#38 The Cyclist - Peter Oppenheimer on Market...

Jeremy Grantham is known as a permabear and an expert on bubbles so you should not be surprised that he sees an AI-induced bubble today and thinks the market will fall by 50%. He points out that at peaks you always have high multiples applied to abnormally high profit margins and ...  Show more

Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Management and effectively oversees $4tn AUM. He is responsible for market and investment insights across the asset management business and has produced the famous Eye on the Market pu ...  Show more

Today's Post - https://bahnsen.co/45pEwTs

Exploring Market Volatility and the Concept of a Minsky Moment

In this episode of Dividend Cafe, David discusses the current volatility and directionlessness in the market, delving ...

What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ...  Show more

Today, I bring you a man who’s truly seen it all: Chris Cady Having surpassed 40-years as an equity index trader, Chris has lived through every type of market environment imaginable and reinvented himself several times over. But is experience all it’s hyped up to be? Well, that’s ...  Show more

Jeffrey Hirsch, editor of the Stock Trader's Almanac, says that the stock market is right on track with expected calendar effects, which he sees as continuing through a Santa Claus rally and a positive January Barometer -- which portends a good year ahead for 2024. Further, citin ...  Show more