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Contenuto fornito da Adam Taggart | Thoughtful Money. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Adam Taggart | Thoughtful Money o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Stocks Are EXPENSIVE, Yet A New Buy Signal Just Triggered | Lance Roberts & Adam Taggart

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Manage episode 444866097 series 3548516
Contenuto fornito da Adam Taggart | Thoughtful Money. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Adam Taggart | Thoughtful Money o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In 2024 so far, stocks have had one of the best years in decades. And that's on top of a great year in 2023. Bulls are obviously cheering this, but how long can the party continue? Stocks are richly priced here. And if earnings don't start growing aggressively, at some point, prices will have to correct, warns portfolio manager Lance Roberts. That said, a new buy signal just got triggered this week (invalidating last week's sell signal). So investors need to determine how much risk they want to take to pursue upside from here vs the growing risks of overvaluation. Lance and I discuss this, as well as this week's new inflation data, bonds and the wisdom of Howard Marks in this week's Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #inflation #technicalanalysis --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
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215 episodi

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iconCondividi
 
Manage episode 444866097 series 3548516
Contenuto fornito da Adam Taggart | Thoughtful Money. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Adam Taggart | Thoughtful Money o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In 2024 so far, stocks have had one of the best years in decades. And that's on top of a great year in 2023. Bulls are obviously cheering this, but how long can the party continue? Stocks are richly priced here. And if earnings don't start growing aggressively, at some point, prices will have to correct, warns portfolio manager Lance Roberts. That said, a new buy signal just got triggered this week (invalidating last week's sell signal). So investors need to determine how much risk they want to take to pursue upside from here vs the growing risks of overvaluation. Lance and I discuss this, as well as this week's new inflation data, bonds and the wisdom of Howard Marks in this week's Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #inflation #technicalanalysis --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support
  continue reading

215 episodi

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