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Is the Party Over for Big Stocks? Unpacking the Fed's Next Move
Manage episode 437797770 series 3415392
Το περιεχόμενο παρέχεται από το David Nelson, CFA, David Nelson, and CFA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον David Nelson, CFA, David Nelson, and CFA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
As the Fed signals imminent rate cuts, major market transformations are on the horizon. In this episode of The Money Runner, David Nelson breaks down expected shifts in the S&P 500, commodities, and small caps. Powell's speech at Jackson Hole changed the market narrative and now investors are piling into a trade that has worked only 2 times in the last decade. Questions and comments welcome.
Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."
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