The Dividend Cafe Wednesday - June 26, 2024

The Dividend Cafe

コンテンツは The Dividend Cafe - The Bahnsen Group and The Bahnsen Group によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、The Dividend Cafe - The Bahnsen Group and The Bahnsen Group またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

7d ago 5:12

MP3•エピソードのホーム

Mid-Year Market Update and Economic Insights: Dividend Cafe for June 26th

In this episode of Dividend Cafe, recorded on Wednesday, June 26th, Brian provides a mid-year update on the financial markets, highlighting the positive yet quiet trading day and the overall decent performance of the S&P 500 for the year's first half. Key points include a detailed analysis of new home sales, which showed significant declines, and a discussion on sector rotation with energy, industrials, and healthcare showing improved prospects. Additionally, Brian addresses questions on electric vehicle exposure, explaining why certain names like Tesla are not currently compelling for TBG. The episode concludes with an update on the broader exposures in lithium production through large integrated oil companies.

00:00 Introduction and Market Overview 00:49 Economic Indicators and Housing Market 01:31 Sector Rotation and Market Support 02:05 Electric Vehicle Market Analysis 03:12 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

883 つのエピソード

#Wealth Management #Retirement Planning #Estate Planning #The Bahnsen Group #Trading #Business #Dividend Growth Investing #The Dividend Café - The Bahnsen Group #Macro Economics #Investing #Monetary Policy