08-26-2020: Opinion: Some Areas Of The Cyclical Trade Are Set To Outperform
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 26 August 2020
⏱️ 45 minutes
🧾️ Download transcript
Summary
One analyst says that, with regard to growth versus value, the narrow leadership from growth stocks may be an indicator of what’s to come.
Today's Stocks & Topics: Good and Bad Inflation, AMGN - Amgen Inc., FAANG Stocks, Durable Goods Report, Life Insurance, V - Visa Inc. Cl A, Closed-end Funds, BLNK - Blink Charging Co., UBER - Uber Technologies Inc.
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Transcript
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| 0:00.0 | This podcast is produced by KPP Financial, Steve Peasley President, |
| 0:10.4 | KPP Financial, Independent Thinking, shared success. |
| 0:15.0 | And now today's podcast. |
| 0:17.0 | Hello everybody and welcome to Invest talk it is Wednesday August 26 |
| 0:25.8 | 2020 of course we're heading into the final stretch of August I think we have three |
| 0:30.6 | more treating days left I think Monday is the last day if I remember right. |
| 0:35.1 | And keep in mind that Labor Day will fall a bit later this year |
| 0:38.4 | on Monday, September 7th. |
| 0:41.1 | So it's going to be a whole week later. |
| 0:45.0 | Now the market has been volatile, we all know that, and it will continue to do so. |
| 0:49.0 | Shouldn't surprise anybody. |
| 0:52.0 | Since it's low low March 23rd pretty much is March |
| 0:57.2 | pretty much as March pretty much straight up. Yeah there's been a few pauses here |
| 1:00.9 | in there but no real correction and that is very unusual there |
| 1:05.2 | should be a correction along the way and we're probably gonna have one I just |
| 1:09.3 | can't tell you when as I always say but you got to be prepared. Doesn't mean you get out, you don't get scared, |
| 1:16.2 | no, nothing like that. Just be aware that's going to happen. And if you're a long-term investor, |
| 1:22.0 | you shouldn't care at all. |
| 1:23.0 | Shouldn't matter. |
| 1:25.0 | Any kind of correction we have in the near future, I think is a buying opportunity, |
| 1:29.0 | not a selling opportunity, even though you've got to be very careful |
| 1:32.0 | what areas you're going to buy into. |
... |
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