three reasons why he’s even MORE bullish on the S&P 500 now than he was before. He also explains what fueled his recent “tactical buy” call, a call the likes of which he hasn’t issued in more than 10 years. As for the fundamentals, Tom says the expectation that S&P 500 earnings will drop 7%-plus in Q2 is both overly pessimistic and skewed by one factor. He notes that the current rally will be longer than the preceding decline if it continues through July 26, making the “bear market rally” moniker invalid. And he shares why he still likes Big Tech, what three catalysts should power industrials, and why one lagging sector should finally find its footing.

David Keller: Tips for Trend-Following Traders in 2023’s Shifting Market

David Keller is Chief Market Strategist at StockCharts.com. In this interview, the technical analysis specialist shares his view of 2023 market conditions so far – and the outlook for the second half of the year. Specifically, he discusses what the charts are telling him about the S&P 500 in general, the tech sector in particular, and some of the sleeper groups – like industrials and materials – that may be ready to move NEXT as tech stops to catch its breath.David also covers the THREE goals every trend-following trader should have, as well as the TWO key indicators that suggest a trend change is coming. He further discusses a “behavioral trap” to avoid, plus the SIX things traders CAN and should focus on controlling (rather than all the things they can’t). Finally, he gives a sneak peek at what he’ll discuss at our upcoming Investment Masters Symposium in Las Vegas, set for Aug. 8-10, 2023 at the Paris Las Vegas. Go to moneyshow.com for more information.

Kenny Polcari: Tech, Treasuries, the Election, and a Major Distraction

Kenny Polcari is Chief Market Strategist at Slatestone Wealth. In this interview, he shares his take on current stock market conditions and how he sees things playing out for investors later this summer and year. He notes the technology sector is “so, so stretched” and needs to take a breather, and says other groups like small- and mid-cap stocks (SMIDs), industrials, and transports will likely start outperforming instead. Kenny further explains why high-dividend payers like utilities are a great option versus CDs and short-term Treasuries because they give you nice yields PLUS liquidity and stock market exposure. You’ll also get his take on the Fed and why you can’t let the “conflicting conversation and narrative out there” from various monetary policymakers distract you from your investing plan. He explains why and when Wall Street will start paying more attention to the upcoming presidential election. AND he gives a sneak peek at what he’ll discuss at our upcoming Investment Masters Symposium in Las Vegas, set for Aug. 8-10, 2023 at the Paris Las Vegas. Go to moneyshow.com for more information.

John Bollinger: Boost Trading Results with Bollinger Bands

John Bollinger is President and Founder of Bollinger Capital Management. He invented Bollinger Bands in the early 1980s, and now the adaptive tool helps traders of all experience levels improve their results via pattern recognition, system-based trading, and other techniques. In this interview, John discusses how he typically uses Bollinger Bands on a daily or weekly basis, and how they can be used in conjunction with gauges of volume, trend-based indicators like MACD, and overbought/oversold indicators like MACD, RSI, and MFI.John also covers the current market environment and how stocks are “walking up the upper band”, even as they could pull back from overbought levels. He further explains why he believes this is both a “portfolio manager’s dream” and a “classic swing trader’s market.” Finally, John gives a sneak peek at what he’ll discuss at our upcoming Investment Masters Symposium in Las Vegas, set for Aug. 8-10, 2023 at the Paris Las Vegas. Go to moneyshow.com for more information.

Larry Williams: 2023 Trading Tips, Tactics, and Strategies

Over Larry Williams' 60+ year career, he has taught trading tactics and strategies to thousands of students and has authored 11 investing and trading books. In this episode, Larry shares his take on 2023 market conditions and key market drivers. He discusses the strength of America’s New Economy, and the outlook for assorted currencies and commodities. He also explains how investors can profit from lingering (and misguided!) negative sentiment – and which trend-based, cycle-based, and other indicators he follows when entering, exiting, and managing trades. And of course, Larry gives a sneak peek at what he’ll discuss at MoneyShow's upcoming Investment Masters Symposium in Las Vegas, set for Aug. 8-10, 2023 at the Paris Las Vegas. Go to moneyshow.com for more information.