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Why the Risk Appetite Has Returned
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Manage episode 404051504 series 3404637
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We’re coming off of another good market month. Sentiment is bullish, and we’ll look into why that’s the case. We’ll then discuss how/why we should hedge that optimism with historical data and end with updates on the electric vehicle and bond markets.
Key Takeaways
- [00:16] - The risk appetite has returned
- [04:52] - Why are the vibes the way they are right now?
- [09:09] - Hedging optimism
- [13:15] - Mania in the EV sector
- [18:42] - Bond market update
Links
- Detrick: what happens historically when the S&P 500 is higher in both Jan and Feb
- Carlson: A long time horizon is the ultimate equalizer in the stock market
- Apollo’s Torsten Slok Says Fed Will Not Cut Rates in 2024
- Detrick: stocks are up because we are looking at a major jump in productivity and EPS over the coming years
- Galloway: Corporate Ozempic
- Rivian and EV mania
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
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