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1) The Post-Trump Trade
Nearly all the pundits—both political and investing—got the election results wrong and the market reaction wrong. Most thought stocks would selloff hard on a Trump win while gold and bond prices would rise. Well, the exact opposite of that happened. In today’s leadoff segment, I talk about the election results, the market’s reaction, and how the different asset classes and market sectors did in this historic week. Plus, why the market is acting on classic behavioral economics.
2) Expectations for 2017
There’s a new president, but the first year of a new president is historically a mediocre year for the stock market. Meanwhile, bond returns are likely to be pressured next year, as their glory days of getting both income and price appreciation are likely over, too. So, what do you do with your money in 2017? In today’s second segment, I offer a few thoughts on how to reorient your thinking about what’s in store for the year ahead. Plus, why it’s a must you listen to my post-election presentation, “Your Path for Cash.”
3) Buy Low, Sell High
Stocks in many sectors are going straight up in the wake of the Trump victory, but does that mean you should be buying those sectors? In today’s final segment, I talk about the contrarian ways to invest for a Trump presidency, and it all starts with looking at some of the areas that have sold off recently, but that are still very attractive sectors for the year ahead. Plus, why incremental purchasing is the best way to approach this market.
1) The Post-Trump Trade
Nearly all the pundits—both political and investing—got the election results wrong and the market reaction wrong. Most thought stocks would selloff hard on a Trump win while gold and bond prices would rise. Well, the exact opposite of that happened. In today’s leadoff segment, I talk about the election results, the market’s reaction, and how the different asset classes and market sectors did in this historic week. Plus, why the market is acting on classic behavioral economics.
2) Expectations for 2017
There’s a new president, but the first year of a new president is historically a mediocre year for the stock market. Meanwhile, bond returns are likely to be pressured next year, as their glory days of getting both income and price appreciation are likely over, too. So, what do you do with your money in 2017? In today’s second segment, I offer a few thoughts on how to reorient your thinking about what’s in store for the year ahead. Plus, why it’s a must you listen to my post-election presentation, “Your Path for Cash.”
3) Buy Low, Sell High
Stocks in many sectors are going straight up in the wake of the Trump victory, but does that mean you should be buying those sectors? In today’s final segment, I talk about the contrarian ways to invest for a Trump presidency, and it all starts with looking at some of the areas that have sold off recently, but that are still very attractive sectors for the year ahead. Plus, why incremental purchasing is the best way to approach this market.