Description
Doug Roberts, Chief Investment Strategist at Channel Capital Research Institute — the author of "Follow the Fed to Investment Success" — says that under the new Trump Administration it is possible to return to a status where goods inflation is declining while wage growth pushes core inflation up, which could lead Federal Reserve chairman Jerome Powell to be reluctant to make further rate cuts. While he expects more after Thursday's quarter-point reduction, he thinks the pace of cuts may be slower than many Fed watchers currently anticipate. Jared Hagen, vice president at XA Investments, discusses the unprecedented growth in interval and tender-offer funds that has happened this year and how the number of funds in registration guarantees that the trend will continue through 2025. And Gwen Merz of the Fiery Millennials blog and her husband Tim Joiner — co-hosts of the FIRE Talks podcast — help Chuck answer a question from a listener whose financial life is off to a great start but who is so busy trying to reduce debt that she's struggling to find a comfortable work-life balance.
David Keller, president and chief strategist at Sierra Alpha Research says that the market has made meaningful moves to landmark new highs but he questions whether the rally is sustainable. He says that market leaders like the Magnificent Seven need to keep rolling to propel the indexes higher,...
Published 11/15/24
Paul Christopher, head of global investment strategy at the Wells Fargo Investment Institute discusses the firm's research looking at whether campaign promises have translated into long-term outperformance for sectors that were likely to benefit from proposed policies, and while there were...
Published 11/14/24