SHOWNOTES:
0:33 – I share my broken water heater horror story 9:20 – Michael Alkin, editor of Moneyflow Trader and host of the Talking Stocks Over a Beerpodcast, is my guest this week12:56 – Mike talks about how much fun he’s having doing the new podcast 14:27 – Mike and I debate our views on the market; Michael is bearish and I am more bullish20:17 – What Mike observed about the market at the 2009 bottom 23:10 – Impact on stocks now that the Federal Reserve is backing off its quantitative easing programs 27:02 – Stocks are dropping for companies even after positive earnings 32:30 – Concerns Mike is seeing within the consumer staples sector36:59 – Some of Mike’s stock picks45:33 – There are always pockets of stocks that buck market trends50:57 – My thesis on the markets and the three major risks I’m seeing52:49 – Why China blinked during trade talks59:56 – Rising inflation is not that detrimental to the market because it’s not unexpected1:00:22 – Why the the Federal Reserve is raising interest rates and what that means for the markets and economy 1:03:46 – What does this all mean? 1:07:16 – If you look carefully, you can find plenty of stocks that are undervalued and have potential for growth 1:10:38 – Still not convinced that there are opportunities in the market? Look at all of the mergers and acquisitions taking placeCurzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.
