4.3 • 1.5K Ratings
🗓️ 24 November 2020
⏱️ 47 minutes
🧾️ Download transcript
Steven Mnuchin downplayed his decision to pull the plug on several Federal Reserve programs, saying there’s enough money around to provide funding where it is needed.
Today's Stocks & Topics: MPW - Medical Properties Trust Inc., Value Stocks, SBRA - Sabra Healthcare REIT Inc., Post-Covid World, Very Expensive Stocks, Dividend Cuts, Gold, 401k, Taxable Accounts, RGEN - Repligen Corp., GILD - Gilead Sciences Inc., AVLR - Avalara Inc., CCL - Carnival 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, and now today's podcast. |
0:17.0 | Good afternoon fellow investors and welcome to Invest Talk. This is our Monday, November |
0:28.6 | 23rd, 2020 edition of Invest Talk. Yes it is Thanksgiving week. It means the holidays are in full |
0:36.9 | swing and markets are in full swing as well. A lot of rotation in the market right now with more news about |
0:50.6 | another vaccine that looks pretty promising. So we now have three that |
0:55.8 | look effective. The question is how safe are they, how easy are they to roll out. |
1:01.1 | So those are the future answers or future questions, however you want to |
1:07.0 | put it, and the market is starting to try to answer that for itself. |
1:14.0 | Right? |
1:15.0 | And, you know, the more options there are for a vaccine, |
1:19.0 | the better likelihood we will reopen in three months, six months, nine months, and get back to some |
1:25.7 | semblance of normalcy and that's what the market is starting to rotate into. |
1:29.7 | That doesn't mean that the uncertainty goes away. |
1:35.0 | There's always some level of uncertainty. |
1:39.0 | Today's world, certainly a heightened level. |
1:42.0 | But what's also certain is that there will be |
1:45.8 | stimulus measures of some kind. Now our main focus point today discusses |
1:51.9 | kind of that one of the recent stimulus measures that will |
1:57.7 | expire at the end of the year and that'll be an important maybe a marker point of what governments and |
2:06.7 | Central Banks are doing and how they are married together. So we're going to |
2:10.6 | discuss that. |
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