What Does It Mean?

In this episode, hosts Lindsey Bell, Chris Versace, and Bob Lang discuss September market trends, focusing on the S&P 500, Dow, and Nasdaq. They explore retail sales, especially digital shopping's holiday season impact, and analyze the Fed's shift to a rate-cutting cycle and its effects on housing, construction, and banking.

The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Resources and References: 

Chris Versace

• TheStreet Pro Portfolio
• Thematic Signals
• @ChrisJVersace
• LinkedIn

Bob Lang

• Explosive Options
• TheStreet
• @Aztecs99
• LinkedIn

Lindsey Bell

• The Shift
• Tedx Talk
• @JustLBell
• LinkedIn

In this episode, our hosts discuss the challenging market conditions in September, historically being a difficult month for stocks. Topics also discussed include the recent Apple event, potential impacts of revised bank capital requirements, and insights into financial sector strategies.

The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Resources and References: 

Chris Versace

• TheStreet Pro Portfolio
• Thematic Signals
• @ChrisJVersace
• LinkedIn

Bob Lang

• Explosive Options
• TheStreet
• @Aztecs99
• LinkedIn

Lindsey Bell

• The Shift
• Tedx Talk
• @JustLBell
• LinkedIn

In this episode, hosts Chris Versace and Bob Lang discuss the implications of post-Labor Day market movements as Wall Street's summer vacation ends. Additionally, they delve into wacky recession indicators and preview Apple's highly anticipated product launch event, emphasizing its potential to drive a significant upgrade cycle and impact the broader market.



The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Chris Versace

• TheStreet Pro Portfolio
• Thematic Signals
• @ChrisJVersace
• LinkedIn

Bob Lang

• Explosive Options
• TheStreet
• @Aztecs99
• LinkedIn

Lindsey Bell

• The Shift
• Tedx Talk
• @JustLBell
• LinkedIn

In this episode, our hosts discuss the surprising market gains in August, the burgeoning field of AI adoption, and finally, they tackle the concept of wealth - emphasizing the importance of financial literacy and investing to reach retirement goals.



The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Resources and References:

• 10 Reasons why AI may be overrated 
• Atlanta Fed GDPNow Model 
• Bankrate’s 2024 Annual Emergency Savings Report 
• Cleveland Fed Inflation Nowcasting 
• CME FedWatch Tool 
• Charles Schwab Survey Reveals That Americans Think It Takes $2.5 Million to Be Considered Wealthy in 2024 
• Personal Savings Rate History 
• Survey: The average American feels they need to earn over $186K a year just to live comfortably 
• What Is the Average Retirement Savings in the U.S.? 
• S&P 500 Weekly Chart 
• Volatility Index Daily Chart 

Chris Versace

• TheStreet Pro Portfolio
• Thematic Signals
• @ChrisJVersace
• LinkedIn

Bob Lang

• Explosive Options
• TheStreet
• @Aztecs99
• LinkedIn

Lindsey Bell

• The Shift
• Tedx Talk
• @JustLBell
• LinkedIn

In this episode, our hosts discuss retailer earnings, Federal Reserve Chair Powell's upcoming Jackson Hole speech, and the potential impact of a Canadian rail strike on inflation. They also explore the implications of Vice President Kamala Harris' proposal to raise corporate tax rates and its effect on market EPS projections.

The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Resources and References:

• Canada-wide freight rail stoppage looms this week as two firms issue lockout notices
• Fed funds Futures 
• Jackson Hole Economic Symposium
• July Retail Sales report
• Target Earnings 
• Tax Foundation’s Analysis of the Impact from the Harris Tax Plan
• Walmart Earnings
• Why Canada is on the verge of an unprecedented rail labor stoppage 

Chris Versace

• TheStreet Pro Portfolio
• Thematic Signals
• @ChrisJVersace
• LinkedIn

Bob Lang

• Explosive Options
• TheStreet
• @Aztecs99
• LinkedIn

Lindsey Bell

• The Shift
• Tedx Talk
• @JustLBell
• LinkedIn

In this episode, Chris, Bob, and Lindsey delve into the current state of the markets, economy, and Federal Reserve actions. They discuss key economic indicators such as inflation data, retail earnings, and consumer spending trends, and their implications for future decision-making. 

The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Resources and References:

• Atlanta Fed GDPNow
• Bank of America CEO Brian Moynihan on "Face the Nation with Margaret Brennan"
• Consumer Expectations from the New York Fed
• CME Fed Funds Futures
• Detrick of Carson Group on stock performance in lame duck election years
• Federal Reserve Bank of New York - Medium-Term Inflation Expectations Decline; Short and Longer-Term Inflation Expectations Unchanged
• Higher Perception of Inflation Drives Paycheck-to-Paycheck Consumers to Trade Down
• The biggest data breaches in 2024: 1 billion stolen records and rising
• iShares Select Dividend ETF (DVY)
• Musk Blames Trump Spaces Interview Delay on Cyber Attack
• Producer Price Indexes - July 2024
• Starbucks names Brian Niccol as Chairman and Chief Executive Officer

Chris Versace

TheStreet Pro Portfolio

Thematic Signals

@ChrisJVersace

LinkedIn

Bob Lang

Explosive Options

TheStreet

@Aztecs99

LinkedIn

Lindsey Bell

The Shift

Tedx Talk

@JustLBell

LinkedIn

In this episode, our hosts discuss market volatility following the Fed's policy meeting, examining factors like the carry trade, Fed credibility, employment data, and monetary policies in the US and Japan.

The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Chris Versace

TheStreet Pro Portfolio

Thematic Signals

@ChrisJVersace

LinkedIn

Bob Lang

Explosive Options

TheStreet

@Aztecs99

LinkedIn

Lindsey Bell

The Shift

Tedx Talk

@JustLBell

LinkedIn

In this episode, hosts Lindsey Bell and Bob Lang dive into a range of topics including the ongoing Olympic Games, market volatility, and consumer spending trends. The hosts also scrutinize the economic data and upcoming events like the jobs report, providing insights into what these trends mean for investors. 

The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Resources and References: 

• Flavor Flav and US Water Polo Captain Maggie Steffens Team Up 
• Sahm Rule 
• Unemployment Rate
• McDonald’s Earnings Transcript 
• Chipotle Earnings 
• Domino’s Earnings 
• The Fed’s Dual Mandate 
• Atlanta Fed GDP Now Estimate for Q3
• Volatility Futures
• GDP 2nd Quarter 

Chris Versace

TheStreet Pro Portfolio

Thematic Signals

@ChrisJVersace

LinkedIn

Bob Lang

Explosive Options

TheStreet

@Aztecs99

LinkedIn

Lindsey Bell

The Shift

Tedx Talk

@JustLBell

LinkedIn

In this episode, our hosts analyzed the current market outlook and earnings season. The potential impact of the US presidential election on the stock market was also discussed, with a focus on technical indicators, market volatility, and economic data releases. 

The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Resources and References: 

• Almanac Trader
• CME FedWatch Tool
• Cleveland Fed Inflation Nowcasting
• CrowdStrike’s Pain Could Be Its Rivals’ Gain. Watch These Cybersecurity Stocks
• Delta is still melting down. It could last all week
• FactSet Earnings Insight
• McDonald’s Extends $5 Meal Deal as Diners Return
• NXP Semiconductor 2Q 2024 Earnings 
• Online retailers offering 31% more coupon codes than last year 
• Polaris Industries 2Q 2024 Earnings

Chris Versace

• TheStreet Pro Portfolio
• Thematic Signals
• @ChrisJVersace
• LinkedIn
• Bob LangExplosive Options
• TheStreet
• @Aztecs99
• LinkedIn
• Lindsey BellThe Shift
• Tedx Talk
• @JustLBell
• LinkedIn

In the inaugural episode of the ‘What Does It Mean’ podcast, hosts Chris Versace, Lindsey Bell, and Bob Lang introduce themselves and lay the groundwork for their discussions on market trends, economic movements, and investment strategies. The episode delves into the implications of recent Fed actions, inflation trends, corporate earnings, and the potential impacts of upcoming elections on market dynamics.

The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy, and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money.

Resources and References: 

• CME FedWatch Tool 
• S&P 500 Earnings Estimates 
• PepsiCo Earnings 
• Cboe Volatility Index 
• Vix term structure 
• Stock charts – IWM weekly
• June Retail Sales report 
• Ticketmaster cyberattack 
• AT&T cyberattack 
• Disney cyberattack 

Content to Check Out: 

• Lindsey Bell on LinkedIn