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Dan Niles' 2024 Market Breakdown: Where the Rubber Hits the Road"
Manage episode 395164057 series 3415392
Konten disediakan oleh David Nelson, CFA, David Nelson, and CFA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh David Nelson, CFA, David Nelson, and CFA 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.
Uncover Investment Insights for 2024 with Hedge Fund rocks star Dan Niles on The Money Runner! Join David Nelson as he delves into the crucial investment questions of "What's working, what didn't, and what's next' with Dan Niles founder & senior portfolio manager for the Satori Fund. This in-depth discussion offers valuable perspectives on 2023 and potential market surprises for 2024.
00:00 Where the Rubber Hits the Road
00:51 Not afraid to make the big call
01:38 Consensus has been wrong
02:59 Apple
03:54 Wide range of outcomes
04:34 Fed will cut in March
06:38 Market PE
07:49 Down 30%
10:17 Friday will be a good test
11:32 Why Amazon?
14:49 What makes a good short?
16:58 Buying Intel at the bottom
19:00 You need a catalyst
19:53 China
23:37 Massive deficits & De-dollarization
57 episode
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