MoneyShow MoneyMasters Podcast

Matt Hougan: Crypto’s ”Gamechanger” Moment & What’s Next in a Pro-Crypto Regime

A pro-crypto president. A pro-crypto Congress. A pro-crypto SEC. That’s what the cryptocurrency industry will soon benefit from in this “Gamechanger” moment, according to Matt Hougan, Chief Investment Officer at Bitwise Asset Management. That, in turn, has enormous implications for investors in Bitcoin and other cryptocurrencies, which Matt and I explore in this week’s MoneyShow MoneyMasters Podcast.Our chat begins with a primer on Matt’s background and an overview of Bitwise, one of the largest crypto-focused investment management firms, with $11 billion in client assets across ETFs, funds, staking services, and active strategies. Next, we discuss the seismic shift in the industry’s future growth potential and institutional acceptance driven by the election results, as well as the wildly successful roll out of Bitcoin (and other) ETFs and what it means for investors and traders. The conversation then pivots to sector innovations and developments fueled by cryptocurrencies, including those that are “very serious and very fun.” They include the growth in election prediction markets that garnered so much attention this fall...the use of crypto-enabled stablecoins for B2B payments in developing markets…and the use of blockchain technology to validate ownership and transfer of video game perks and upgrades.We also cover how Bitcoin and other cryptocurrencies can and should be used in investor portfolios, how Bitcoin measures up against gold, and what new investors in the asset class need to keep in mind. Finally, Matt previews what he’ll cover at the 2024 MoneyShow/TradersEXPO Las Vegas, scheduled for Feb. 17-19 at the Paris Las Vegas. Click here to register: https://www.lasvegasmoneyshow.com/?scode=061246

Brian Lund on Trading: Why Our Biggest Enemy is Always the Person in the Mirror

If you’re a trader, you’re constantly doing battle with ONE enemy. An adversary who can make things more complicated than they need to be...who can be distracted by narratives, politics, and irrelevant earnings trends...who can commit serious “chart crimes”...and more. The enemy? Yourself. That’s what Brian Lund, Publisher of The Lund Loop, warns about in this week’s MoneyShow MoneyMasters Podcast episode.A retail trader who began trading stocks in 1985, Brian now helps educate fellow traders online. He begins by discussing why “Trading isn’t easy, but it doesn’t have to be complicated”...and laying out the three-step process he uses before entering any position. The key to long-term success in his view? Figuring out your methodology and then doing it “over and over and over again.” We then discuss the benefit of participating in trading communities and discussion groups, as well as one potential drawback to keep in mind. Brian also covers his preferred technical indicators and favorite trading timeframe, which he believes offers the best profit opportunities while also allowing you to avoid having to micromanage positions.Next, we pivot to a discussion of current market conditions – including why the post-election surge in stocks could mark a short-term top in a longer-term uptrend. We also discuss Bitcoin’s big run and what to keep in mind as it nears $100,000...one AI stock he finds particularly attractive...and what the interplay between financials and other sectors could tell us about where equity markets go from here. Lastly, Brian previews what he’ll cover at the 2025 MoneyShow/TradersEXPO Las Vegas, scheduled for Feb. 17-19 at the Paris Las Vegas. Click here to register: https://www.lasvegasmoneyshow.com/?scode=061246

X Space with WOLF Financial: Market Analysis with Jim Bianco, Carley Garner, Jason Bodner

In this episode of the Money Masters Podcast, we bring you highlights from a recent X Space featuring top financial experts discussing market trends, investment strategies, and upcoming MoneyShow events.Host Mike Larson, Editor-in-Chief at MoneyShow, previews the Sarasota MoneyShow Masters Symposium (Dec 5-7), sharing insights on the economy, interest rates, and alternative investments. Guest speakers Jim Bianco, Carely Garner, and Jason Bodner dive into the bond market, small-cap opportunities, commodities, and more. Key topics include:The largest short positions in bonds and their implications.Seasonality trends in stocks and commodities.Insights on Bitcoin and its evolving role in the financial system.Actionable investment strategies for 2024.Whether you're a seasoned investor or a curious trader, this episode is packed with expert guidance to help you navigate the markets. Plus, don’t miss details on the next big event: MoneyShow Traders Expo, Las Vegas, February 2025.Subscribe for weekly episodes featuring top financial minds. Follow MoneyShow (@MoneyShow) for more investing content.

BMO’s Brian Belski: Why You Should Believe in this Bull Market (Even if No One ELSE Does!)

Yes, you should believe in the bull market...even if no one ELSE does! That’s the take Brian Belski, Chief Investment Strategist at BMO Capital Markets, shared with me in this week’s MoneyShow MoneyMasters Podcast. If there’s anyone whose track record speaks for itself, it’s his. Already one of Wall Street’s most ardent bulls, he raised his 2024 year-end S&P 500 target to 6,100 in September (from 5,600 before). Some scoffed. But earlier this week, the S&P closed above 6,000 for the first time!Brian begins the conversation by discussing why he made that move – and how things have panned out since. His key point? The “stock market is a market of stocks.” By being “resolute” (rather than stubborn) and utilizing a consistent process and discipline, he and his firm have been able to get things right. We then discuss how we’ve shifted from a “Mag 7 Market” to one where “Own a little bit of everything” is working well. Brian also talks about the election, and how a lot of what you hear is “nothing but noise” you need to tune out as an investor. That said, he notes that if the Trump Administration does one thing in particular, investors will be thrilled.We then touch briefly on the Fed, the monetary policy outlook, and what interest rate futures markets may be getting wrong. Finally, Brian rattles off several promising sectors, investing styles, and stocks that investors should consider here – and he previews what he’ll cover at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246

Jim Bianco & Jeff Hirsch: The NEXT Big Battle – Post-Election Markets

The fight for the White House is over. The fight for your portfolio is just beginning. Now that Donald Trump has won the 2024 presidential election, and Republicans may end up controlling both branches of Congress, markets are reacting swiftly and strongly – and new leaders (and laggards) are emerging. In this week’s MoneyShow MoneyMasters Podcast, Jim Bianco, President and Macro Strategist at Bianco Research, and Jeff Hirsch, Editor-in-Chief of The Stock Trader’s Almanac and Almanac Investor, explain what is happening, why it’s happening, and what you can do to adapt and profit as an investor.We start with a discussion of the just-completed election, including why we saw an effective “red sweep,” how betting markets “got things right” ahead of pollsters, and what that means for future election cycles. The conversation next covers the massive moves in equities, Treasury yields, the US dollar, gold, and Bitcoin – as well as why select market sectors and small cap stocks are cheering a Trump win. Jeff weighs in on what past presidential election cycles say about the likelihood of this post-election rally continuing into 2025, while Jim brings up the biggest fly in the ointment that could derail the bullish train.We then pivot to Fed policy and what to expect at the next few meetings...how the epic battle between Chairman Jay Powell and the bond market vigilantes will unfold...and what fixed-income strategies make the most sense for investors. Jeff also shares some of his favorite sectors and stocks, as well as which asset class he’s most bullish on in a new Trump administration. Lastly, Jim and Jeff preview they’ll cover at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246

Simpler Trading Founder John Carter: Snakebit by Stocks? Follow These Tips

If you come across a rattlesnake in the woods, don’t pick it up. Sounds obvious, right? But many traders fail to understand how that principle applies to their “buys” and “sells.” So says John Carter – founder of Simpler Trading, long-time market educator, and author of Mastering the Trade – in this week’s MoneyShow MoneyMasters Podcast.We begin by discussing John’s quarter-century in the business, including how he got started trading, what important lesson he learned about asymmetrical risk early on, and why you can’t get trapped by “your own emotions or dopamine addictions” if you want to achieve long-term success. He then explains why having a “human AI-based community” behind you can help you “protect yourself from yourself” – not to mention stay focused on the most important trade, which is always the NEXT one. The conversation next pivots to a key mistake John sees traders making today and how to avoid it...why options trade “structuring” is so important...and what “final piece of the puzzle” you should learn to appreciate. Plus, he covers why and how you should stay away from those charting “rattlesnakes”!In the remainder of our conversation, John elaborates on his favorite trading tactic, the “Squeeze”...the impact 0DTE options are having on markets and how retail traders can adapt...and what he thinks about the stock market, interest rates, the bull run in gold, and the trading environment heading into the new year. Finally, John previews what he’ll talk about at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246

Cameron Dawson: Stocks... Respect THIS. Don’t Ignore THAT.

Want to stay a step ahead of this stock market? Not just in the remainder of 2024, but 2025 as well? Then you should respect one market force, but not ignore another. That’s the guidance shared by Cameron Dawson, Chief Investment Officer of NewEdge Wealth, in this MoneyShow MoneyMasters Podcast segment recorded on-site at our Orlando conference.Our conversation begins with a recap of Cameron’s past work as a strategist and an industrials analyst, the latter of which she says “lends itself quite well to making predictions about the broader economy and markets.” On that score, she feels we have “whatever the opposite of a ‘toxic brew’ is” right now – with stimulative monetary and fiscal policy PLUS a relatively robust economy. Cameron notes that stock valuations are closing in on their post-Covid peaks, while credit spreads are falling toward their lowest since 2005. But she adds: “We just have to ask the question, ‘How long can it last?’”The conversation then pivots to the upcoming election and its implications for markets and the economy. She believes we could see a shakeup in the typical pre- and post-election trading pattern on Wall Street. And she offers one key piece of post-Election Day advice for investors. Next, we talk about alternative investments and what investors should keep in mind when getting involved with them. She also names an alternative asset class that looks particularly promising right now. Cameron later outlines the four major “quality” indicators she’s looking for in potential stock plays – as well as which final screen can keep you out of trouble in tough market years like 2022. We end with her revealing what to respect, and what not to ignore.The next chance to get guidance from experts like Cameron is our 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246

Alejandra Grindal: Back Into Balance – Jobs, Inflation, & Markets

Back into balance. That’s where the job market, U.S. inflation, and other key economic indicators are headed. And THAT has major 2025 implications – both for the underlying economy AND the stock market. Those were just a few of the key insights Alejandra Grindal, chief economist at Ned Davis Research, shared with me for this week’s MoneyShow MoneyMasters Podcast segment.We begin by putting the strong September labor market report into context. She discusses what it said about payrolls, wages, and earnings – along with what other reports have shown about consumer sentiment and spending, manufacturing, and inflation. Alejandra also covers their implications for Federal Reserve policy. The conversation then pivots to the international arena, with a particular focus on recent fiscal and monetary policy actions in Japan and China. Plus, we discuss the 2024 presidential election...what various voting outcomes could mean for markets...and where investors can find the greatest opportunities if her “base case” outlook for 2025 turns out to be as accurate as her base case outlook was for this year.Finally, Alejandra previews what she’ll talk about at the 2024 MoneyShow Masters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246

Rosenberg Research’s Dylan Smith: Recession? Not YET. But...

We have not YET seen a recession in Canada or the U.S., at least from a “headline” GDP standpoint. But on a per-capita/ex-immigration basis, Canada is already there...and the U.S. may not be far behind. That’s what Dylan Smith, vice president and senior economist at Rosenberg Research, told me for this week’s MoneyShow MoneyMasters Podcast segment, recorded on-site at our recent Toronto conference.In Dylan’s view, stimulus checks from the U.S. government padded consumer spending during and after the pandemic. But the savings Americans accumulated have now been “spent down” – leaving spending from high-end consumers as one of the only supports left for the economy. Meanwhile, “distortions” and “false assumptions” about the strength of the labor market are concerning...and investors “don’t appreciate how much slack is opening up for the economy.” In Dylan’s take, central banks in both the U.S. and Canada will continue to cut interest rates well into next year to combat emerging weakness. But it may come too late for North America’s twin economic powerhouses.We then pivot to a discussion of what investors should do in response. Dylan reveals the one asset class he is a “perma-bull” on…which foreign markets look more attractive due to their undervaluation and secular growth outlook...and what to do if you’ve reaped big gains on tech stocks in a strong year for the Nasdaq. For more on-site insights from experts like Dylan, join us for the 2024 MoneyShow Orlando, scheduled for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246

Sam Stovall: The Election, The Fed, & The Market Road Ahead

What stocks should you buy? What sectors should you target? Ask 10 different experts and you might get 10 different answers. But Sam Stovall, Chief Investment Strategist at CFRA Research, likes to provide answers grounded in factual analysis, hard data, and historical patterns. And he joined me for an enlightening and actionable discussion on current market conditions and attractive investment opportunities for this MoneyShow MoneyMasters Podcast segment.We start by discussing the three primary forces that drove markets higher in Q3...and that will continue to influence them in Q4. They include Chinese economic stimulus, fading inflation pressures, and a Federal Reserve that has already cut interest rates once and will continue to cut over the next several months. He next discusses the 2024 presidential election, including what recent market performance says about the two candidates’ chances to win in November – and how stocks typically perform in the first year of a new presidential administration. Our conversation then pivots to which sectors should show the strongest earnings growth in the coming 12 months...when (and when not) to consider rotating out of leaders and in to laggards...as well as what top stocks in sectors like healthcare, industrials, and utilities look particularly attractive based on CFRA’s methodology.We start wrapping up by talking about what Sam expects the dollar, gold, and global stocks to do in the next few quarters, and what opportunities that will present to investors. Finally, he previews what he plans to discuss at the 2024 MoneyShow MoneyMasters Symposium Sarasota, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register: https://sarasotamms.com/?scode=061246