Press "Enter" to skip to content

Tag: coronavirus

Corona virus, COVID 19

Szn 3, Ep. 29: Causes for Optimism in 2022, with Ryan Worch

Published December 21, 2021

Ryan Worch of Worch Capital rejoins the podcast to provide his outlook on stocks for 2022. Spoiler alert: He’s bullish. With certain qualifications. Worch mentions specific securities in the latter half of the episode.

Nothing here is intended as investment advice.

Content Highlights

  • Worch’s contrarian call: We’re still in a secular bull market (4:14);
  • Underneath the surface there has been “some very real destruction in the speculative part of the markets.” Why this is happening (6:05);
  • Is there any hopes for the Cathie Wood names, meme stocks, cryptos, and NFTs? (9:25);
  • Many people are bearish. Too many (15:33);
  • How Worch Capital is positioning its portfolio and some favorite names (20:45);
  • A brief discussion about inflation (28:09).
MoreSzn 3, Ep. 29: Causes for Optimism in 2022, with Ryan Worch
Comments closed

Szn 3, Ep. 28: The Market Doesn’t Care About Omicron or Inflation

Published December 6, 2021

With Enrique Abeyta, Empire Financial Research

This episode uses mature language. Discretion is advised for listeners that may be sensitive to this type of thing.

Enrique Abeyta of Empire Financial Research rejoins the podcast to discuss his views on the omicron strain of Covid-19 and inflation, and share his excitement about the metaverse.

Meta, the company formerly known as Facebook, could become the world’s first $5 trillion enterprise.

Not intended as investment advice. 

Content Highlights

  • The market didn’t go down because of omicron or because of what the Fed chair said. What caused the selling instead (5:09);
  • Omicron is not the first Covid strain. It won’t be the last. Society and the economy have been able to deal with the variants (6:28);
  • Inflation is another boogey man (8:10);
  • The spike in the VIX is more noteworthy — and a bullish indicator for stocks (12:39);
  • What about gold? (16:56);
  • The metaverse: It’s already here. People just don’t realize it yet (24:07);
  • Meta, the stock formerly known as Facebook, is as good a way as any to profit from these developments (27:29);
  • Oil and gas “could go to the moon” (39:52).

More Information on the Guest

Comments closed

Season 3, Episode 26: David Hunter on the Coming Stock Market Bust

Published November 8, 2021

David Hunter of Contrarian Macro Advisors rejoins the podcast to provide updates on his prediction that stock markets are in the final stage of a parabolic melt-up that will be followed by a global bust.

Hunter’s initial targets for the S&P 500, Dow Industrials, and other U.S. stock market indexes have been breached, causing him to provide new, even more bullish, targets.

The bust will likely start with a ‘second-quarter swoon’ next year, caused by the Federal Reserve overreacting to inflation. The deflationary meltdown will then cause another overreaction by central banks and government fiscal policies.

Not intended as investment advice.

Content Highlights

  • Hunter’s new targets on the S&P, Dow, Nasdaq, and Russell 2000 (2:50);

  • Oil and oil stocks have peaked for this cycle (6:50);

  • The bust should happen about mid-way through 2022 and result in oil prices back in the mid-$20s range (8:25);

  • The cycle will end because the Federal Reserve tightens interest rates due to inflationary pressures (10:28);

  • Central banks around the world are withdrawing quantitative easing and some have even started to adjust interest rates higher. This will affect things and force the Fed’s hand. Resolution of supply chain issues would increase the pressure (15:54);

  • China will definitely play a major role in the bust, though Evergrande is probably just the tip of the iceberg (19:27);

  • What happens after the bust is an unprecedented flow of liquidity. Yes, even more than COVID. There will be bank failures, though more in Europe and Asia than the U.S. (21:17);

  • Central banks only have one tool to combat this, which is quantitative easing. They will be matched by fiscal stimulus. It will be “March of 2020 on steroids, basically. Multiple steroids” (26:07).
MoreSeason 3, Episode 26: David Hunter on the Coming Stock Market Bust
Comments closed