Artwork

Konten disediakan oleh Money Life with Chuck Jaffe and Chuck Jaffe. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Money Life with Chuck Jaffe and Chuck Jaffe atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Player FM - Aplikasi Podcast
Offline dengan aplikasi Player FM !

Macro Institute's Nick says we'll talk much more bad news later this year

58:59
 
Bagikan
 

Manage episode 410489778 series 2712770
Konten disediakan oleh Money Life with Chuck Jaffe and Chuck Jaffe. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Money Life with Chuck Jaffe and Chuck Jaffe atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Brian Nick, chief investment strategist at the Macro Institute, says that people should not expect the Federal Reserve to cut interest rates in hopes of rescuing the economy or keeping the market rally rolling. Instead, he says the Fed tends to cut rates when things go wrong, which he expects to happen by the middle of the year, when bad economic news starts piling up. Nick is not expecting the proverbial soft landing, noting that macro indicators like the inverted yield curve and more are still working through the economic cycle and are making it that the full force of a slowdown will be felt in 2025, and that "the next seven to eight quarters will be tough especially compared to the five or six that have come before it." In "The Financial Crunch from Money Pickle," Dave Rowan, president of Rowan Financial, discusses how investors can integrate real estate and property investments into a portfolio and how "passive income" does not fully describe the role those property buyers play in their holdings. In the Market Call, Jeff Auxier of the Auxier Focus Fund, talks about buying businesses rather than stocks, focusing on analyzing what a company does to determine when the stock is presenting a real long-term value and opportunity.

  continue reading

1545 episode

Artwork
iconBagikan
 
Manage episode 410489778 series 2712770
Konten disediakan oleh Money Life with Chuck Jaffe and Chuck Jaffe. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Money Life with Chuck Jaffe and Chuck Jaffe atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Brian Nick, chief investment strategist at the Macro Institute, says that people should not expect the Federal Reserve to cut interest rates in hopes of rescuing the economy or keeping the market rally rolling. Instead, he says the Fed tends to cut rates when things go wrong, which he expects to happen by the middle of the year, when bad economic news starts piling up. Nick is not expecting the proverbial soft landing, noting that macro indicators like the inverted yield curve and more are still working through the economic cycle and are making it that the full force of a slowdown will be felt in 2025, and that "the next seven to eight quarters will be tough especially compared to the five or six that have come before it." In "The Financial Crunch from Money Pickle," Dave Rowan, president of Rowan Financial, discusses how investors can integrate real estate and property investments into a portfolio and how "passive income" does not fully describe the role those property buyers play in their holdings. In the Market Call, Jeff Auxier of the Auxier Focus Fund, talks about buying businesses rather than stocks, focusing on analyzing what a company does to determine when the stock is presenting a real long-term value and opportunity.

  continue reading

1545 episode

Semua episode

×
 
Loading …

Selamat datang di Player FM!

Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.

 

Panduan Referensi Cepat