『Episode 316: Can Q4 Save the Market?』のカバーアート

Episode 316: Can Q4 Save the Market?

Episode 316: Can Q4 Save the Market?

無料で聴く

ポッドキャストの詳細を見る

In this episode, David Zarling and Ian McMillan break down a market sitting near all-time highs despite significant damage beneath the surface, with nearly 60% of S&P 500 stocks more than 20% below their own all-time highs. They discuss the continued leadership from technology and semiconductors, the potential for breadth to finally expand, and whether beaten-down areas of the market can catch up or the strongest trends simply keep getting stronger. The conversation also examines washed-out breadth readings, bearish investor sentiment, rising money-market allocations, higher oil and interest rates, widening credit spreads, a strengthening dollar, and the surprising resilience of Bitcoin. With Q4 historically one of the stronger seasonal periods, they consider whether the recent flush has run its course or whether the cap-weighted indexes still have some catching down to do.

adbl_web_anon_alc_button_suppression_t1
まだレビューはありません