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cover of episode The Rally and the Rate Cut 11/7/24

The Rally and the Rate Cut 11/7/24

2024/11/7
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J
Jason Fear
从哲学专业毕业到成为华尔街交易员,再转变为金融科技先驱,杰森·梅什尼克(Jason Meshnick)在金融领域的职业路径充满了挑战和创新。
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Jenny Harrington
知名股息投资专家,Gilman Hill Asset Management首席执行官和投资组合经理。
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Jim Lebenthal
知名投资分析师和评论员,常客于CNBC的金融节目。
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Josh Brown
金融分析师和评论家,专注于金融市场趋势和经济预测。
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Liz Young
担任 SoFi 投资策略负责人,拥有丰富的金融和投资行业经验。
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Mike Santoli
以超过20年的华尔街报道经验,目前担任CNBC高级市场评论员的金融专家。
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Rob Sechan
以其在财富管理和替代投资领域的卓越领导和创新精神而闻名的金融行业专家。
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Stephanie Link
首席投资策略师和股票投资组合经理,曾任职于Nuveen和TheStreet,现任高塔威尔财富管理公司首席投资策略师。
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Tony
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Topics
Tony认为市场上涨趋势已经确立,特朗普的胜选只是顺应了这一趋势。他以标普500非必需消费品板块为例,该板块在经历了长期下跌后创下新高,这通常不会发生在市场顶部。Liz Young认为市场情绪和经济数据将持续改善,但短期内可能出现波动,并对高关税和通胀表示担忧。Stephanie Link对市场估值表示担忧,但看好减税政策对长期市场前景的积极影响。Josh Brown认为科技股在放松管制的环境下将受益,并看好Reddit和Toast等公司。Jim Lebenthal认为债务上限问题将推高股市,并看好金融板块和私募股权公司。

Deep Dive

Chapters
The Investment Committee discusses the factors behind the post-election stock market rally, including the potential for further rate cuts and the impact of deregulation.
  • Post-election rally is partly due to already existing bullish trends.
  • Expectations of deregulation and tax cuts are driving market optimism.
  • Market internals show strong support for continued upward movement.

Shownotes Transcript

Scott Wapner and the Investment Committee debate the rally in stocks with another rate cut likely today. Plus, Vistra surging after earnings, it’s our Chart of the Day, Rob Sechan owns it and calls in with his strategy. And later, Josh Brown gives you the setup on two of his names reporting after the bell today

Investment Committee Disclosures)