MoneyShow MoneyMasters Podcast

CIBC’s Benjamin Tal: Rates, Recession Risk, Real Estate

Both the Federal Reserve and Bank of Canada have kicked off interest rate-cutting cycles. Both the U.S. and Canadian economies are facing questions about recession risk. And both U.S. and Canadian investors are wondering what’s next for stocks, real estate, currencies, and commodities. That’s why I sat down with Benjamin Tal, Deputy Chief Economist at CIBC Capital Markets, just ahead of our wildly successful 2024 MoneyShow Toronto conference. He covered all the bases for the benefit of investors in this week’s MoneyShow MoneyMasters Podcast segment.We begin with a discussion of Canada’s economy, and how Benjmain believes it’s already in a “per capita recession” – with immigration the big factor keeping GDP from looking worse. He next covers labor market conditions on both sides of the U.S./Canada border...the past, present, and future direction of interest rates...and whether our two economies are headed for a soft landing or not. Benjamin then discusses the “tale of two markets” in Canadian real estate, how the changing economic and rate environment will impact currencies and gold, and what the upcoming U.S. presidential election could mean for taxes, trade, and growth. Finally, he covers the one factor that could drive more cash OUT of one asset class and IN to another in Canada.If you missed our Toronto event, you can catch many more market experts like Benjamin at the 2024 MoneyShow Orlando. It’s scheduled for Oct. 17-19 at the Omni Orlando Resort at ChampionsGate. Click here to register: https://orlandomoneyshow.com/?scode=061246

BONUS • PVG’s Patrick Adams: The Secret to ”Loss Averse” Investing

Many investors only focus on potential PROFITS when they buy and sell stocks. But savvy investors know to focus on potential risks, too – and take steps to mitigate them when markets get volatile. Patrick Adams, CEO of PVG Asset Management, has honed his skills during a 38-year career in money management. In this episode recorded at the 2024 MoneyShow Masters Symposium Las Vegas, he explains the secret behind “loss averse investing”...and why the approach is so important in this market environment. Patrick also discusses the various income, growth, and biotech strategies PVG offers...why he’s cautious on the market here...but how he’s still keen on opportunities in small caps and quality, blue chip companies. Learn more about PVG at https://www.pvgassetmanagement.com/

Peter Schiff: Act NOW to Avoid Debt and Dollar Debacle

Crushing government debt. A deepening recession. A collapsing US dollar. Chaos in the financial markets. It could soon be headed your way. But all is not lost, either. Target the right commodities, stocks, and markets, and you won’t just come out relatively unscathed. You’ll have the chance to pocket sizable profits. That’s the worldview and advice shared by Peter Schiff, chief global strategist at Euro Pacific Asset Management, in this week’s MoneyShow MoneyMasters Podcast segment.Peter starts by comparing TODAY’s environment to the one leading up to the 2008-2009 Great Financial Crisis. In his words, the situation today is “eerily familiar” and the consequences of inaction by investors could be “catastrophic.” He goes on to note that investors made a lot of money in the 1950s and 1960s investing in the “Nvidias of their day” like Polaroid and Xerox. But anyone who didn’t shift their approach for the stagflationary 1970s – and target NEW investments like commodities, gold, oil, foreign currencies, and the like – got crushed.Peter next proposes that the Fed hasn’t slayed inflation, and that it’s poised to turn up again. He adds that record government and household debt will lead to serious economic problems – even IF the Fed starts cutting interest rates soon. In short, it’s a “toxic cocktail we’re about to drink” – and that requires protective and proactive action. He lays out investment strategies that he believes will work best in this new currency, commodity, and equity market regime. That includes buying shares of companies that prosper from inflation, foreign stocks that will benefit in a falling-dollar environment, and gold. Finally, Peter previews what he’ll talk about at 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

BONUS • Shannon Robnett: Private Real Estate Investing Primer

Looking to invest in private real estate markets, rather than publicly traded Real Estate Investment Trusts? Wondering what different opportunities, risks, and deal structures you’ll confront? Shannon Robnett of Shannon Robnett Industries is a real estate developer active in Idaho, Texas, Florida, and other markets – and in this interview recorded at the 2024 MoneyShow Masters Symposium Las Vegas, he covers it all. Shannon also discusses the tax benefits and inflation protection you can expect when you invest in real estate, along with the attractive yields on offer. Finally, he discusses the Capital City Growth Fund, how it works, and how an interested investor can find more information.This episode was sponsored by Shannon Robnett Industries.

Tom Hayes: “Turnaround Tom” Talks Stocks, Strategies for 2024-25

The stock market is having a great year...but August and September have been much more volatile. Two key market catalysts are looming, too: A Federal Reserve meeting in September, where we’ll likely get the first rate cut in four-plus years, AND the presidential election in November. So, what stocks and strategies make the most sense? Where can investors find a built-in margin of safety AND the potential for doubles, triples, or even “multi-baggers”? I checked in with the man nicknamed “Turnaround Tom” for this week’s MoneyShow MoneyMasters Podcast segment. He is Tom Hayes, founder, chairman, and managing member of Great Hill Capital – as well as the man behind the Hedge Fund Tips investment commentary website.We start the segment by discussing the market volatility, the economic outlook, and the Fed’s likely reaction to softer jobs data. Tom feels the Fed is going to cut two-three times between now and the end of the year, then see where things stand for 2025. We next pivot to a conversation about market rotation – including why more money is moving from Magnificent Seven names to the “Unmagnificent 493,” small caps, and other formerly unloved sectors and stocks. He adds that as rates and the dollar fall, THIS asset class should start to outperform, too.Tom and I then discuss two of his favorite turnaround stories – one domestic, one international. He also explains why and how turnaround investing can be so rewarding for investors – while chasing high-momentum, widely held names like Nvidia can sometimes hurt you. Finally, Tom previews what he’ll cover in more detail at the 2024 MoneyShow Masters Symposium, scheduled for Dec. 5-7 at the Hyatt Regency Sarasota. Click here to register for that event: https://sarasotamms.com/?scode=061246

BONUS • Katie Stockton, Tom Bruni, & Jonathan Hoenig: Market Analysis

With the MoneyShow Orlando just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Katie Stockton of Fairlead Strategies, Tom Bruni of Stocktwits, and Jonathan Hoenig of CapitalistPig joined Mike Larson to discuss what they're seeing and how they're navigating the current markets.Don't miss seeing them and more market experts in person in Orlando! Learn more and register: https://orlandomoneyshow.com/?scode=061246

Deep Sector Dive: Top Investor Buys in Energy and Utilities

How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietly dominating the 2024 sector performance race – driven by everything from a friendlier Federal Reserve to AI-fueled electricity demand growth. To help you understand and capitalize on these trends, I take a deep sector dive into energy and utilities for this week’s MoneyShow MoneyMasters Podcast episode. Joining me are Roger Conrad, Editor of Conrad’s Utility Investor, and Elliott Gue, Editor of Energy and Income Advisor.We start by covering the big-picture environment in the energy and utilities sectors, including why energy demand should hold up despite concerns about China’s economy and why (and by how much) investment in Artificial Intelligence-related data centers is boosting electricity demand. Elliott next discusses energy pricing and supply, as well as the reasons natural gas has struggled despite stability in oil. Roger shares his insights on the resiliency of the power grid, and how and where utilities are investing to improve it. Both experts also talk about how politics and policy shifts can impact energy and utility investments, as well as sector performance.The conversation next pivots to top picks in each sector. Elliott highlights a promising “Big Oil” name, a play on stronger gas pricing down the road, and an energy services stock he likes. Roger discusses an Eastern US power producer and a renewables play that shows promise. Finally, the two sector experts preview what they’ll cover in 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

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