Wealthion - Be Financially Resilient
Business:Investing
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com. Eric Chemi sits down with Sam Burns of Mill Street Research, to delve into the intricacies of the current economic landscape. Sam shares his valuable insights on a range of topics including the future of the bull market, the impact of inflation and interest rates on investments, and the potential for growth in tech stocks. Whether you're an experienced investor or just starting out, Sam's analysis offers a unique perspective on where the markets are headed and how to position yourself for success.
TIMESTAMPS: 2:47 - The 'TINA' Factor in Investment
5:09 - Federal Reserve Policies in 2024
7:02 - Investor Risk Appetite and Market Trends
10:13 - Analyzing US Fiscal Policy and Global Impact
12:23 - US vs Non-US Equities:14:03 - Large Cap Tech Stocks
16:27 - Valuing Tech Giants: When is it Too Expensive?
19:23 - The Role of Small Caps in Investment Strategy
20:55 - Predictions for Commodity Markets in 2024
23:16 - The Chinese Economic Dilemma
26:31 - Structural Differences in Global Economies
30:59 - Sam Burns' Journey to Mill Street Research
34:06 - Challenges in Modern Investment Research
37:34 - Avoiding the Hype: Sound Investment Strategies
40:24 - Media Influence on Financial Sentiment
42:03 - Global Economic Crisis: Lessons for the US
44:00 - Political and Economic Stability in Investment
47:48 - Balancing Clicks vs. Investment Accuracy
49:42 - Mill Street Research: A Resource for Investors
51:27 - Closing Remarks and Additional Resources
The Bond Vigilantes Are Back! And They're NOT Happy About Deficit Spending | Ed Yardeni
2024 To Be The Year Of The Economic Reckoning? | Lance Roberts & Adam Taggart
As Yields Surge, How Much Pain Is Left Ahead For Bonds? For Stocks? | Adam Taggart
Hear What The Money Experts See Coming Ahead | Lacy Hunt, James Grant, Stephanie Pomboy & more
Changes Ahead! How NOT To Become Collateral Damage | Brad Stulberg
Markets To Stage One Last Hurrah Before Rolling Over? | Thomas Thornton
A Market Bounce...Then Look Out Below?? | Lance Roberts & Adam Taggart
Rare 'Bear Steepening' Of The Yield Curve = PAIN for Stocks & Bonds | Alf Peccatiello
It Will Take A 30-40% Market Drawdown Before The Fed Pivots | Matt Piepenburg
Our Currency Is Always, ALWAYS Sacrificed When Crisis Hits | Matt Piepenburg
Get Ready For 'Markets Gone Wild' | Darius Dale
There's A HUGE Difference Between Stocks & Bonds Right Now | Lance Roberts & Adam Taggart
Markets Tremble As Fed Walks Back "Soft Landing" Odds | Adam Taggart & New Harbor
Stocks To Surge & Bonds To Sell Off Before Recession Hits By Early 2024 | Darius Dale
Earn, Save Or Invest: Which Matters Most In Building Wealth? | Nick Maggiulli
Collateral Contagion Is The Big Risk Everyone Should Worry About | Gordon Long
New Market Highs By Year End? | Lance Roberts & Adam Taggart
Michael Pento: "Tremendous" Opportunity To Short The Market Coming As Stocks Still 30% Overvalued
Michael Pento: A 'Hard Landing' Recession Is Coming & It Won't Take Long To Arrive
Expect Gargantuan Stimulus When 'Something Breaks' Under Today's High Rates | Brien Lundin
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