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Barron's Streetwise

Trouble for Index Funds?

Barron's Streetwise

Barron's

Business

4.71.6K Ratings

🗓️ 10 September 2021

⏱️ 21 minutes

🧾️ Download transcript

Summary

Lisa Shalett at Morgan Stanley predicts an S&P 500 correction, but sees good deals elsewhere. Ed Yardeni talks inflation and babies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

This episode is brought to you by Kraken.

0:03.0

Crypto is like the financial system, but different.

0:07.0

It doesn't care where you come from, what you look like,

0:10.0

your credit score, or your outrageous food delivery habits.

0:13.0

Crypto is finance for everyone, everywhere, all the time.

0:18.0

Visit Kraken.com slash see what crypto can be to learn more.

0:22.0

Don't invest unless you're prepared to lose all the money you invest.

0:25.0

This is a high risk investment and you should not expect to be protected

0:28.0

if something goes wrong.

0:31.0

Once upon a time, before quantitative easing became our permanent lifeline,

0:36.0

stock markets actually went up and down.

0:39.0

10-15% corrections were an annual event.

0:46.0

Welcome to the Baron Streetwise Podcast.

0:49.0

I'm Jack Howe.

0:50.0

The voice you just heard, that's Lisa's Charlotte.

0:53.0

She's the Chief Investment Officer at Morgan Stanley Wealth Management

0:57.0

and she says the S&P 500 index is headed for a tumble.

1:03.0

Soon, like before the end of the year,

1:06.0

but she says that view does not make her bearish.

1:10.0

We'll hear more in a moment and talk with Ed Yardeni of Yardeni Research

1:15.0

about stocks, rates, inflation, and why babies could be the key to understanding all of them.

1:21.0

That's right, babies.

...

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