Tom Lee Strikes Back | TCAF 159
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On episode 159 of The
On episode 159 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee of Fundstrat to discuss: Tom's Q4 outlook, what usually happens after Fed cuts, geopolitical risks, Chinese stocks, a history of drawdowns, and much more!
This episode is sponsored by Global X. Visit www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape.
More from Tom:
Access a 30-day free trial of FS Insight, exclusive to The Compound & Friends audience, at: bit.ly/thecompoundandfundstrat24
00:00 - Cold Open
10:43 - Intro
12:55 - Market Setup and China Stimulus
24:11 - The Labor Market
29:56 - The Fed Cuts and Current Risks
35:52 - Utilities
39:47 - Small Caps
51:41 - History of Drawdowns
01:00:50 - The Election
01:02:54 - Demographics
01:09:38 - Money Market Inflows?
01:12:52 - AI and Semiconductors
01:19:21 - What's going on in Argentina?
01:22:25 - Favorites
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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در تاریخ 1403/07/06 منتشر شده
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