MoneyShow MoneyMasters Podcast

Carley Garner: Oil, Softs, Gold, & Stock Trends, Trades, and the 2024 Commodity Market Outlook

Carley Garner is senior commodity market strategist and broker at DeCarley Trading. In this wide-ranging MoneyShow MoneyMasters Podcast segment, she shares her outlook on several commodity and other markets. We start by discussing all the “Black Swans” that have impacted resources in the last few years, as well as why Carley expects things to settle down somewhat in 2024. She goes on to discuss pricing, production, and geopolitical trends in crude oil...the reasons why select agricultural commodities could be attractive...and whether, when, and how gold might finally break out to convincing new highs. We later pivot to a discussion on the U.S. dollar and Federal Reserve policy, technical indicators that suggest Treasury yields could fall (yes, FALL) quite a bit over time, and what Carley expects to see happen in stocks once the end-of-2023/beginning-of-2024 volatility cools. Finally, Carley provides a preview of what she’ll discuss with attendees at the 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23 at the Paris Las Vegas. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246

Keith Fitz-Gerald: Why Investors Shouldn’t Give Up on AI, Big Tech in 2024 (Plus: The Path to S&P 5,100+)

Keith Fitz-Gerald is Principal at the Fitz-Gerald Group, as well as a long-time market analyst, researcher, writer, and commentator. In this inaugural MoneyShow MoneyMasters Podcast segment for 2024, Keith explains why investors should NOT give up on Artificial Intelligence (AI) or “Big Tech” this year, even after such a strong 2023 for both. He adds that people should take a broader view of the AI revolution, including how it will permeate many other industries outside of tech (with healthcare and pharmaceuticals just two of them) – and invest accordingly.Keith goes on to talk about the outlook for Federal Reserve policy in 2024, and how markets will likely react to the end of the Fed hiking cycle. Plus, he shares his opinion on why investors should stay focused on the bullish big picture, while not letting Wall Street pick their pockets during short-term pullbacks. He then offers his take on digital currencies, Bitcoin, and key crypto market developments. And after almost hitting the nail on the proverbial head with his year-end 2023 S&P 500 target, he lays out his case for why the benchmark index should rise to 5,100-5,200 by the end of 2024.Finally, Keith gives a sneak peek of what he’ll discuss at the 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246

Jim Bianco: Good, Better, & Not-So-Good News About Higher Rates and the Return to “Normal”

Jim Bianco is President and Macro Strategist for Bianco Research, LLC. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota – he outlines the good news...the better news...and the “not so good” news about higher interest rates. The long-time financial markets and policy expert explains that investors, governments, companies, borrowers, and retirees will all see different impacts from this new “normal” environment. In his view, it’s not a “doom and gloom” world – even as there will be some clear winners and losers from a return to 2% “real” rates and 5%-6% nominal ones. Jim goes on to discuss the other ways the economic backdrop has changed, including the newfound power labor has relative to company managements. He then pivots to the market and investment implications of these long-term, big-picture shifts. Among them: The “Index Era” will gradually fade, while active management and quality stock picking will prove increasingly rewarding. Stated another way, the markets might generate “milquetoast” returns. But investors willing to put in the work and identify key winners in sectors like technology or energy could generate much stronger ones. Don’t forget to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. You can get the very latest insights from experts like Jim there. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246

Alejandra Grindal: An “Economics Lifer” Talks Global Growth, U.S. Debt, Trade, & Her 2024 Forecasts

Alejandra Grindal is Chief Economist at Ned Davis Research. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota – the “economics lifer” talks about the forces she sees impacting the U.S. and key foreign economies in 2024. She first covers the three key risks to the economy here at home, but why her firm’s base case call is ultimately for a “soft landing.” She notes the impact of rising interest rates on consumer finances – but also explains an important reason why things aren’t as bad as you might think.Next, Alejandra pivots to the questions she received and conversations she had on a recent work trip in Asia. Foreign investors and other clients there were keenly interested in the U.S. fiscal outlook, political turmoil in Washington, and the trade, market, and economic ties between China and the U.S. We then wrapped up with a discussion of the stock market implications of Ned Davis’ economic outlook, as well as how new trends like “ally shoring” and “friend shoring” will evolve in the years to come.Don’t forget to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. You can get the very latest insights from experts like Alejandra there. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246

Ralph Acampora & Katie Stockton: Top Technicians Tackle the 2024 Outlook for Stocks, Bonds, Gold, & More

Ralph Acampora is known as the “Godfather of Technical Analysis” thanks to his half-century of experience on Wall Street. Katie Stockton is a Chartered Market Technician (CMT) and founder and managing partner of Fairlead Strategies, LLC. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota in early December – the two top technicians tackle the 2024 outlook for stocks, bonds, precious metals, and more.Katie leads off with a discussion of why she’s constructive on equities, but why she needs to see a confirmed upside breakout and improving breadth to get more bullish. She explains why there has been a difference between how the stock market LOOKS and how it FEELS – covering mega-cap technology outperformance, the first signs of sector rotation in Q4 2023, and which two groups she’s watching to see if that move has legs. She later discusses why interest rates should trend lower in H1 2024, supporting equities, and shares her technical take on gold after it tested all-time highs. Finally, Katie highlights three stocks that look to be bullishly breaking out of basing patterns.For his part, Ralph talks about the extraordinarily powerful bottoming action he identified in October 2022 – and why it helped signal a big bull run was coming. While he feels parts of the market like technology are tired, he’s still constructive on stocks. His key comment? “Rotation is the lifeline of the bull market”...and he’s starting to see money migrate to groups like financials, travel and leisure, and even REITs. Ralph goes on to highlight one subsector he’s extremely positive on, as well one group he’s watching closely but “can’t pound the table on just yet.”Be sure to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. Ralph will be joining a main stage panel and teaching a MoneyMasters Class onsite. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246

Liz Ann Sonders: The “Temperamental Era,” The “Rolling Recession,” & The 2024 Stock Market Outlook

Liz Ann Sonders is Managing Director and Chief Investment Strategist at Charles Schwab & Co. In this interview – recorded from the floor of our MoneyShow Investment Masters Symposium Sarasota, she expands on several of her key investment themes. Specifically, Liz Ann explains why she calls this the “Temperamental Era” and what her “Rolling Recession” thesis means for investors. In short, the 2009-2020 period was the outlier...not the new norm...for the economy and markets, and investors need to adapt accordingly. Liz Ann then pivots to her outlook for Federal Reserve policy in 2024, her take on the “Magnificent Seven” stock phenomenon, and why focusing on stock FACTORS (versus just SECTORS) is so important. Finally, she discusses the emergence of geopolitical “blocs” and how they will influence markets over time – as well as why ACTIVE (rather than PASSIVE) investing will become more important in the years ahead.Don’t forget to check out our 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. You can get the very latest insights from experts like Liz Ann there. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246

Dan Ives: The “Biggest Transformational Tech Trend in 30 Years” & How Investors Can Profit

Dan Ives is managing director and senior equity analyst at Wedbush Securities, as well as a technology sector specialist with a quarter-century of experience in the space. In this interview, he calls 2024 a “table pounding period” for tech, with the sector likely rising another 20% for the year and “Magnificent Seven” names tacking on as much as 40%. In fact, he labels this a “1995 moment” with Artificial Intelligence (AI) probably “the biggest transformational tech trend we’ve seen in 30 years.” Dan goes on to explain that AI spending currently accounts for only 1% of IT budgets, but that it should climb to 8% to 10% in the next year. That will help drive well-known “AI stocks” like Microsoft (MSFT) and NVIDIA (NVDA) higher, with gains spreading to “second-, third-, and fourth-derivative” names over time. He then discusses other sector drivers like increased digital advertising and cybersecurity spending, and notes that a strong holiday shopping season should help consumer tech plays like Apple (AAPL). We wrap up with a discussion of the future for tech IPOs, the impact of Tesla’s (TSLA) Cybertruck rollout on its shares, and the lessons that founders, boards of directors, and public and private sector investors can take away from the OpenAI/Sam Altman saga. Finally, he gives a sneak peek of what he’ll discuss at the 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246

Jon & Pete Najarian: Recession Risk, the Fed, and Smart Options Trading Moves in this Market

Jon and Pete Najarian are the co-founders of Market Rebellion, long-time options market educators, and authors of the new book, It’s Not an Option. In this episode featuring material recorded at the 2023 MoneyShow/TradersEXPO Orlando, the Najarian Brothers chat about the risk of recession, the outlook for Federal Reserve policy, and the best options market moves for traders in this market. They believe the Fed will push the economy into a recession, but that it should be a shallow one that doesn’t last too long. They also caution that tax loss selling, lackluster earnings, and geopolitical problems or an energy-price spike could put pressure on markets into year-end.Next, they explain why focusing on shorter-term timeframes is the ideal choice when trading options. They counsel traders to have the discipline to sell when they rack up profits of 100% or more on options plays. And they explain how rolling down to lower strike prices with put options trades – or higher strikes with call options trades – often makes sense when trades are working. Finally, they explain what readers will learn from their new book – whether they’re beginner, intermediate, or advanced traders.If you’d like to learn more from MoneyShow expert contributors like Jon and Pete, join 75+ of them at the 2024 MoneyShow/TradersEXPO Las Vegas, set for Feb. 21-23, 2024, at the Paris Las Vegas. Click here to register: https://conferences.moneyshow.com/moneyshow-las-vegas/?scode=061246

Jason Bodner: Identifying Unusual Buying and Selling Patterns in Stocks

Jason Bodner is co-founder of Map Signals, a quantitative analysis firm specializing in stock market trends. Discover how Map Signals uses proprietary algorithms to identify unusual institutional accumulation or distribution, providing unique insights into market behavior. Jason explains the Big Money Index (BMI) and its role as a key indicator, sharing current market outlooks, sector performances, and potential investment opportunities. Gain valuable perspectives on navigating market fluctuations and finding opportunities in the midst of volatility. Don't miss this deep dive into the world of market analysis and investment strategies.The bottom line? Jason thought buying made sense at the end of October...and the rallies since then have proven him right. Plus, he still thinks the outlook is positive heading into 2024. Your next chance to catch Jason in person is the Investment Masters Symposium Sarasota, scheduled for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Click here to learn more about the conference – and to register: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246

Sam Stovall of CFRA Research: Optimism, Global Concerns, Market Corrections, & Sector Strategies

Sam Stovall, Chief Investment Strategist at CFRA Research, dives into the latest market insights, sharing his expert analysis on critical factors impacting the market, from the historical significance of the presidential cycle to the potential effects of geopolitical tensions and interest rate fluctuations. Gain valuable perspectives on recession risks, earnings outlook, and sector performance as Stovall navigates through the current economic landscape. Discover actionable insights and a thoughtful examination of the market's potential trajectory in this episode for investors seeking a comprehensive understanding of the financial landscape in 2023. The bottom line? Stovall thought buying made sense at the end of October...and the rallies since then have proven him right. Plus, he still thinks the outlook is positive heading into 2024. Your next chance to catch Sam in person is the Investment Masters Symposium Sarasota, scheduled for Dec. 4-6, 2023 at the Hyatt Regency Sarasota. Learn more about the conference and register: https://conferences.moneyshow.com/investment-masters-symposium-sarasota/?scode=061246