Episodes
Rick Bensignor, President of InTheKnowTrader.com shares his insights on the latest price action surrounding Nvidia and what investors should be thinking about; as well as crypto building on higher highs following the re-election of Donald Trump. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.
Published 11/21/24
Published 11/21/24
Christine Short, Vice President of Research, Wall Street Horizon shares her insights on the fluctuations that we're seeing in the tech sector, stellar results from Walmart, and the extent to which inflationary pressures are likely to have on consumers in the coming months ahead.  Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Abobe Images See omnystudio.com/listener for privacy information.
Published 11/20/24
Howard Silverblatt, Senior Index Analyst, Product Management, S&P Dow Jones Indices shares his insights on whether fundamentals are set to change with policy changes that could set in when Donald Trump comes back into power. He also weighs in on the strength of the economy coming on the back of the latest earnings season. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Mandel Ngan/AFP/Getty Images See omnystudio.com/listener for privacy...
Published 11/19/24
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on whether markets are showing signs of fatigue post-election, how changes in policies moved the technicals in the markets historically, and whether small caps are set to outperform in the new Trump era. He also weighs in on consumer spending expectations with a second rate cut still on the cards as we head into December. Presented by: Ryan HuangProduced & Edited...
Published 11/13/24
Todd Rabold, Investment Management Partner, Callan Family Office shares his insights on whether there will be a continued push in stocks as we head closer to the close of 2024, whether retail investors are starting to get more on board with bitcoin, as well as a lookahead on the next earnings season. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy...
Published 11/13/24
Dilin Wu, Research Strategist at Pepperstone shares her insights on the long/short strategy that investors should consider as we head into Trump 2.0, whether there should be expectations of more anti-China rhetoric, as well as key risks to look out for on the regulation front as Trump transitions into his second term at the White House. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Alex Brandon/AP See omnystudio.com/listener for privacy...
Published 11/11/24
Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the momentum behind the Trump bump, effects on the markets should Trump lower corporate taxes and loosen regulations, inflationary pressures and whether the Fed could be looking to change their policy pace given Trump's anticipated return to the White House in January. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Jim Watson | Afp | Getty...
Published 11/08/24
Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on how investors are reacting to the upcoming second Trump term, whether the Republicans' senate win is reverberating through the markets, as well as concerns over inflationary pressures. She also weighs in on how Trump's win is an interesting conundrum for the EV market. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Evan Vucci / AP See omnystudio.com/listener for...
Published 11/07/24
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on how investors are expected to react to the outcome of the US Presidential Election, the overall movements in the US economy and Dollar, as well as his advice to clients for the next few days. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Stephanie Scarbrough / AP See omnystudio.com/listener for privacy information.
Published 11/06/24
David Dietze, Managing Principal, Peapack Private shares his insights on how unemployment weighing on the US economy and markets, market reactions to the US Presidential Election that is just around the corner, as well as Warren Buffet approach in the markets in Q3. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Daniel Zuchnik/WireImage See omnystudio.com/listener for privacy information.
Published 11/05/24
Coming on the back of the upcoming US Presidential Election, Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether one candidate is "more inflationary" than the other for the markets, and rate cut expectations ahead of the next FOMC meeting. She also weighs in on the current tone ringing through the mega-cap tech names and how investors are approaching the tech space. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting...
Published 10/31/24
Satyam Panday, Chief US and Canada Economist, S&P Global Ratings shares his insights on how the labour market is panning out, whether the markets are on the way to the so-called "elusive soft landing", why we're seeing a pickup in the housing market as rates come down, and pressures as the US head closer to the Presidential Election. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: pixabay & its talented community of contributors  See...
Published 10/30/24
Alex Morris, CEO, F/m Investments shares his insights on what investors are looking out for ahead of the next FOMC meeting, how markets are pricing in on crypto and suggestions that Donald Trump could be good for the cyrpto space. He also shares the stocks on his radar right now and whether he's keen on some of the tech names reporting this week.  Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: dailyPik  See omnystudio.com/listener for...
Published 10/28/24
Jason Britton, Founder & CIO, Reflection Asset Management shares his insights on whether the bullish momentum with the US Dollar will continue, why the sterling and euro are reacting so differently from the US Dollar, and whether the Fed will be pressured to keep current rates in the coming months. He also weighs in on the carry trade and upcoming Magnificent Seven earnings expected in the week ahead. Presented by: Yeap JunrongProduced & Edited by: Yeo Kai Ting...
Published 10/25/24
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on where markets are headed on the inflation front, pressure faced by mega cap tech names, how investors are pricing in the US Presidential Election, and what's happening with the credit spreads right now. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: pixabay & its talented community of contributors  See omnystudio.com/listener for privacy information.
Published 10/24/24
George Schultze, Founder & Managing Member, Schultze Asset Management weighs in on why there's not much conviction in the markets right now, even as 10-year yields move near 4.2%, the highest level since late July.  He also helps to navigate what we're seeing in the markets with regards to McDonald's, Starbucks, Microsoft and the uncertainty investors are seeing in the energy sector. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits:...
Published 10/23/24
Christine Short, Vice President of Research, Wall Street Horizon shares her insights on how economic activity has moved over the past week as investment banking picks up, and indicators to look out for as we close in on the US Presidential Election and FOMC meeting. And given the volatility, is gold on her playbook? Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: pixabay & its talented community of contributors  See...
Published 10/22/24
Sevasti Balafas, CEO of GoalVest shares her insights on the latest surge in gold prices, boosted by uncertainty surrounding US elections. She also weighs in on the optimism playing out in the markets, and whether utilities is a space to actively look at right now as Microsoft, Amazon and Google try to find ways of powering up their servers through renewable energy, with nuclear in focus. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits:...
Published 10/17/24
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on the latest bank earnings coming out from the US and key impacts of Hurricane Milton on the markets. He also weighs in on why Netflix is on the top of his radar. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: AFP/Getty Images See omnystudio.com/listener for privacy information.
Published 10/17/24
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP weighs in on the latest moves in the semiconductor space as ASML logs its biggest one-day drop in 26 years and her expectations for this earnings season. She also shares her expert insights on the energy sector with the Middle East crisis playing out, as well as the growth outlook and what investors should look at to right-size their exposure to China, Japan and India. Presented by: Ryan...
Published 10/16/24
Ross Gerber, President & CEO at Gerber Kawasaki Wealth & Investment Management shares his insights on the new 52-week highs that 51 stocks in the S&P 500 are trading at right now, whether investors are still bullish heading closer to the US Presidential Election, how much China's recent stimulus measures are playing into his investment approach at the moment, as well as his favourite sectors as we head into Q4. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting...
Published 10/15/24
Ryan Detrick, Chief Market Strategist at the Carson Group shares his insights on reactions to the dip in US inflation last month to its lowest point since it first began surging more than three years ago, what he's looking out for in the upcoming US earnings season, and how big tech companies like Nvidia and AMD are throwing their hats into the ring. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Assistant Producer: Chua Meng ChoonPhoto credits: David...
Published 10/10/24
Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute weighs in on investors' risk appetite right now on the back of a rise in the NASDAQ, the likely reversion back to the a quarter-point cut come November, latest tailwinds to expect and whether the recent stimulus measures introduced by China will affect market sentiments moving forward. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Assistant Producer: Chua Meng ChoonPhoto credits: Al...
Published 10/10/24
After falling to their lowest level last year, the total number of announced global corporate buybacks has been improving throughout this year. With the Federal Reserve cutting interest rates by a half point two weeks ago, buyback activity is likely to pick up, and continue the upward trend seen thus far in 2024. Matt Maley, Chief Market Strategist at Miller Tabak shares what he's taking away from the recent buyback action. He also dives into the latest oil price movements and his sentiments...
Published 10/09/24