05-16-19: Opinion: Four Reasons Why The Bears Are Wrong About A Second-Half Slump
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 16 May 2019
⏱️ 48 minutes
🧾️ Download transcript
Summary
With U.S.-China trade talks unsettled, the important consideration becomes whether the fundamentals of our economy are strong enough to weather the next seven months.
Today's Stocks & Topics: How to Spot a Good IPO?, Tariff War, HNNA - Hennessy Advisors Inc., INGR - Ingredion Inc., AMT - American Tower REIT, Precious Metals, VHT - Vanguard Health Care ETF, XLV - Health Care Select Sector SPDR ETF, Acorn Shares, SYY - Sysco Corp.
Transcript
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| 0:00.0 | Steve and justin used why charts for their winning investment research |
| 0:04.4 | so start your free trial now and if you purchase mention invest talk and get a generous |
| 0:10.4 | discount at why-charts.com. This podcast is produced by KPP Financial, Steve |
| 0:19.4 | Peasley President, KPP Financial, Independent Thinking, shared success. |
| 0:26.4 | And now today's podcast. |
| 0:29.5 | Good afternoon investors and welcome to Invest Talk. This is our Thursday, May 16th, |
| 0:40.1 | 2019 edition of Invest Talk. I am Justin Klein and I thank you for joining me today for this hour about you. |
| 0:48.4 | And it's about you because that's our goal each and every day is to educate you in some way, shape, or form |
| 0:57.1 | about an area of your investment knowledge that maybe you're lacking. And frankly frankly I'm always lacking as well and I'm always trying to learn so you need to do that as well and we encourage you to call with your specific questions that will allow you to shape the show to your liking and to your advantage. |
| 1:18.0 | Now remember, our goal each and every weekday is to help you incrementally move towards your own version of financial |
| 1:28.2 | freedom and we do that with a philosophy of independent thinking and shared success. |
| 1:32.9 | So today in this hour that is my goal one step at a time moving you along the path to sustainable |
| 1:41.6 | financial freedom. Now our listener line is open now and I'm taking your calls live at 8-899 chart. |
| 1:47.5 | That's 8-8-992 4-78. |
| 1:51.4 | Now on today's Invest Talk my main talking point involves market |
| 1:55.6 | direction and really economic direction. J.P. Morgan came out with a report and |
| 2:00.9 | their analysts are saying that there's four reasons why the bears are wrong |
| 2:05.1 | about a second half slump. We're talking about the economy slowing and obviously now you |
| 2:10.9 | have a trade war and many are believing that we will continue to slow for all those reasons. |
| 2:18.0 | But J.P. Morgan has other ideas and we're going to talk about that. So as usual, although I may be a little more down on the direction of the economy, you always have to look at the positives, right? |
| 2:34.4 | The positives and the negatives of any investment of any idea. |
| 2:39.9 | And so we're going to flush that out even though we're in the midst of a trade war. |
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