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InvestTalk

2-2-2023 – How Long Will It Take the Market to Recover?

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K 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

Click on a timestamp to play from that location

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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