MoneyShow MoneyMasters Podcast

BONUS • Cody Willard, Bobby Lee, Sydney Armani: Tech Stocks, AI, Market Analysis

With the Silicon Valley Invesment Masters Symposium just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Cody Willard from TradingWithCody.com, Bobby Lee, CEO of Ballet, and Fintech World Group CEO Sydney Armani joined Mike Larson to discuss what they're seeing in the markets and how they're navigating their trades and investments.Don't miss seeing them and more market experts in person in Silicon Valley! Learn more and register: https://www.siliconvalleyims.com/?scode=061246

Jeff Hirsch, J.C. Parets, Steve Strazza: Market Experts Talk Stocks, Commodities, Options, and More

Jeff Hirsch is editor-in-chief of The Stock Trader’s Almanac and Almanac Investor, while JC Parets and Steve Strazza are the founder and director of research at All Star Charts, respectively. In this lively, entertaining, and actionable MoneyShow MoneyMasters Podcast episode, we give viewers a 360-degree review of the market action so far in 2024...and what investors and traders should expect in the months to come.We start by talking about the technical and seasonal outlook for stocks, including why 2024 is NOT the same as 2023 when it comes to market composition and breadth. We also discuss what impact the upcoming presidential election should have on stocks and how and why Q2 could be rockier than Q1 – making it a “wait it out” period, according to Steve. The action in copper, energy, and gold gets dissected next, with JC noting that bull markets in commodities usually “last for a decade or two. They don’t last for two or three years.”We move on to talk about waning momentum in the technology sector, the response of financial stocks to recent earnings reports, and whether traditionally defensive groups like utilities offer opportunity (or not). We talk about promising options trading techniques in this environment, including why iron condors can make sense. We chat about several stocks that look like good “buys” even with recent turmoil. And we discuss alternative investments like Bitcoin and other cryptocurrencies, and what should happen with them down the road.Finally, we review the recent MoneyShow conference in Miami that all three experts spoke at – and what attendees at the upcoming Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport, can expect from the next round of experts there. Click here to register: https://www.siliconvalleyims.com/?scode=061246

Shana Sissel: A ”Remarkably Bullish” 2024 Take on the Fed, Favorite Sectors, & the Future of ”Alts”

Shana Sissel is founder and president of Banrion Capital Management. In this interview, Shana starts by laying out a "remarkably bullish" take on stocks, the economy, and Federal Reserve policy. While she thinks the Fed might not cut interest rates at all in 2024 – a major swing from the six cuts that rate futures markets were once pricing in – she believes stronger earnings, stronger growth, and a strong job market should keep stocks on the right track.Next, we pivot to some of Shana's favorite sectors (including two outside of tech) -- and why "losing" Magnificent Seven names like Apple and Tesla hasn't hurt markets more. She also shares her take on EVs, hybrid vehicles, AI, and even what will replace the old student study standby, CliffsNotes. Following that, our discussion shifts to her bread-and-butter: Alternative investments. Shana lays out a profit roadmap for "Alts" investors that includes key insights and recommendations in commercial and residential real estate, cryptocurrencies, precious metals, and private credit. Finally, she shares a sneak peek at what she'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246

Cody Willard: Profiting from the ”Most Revolutionary Companies in the World” – AI, Robotics, & More

Cody Willard is a hedge fund manager, former Fox Business anchor, and publisher of TradingWithCody.com. In this interview, Cody explains that his goal is to invest in the "most revolutionary companies in the world" – BEFORE they become trillion-dollar behemoths that everyone owns. He recounts why and how he has invested in Alphabet since its IPO, Apple since 2003, Nvidia since 2016, and more, as well as which technology firms hold the most promise today.Tesla is one at the top of the list. In fact, Cody thinks it COULD be worth $28 TRILLION by 2040 if current and future investments and technological initiatives pan out. He also thinks many private companies at the forefront of the Artificial Intelligence (AI) and robotics revolutions today could be the next big winners of tomorrow for investors after they go public, even as he feels valuations are stretched right now. We also discuss the "silliness" going on in the cryptocurrency space now (despite the fact he has been a Bitcoin investor and proponent since 2013). Finally, Cody gives a sneak peek at what he'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246

David Keller: Stocks, Sectors & Strategies for a Broader Market with New Leaders Beyond the Mag 7

David Keller is a CMT and Chief Market Strategist at StockCharts.com, as well as the man behind The Final Bar market recap show. In this podcast episode, David shares his technical take on the stock market as of the end of Q1 2024. The bad news? Some of the old, Magnificent Seven leaders are falling by the wayside. The good news? Some of the old, Magnificent Seven leaders are falling by the wayside. In other words, the advance is broadening out to include new leaders in sectors like financials, industrials, basic materials, and home builders – something that is ultimately HEALTHY.As David puts it in our chat, "For stock pickers, it's a pretty ripe environment." Roughly 80% of S&P 500 names are trading above their 200-day moving averages, while around 70%-80% are trading above their 50-day MAs. Though there is one potential warning sign to watch, primary uptrends remain intact for the major averages.David then explains that his scans of stocks making new three-month highs and new three-month lows continue to show better results in value-oriented, non-tech groups. He cites a handful of names he likes, including one particularly strong play in the gasoline retail business. On the flip side, he explains why one incredibly popular "Big Tech" stock looks to be carving out a major top. He also addresses the strength in gold and Bitcoin, noting that the weekly chart for the former looks great and the latter is clearly benefiting from the "halving." Finally, he shares a sneak peek at the trading methodologies, process-oriented tips, and chart-reading lessons he'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246

BONUS • John Carter, Michael Green, Chris Camillo, Charlie Shrem: Market Analysis

With the Miami Invesment Masters Symposium just around the corner, we co-hosted a Twitter/X Space with WOLF Financial that featured a few speakers from our upcoming event. Simpler Trading's John Carter, Simplify Asset Management's Michael Green, Dumb Money's Chris Camillo, and Crypto Investor Network's Charlie Shrem joined Mike Larson to discuss what they're seeing in the markets and how they're navigating their trades and investments.Don't miss seeing them all in person in Miami! Learn more and register: https://miamisymposium.com/?scode=062421

BONUS • Wieland Arlt: Trading Psychology, Risk, and His MOST Important Piece of Market Advice

Wieland Arlt is a bestselling author, trader, and president of the International Federation of Technical Analysts (IFTA). In this chat recorded the floor of the 2024 MoneyShow/TradersEXPO Las Vegas, Wieland shares the tips, pointers, strategies, and advice that he has shared with countless followers and students – all designed to help them become more prolific and profitable traders. He underscores why education and training is so important for traders, noting that “there’s no job or occupation you can do within a weekend” (no matter what some would have you believe).When it comes to methodology, Wieland focuses on identifying and capitalizing on key reversals in overstretched markets – whether in futures, forex, or stocks. He adds that the most successful traders are those who can conquer both psychological AND financial challenges. Otherwise? “First, you’re mad. Then you’re broke.” Finally, Wieland shares the most important advice he has for any trader, whether beginner, intermediate, or expert.Looking for insights and recommendations from trading experts like Wieland IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami. Click here to register: https://www.miamisymposium.com/?scode=061246

Ed Yardeni: “Wall Street’s Most Bullish Forecaster” on Stocks, Sectors, & 1990s Redux

Ed Yardeni is president of Yardeni Research, as well as a markets and economics expert with decades of experience on Wall Street. He is also the driving force behind yardeniquicktakes.com, a comprehensive investment research and commentary website. In this MoneyShow MoneyMasters Podcast interview, Ed explains why he’s so positive on the outlook for the stock market – something that earned him the nickname “Wall Street’s Most Bullish Forecaster” in a recent article.Ed believes we aren’t in a recession and we won’t be in a recession anytime soon. He sees the Federal Reserve only cutting interest rates twice in 2024 – if that – but believes markets can handle that just fine. Ditto for the “resilient” economy. One thing that has helped: The Fed has gotten better at “Whac-a-Mole” in the wake of the Great Financial Crisis, intervening to keep things like the early-2023 bank failures from spiraling out of control and leading to a massive credit crunch.Ed goes on to share a truly contrarian take on commercial real estate...his three favorite sectors for the quarters ahead...why this environment looks like the mid-1990s...and the one thing that DOES worry him most right now. Finally, he lays out a roadmap for why we should see the S&P 500 hit 5,400 by year end, 6,000 a year later, and 6,500 in 2026. If you want to learn more from Ed in PERSON, be sure to see him speak at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246

Mish Schneider & Kenny Polcari: Stock Strategists Talk ”No Landing” Scenario, Supercycles, Small Caps, and the S&P 500

Mish Schneider is chief strategist at MarketGauge.com, and Kenny Polcari is chief market strategist at SlateStone Wealth. Both sat down with me at the 2024 MoneyShow/TradersEXPO Las Vegas to share their take on stocks, sectors, gold, currencies, and more in this MoneyShow MoneyMasters Podcast twofer.Mish kicks things off by sharing her "still photograph" theory on the markets and the economy, noting that "everything's pretty good" with earnings, interest rates, and growth stocks, even if we have issues with government debt and lingering inflation. She doesn't think the Federal Reserve is going to cut rates a bunch in 2024, but remains firmly in the "no landing" camp on the economy regardless. When it comes to market opportunities, she thinks the "all about me" trend will create opportunities in sectors like consumer discretionary and biotechnology, while gold, silver, copper, and other commodities may have "Supercycle potential."Next, Kenny lays out his case for why the Fed should not cut rates AT ALL – and that from a historical perspective, there's nothing wrong with rates hanging around 5%-5.5%. Markets can handle it. He expects some near-term chop and consolidation after the big run and valuation ramp we've had in groups like technology, but cautions investors not to overreact to it. Kenny then goes on to explain why he likes healthcare and industrials, and why small and mid caps could be poised for a nice move. He then lays out his case for why the S&P 500 should finish the year up at least 10% – and why investors should be buying for the long-term if election or geopolitical headlines create short-term chaos.Looking for insights and recommendations from experts like Mish and Kenny IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami. Click here to register: https://www.miamisymposium.com/?scode=061246

Jeff Hirsch & Carter Worth: Super Boom or Chop & Churn? Two Stock Market Experts Square Off on the 2024 Outlook

Jeff Hirsch is editor-in-chief of The Stock Trader’s Almanac, as well as the author of the 2011 book Super Boom. Carter Worth is CEO and founder of Worth Charting, as well as a technical analyst with decades of experience on Wall Street. I talked to both stock market experts at the 2024 MoneyShow/TradersEXPO Las Vegas to get their outlooks on the year – and the result is this double-barreled MoneyShow MoneyMasters Podcastsegment.In it, Jeff explains why he expects a strong year for stocks, with gains of 8% to 15% broadly speaking. His work focuses on market cycles, historical patterns, and factors like the presidential election, all of which are pointing toward a positive year. Jeff explains why investor sentiment isn’t flashing any major warning signs, noting that “bullish sentiment can be bullish and stay bullish.” He goes on to explain why having a select group of leaders leading isn’t necessarily a problem, either, and highlights recent improvement in market breadth. Plus, he shares some of the investments he likes right now, including in natural gas, copper, infrastructure, and more. Finally, Jeff teases a NEW forecast that will replace and supplant the Super Boom one that panned out.Next, Carter talks about the problem with traditional Wall Street strategist forecasts – and the problems this market faces. While he isn’t outright bearish, he explains why stocks could struggle to power to, and through, their old highs from early 2022. His expectation? Churning and little net progress for the next six to nine months.That said, Carter does see opportunity in a handful of contrarian and compelling sectors. Among them? Energy and healthcare. He also shares his reasons why gold looks promising, and why his “bias is that rates go lower.” We wrap our discussion with the four key data points he uses as a chartist – and how they help him identify inflection points.Looking for insights and recommendations from experts like Jeff and Carter IN PERSON? Then join us for the Investment Masters Symposium Miami, set for April 10-12, 2024 at the Hyatt Regency Miami. Click here to register: https://www.miamisymposium.com/?scode=061246