Frank Cappelleri, Founder and President of independent financial research firm, CappThesis shares his expectations on unemployment data set to be released this week, implications of current events on the Fed's inflation fight, movements in the commodity space and whether the S&P 500 is likely to reach new highs at the end of this year. Presented by: Yeap JunrongProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: pixabay & its talented community of...

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the implications of a slew of bad news including Hurricane Helene and port workers strike across the East and Gulf Coasts; positivity surrounding AI stocks, as well as upcoming employment and non-farm payrolls data expected in the coming days. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: AP/Ramon Espinosa, Bloomberg See...

David Dietze, Managing Principal at Peapack Private shares his insights on how markets are responding to the attack by Iran on Israel; potential effects of the strikes at America's East and Gulf Coast ports, with a dive into FedEx and UPS; and how he would advice clients to position themselves in Q4 2024. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Avishag Shaar-Yashuv/The New York Times, Ryan Collerd/AP See omnystudio.com/listener for...

Nadine Terman, CEO & CIO, Solstein Capital shares her insights on what's lifting the markets currently, crisis of confidence when it comes to consumer spending in China, AI fueling Micron Technology's strong earnings and why gold and money markets are on her playbook for the rest of the year. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Reuters, Getty Images, Shutterstock, pixabay & its talented community of contributors See...

Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on how investors are digesting the jumbo rate cut, how tailwinds for some of the smaller caps are expected to move in the coming quarters as growing costs lower, and the three ETFs on her radar, covering Vietnam, Mexico and Greece. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: pixabay & its talented community of contributors  See omnystudio.com/listener for...

Chris Weston, Head of Research, Pepperstone shares his insights on the post-FOMC rally in the markets, how China is riding a wave of positive sentiment into the Golden Week and if there are signs of more stimulus measures to come, as well as where the Australian Dollar is headed. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Marlin Steel Wire Products LLC See omnystudio.com/listener for privacy information.

Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the good tailwinds coming on the back of the Fed's recent jumbo-sized rate cut, prospective inflationary pressures, rotation into small caps, and why the utilities sector doesn't look that appealing to him.  Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Adobe Images See omnystudio.com/listener for privacy information.

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the Fed is starting to lift markets again, the resilience of the job markets, how stock markets in Asia are leveraging the rate cut, as well as his advice to clients as they wrap up the year.  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.

David Martin, Founder & Chief Investment Officer, Martin Fund Management shares his insights on whether markets are surprised with the Fed's latest rate cut, and sectors and stocks that are likely to see impact. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Tom Brenner | Reuters See omnystudio.com/listener for privacy information.

Rick Bensignor, President, InTheKnowTrader.com shares his insights on the markets are walking on in the lead-up to the FOMC meeting, the latest investors' sentiments surrounding the much anticipated rate cut and why he's looking to go short on tech and long on utilities. 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.

Kristina Hooper, Chief Global Market Strategist, Invesco shares her expert take on the size of rate cut that the Federal Open Market Committee (FOMC) is likely to decide on on this week, risk that investors should be watching out for when the retail numbers are released tomorrow and whether there's a sign of weakness among consumers on big ticket purchases. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Getty Images See...

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors dives into motivation behind the optimism and market tailwinds at the moment, how the latest data is driving some short term fear, as well as what is on his playbook going into the rest of the year. 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...

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on how the US Presidential Election is impacting movements in the markets, how the Trump trade is set to pan out in the coming months, rate cut expectations, as well as on portfolio basis, whether she'd be leaning towards the small and mid-cap space away from tech. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: ABC News See omnystudio.com/listener for...

Phillip Streible, Chief Market Strategist, Blue Line Futures shares his insights on market volatility following the US Presidential Debate between Harris and Trump, what investors should be looking out for in terms of supply disruptions with Tropical Storm Francine potentially hitting nine major oil platforms in the Gulf of Mexico, and how might inflation indicators affect the price of gold and other precious metals in the near term? Presented by: Willie KengProduced & Edited by: Yeo Kai...

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on investors' agility as the technology sector surfs through a topsy turvy wave that sent markets up and down in recent weeks, small-cap and large-cap stocks have jockeyed back and forth for leadership during the third quarter, as well as expectations on what to expect from the the upcoming FOMC meeting. Presented by: Willie KengProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: Getty Images See...

Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management shares his insights on how he views the investments in the EV versus tech space, as well as advice for investors’ positioning through the rest of the year, especially in the fixed income space. Presented by: Yeap JunrongProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: team Hewins See omnystudio.com/listener for privacy information.

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on how the US Presidential Election will impact credit markets, whether the ‘Trump trade’ is over and if we will see a ‘Harris’ trade, as well as sentiments surrounding the US non-farm payroll report. Presented by: Yeap JunrongProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: financialsource.co  See omnystudio.com/listener for privacy information.

Sonu Varghese, Vice President & Global Macro Strategist at Carson Group shares his insights on what's driving declines seen in Nvidia of late, why September is historically a weak month and which sectors capital flows are rotating into.  Presented by: Willie KengProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: pixabay & its talented community of contributors  See omnystudio.com/listener for privacy information.

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital addresses recessionary fears and investors' confidence levels coming on the back of the latest US economic data including weekly jobless claims and Q2 GDP. He also shares his insights on artificial intelligence darling, Nvidia - whether the surge in AI spending will drive free cash flow for the company, and if it's time for investors to rotate away from the tech sector to the laggards. Presented by: Yeap...

Laila Pence, President & Co-Founder, Pence Wealth Management shares her insights on top conviction calls including utilities and REITs, why the Artificial Intelligence and Big Tech worlds are just starting to take flight, and how investors should navigate the bonds and fixed income space. 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.

Michele Schneider, Chief Strategist at MarketGauge Group shares her insights on how investors are riding the Nvidia wave, a forecast of how consumer sentiments are headed and her latest stock picks, including RIVIAN, SLG and BLOK. 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.

Ryan Detrick, Chief Market Strategist, Carson Group shares his insights on America's employment landscape, and how markets are pricing in the rotation away from tech once again, the US Presidential Election, and why the recent refinancing surge could unlock a big part of the economy that has struggled. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: AFP See omnystudio.com/listener for privacy information.

Alex Morris, CEO, F/m Investments shares his insights on what markets and investors will be looking out for as Kamala Harris sets out a broad picture of her policy vision at the Democratic National Convention and why the better odds have Trump in favour even though Harris is leading in the polls. He also dives into latest developments in the technology sector and how big of a rate cut markets are pricing in as investors focus on Fed Chair Jerome Powell’s speech at the annual Jackson Hole...

Todd Rabold, Investment Management Partner at the Callan Family Office shares his insights on the significance of Bank of America’s latest aggregate credit and debit card data showing a 1% dip in total credit card spending per household in the week ending Aug 10, biggest point of disagreement between the bulls and the bears, whether Lineage's recent IPO presents a window of opportunity for investors, as well as promising areas to watch in the coming days. Presented by: Emaad AkhtarProduced...

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on potential fireworks that might be seen in the markets in the next week when the Democratic National Convention takes place, sectors that he is keeping an eye out for, and his takeaways from Disney's latest earnings. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting ([email protected])Photo credits: AaronP/Bauer-Griffin/GC Images See omnystudio.com/listener for privacy information.