09-19-19: Chip Stocks Brush Off Trade War And Rally To Near Record Highs
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 19 September 2019
⏱️ 47 minutes
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Summary
Despite trade tensions with China and weak demand for chips, semiconductor stocks have rallied this year as investors look to the next generation of network technology known as 5G.
Today's Stocks & Topics: Drug Industry, Repo-Market, PFE - Pfizer Inc., Social Security, The Economy, Gold and Silver, Housing Market, FDX - FedEx Corp.
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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 |
| 0:27.2 | Thursday, September 19th, 2019 edition of Invest Talk and it was another interesting day in the markets the post |
| 0:38.7 | bed day and we had quite the gyrations so we're going to talk a little bit about that. And we have the |
| 0:45.0 | have the Saudi Arabia news in the news that's going to be important to the |
| 0:51.9 | energy markets and the geopolitical situation. |
| 0:56.0 | Middle East is always pretty volatile, so keep an eye out for what's going on there, |
| 1:00.6 | and I think that's going to evolve over the coming weeks. |
| 1:04.0 | So markets are volatile. |
| 1:07.0 | Seen a lot of up and down over the last 18, 20 months or so. |
| 1:12.0 | And today was no exception. We had up in the morning and we really rolled |
| 1:18.0 | over early in the morning and closed near the lows of the day. kind of around the levels that we were when the Fed came out with |
| 1:26.1 | their decision, you know, middle of the morning yesterday. |
| 1:31.0 | So there's a lot happening. I talked a little bit yesterday about how |
| 1:37.2 | I expect the market to kind of hold up through this week through quadruple |
| 1:41.1 | witching and you roll over next week because the Fed didn't really |
| 1:46.1 | give any indication that they are willing to lower rates more in the near future as well as do QE to solve the funding problem in the |
| 1:57.8 | money market markets right now and that's something we're going to touch on as well because this is a story that is not over. |
| 2:06.0 | This is now an acute problem that needs a solution. |
| 2:10.0 | And we're going to talk about what the Fed is doing and how this could affect markets |
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