What is the Halloween Strategy?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 30 October 2024
⏱️ 46 minutes
🧾️ Download transcript
Summary
There is a theory which postulates that stocks perform better from October 31st to May 1st—however the investment planning usefulness of that so-called "Halloween strategy" is debatable.
Today's Stocks & Topics: SFM - Sprouts Farmers Market Inc., BG - Bunge Global S.A., Market Wrap, What is the Halloween Strategy?, AIFF - Firefly Neuroscience Inc., Stock Splits, Closed-End Funds, MEGI - NYLI CBRE Global Infrastructure Megatrends Term Fund, US Shippers Avoiding East Coast Ports, NXST - Nexstar Media Group Inc. Cl A, NVR - NVR Inc., The Fed.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on Invest Talk. |
| 0:09.0 | And for our podcast subscribers, this is Invest Talk. Independent thinking, shared success. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial portfolio manager Luke Guerrero. Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:37.0 | My name is Luke Guerrero. |
| 0:38.0 | Today's Wednesday, October 30, 2024, which means there's only one day left in the month of October and it's a |
| 0:44.8 | spooky day and we have a story today that we'll be talking about actually along |
| 0:49.2 | those themes a little bit but that's that's later on but most, at the top of the show, I want to remind you that things are constantly changing. Economic numbers are changing. The vibes about those economic numbers are changing, and the biggest change that happens |
| 1:04.4 | within our political system is set for well next week and so with all of that in |
| 1:10.2 | mind now is not the time to lose focus. |
| 1:14.7 | And so the objective for this podcast and radio program |
| 1:17.1 | is to help you understand what is happening around us all |
| 1:21.7 | in order to make you a better and more informed investor. |
| 1:25.0 | Now to accomplish that we have many things we're going to discuss today that I saw |
| 1:29.0 | and thought was interesting and I wanted to bring to your attention. |
| 1:32.0 | Some of that is actionable, some of it is educational. |
| 1:35.0 | But most importantly, I'm excited to hear from you directly through your voicemail, |
| 1:39.0 | through your YouTube comment section questions, |
| 1:41.0 | and hopefully over this next hour through your live calls. |
| 1:45.0 | Now in just a bit we'll talk about today's market performance and run down those show topics that I mentioned but first |
| 1:51.0 | let's tackle this caller question. |
| 1:53.0 | Hello wanted to get your opinion on Sprout Farmers Market that take a |
... |
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