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US Markets Wrap
US Markets Wrap episodes
- US Markets Wrap: Cash-rich & retail flow investors chasing momentum
Alex Morris, CEO & CIO, F/m Investments explains how the current rally isn’t driven by conviction, but instead it is cash-rich and retail flow investors chasing momentum, aided by structured products and index flows. He shares why while there are short term momentum wins are to be had, longer term, he prefers diversification to concentration.
Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Markets have potential to grind higher
Joseph Shaposhnik, founder and CEO of Rainwater Equity zooms in on the positive news from the software industry and AI beneficiaries in the latest earnings season, He discusses why he likes Constellation Software and Microsoft.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: Markets continue to push through "wall of worry”
David Abella, Director of Investments, GoalVest reviews how much momentum is behind the recent marke run, against wall of worries -including: a rich S&P 500 valuation of 22.2X, relatively high tariffs that are now in force (which can cause stagflation), and continued tariff uncertainly especially with China, India, Mexico, and Canada.
Produced/Presented: Ryan Huang
Image: Pete Linforth from Pixabay
See omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: Keep an eye on market breadth
Frank Cappelleri, Founder and President, CappThesis discusses what the fundamentals and technicals are indicating about market momentum. He also shares how he is approaching investing in energy and gold, against the tariff environment.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Deregulation could be next catalyst for markets
Todd Rabold, Investment Management Partner, Callan Family Office discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: Staying long still a play for investors despite tariff uncertainty
José Torres, Senior Economist, Interactive Brokers, explains why stocks rebounded on Monday following Friday's steep losses; what recent weak economic data means for interest rates moving forward; the rational behind OPEC+'s decision to boost oil output; and how investors should position themselves in August - an historically weak month for markets.
Produced / Presented: Emaad Akhtar
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Markets unfazed by latest FOMC meeting
Daniel Tan, Portfolio Manager, Grasshopper Asset Management unpacks the main takeaways from the July FOMC meeting which saw no rate cuts as widely expected. He also looks at how much tariffs are driving the rate policy path and market sentiment.
See omnystudio.com/listener for privacy information.
8 min - US Markets Wrap: Fed Chair Powell pours cold water on Sept cut hopes
Damian McIntyre, Head of Multi-Asset Solutions, Federated Hermes discusses what the lower prospects of a rate cut will mean for markets, as uncertainty over the impact of tariffs loom. He also highlights the largely positive earnings season so far, where about 75 percent of companies that have reported have beaten expectations.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
8 min - US Markets Wrap: Investors hit pause amid mixed earnings, FOMC decision ahead
Josh Gilbert, Market Analyst at eToro unpacks what the latest earnings - including from Starbucks, Spotify - indicate about the growth outlook for the US economy. He also previews the FOMC's rate decision as the clock counts down towards the August 1st tariff deadline.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
8 min - US Markets Wrap: Stocks grind higher amid big week of earnings
Ryan Detrick, Chief Market Strategist, Carson Group looks at the bullish set up for markets this week against a busy backdrop of megacap tech earnings and a FOMC rate decision. He also discusses three recent "worries" that are overdone.
Presented/Produced: Ryan Huang
See omnystudio.com/listener for privacy information.
10 min
About US Markets Wrap
From the publisher's feed
As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.