Sign up to save your podcasts
Or
Share A Sign to Go Risk-On?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
A Sign to Go Risk-On?
► If you enjoyed the episode, please leave us a good review!
► More from PIF: https://linktr.ee/practicalislamicfinance
A Sign to Go Risk-On?
In this episode, we will cover:
- Unemployment is at its highest since November 2021, indicating a slowing economy and a potential decrease in inflation.
- Wage growth is slowing, with June's annual rate at 3.9%, matching market expectations.
- A September rate cut is likely, with a 75% probability for a cut, divided between 50 and 25 basis points.
- The US dollar index shows seven weeks of weakness, signaling a risk-on environment for investors.
- Lower demand for US dollars and falling treasury yields make equities and risk assets more attractive.
- Tesla stock has surged 45% in the last month after three years of consolidation, indicating potential for further growth.
- Upcoming catalysts for Tesla include the August 8th Robotaxi event and possible self-driving technology licensing announcements.
- BYD is a competitor but lacks equivalent full self-driving technology and diverse business areas compared to Tesla.
- Key upcoming events.
- Tesla shorts and hedge fund positions, with advice on maintaining strong conviction in your investments despite professional opinions.
- Importance of community engagement, and portfolio tracking.
CONTACT US
ABOUT OUR PODCAST
Our podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.
DISCLAIMER
Anything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.
View all episodes
By Rakaan Kayali
5
77 ratings
► If you enjoyed the episode, please leave us a good review!
► More from PIF: https://linktr.ee/practicalislamicfinance
A Sign to Go Risk-On?
In this episode, we will cover:
- Unemployment is at its highest since November 2021, indicating a slowing economy and a potential decrease in inflation.
- Wage growth is slowing, with June's annual rate at 3.9%, matching market expectations.
- A September rate cut is likely, with a 75% probability for a cut, divided between 50 and 25 basis points.
- The US dollar index shows seven weeks of weakness, signaling a risk-on environment for investors.
- Lower demand for US dollars and falling treasury yields make equities and risk assets more attractive.
- Tesla stock has surged 45% in the last month after three years of consolidation, indicating potential for further growth.
- Upcoming catalysts for Tesla include the August 8th Robotaxi event and possible self-driving technology licensing announcements.
- BYD is a competitor but lacks equivalent full self-driving technology and diverse business areas compared to Tesla.
- Key upcoming events.
- Tesla shorts and hedge fund positions, with advice on maintaining strong conviction in your investments despite professional opinions.
- Importance of community engagement, and portfolio tracking.
CONTACT US
ABOUT OUR PODCAST
Our podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.
DISCLAIMER
Anything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.