Press "Enter" to skip to content

Tag: economy

Season 2, Episode 38: Buckle Up, The Bull Market is Just Getting Started

Published December 22, 2020

With Ryan Worch, Worch Capital

Ryan Worch of Worch Capital joins the podcast to discuss his views that even after the massive post-COVID rally in stocks, the bull market is just getting started.

Content Sections

  • The most appropriate historical parallel from a price-pattern standpoint may be 1999 and the massive “tech melt-up” that ended in 2000 (3:21);
  • “We believe the market is in this secular bull market — for various reasons,” particularly monetary easing. This should “supercharge” a move higher, much as in 1999 (5:35);
  • The similarities and differences between now and the late 1990s (8:40);
  • The Fed is “completely transparent these days.” They will be forced to raise rates at some point, but the markets may not stop rallying for a while (12:21);
  • Current excesses are nothing compared to those of the late 1990s. People are still spooked by what happened (16:44);
  • Background on the guest (22:06);
  • How he started his fund in 2008 (26:39);
  • How Worch Capital was able to avoid the February-March correction this year (28:54);
  • Why he still likes growth, and which sectors (34:54).
MoreSeason 2, Episode 38: Buckle Up, The Bull Market is Just Getting Started
Comments closed

Season 2, Episode 36: Codie Sanchez on the Trouble — And Opportunities — Brewing in Small Business

Published December 10, 2020

Also: an assessment of the cannabis industry from an investing viewpoint.

Codie Sanchez of Entourage Effect Capital joins the podcast to discuss her view that wide swaths of the U.S. economy, those linked to small business, have yet to see many benefits of the post-COVID economic recovery.

Eventually, “the music will stop” and stock markets will see more sellers than buyers. To protect themselves, investors should seek recession-resistance sectors of the economy and try to access their own cash flows.

MoreSeason 2, Episode 36: Codie Sanchez on the Trouble — And Opportunities — Brewing in Small Business
Comments closed

Season 2, Episode 35: How Bubbles and False Narratives Made Financial Markets

Published November 25, 2020

With Jamie Catherwood, Author of InvestorAmnesia.com

With the Dow Industrial Average hitting 30,000 on the day of this recording, revisiting historical booms and busts feels particularly timely.

Jamie Catherwood, the author of InvestorAmnesia.com and a self-proclaimed financial history nerd, is a perfect guide to this discussion.

We discuss booms in treasure hunting, bicycles, railroads, breweries, and of course tulips (which it turns out was greatly exaggerated. The guest debunks this).
MoreSeason 2, Episode 35: How Bubbles and False Narratives Made Financial Markets
Comments closed