2-2-2023 – How Long Will It Take the Market to Recover?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 February 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
Most major asset classes have posted strong returns for the year to date through Jan. 26, but there’s no guarantee these positive trends will continue.
Today's Stocks & Topics: RSG - Republic Services Inc., AMD - Advanced Micro Devices Inc., AMD - Advanced Micro Devices Inc., IHI - iShares U.S. Medical Devices ETF, Limited Order, ERH - Allspring Utilities & High-Income Fund, Market Expectations, TGB - Taseko Mines Ltd., Michael Burry Predictions, FCEL - FuelCell Energy Inc., STLA - Stellantis N.V., STRL - Sterling Infrastructure Inc., World Economic Forum.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.8 | just in climb and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.8 | and share their unbiased answers. |
| 0:27.1 | This is Invest Talk, independent thinking, shared success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.6 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.3 | Here is KPP Chief Executive Officer, Financial Advisor, just in climb. |
| 0:52.4 | Good afternoon fellow investors, and welcome back to Invest Talk, this is our Thursday, |
| 0:57.1 | February 2nd, 2023 edition, and February has started off on an interesting note, a very |
| 1:04.7 | bullish note as a follow through to the first month of the year, and you're getting |
| 1:10.6 | a bit of a shift back in market dynamics. |
| 1:15.0 | We know likely long-term market dynamics are going to be different this decade than the |
| 1:20.6 | previous decade, but there's always going to be cornerstone rallies, especially when |
| 1:26.6 | investors get off-side, they get positioned in a way that is too consensus, and you have |
| 1:38.4 | catalysts like the Fed being dovish, you have the Treasury General Account being ran down, |
| 1:45.4 | which brings liquidity into the markets, and you get short-cubbing rallies, and that's |
| 1:50.6 | what we're in right now. |
| 1:52.5 | And so you shouldn't be surprised by this, we actually talked about this a few weeks ago, |
| 1:57.7 | these were signs underneath the surface now, do we think meta was going to rally 20% on |
| 2:04.2 | its earnings? |
... |
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