MoneyShow MoneyMasters Podcast

Ashraf Laidi & Jerry Robinson: Smarter Swing Trading & Top Picks in Gold, Stocks, Bitcoin

How can you improve your swing trading results? Why should you care about the yen carry trade, the Treasury yield curve, and the AI “Boom or Bust” debate? What important intermarket relationships should you be watching when trading currencies, gold, and Bitcoin? In this special “Trader Talk” edition of the MoneyShow MoneyMasters Podcast episode, I sat down with Ashraf Laidi, founder of Intermarket Strategy Ltd., and Jerry Robinson, trend trader and founder of Followthemoney.com, to get all of those answers – and much MORE!Ashraf and Jerry start by outlining their backgrounds in the markets and how they became active traders. Ashraf details how he cut his teeth trading and talking about currencies, before branching out into other asset classes over the years. He now spends his time analyzing central bank policy, yield curves, market technicals, and most importantly, intermarket relationships, to identify attractive profit opportunities. Jerry started actively trading the markets in the late 1990s, dabbling in day trading before settling into a trading and educating career focused on swing trading and investing in equities and cryptocurrencies.We next chat about trading conditions and trends in most major asset classes. Ashraf discusses what the relationship between gold and shorter-term yields implies for traders, as well as what the recent turbulence in the dollar-yen currency pair means for stocks between now and the election. Jerry also explains why he took advantage of the recent yen carry trade shenanigans to add to his long-term holdings, and why he thinks a weaker dollar, stronger gold, and six-figure Bitcoin prices are likely coming down the pike. Each expert also shares key tips and tactics for traders interested in swing trading over the span of several days or weeks...counter-trend trading on shorter-term timeframes...and the benefit of maintaining discipline and using a rules-based approach with your trading account.Finally, both Ashraf and Jerry preview what they’ll cover in much more detail at the 2024 MoneyShow Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register for that event: https://orlandomoneyshow.com/?scode=061246

Top Stock Picks from Stocktwits’ Tom Bruni, Weiss Ratings’ Sean Brodrick, & Keystone’s Ryan Irvine

What stocks should YOU be targeting in the second half of 2024...and WHY? For this special extended-edition MoneyShow MoneyMasters Podcast episode, I gathered three of our top expert contributors together to give you the answers. They are Ryan Irvine, president and CEO at KeyStone Financial...Tom Bruni, head of market research at Stocktwits...and Sean Brodrick, senior editor at Weiss Ratings.They begin by sharing their backgrounds and what it is each of their companies do for investors and traders. Ryan emphasizes his firm’s bottoms-up research on thousands of US and Canadian stocks with high growth potential or significant dividend growth. Tom explains how Stocktwits brings together more than 8 million users looking for new ideas, independent research, and social media-based market trend data. Finally, Sean explains the history of Weiss’ ratings system, and the approach and focus of his trading newsletters.Sean speaks next about recent market action, including the selloff in AI stocks, the Bank of Japan and yen carry trade debacle, and investor concern over earnings and economic growth – plus election-driven uncertainty. Ryan explains why the enormous valuation gap between small cap and large cap stocks creates fantastic profit opportunities for investors, while Tom weighs in on the several surprising groups that are actually winning the year-to-date performance race. He also reveals three attractive names in two of those groups – as well as the important question that holds the key about the future direction of tech stocks.We then delve into specific stock picks: One gold miner from Sean...one cash-rich, dividend-hiking Canadian play from Ryan...and seven “beaten-down brand name” stocks that have high social followings and turnaround potential from Tom. Finally, we wrap with a discussion of what each expert plans to cover at upcoming MoneyShow events.Ryan and Tom will be speaking at the 2024 MoneyShow Toronto, scheduled for Sept. 13-14 at the Metro Toronto Convention Centre North. Click here to register for that event: https://www.torontomoneyshow.com/?scode=061246. Both of them AND Sean will be speaking at the 2024 MoneyShow Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register for that event: https://orlandomoneyshow.com/?scode=061246.Stocktwits Disclaimer: This is not investment advice. The opinions expressed by the guests on this show are their own and do not necessarily reflect the views or opinions of Stocktwits, Inc., or any of its subsidiaries or affiliates. Read the full disclaimer here: https://stocktwits.com/c/uncategorized/2024/08/13/stocktwits-event-appearance-disclaimer/

UBS’s Mike Ryan: Fractures, Factions, & Two More Powerful Forces Driving the Economy and Markets

Mike Ryan is Vice Chairman of UBS Global Wealth Management. In this MoneyShow MoneyMasters Podcast episode, recorded onstage at our Las Vegas Symposium in August 2024, Mike discusses the four powerful forces impacting the economy and the markets – and how investors should adapt to their growing influences. He calls them geopolitical fracturing, social factioning, economic calcification, and technology factoring.In Mike’s words, “the world is becoming a more contentious place” and that will impact everything from U.S. trade relationships to consumer shopping habits to corporate/government interaction. Increased tribalism at home and reduced economic mobility will also increase the risk of social unrest. While AI, machine learning, quantum computing, and other technologies will prove “transformational,” they will also likely be incredibly disruptive from political, geopolitical, macroeconomic, commercial, and social standpoints.The net takeaway for investors? Allocate more money to safe-haven assets and be sure your portfolio includes a fixed income component. Also consider focusing on “national champions” that will benefit from consumer and government support. Finally, remember that monetary and fiscal policy will no longer be “uniformly and consistent” positive forces for markets going forward.To gain access to more top experts like Mike, check out the 2024 MoneyShow Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246

Morningstar’s Christine Benz: Smart Investing, Tax, and Insurance Moves for Mid-Year Planning

Christine Benz is Director of Personal Finance at Morningstar and author of the soon-to-be-released book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. In this wide-ranging MoneyShow MoneyMasters Podcastepisode, we discuss the risks to investors of recency bias, steps to take ahead of “decumulation,” important long-term care insurance trends, and tax planning ahead of and after the 2024 presidential election.We start by chatting about the long-running stock market rally and how it’s creating risks for investors – risks that seem more tangible in light of July’s violent market rotation. Christine covers the benefits of raising some cash, and highlights her cash recommendations for investors in different age brackets and employment situations. We then discuss the benefits and drawbacks of adding alternative investments to a traditional 60/40 portfolio, plus why adding value stocks, small caps, international equities, and other non-Magnificent-Seven names can help today’s investors. As she notes, “the way that we express humility, the way we kind of say, ‘I don't know,’ is to diversify across different parts of the market.”Next, she talks about smarter tax planning strategies to consider regardless of whether Trump or Harris win in November – and ways to lessen the financial burden of long-term care needs. Then we cover the key benefits and actionable information readers will get in her book, set for release in September. Finally, she concludes with a sneak peek at what she’ll cover at the 2024 MoneyShow/TradersEXPO Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246

Jonathan Hoenig: Why Price is Primary, How to Profit in This Market, & When to “Go Fishing”

Jonathan Hoening is Portfolio Manager at Capitalistpig Hedge Fund. In this MoneyShow MoneyMasters Podcast episode, we discuss the current mega-shift underway in the stock market, how investors should respond, and why price is always…ALWAYS...primary. Diving right in, Jonathan explains why “paralysis by analysis” often afflicts investors. Overthinking fundamentals, earnings, insider buying/selling, or other factors can get in the way of just reacting to – and profiting from – action in the markets. He notes that the recent rotation out of big cap tech and into value stocks, small caps, and “anything but exotic” names is a prime example. He then highlights a trio of domestic stocks that look solid, as well as one international play. He also lays out a bullish case for an emerging markets ETF and a fund focused on precious metals.We further discuss what past trading action in gold circa 2001-2011...and the progression of inflation in the 1970s...can tell investors about today’s market and economic environment. Jonathan next weighs in on the 2024 presidential election and some surprising, counterintuitive things investors should keep in mind before reacting to a potential Trump or Harris victory in November. Critically, we also discuss practical advice for profiting today. That includes why you should focus on stocks trading near 52-week highs versus 52-week lows...how to properly size positions for maximum returns...what is so important about the concept of “trading units”...and why sometimes the smart move is to take after Jesse Livermore and just “Go fishing!”Finally, Jonathan shares a sneak peek at what he’ll cover at the 2024 MoneyShow/TradersEXPO Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: 

Bloomberg’s Eric Balchunas: Ether, Gold Funds, ”Boomer Candy & Hot Sauce”

Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence. In this MoneyShow MoneyMasters Podcast episode, we discuss the state of the ETF industry in 2024 – including all the new and exciting products that investors can choose from (as well as whether they SHOULD!) He begins by discussing how roughly 70% of flows still go into traditional, passive ETFs that track the S&P 500 on the cheap...but that the remainder of the flows are going into two categories of funds: “Boomer Candy” and “Hot Sauce” ETFs. The former term refers to ETFs that use things like covered calls and buffer strategies to let investors participate in market upside, while still getting some downside protection. The latter term references ETFs that “get their blood flowing,” including a wide range of thematic, leveraged, single-stock, and crypto ETFs.We then discuss how active ETF sponsors are adapting to dominance by big boys like BlackRock and Fidelity...and why news of “higher” average ETF fees isn’t really as problematic as it might seem at first. We also delve into the market’s recent rotational action – and whether this is FINALLY the time for ETFs that focus on small caps, international stocks, and other unloved groups to shine. Eric’s take? If this one thing happens, “The 4-9-3” can play catch up. The conversation then pivots to the prior roll out of Bitcoin ETFs and the current unveiling of Ether ETFs, plus why gold ETFs aren’t attracting as much attention as you might think with precious metals at new highs.Finally, Eric shares a sneak peek at what he’ll cover at the 2024 MoneyShow/TradersEXPO Orlando, set for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246

Peter Boockvar: Smarter Investing Strategies & Sectors for a Two Economies, Two Markets World

Peter Boockvar is Chief Investment Officer at Bleakley Financial Group, as well as editor of The Boock Report markets newsletter. In this MoneyShow MoneyMasters Podcast episode, we take a 360-degree tour of the markets, the economy, Federal Reserve policy, and the most (and least) promising strategies, sectors, and asset classes for 2024-2025.We start with a discussion of the “two different economies, two different stock markets” problem – why that’s the case, who’s winning, who’s losing, and how and when this “glaring gap of historic proportions” could get closed. Peter then shifts to a discussion of the Artificial Intelligence/AI boom, the surge in tech investment, and why a “Show me the money” moment might be coming soon. We pivot next to a discussion of the post-Covid changes in the economy, from increased government spending to higher-for-longer interest rates, and how a normalization of the latter “takes a lot of time and takes a lot of pain.” He highlights one particularly vulnerable sector and one particularly vulnerable group of businesses – as well as the “canary” he’s seeing that might point to increased market stress in he months ahead.Peter then outlines his expectations for Fed policy, the important shift Chairman Jay Powell just signaled, and why investors should be “careful what they wish for” when it comes to rate cuts. After touching on the impact of global and US elections on markets, he lays out a bullish case for commodities and foreign markets (particularly in Asia)…and warns investors against “just chasing the things that have worked because they’ve worked.” Finally, Peter shares a sneak peek at what he’ll cover at the 2024 MoneyShow Toronto, set for Sept. 13-14 at the Metro Toronto Convention Centre North. Click here to register: https://www.torontomoneyshow.com/?scode=061246

Brien Lundin & Omar Ayales: The Golden Era – Why Precious Metals are Surging

Brien Lundin is executive editor of Gold Newsletter. Omar Ayales is editor of Gold Charts R Us. In this special, double-length MoneyShow MoneyMasters Podcast episode, I sit down with both of them to discuss the “golden era” we’re seeing in precious metals – and how investors can profit.Brien starts by explaining how central bank buying in China and elsewhere has been a powerful force driving gold prices higher. Several countries are trying to de-dollarize, or otherwise protect themselves from current or potential future U.S. moves to weaponize the dollar and implement sanctions. He then notes that U.S.-based and other Western investors have been slower to jump on the bullish bandwagon than their Eastern counterparts, but says that will change as the Federal Reserve pivots and starts cutting interest rates. Finally, Brien explains why silver could outperform gold, how junior mining stocks can be a great way to play this move, and what price targets he has for precious metals.Next, Omar talks about the mega-shift to an inflationary environment that began in 2022 – and why it should help power gold and silver prices higher. He also discusses the “global fragmentation” currently underway, and how both friendly and enemy nations are responding to it by boosting their exposure to gold as a reserve asset. We talk next about the relative lack of U.S. investor participation and bullish sentiment, and how that is (ironically) a reason the run can and will continue. Omar then lays out his metals price targets – and highlights a pivotal move he recently recommended to target this group of “really, really cheap” stocks for potential upside.Finally, Brien and Omar will both speak about precious metals and investment opportunities in the sector at the MoneyShow/TradersEXPO Orlando, set for Oct. 17-19, 2024 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246

Nancy Tengler: Top Stocks, the AI Boom, & How to Profit “When the Hedgies Go to the Hamptons”

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

BONUS • Jim Bianco, Danielle Shay, Carolyn Boroden, Tammy Marshall, Jerremy Newsome: Market Analysis

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