Episodes
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Ross Gerber, President & CEO, Gerber Kawasaki Wealth & Investment Management shares his insights on labour market resilience, what's driving market sentiments and investors towards Nvidia and Apple, and whether there's a sense of FOMO among investors and fund managers strapping up the tech rally.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Photo credits: AP Photo/Richard VogelSee omnystudio.com/listener for privacy information.
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Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on approaching the AI space, what's a better entry point for AI names and what's holding back the small caps.
She also touches on investors' sentiments surrounding the G7 leaders' focus on China and the war, against a backdrop where the US Presidential Election is just a few months away.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on the commodity bull run and the metals space.
But, is all that glitters, gold? Michele also dives into what's on the shimmery horizon and how trends in that space correlates to how investors are reacting with Nvidia and the tech bandwagon.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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David Martin, Founder & Chief Investment Officer, Martin Fund Management LP shares his insights on whether the exuberance in the markets surrounding tech stocks is a cause for concern and the likelihood of seeing a 'bubble burst' in terms of where valuations are and how far they've come to date.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributors
See omnystudio.com/listener for privacy information.
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Philip Waters, Head of Asia Pacific and Emerging Markets, OANDA shares his insights on the key differences in trends behind the retail trading scene landscape in Asia versus that of the US, what retail traders are looking out for currently and impact of the US elections on how traders are positioning themselves.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributors
See omnystudio.com/listener for privacy information.
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The FOMC maintained the target range for the fed funds rate at 5.25% - 5.50% at the conclusion of the June meeting, while continuing to stress that rate cuts will remain elusive until policymakers have gained sufficient confidence that inflation is on a path to return towards the 2% target, despite today's cooler-than-expected CPI.
Fed Chair Jerome Powell says it’s too soon to tell if Fed policy is ‘sufficiently restrictive’ and that the recent strong jobs data might be slightly “overstated,” indicating that benchmark revisions could be on the way.
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on the latest Fed direction and where markets are headed.
Presented by: Audrey Siek
Producer: Yeo Kai Ting ([email protected])
Graphics credits: iStock
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Frank Cappelleri, Founder and President at independent financial research firm CappThesis shares his insights on whether markets are overbought, whether Tesla shareholders will approve Elon Musk's $56 billion pay package, price wars in the markets right now, and a lookahead to the FOMC meeting this week.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributors
See omnystudio.com/listener for privacy information.
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Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on Apple's latest announcements surrounding AI and personal intelligence, Nvidia's stock split, as well as the meme stock rally in recent weeks whether the mania is set to last.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributors
Photo credits:
Gamestop - Michael Nagle | Bloomberg | Getty Images
Apple - Justin Sullivan/Getty/Apple/Tom’s Guide
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Justin Zacks, Vice President of Strategy, Moomoo previews the US non-farm payrolls data and potential implications for markets. He also shares how investors should position themselves around Nvidia's 10-1 stock split.
Produced/Presented: Ryan Huang
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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Kelvin Wong, senior market analyst, OANDA discusses the new record highs on Wall Street by the S&P 500 and NASDAQ, as Nvidia led major tech stocks higher and slightly weak labor market data gave investors hope the Federal Reserve might move to lower interest rates later this year.
Produced/Presented: Ryan Huang
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Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on the lack of catalysts in the markets in recent days, non-farm payrolls, rotation away from certain sectors following the latest earnings season and the levels of AI exposure currently.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributors
See omnystudio.com/listener for privacy information.
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Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on the latest movements in the oil and energy space, expectations on nonfarm payrolls data coming out later this week, job creation and the Goldilocks sweet spot in the markets currently.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributors
See omnystudio.com/listener for privacy information.
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Kyle Rodda, Senior Financial Market Analyst, capital.com discusses why weaker economic data did not seem to help propel markets this time, what expectations are being priced into the Fed's preferred gauge of inflation - the PCE Index, and where to look for opportunities.
Produced/Presented by: Ryan Huang
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his view on how much momentum is left behind Nvidia which is reaching closer to his target prices sooner than expected. He also looks at how the recent Technology rally has disguised some of the underperformance in important sectors like Healthcare.
Produced/Presented by: Ryan Huang
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Laila Pence, President, Pence Wealth Management discusses why her top conviction picks are in Big Tech, AI & semiconductors, weight loss drugs as well as infrastructure. She also takes stock on the Magnificent 7's rally and what's next for them.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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Phillip Streible, Chief Market Strategist, Blue Line Futures discusses how a commodities supercycle is poised to support prices of metals such as gold, silver and copper even higher.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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Dave Sekera, Chief US Market Strategist, Morningstar Research Services discusses which parts of the market are looking undervalued, how much more upside Nvidia might have after a strong run and solid Q1 results, as well as sectors he is keeping away from.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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Michele Schneider, Chief Strategist, MarketGauge Group discusses why new highs in the market indices and the metals is not a time to abandon these asset classes. She also explains her stock picks: Alibaba and Coinbase.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital discusses how much further US stocks could pull back. He also shares what Walmart's earnings beat tells us about the US economy.
Produced/Presented: Ryan Huang
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Ryan Detrick, Chief Market Strategist, Carson Group discusses how it is early stages still for the bull market - which tend to last five years on average. He shares that history suggests investors should be open to potentially more gains for much longer than expected.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
Graphics credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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