08-09-19: Opinion: There Is A 'Silver Lining' To Trade War Turmoil
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 9 August 2019
⏱️ 47 minutes
🧾️ Download transcript
Summary
If the Fed’s mid-cycle correction turns into a full easing cycle, there could be a major convergence between U.S. and non-U.S. investment-grade yields.
Today's Stocks & Topics: What Will Get You A Better Return, China Economic News, United Kingdom & Italy, Saving to Buy a House, ENDP - Endo International PLC, UBER - Uber Technologies Inc., AMZN - Amazon.com Inc., VEU - Vanguard FTSE All-World ex-US ETF, VWO - Vanguard FTSE Emerging Markets ETF, MDR - McDermott International Inc., CC - Chemours Co., Average Daily Volume, ROKU - Roku Inc. Cl A, SPHD - Invesco S&P 500 High Dividend Low Volatility ETF.
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| 0:00.0 | Steve and just in use why charts for their winning investment research |
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| 0:19.4 | Peasley President, KPP Financial, Independent Thinking, shared success. |
| 0:26.4 | And now today's podcast. |
| 0:27.8 | Good afternoon everybody and welcome to Invest Talk. It is Friday August 9th, 2019th and I'm sure more than a few of you have noticed or probably was pretty surprised about how volatile the market was this week. |
| 0:46.0 | And of course a lot of that volatility was down, but there was days up too. |
| 0:50.0 | It wasn't all down. It was not. So obviously there's a lot of things at play and you know |
| 0:56.7 | one of the major things at play is that there is no catalyst for the market to go up now. |
| 1:00.7 | We already have earnings and earnings are good everybody's happy. |
| 1:05.5 | We already have the Fed lower the interest rate. That was great and everybody's happy. |
| 1:09.6 | Now the market always looks forward to something else to make them happy. |
| 1:14.4 | Is the economy growing? |
| 1:18.0 | No, it's kind of shrunk a little bit. |
| 1:19.4 | Still growing. |
| 1:20.4 | And the growth rate has shrunk. That's what I mean. The growth rate. We're still |
| 1:26.9 | growing but less so. So I'm not too happy about that. That's not going to make |
| 1:32.1 | us the investors out there want to drive prices up. |
| 1:36.5 | So you know, the market always needs some kind of catalyst to push it forward, something to look forward too. And what we're seeing is worse things |
| 1:46.7 | going on worldwide. Economies around the world are not doing very well. |
| 1:52.6 | Britain reported no growth. |
| 1:55.0 | They were supposed to have no growth and they actually had |
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