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The Independent Advisors Podcast Episode 314: 'Follow the trend - don't fall in love with the trend.'
Manage episode 501599546 series 3268696
תוכן מסופק על ידי Mark McEvily. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Mark McEvily או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Show Notes:
Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899
Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?
Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an
Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kaitlyn VU titled “How much and why ACA Marketplace premiums are going up in 2026” back on 8/6 - https://www.healthsystemtracker.org/brief/how-much-and-why-aca-marketplace-premiums-are-going-up-in-2026/
314 Topics
- Matt's criticism of valuation metrics
- Bond performance in rate-cutting environment
- XRT Retail ETF notable performance contradicting predictions of supply chain disruptions
- VIX typically reaches annual lows in late July and peaks in October - normal seasonal weakness ahead
- Credit Spread Analysis
- FedEx stock price historically leads world trade volumes
- US business applications surging
- Healthcare Premium Increases
- Rate cutting pace preference – the slower pace of cuts is historically better for risk assets
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300 פרקים
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