Τα καλύτερα Neil Richter podcast (2024)

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John Summit - Where are you now ( Neil Richter Disco House Remix) 5:10

24d ago5:10

5:10

DiscoΑπό τον Neil Richter

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The Market Correction Has Started | Lance Roberts & Adam Taggart 1:38:48

17h ago1:38:48

1:38:48

Stocks have had a bad week, make worse on Friday when a mixed payrolls report sent investors into a tizzy trying to speculate whether deeper interest rate cuts were more or less likely in September. They eventually decided the latter, and then sent the price of many assets markedly lower.Portfolio Lance Roberts says the correction he's been expecti…

1
Marc Faber: Inflation Destroys Societies. It Won't Be Any Different This Time. 1:13:07

3d ago1:13:07

1:13:07

This interview comes hot on the heels of the one I just released with demographer Neil Howe in which we discussed the current period of extreme volatility and change -- which he calls the 4th Turning -- that he sees the world descending into.Long simmering issues are now at the point of boiling over, be it economic opportunity, crime, free speech, …

1
Neil Howe: We May Suffer A Collision of Financial, Social & Geo-Political Crises All At Once 1:19:16

5d ago1:19:16

1:19:16

The fault lines that divide our society are widening.The K-shaped recovery that we've seen since COVID has rewarded asset owners at the expense of everyone else.And millennials and Gen Zers, who are losing faith in being able to achieve a middle class lifestyle, look with increasing bitterness at the relative prosperity of the Boomer generation.The…

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Farmland Is Becoming A "Buyer's Market" | Craig Wichner 1:15:04

7d ago1:15:04

1:15:04

REGISTER for Farmland LP's free webinar on Sep 4 @7pmET by emailing ir@farmlandlp.com One of the asset classes I get the most requests to do an interview on is farmland.It's a form of real estate investment that yields cash flow by producing commodities -- all attractive qualities to investors worried about inflation and/or the loss of purchasing p…

1
"Markets Are NOT Priced For Slowing Earnings" | Lance Roberts & Adam Taggart 1:48:07

8d ago1:48:07

1:48:07

The markets are back to overbought levels in the near term, both stocks and bonds, assesses portfolio manager Lance Roberts.And while he doesn't think an economic calamity necessarily lies ahead, we don't need one to justify a material downward correction in stocks.Stocks are valued based on their earnings forecast, and right now, forecasts are ros…

1
Lacy Hunt: Both Presidential Candidates Will Only Make Our Debt Problem Worse 1:40:55

10d ago1:40:55

1:40:55

Now that it seems the Fed has officially pivoted, what will lower interest rates mean for the economy and financial markets?Will they be enough to keep recession at bay and prevent a further rise in unemployment?What will the trillions of investor capital currently parked in T-bills and money markets go if the yields on those assets go down?For a t…

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Former Fed Official Accuses It Of Socialism | Thomas Hoenig 1:06:23

12d ago1:06:23

1:06:23

Last week in his much-anticipated speech at Jackson Hole, Federal Reserve Chairman Jerome Powell announced the "time has come for policy to adjust". World markets now have a 100% probability expectation that the Federal Funds Rate will be cut at the upcoming September meeting.In the words of Nick Timiraos, chief economist for the Wall Street Journa…

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When The Data Can't Be Trusted, How The Heck Can We Know How The Economy Is Doing? | Wolf Richter 1:26:14

14d ago1:26:14

1:26:14

The war of conflicting narratives continues.Bulls point to Q2's robust GDP growth, still relatively low unemployment, an upside surprise in July retail sales, and record high prices for both stocks and existing homes.Bears on the other hand warn about slowing Q3 estimated GDP growth, the triggering of the Sahm rule recession indicator, this week's …

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Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart 1:35:05

15d ago1:35:05

1:35:05

Now that Jerome Powell has gone "full pivot", will stocks shoot higher? Not necessarily, says portfolio manager Michael Lebowitz, who steps in this week while Lance Roberts moves into his new house. He thinks stocks will be on a "choppy road to nowhere" between now and the election. We discuss why, as well as his rosy outlook for long-duration bond…

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Credit, Not Stocks, May Be The Better Investment From Here | Steven Bavaria 1:40:53

17d ago1:40:53

1:40:53

The Buffett Indicator currently stands at almost 200%, one of the most extreme readings of overvalution in its history.With stocks so richly valued, prudent investors worry that stretching for further gains here may not be worth the risk. Which is why more and more of them are starting to prioritize investing for income over appreciation.A few mont…

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"Way Too Much Is Priced Into This Market" | Mike Shedlock 1:10:13

19d ago1:10:13

1:10:13

We're currently receiving a lot of mixed signals about the direction of the economy?Inflation has dropped to 2.9%. And retail sales for July just beat expectations.That's good, right?But unemployment has rising to 4.3%, triggering the Sahm Rule recession indicator. And credit card and auto loan delinquencies are spiking. Wait -- those sound pretty …

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Stephanie Pomboy & Grant Williams: Investors Need To Realize Change Is Upon Us 1:24:36

21d ago1:24:36

1:24:36

Here's a fun question:What better than interviewing your favorite macro expert?Interviewing BOTH your favorite macro experts at the same time!I'm happy & honored that today we get to sit down with Stephanie Pomboy AND her frequent partner in crime Grant Williams to hear their latest outlook for the economy and the markets, plus if we're lucky, a bi…

1
"The Bulls Are Back" & Stock Prices Look Set To Move Higher | Lance Roberts & Adam Taggart 1:45:12

22d ago1:45:12

1:45:12

Stocks have recovered aggressively since the sell-off two weeks ago.Does that signal the market correction that started in mid-July is over?Likely so, thinks portfolio manager Lance Roberts.We discuss the reasons why, as well as how his firm plans to position for higher prices ahead in this week's Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOU…

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US Stocks Too Richly Valued For Their Risk | John Pease, GMO 1:44:17

24d ago1:44:17

1:44:17

Jeremy Grantham is one of the most respected investors alive today.His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $billions in assets under management and produces some of the most-followed market analysis on Wall Street. Core to its outlook is that financial and economic extremes will mean revert. And that prudent in…

1
Arijit Singh - O Sajni re (Neil Richter R&B Remix) 2:11

24d ago2:11

2:11

A remix to chillΑπό τον Neil Richter

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Housing Market Is "Going To Be Tough Going Forward" | Ivy Zelman 1:10:52

26d ago1:10:52

1:10:52

The real estate market is a tangled mess right now.High vacancies along with higher interest rates and tighter lending standards are wreaking carnage across much of the commercial sector these days.However, higher mortgage rates have NOT brought down residential home prices, at least not on a national average...yet. That said, transactions have fro…

1
Neil Richter - New Direction 23( Live recording from Street food music festival Mulheim Germany) 59:00

25d ago59:00

59:00

Enjoy this new setΑπό τον Neil Richter

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Markets Turning From 'Goldilocks' Into Deflation | Darius Dale 1:44:15

28d ago1:44:15

1:44:15

When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into Q1And to give credit where credit is due, his positioning was spot on the money. Both the S&P 500 and the NASDAQ increased by 10% in Q1.When I interviewed him again heading into Q2, his …

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It's Unlikely We've Hit A Tradable Bottom Yet | Lance Roberts & Adam Taggart 1:37:15

29d ago1:37:15

1:37:15

What a week! The unwind of the yen carry trade sent global markets into free-fall on Monday.Equities tanked, as did Bitcoin, oil and gold. US Treasurys jumped, returning to their traditional inverse relationship to stocks.And then...everything reversed.Most due to central bank intervention in Japan, as well as some better than expected jobs data in…

1
Danielle DiMartino Booth: Recession? We Ain't Seen Nothin' Yet!! 1:12:44

1M ago1:12:44

1:12:44

The Sahm Rule, a widely-monitored recession indicator, triggered on Friday.Some analysts are arguing that it's too early to worry about a slowdown, that the economy is too strong currently.Others warn the US may already BE in recession.So, which is it?For answers, we're fortunate to speak today with Danielle DiMartino Booth, CEO & Chief Strategist …

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What's Behind The Recent Market Sell-Off? (live advisor Q&A) 1:05:20

1M ago1:05:20

1:05:20

After declining for weeks, the global market sell-off accelerated on Monday. Why?The professional financial advisors endorsed by Thoughtful Money answered this + a number of other burning questions viewers asked in this live Q&A session WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors…

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Economic Danger Ahead Now That Key Recession Indicator Has Been Triggered? | Claudia Sahm 1:49:40

1M ago1:49:40

1:49:40

There's a widely-tracked indicator known as the Sahm Rule, which purports to provide an "early warning notice" when the economy starts entering into recession.So, what's it telling us right now?To find out, we have the privilege of speaking to its developer, economist Claudia Sahm. In addition to founding Sahm Consulting, Claudia spent many years w…

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How Low Will The Market Sell-Off Go? | Lance Roberts & Adam Taggart 1:56:30

1M ago1:56:30

1:56:30

Friday's payrolls report miss and subsequent triggering of the Sahm Rule recession indictor caused stocks to continue their sell-offFrom their mid-July highs, the S&P is down -6%, the Nasdaq is down -10% and the Russell is down -7%How much further will the sell-off go?Portfolio manager Lance Roberts and I discuss that in this week's highly animated…

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Fed Strongly Signals A September Rate Cut. Is That Wise? | Axel Merk 1:14:44

1M ago1:14:44

1:14:44

In this video, fund manager & Federal Reserve watcher Axel Merk delivers his real-time reaction to yesterday's FOMC guidance & subsqent press conference by Jerome Powell.The Fed is strongly signaling that it will start cutting interest rates starting in September. Is that wise?WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoug…

1
From New York to Singapore: Navigating International Sales With Neil Patwardhan 8:39

1M ago8:39

8:39

In this episode of The Adapter's Advantage podcast, Neil Patwardhan, Senior Vice President of Sales at Accenture, shares his experiences navigating cultural differences in B2B sales. Neil discusses his unique career journey from the United States to Singapore, highlighting the importance of adapting sales strategies to different cultural contexts. …

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From New York to Singapore: Mastering International Sales With Neil Patwardhan 8:39

1M ago8:39

8:39

In this episode of The Adapter's Advantage podcast, Neil Patwardhan, Senior Vice President of Sales at Accenture, shares his experiences navigating cultural differences in B2B sales. Neil discusses his unique career journey from the United States to Singapore, highlighting the importance of adapting sales strategies to different cultural contexts. …

1
Gretchen Morgenson: The Plunderers Now Run Our Economy 1:09:06

1M ago1:09:06

1:09:06

When we talk about the "markets", most people immediately think of publicly traded financial assets: the S&P and Nasdaq indices, stocks of popular companies like Microsoft & Nvidia, their corporate bonds, etc.We can see the prices of these assets, and how they change minute-by-minute, on the public exchanges.We receive audited financial statements …

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"People Are Waking Up" And Becoming Motivated Home Sellers | Melody Wright 1:06:15

1M ago1:06:15

1:06:15

Yesterday I had a private conversation with housing analyst Melody Wright. In it, she revealed how shocked she is by the latest stats that show how the housing market is starting to unravel.Record-low transactions during what is normally the business time of the year for home sales. Inventory up nearly 30% year over year nationally.And of ever grea…

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Is The Stock Sell-Off Over? Or Is This A Head-Fake Rally? | Lance Roberts & Adam Taggart 1:52:44

1M ago1:52:44

1:52:44

While it looks like stocks could continue bouncing higher in the immediate term, portfolio manager Lance Roberts isn't convinced the sell-off is done yet. He and his firm aren't back to buying yet, as they expect a better chance to enter at lower prices in coming weeks.We discuss that, as well as the recent upwards surprise in GDP, Fed rate cut odd…

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Math All But Guarantees Recession By 2025 | Steve Hanke 1:41:59

2M ago1:41:59

1:41:59

When today's expert was last on this program back in March, he predicted we'll see sub-2% inflation AND a recession by the end of this year.Since then, headline CPI has remained stubbornly "sticky" above 3%So, is 2% (or less) inflation by December still his forecast?Or have conditions changed?To find out, we have the good fortune to sit down and ge…

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Four Key Macro Trends That Will Drive Markets Through 2025 | Jan Van Eck| Jan Van Eck 1:08:29

2M ago1:08:29

1:08:29

I often emphasize that the most useful people to interview are asset managers.Because they don't have the luxury of merely having an opinion on the road ahead -- they have to commit capital to their convictions, and be judged upon the results.Today we have the great fortune of being joined by one of the most respected capital allocators in the busi…

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Sven Henrich: We're Living Through The Most Distorted Business Cycle In History 1:42:34

2M ago1:42:34

1:42:34

When Sven Henrich of NorthmanTrader.com was last on this program, he admitted he was a reluctant bull.He just wasn't seeing any material barriers that stood in the way of the ongoing bully rally in stocks at that time.At the end of our conversation, I asked him to come back on this program when his technical analysis tells him conditions have chang…

1
Rough Week For Stocks As Credit Spreads Issue Warning | Lance Roberts & Adam Taggart 2:00:42

2M ago2:00:42

2:00:42

Well, portfolio manager Lance Roberts has been warning for a while now that stocks were materially overbought and due for a 5%+ correction. And it looks like that started this week, with the S&P selling off 3% over the past 3 trading days.Interestingly, it began with a massive flow of capital into small cap stocks, though that moderated a bit as th…

1
Michael Green: The Stock Market Is Now A Giant Ponzi Scheme 1:08:15

2M ago1:08:15

1:08:15

There is a mechanical force that pushes asset prices higher as capital flows passively into the market every month.As more money flows in, it must be used to purchase assets, at whatever current price they're trading at. That valuation-insensitive purchasing results in higher and higher prices.Today's guest refers to this current system as the "gia…

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What If A Coming Recession & Bear Market Are The LEAST Of Our Worries? | John Rubino 1:34:33

2M ago1:34:33

1:34:33

History is full of examples where nations resorted to taking on ever-increasing amounts of debt to maintain a positive economic growth rate.But it never works out well for those who do. Most often, they end up sacrificing the purchasing power of their currencies in the process.Many analysts are now raising such concerns about the fast growing natio…

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Michael Pento: Stocks "Running On Fumes", Risk Of A 30-80% Crash 1:40:32

2M ago1:40:32

1:40:32

Federal Reserve Chair Jerome Powell testified in front of Congress this week to defend his current monetary policy.While we don't have the results of that testimony as of the time of this recording, Powell has recently stated that he is now seeing the kind of disinflationary path for the US economy that he's wanted to. This of course has Wall Stree…

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Fed Fears Too-High Rates Are Starting To Crush The Economy | Lance Roberts & Adam Taggart 1:18:28

2M ago1:18:28

1:18:28

Yes, Federal Reserve Jerome Powell is hoping he can cut rates soon.But it's less because he's proud he's won the inflation battle. It's more because he's afraid the Lag Effect from his "higher for longer" interest rates are starting to visibly damage the economy.Portfolio manager Michael Lebowitz stands in for Lance Roberts this week to talk about …

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"It Will Feel Like A Recession" When Unemployment Hits 4.5% By Year-End | Bloomberg's Anna Wong 1:07:41

2M ago1:07:41

1:07:41

The US economy appears to be slowing down. Final Q1 GDP growth came in at just 1.4% and, as of this recording, Q2 GDP is currently estimated to be little better, at 1.5%.Retail sales for May, the most recent data we have, only grew at 0.1%.And unemployment is starting to tick up, too, rising last week to 4.1%.Now, none of these stats are particular…

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Enhancing Sales Enablement: Tailored Onboarding, Training, and Effective Metrics | Ben Purton 12:56

2M ago12:56

12:56

In this episode of The Adapter’s Advantage podcast, host Deniz Olcay, Vice President of Marketing at Allego, welcomes Ben Pertton, Senior Director of International Enablement and Global Onboarding at RingCentral. Ben, an expert in sales enablement with a decade of experience, delves into the critical aspects of modern sales enablement. He discusses…

1
Luke Gromen: Expect Market Turbulence Ahead Due To Tightening Dollar Liquidity 1:04:05

2M ago1:04:05

1:04:05

Former Vice President Dick Cheney famously said "Reagan proved that deficits don't matter"True or not, running greater and greater federal budget deficits has become standard operating procedure for Washington DC.When Cheney uttered those words, the annual deficit was in the low hundreds of billions. It's projected to be $2 trillion this year.At th…

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Enhancing Sales Enablement: Tailored Onboarding, Training, and Effective Metrics | Ben Purton 12:56

2M ago12:56

12:56

In this episode of The Adapter’s Advantage podcast, host Deniz Olcay, Vice President of Marketing at Allego, welcomes Ben Purton, Senior Director of International Enablement and Global Onboarding at RingCentral. Ben, an expert in sales enablement with a decade of experience, explains the critical aspects of modern sales enablement. He discusses the…

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Tap Into The Same Advantage That Hedge Funds Do | Andrew Beer 51:39

2M ago51:39

51:39

When I graduated from Stanford Business School 25 years ago, a classmate announced he was going to work for a hedge fund and the rest of us asked "What's that?"Fast forward two and a half decades and the financial markets are practically overrun by hedge funds collectively managing over $5 trillion dollars.And while certain hedge fund managers have…

1
"Massive Deviation" Between The Markets & The Economy | Lance Roberts & Adam Taggart 1:50:59

2M ago1:50:59

1:50:59

There is a massive deviation between stock valuations and earnings growth: growth in the former is far outpacing the latter.This is unsustainable warns portfolio manager Lance Roberts.And unless economic growth suddenly surges (and no catalyst for that is on the radar), then asset prices will need to come down in order to bring the ratio back into …

1
Chris Whalen: The Economy's At A Tipping Point 56:30

2M ago56:30

56:30

Today's guest wrote the book "Inflated: How Money & Debt Built The American Dream"In it, he wrote: "The first rule of any fiat system is no fiscal deficit"Well, the US -- and virtually every other G7 country -- is breaking that rule six ways to Sunday given the unprecedented record levels of deficit spending currently underway.Does that mean we're …

1
Common Ways To Protect Your Portfolio Using Option Hedges | New Harbor Financial 53:09

2M ago53:09

53:09

With so many recent interview guests on this channel expressing concern about the near-record levels of overvaluation AND narrow trading breadth in stocks, about slowing economic growth, a weakening consumer and rising recession risk, many of you viewers have been asking for a instructional video on how to protect your portfolios from market downsi…

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Home Prices Are Falling In More & More Markets Now | Nick Gerli 1:03:23

2M ago1:03:23

1:03:23

I find myself frequently repeating the advice that in today's highly bifurcated economy, it's critical to understand the difference between the mean and the median in order to get a true picture of what's going on.And the housing market is no different.On the mean, or average, level, US home prices are at a record high.But in a growing number of ma…

1
"Beneath The Surface The Market Looks Terrible" | Lance Roberts & Adam Taggart 1:39:04

2M ago1:39:04

1:39:04

Today's stock market is like an iceberg, says portfolio manager Lance Roberts.We can see the surface, which looks fine. The Magnificent 7 stocks -- really now the Mag 5 -- are collectively growing market cap and profits, propping up the overall index.But if you look below the surface, at the bottom 90% of the iceberg, "things look terrible" warns L…

1
John Hussman: It Sounds Nuts, But Stocks Could Crash 50-70% 1:55:13

2M ago1:55:13

1:55:13

There's an old saying on Wall Street that "no one rings a bell at the market top"This is why so many surprised investors got so badly burned when the DotCom and 2008 stock bubbles burst.But those who noticed the extreme market conditions beforehand, whose analysis of history convinced them that defense was more prudent than fear of missing out, the…

1
Too-High Cost Of Living Is Destroying Consumer Confidence | Joanne Hsu 34:26

2M ago34:26

34:26

If you listen to the politicians and the headlines, you'll hear a lot of talk about the "strong consumer" who is keeping the economy happily chugging along.But when we hear from actual consumers themselves, we hear a very different story. The majority of households are struggling under the surge in their cost of living post-COVID. Many express desp…

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