Ep 42 | Dave McGarel | Down But Not Out: New Opportunities Emerge As Equity Markets Broaden

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Ep 42 | Dave McGarel | Down but Not Out: New Opportunities Emerge as Equity Markets Broaden | ROI Podcast

12d ago 33:04

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Amid a sharp drawdown in US equities, Dave McGarel highlights the risks and opportunities that may lie on the horizon.

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Chapters

1. Intro: Market Sell-Off and Opportunities Ahead (00:00:00)

2. Market Performance Post-Inauguration (00:00:43)

3. Explaining the Market Pullback (00:02:08)

4. Will the Market Broaden in 2024? (00:03:32)

5. The Impact of Tariffs on Markets (00:05:10)

6. AI-Driven CapEx and Investor Concerns (00:07:33)

7. Tech Depreciation and Investment Risk (00:10:00)

8. Uncertainty vs. Optimism in the Market Narrative (00:10:38)

9. Earnings Growth Expectations and Valuation Concerns (00:11:50)

10. Which Factors Might Outperform Next? (00:12:58)

11. Sector Rotation: Financials, Industrials, and Cyclicals (00:15:48)

12. The Fed’s Next Move: Cut, Hold, or Hike? (00:17:21)

13. Will Lower Rates Matter for Business Decisions? (00:19:16)

14. Profitability and Resilience of U.S. Companies (00:20:46)

15. Inflation Risks and the Fed’s Dilemma (00:21:24)

16. International Equities: Opportunity or Risk? (00:22:41)

17. Europe Steps Up: Energy and Financials Outlook (00:24:48)

18. The Case for Diversification in a Broader Market (00:27:19)

19. Advice for Younger Investors: Managing in a Changing Market (00:29:50)

20. Closing Thoughts: A Different Market Environment Ahead (00:32:28)

42 episodes

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