SteadyTrade

At the start of every year, analysts and talking heads put out their predictions for the year ahead.

But over the years, most prognosticators are pretty bad at predicting what things will look like just 12 months in the future.

For example, six months ago nearly everyone was calling for several interest rate cuts by the Federal Reserve. Yet here we are in July and the central bank has yet to begin its easing cycle. In fact, odds are that we’ll only see one interest rate cut before the end of the year.

On today’s episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall dive into the first half of 2024 and discuss how things played out compared to forecasts. They provide expectations for the economy, the presidential election, and the stock market through the remainder of the year.

And of course,  mention a few stocks worth adding to your watch list.

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A new king of the stock market has been crowned.

Last week, Nvidia (NVDA) briefly passed up Microsoft (MSFT) and Apple (AAPL) to become the largest publicly traded company in the world. Microsoft is back in the lead as I write this, but it remains a tight race. All three firms are currently valued at more than $3 trillion.

In total, seven U.S. companies are worth at least $1 trillion.

These mega-cap stocks have been grabbing nearly every headline here in 2024 – and for good reason. They have been the main drivers behind the stock market rally that began in October.

But what’s been going on in the small-cap world? These are the companies that will become the next trillion-dollar businesses. Why have they been lagging and when will the group take the torch back from the mega-caps?

That’s what Tim Bohen and Matt McCall talk about on today’s new episode of the SteadyTrade Podcast.

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Last week something happened that has only occurred 13 times in the past 20 years. And the results were in-line with what history told us was going to happen.

On June 12, the Federal Reserve held a meeting and made an announcement on interest rates on the same day that the Consumer Price Index (CPI) – inflation reading – was released.

Considering the CPI is arguably the most important number in regard to the Fed’s decision on interest rates, it was a wild day. Stocks closed up big even though there was a late-day pullback. The rally was fueled by a lower-than-expected inflation reading.

On today’s Steady Trade podcast, Tim Bohen and Matt McCall discuss the inflation number and what to expect from the Fed in the future. More specifically we will delve into the industry of new and used vehicles. I know that may sound like an odd topic, but after a pandemic-surge in car prices, the last few quarters have seen used car prices in particular plummet.

Make sure you tune in to hear about a stock that is up 30X in less than two years and could still be a buying opportunity!

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Americans spend 216 hours a year commuting—27 workdays! Self-driving cars could soon free up that time.

In today's SteadyTrade Podcast, Tim and Matt discuss the rise of autonomous vehicles (AVs), driven by AI. Only 37% of Americans are ready for AVs, but futurist thinking is key for investing.

The big opportunity? Robotaxis. These self-driving taxis could generate $28 trillion in value over the next decade, thanks to cost efficiency and safety improvements, cutting crashes by 99.9%.

Leaders like Tesla and Waymo are already in the game, with many other sectors set to benefit. Don't miss this deep dive into the future of transportation and its investment potential.

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GLP-1 medications are a hot topic right now. Drugs like Novo Nordisk's (NVO) Ozempic and Eli Lilly's (LLY) Mounjaro are not only transforming individuals' weight loss and overall health… they're also presenting significant economic opportunities.

On today's episode of the SteadyTrade Podcast, Tim Bohen and Matt McCall explore the revolutionary impact of these medications. 
Unlike traditional weight-loss methods – which can be challenging due to people's busy lifestyles – GLP-1 medications lower the barriers to achieving a healthier weight and offer a more accessible and effective solution. This boosts the user's physical health and productivity. 

The economic impact of these drugs has been immense. 

According to Goldman Sachs, we can expect to see a significant boost to the economy – not just through sales but via enhanced productivity. It's a self-fulfilling cycle. 

There's no question that these drugs offer a promising solution to the obesity epidemic and present significant economic benefits through increased productivity and market growth. With a wealth of investment potential in pharmaceutical giants, supply-chain companies, and protein supplement producers, the impact of GLP-1 medications will be felt across a variety of sectors. 

This makes it an exciting area to watch for both health enthusiasts and investors.

click here to watch the latest episode of the SteadyTrade Podcast now.

Welcome back to the SteadyTrade Podcast!

We’re excited to freshen things up and introduce a new co-host – Matt McCall.

After a few years’ hiatus, we’re ready to embark on this new chapter and blend our expertise to bring you insights into the trends and sectors driving the stock market.

If you’re wondering why the podcast was paused, we felt it was time to step back while still at our peak. But our passion for podcasting never wavered. And now we’re back with renewed energy and focus… and a whole lot to talk about.

We’re thrilled to have you on board!

Today’s Show:

The sudden emergence of artificial intelligence (AI) has been grabbing financial media headlines for more than a year now. Naturally, related stocks have taken off – with Nvidia (NVDA) now one of the largest companies in the world.

We’re in the very beginning stages of what we believe will be one of the biggest megatrends of our generation. And that means there is opportunity to seize here.

But other areas of the stock market are being overlooked as a result…

As AI technology engrains itself deeper into the everyday lives of companies and individuals, more data will generated. That means a lot more electricity will be required to collect and analyze all that data.

Global energy consumption has been stagnant in recent decades. But according to the International Energy Agency, that figure is expected to increase 165% by 2050. Northern Virginia – the hub of U.S. data centers – is likely to run out of reliable power by 2027.

That means the only way to keep the AI boom going is to upgrade the global electrical grid.

On today’s episode of the SteadyTrade Podcast, we dive into the investment opportunity being created by the convergence of AI and energy. We cover some of the biggest names in the space – including Nvidia and Super Micro Computer (SMCI) – as well as some of the smaller companies you likely haven’t heard or thought of.

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