09-02-2020: Are You Overlooking A Smart Way To Play The 'Stuck At Home' Trend In The Market?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 September 2020
⏱️ 47 minutes
🧾️ Download transcript
Summary
An analyst believes there’s something going on that investors need to watch: a housing shortage outside cities.
Today's Stocks & Topics: Robin Hood App, Beige Book, New Eviction Moratorium, TDOC - Teladoc Health Inc., CHWY - Chewy Inc. Cl A,
AAPL - Apple Inc. Split, SFM - Sprouts Farmers Market Inc., EVFM - Evofem Biosciences Inc., LMB - Limbach Holdings Inc., IP - International Paper Co., MRNA - Moderna Inc., Selling Strategy, VBR - Vanguard Small-Cap Value ETF, GILD - Gilead Sciences 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 | Good afternoon fellow investors and welcome to Invest Talk. This is our Wednesday, September 2nd |
| 0:30.9 | 20 edition of Invest Talk and we are now in the month of September. |
| 0:38.0 | Monday is Labor Day and soon summer will be over unfortunately and cooler weather will come and an election |
| 0:51.8 | will come and pass soon enough and volatility is likely to pick up. |
| 0:58.7 | You're already actually seeing that in the volatility index doesn't seem like it in the Bracing. So say that. |
| 1:14.0 | Right. Volatility index was up today. |
| 1:18.0 | Up nicely this week. |
| 1:21.0 | As a matter of fact, it's been up almost every day for the past two weeks. |
| 1:30.0 | That's odd. Usually volatility index only rises when stocks are down. |
| 1:37.0 | They're at new all-time highs, and once again there's vigorous cross winds that are affecting |
| 1:47.0 | all markets, but right now, the tail winds are certainly outweighing the head winds. |
| 1:54.0 | Even though the head winds seem more obvious, |
| 1:58.0 | the tail winds oftentimes are less so. A lot of it has to do with passive indexing and automatic |
| 2:07.0 | allocation to indexes without any consideration evaluation and that's basically what indexing is right you're just |
| 2:16.8 | investing in certain basket of stocks |
| 2:20.9 | don't care whether they're rich, whether they're cheap, whether they're fairly valued, that's just the way indexing works. |
| 2:30.0 | So there's a lot to talk about today. |
| 2:35.0 | A lot of news crossing the wire that is going to affect various industries. |
| 2:44.0 | We have things coming out of Washington, |
... |
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