https://www.spreaker.com/show/the-investors-marketcastenSociety & CultureCopyright Investors Marketcasthttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/feccdd08ba29710f5d02c3769ca231a6.jpghttps://www.spreaker.com/show/the-investors-marketcastWed, 28 Nov 2018 07:31:44 +0000Investors MarketcastInvestors Marketcastfeeds@spreaker.comThe Investors MarketCast is produced by the Stansberry Research Newswire team and is your direct access to the latest events and forces shaping the world’s financial markets. Each week veteran market analysts and traders Scott Garliss, Greg Diamond,...cleanepisodicInvestors Marketcastfeeds@spreaker.comThe Investors MarketCast is produced by the Stansberry Research Newswire team and is your direct access to the latest events and forces shaping the world’s financial markets. Each week veteran market analysts and traders Scott Garliss, Greg Diamond, and John Gillin talk trends, investment ideas, and developing economic news to give you the information edge you need to make money in today’s stock market and avoid unnecessary risk. Scott, Greg, and John have over 60 years combined experience trading stocks, bonds, commodities, options, and currencies with some of the biggest Wall Street firms in existence. The Investors MarketCast reveals what’s really going on behind-the-scenes on Wall Street, so you can profit on Main Street.Nohttps://www.spreaker.com/user/10470939/how-brexit-could-inspire-an-eu-exodusb1dad762bc6d441aa1085fe56ce0fb64Tue, 27 Nov 2018 14:30:24 +0000Investors MarketcastOn episode 43 of the Stansberry's Investors Marketcast, Scott Garliss, John Gillin, and Greg Diamond recap last week's market dump, and give their thoughts on the FAANG trade losing $1 trillion in value. John explains why he's expecting another...2266cleanfullInvestors MarketcastOn episode 43 of the Stansberry's Investors Marketcast, Scott Garliss, John Gillin, and Greg Diamond recap last week's market dump, and give their thoughts on the FAANG trade losing $1 trillion in value. John explains why he's expecting another volatile week. Scott and John discuss the tension between the EU and Italy, with the EU shooting down Italian budget proposals not once but twice. Scott explains why neither side of this negotiation wants to go to the worst-case scenario, but a temporary standoff between the two sides is necessary. Moving onto Brexit, Scott recaps the big news of the weekend – that Britain and the EU have agreed to a deal. Scott explains why the next step, approval from the UK's parliament, could be the hardest step. Scott notes that two major sticking points in negotiations, the Irish border and the state of Gibraltar, were overcome. Greg explains why the EU isn't working, and how the EU is the reason Brexit is happening. Greg warns of an exodus of countries, potentially causing the EU to crumble. The big market mover into the end of the year is President Trump's meeting with Chinese President Xi. Scott and John worry that, with many expecting some sort of agreement, that there could be too much riding on this meeting. President Trump has not backed down from his tariff threats, so if the meeting comes and goes without an agreement, markets could fall.Nohttps://www.spreaker.com/user/10470939/why-china-is-the-single-biggest-driver-i0e26b8e2d385401591f98eb098340077Tue, 06 Nov 2018 14:00:58 +0000Investors MarketcastIn this week's episode, your Stansberry's Investors Marketcast hosts recap last week's market rebound, led by easing trade tensions and good earnings reports. John briefly recaps why retail is enjoying a renaissance. 2435cleanfullInvestors MarketcastIn this week's episode, your Stansberry's Investors Marketcast hosts recap last week's market rebound, led by easing trade tensions and good earnings reports. John briefly recaps why retail is enjoying a renaissance. Nohttps://www.spreaker.com/user/10470939/how-midterms-can-send-markets-soaringec1af566bfce460bbb11c04a6acc272dTue, 23 Oct 2018 15:59:29 +0000Investors MarketcastYour Marketcast hosts begin this week by discussing last week's "mixed" markets, and John notes how the markets are still incredibly volatile. 2239cleanfullInvestors MarketcastYour Marketcast hosts begin this week by discussing last week's "mixed" markets, and John notes how the markets are still incredibly volatile. Nohttps://www.spreaker.com/user/10470939/spike-in-interest-rates-causes-stocks-to7c03f8b65c074201967bfdd1b4b45ccfTue, 09 Oct 2018 18:57:15 +0000Investors MarketcastThis week, Scott, John and Greg discuss last week's market movers, with the Dow remaining flat while the S&P 500 ticked downward. Small caps, the FAANG trade, and global markets were hit hard, and money found its way into financial names. Bond yields...2544cleanfullInvestors MarketcastThis week, Scott, John and Greg discuss last week's market movers, with the Dow remaining flat while the S&P 500 ticked downward. Small caps, the FAANG trade, and global markets were hit hard, and money found its way into financial names. Bond yields spiked last week on the back of strong economic data and positive commentary about the economy's strength. Almost all Fed speakers talked up growth last week, but Scott says that the comments that stood out came from Chairman Jerome Powell. Powell said that the Fed has a long way to go to achieve its goal of neutral interest rates. Markets didn't like this, as it caused uncertainty as to how the Fed views "neutral." Greg talks about the problems he has with the Fed, and explains how they might not get the best read on the economy. Moving on to Italy and the EU, Scott and John discuss how the two are battling it out over Italy's proposed budget. Scott talks about how Italy could leave the EU, and how that would be very problematic for the EU. John talks about how bad European markets have been recently, especially Germany. John asks Greg if the euro is going to be around in 10 years, and Greg explains why he thinks the euro isn't working and won't last. Greg talks about how China's spying chips in Apple and Amazon products is "an act of war," and says that he doesn't know how Trump can negotiate with the Chinese, knowing they can't be trusted. Scott and John discuss a new clause in the revamped NAFTA deal, and how it could mean that China is left on its own. John also says that he doesn't believe that the latest rounds of tariffs is priced into the markets yet, and that could spell trouble when they go into effect in January 2019. The hosts talk about what it would take to turn around GE, and whether or not GE's dividend will last. Scott closes the show by talking about earnings, as earnings season gets underway with the big banks on Friday. Scott goes through what to expect, and how analyst expectations could affect the markets.Nohttps://www.spreaker.com/user/10470939/the-biggest-winners-in-another-blockbust7be68ee352534bf48820569220adb09fTue, 02 Oct 2018 16:26:00 +0000Investors MarketcastJohn and Scott open this week's Stansberry's Investor's Marketcast by talking about this week's Stansberry Vegas conference. John runs through an awesome lineup of speakers and Scott offers free hugs for anyone that stops by. Scott breaks down the two...1683cleanfullInvestors MarketcastJohn and Scott open this week's Stansberry's Investor's Marketcast by talking about this week's Stansberry Vegas conference. John runs through an awesome lineup of speakers and Scott offers free hugs for anyone that stops by. Scott breaks down the two big moves the Fed made last week, from raising rates 25 basis points (expected) to removing accommodative language from their outlook going forward (still no huge surprise). “The bigger thing was what Howell had to say about the economy… he’s saying that the economy really is in a sweet spot right now.” John and Scott discuss the trade fight continuing…. Between the U.S. and Canada. John talks about how the U.S. is putting the pressure on Canada, and why Canada should NOT be turning down any meetings with the U.S. Scott talks about why the market isn't sensing anything dire out of these trade talks, yet. From trade wars to Paul Manafort, “It’s amazing how fast these things fall off the front page.” John predicts (ahead of Tuesday’s breaking trade deal news) that Canada and Mexico will “of course do a deal with us – they’re our biggest trading partners.” Scott dissects the strange alleged canceled meeting between Trump and Trudeau. With earnings season around the corner, Scott reveals the average lowball estimate analysts have made for earnings growth, and why this quarter could be even bigger than the 19% growth they’re forecasting. and John talk about changing expectations for growth on Wall Street, and discuss how investors are rotating back into riskier plays to chase big gains. “What we could be looking at, by the time this quarter finishes, we could be looking at 23.3% earnings growth.” This would be the third best quarter since 2010 – but the two quarters better than this would be the two earlier this year. Scott points to Steve Sjuggerud's "Melt Up" thesis, and he and John pinpoint the sectors positioned to rip higher with the market. John closes by asking Scott about pot stocks, and compares them to the crypto craze of late 2017-early 2018. He also asks when will we see companies add "marijuana" to their names to ride the wave.Nohttps://www.spreaker.com/user/10470939/why-doctors-may-soon-prescribe-apple-wat
Scott takes the kudos – and argues that the rally isn’t over yet. “We’re going even higher.”

The 10-year ticked up slightly past 3%, which is fuel for any rally since in John’s words “financials love that – that’s net interest income, net interest margin, that falls right to]]>e7f1f78bd27b4357bfe858a74cb246fbTue, 25 Sep 2018 17:13:39 +0000Investors MarketcastAfter a week where the Dow and S&P 500 hit new records, John gives Scott kudos for calling it as he breaks down the rally by sector. Financials, energy, and industrials led the way while tech was off slightly.  Scott takes the kudos – and argues that...
Scott takes the kudos – and argues that the rally isn’t over yet. “We’re going even higher.”

The 10-year ticked up slightly past 3%, which is fuel for any rally since in John’s words “financials love that – that’s net interest income, net interest margin, that falls right to]]>2087cleanfullInvestors MarketcastAfter a week where the Dow and S&P 500 hit new records, John gives Scott kudos for calling it as he breaks down the rally by sector. Financials, energy, and industrials led the way while tech was off slightly.  Scott takes the kudos – and argues that the rally isn’t over yet. “We’re going even higher.” The 10-year ticked up slightly past 3%, which is fuel for any rally since in John’s words “financials love that – that’s net interest income, net interest margin, that falls right toNohttps://www.spreaker.com/user/10470939/the-first-crack-in-the-bull-market-emerg40ac1ccbca1b409689b81fa065384557Wed, 19 Sep 2018 18:17:36 +0000Investors MarketcastAfter another positive week for equities, John recaps the winners and losers, from telecom, energy, tech, and industrials’ strength to the surprising weakness of big banks, thanks to a spike in the 10-year Treasury yield, and a last week that sent...2013cleanfullInvestors MarketcastAfter another positive week for equities, John recaps the winners and losers, from telecom, energy, tech, and industrials’ strength to the surprising weakness of big banks, thanks to a spike in the 10-year Treasury yield, and a last week that sent some of their investors running for the hills. Of course, what really drove markets this week were tariffs – specifically, the 10% tariffs on $200 billion worth of Chinese goods. Scott and John discuss the newest headlines from the U.S. – China trade spat, and they explain why the most recent round of tariffs is still far from the worst case scenario. Scott points to a surprising fig leaf is the multi-billion tariff broadside that leaves “this window open for the potential to negotiate. People are looking at this as a conciliatory gesture – we’ll see.” Meanwhile, John notes how Apple seems to be getting a break – “nothing like dinner with the President at his golf club to make things a little easier on your company” – as Scott breaks down their latest promise to do their part in Trump’s trade war. Fresh from watching the Chinese stock market overnight, Greg tells listeners why he sees a possible bottom in Chinese stocks, and why Chinese stocks are a reverse kind of "buy the rumor, sell the news" group. The hosts shift over to emerging markets, and Scott and John discuss how strong economic data in the U.S. could affect upcoming emerging market policy decisions. After breaking down the dollar’s near-1% dip last week before its Friday rally, he turns to looming numbers coming out of South Africa and Brazil.  Scott brings up the Fed's role in the emerging market chaos and explains how the Fed's goal for "neutral rates" will affect emerging markets going forward. Greg says that every quantitative tightening cycle (raising rates) has ended in a recession and says that the emerging market selloff could be the first crack in the next recession.  Greg then discusses market technical, and he explains that "we are not out of the woods yet," and markets could head lower. He also notes how the markets have a similar setup to the 2000 tech bubble. There’s “one thing that keeps me up at night,” however, and it’s not valuations or a lurking corporate bond crisis. If this sector that’s fueling America’s tech boom slows down, it’s highly unlikely the broader market, and the rest of the world, can shrug it off. He names three stocks he's watching at the moment in the industry. One of them, you’ll recognize immediately as a non-FAANG media darling – the other two, not so much. The talk then turns to Jamie Dimon’s inexplicable comments on his own viability as a 2020 presidential candidate, and the biggest reason he had to walk his remarks back right away.Nohttps://www.spreaker.com/user/10470939/tech-props-up-u-s-markets-but-for-how-lo4aa31a52baff4779ae1b2e503dedad65Tue, 11 Sep 2018 17:41:34 +0000Investors MarketcastThe picnic continues for U.S. equities this week – even as global markets, in John’s words, “continue to be awful” with the London Exchange down 2% for the week with Germany giving back 3%. Both those markets are down for the year – but they’re...2279cleanfullInvestors MarketcastThe picnic continues for U.S. equities this week – even as global markets, in John’s words, “continue to be awful” with the London Exchange down 2% for the week with Germany giving back 3%. Both those markets are down for the year – but they’re getting off relatively easy compared to Shanghai, down more than 16% for 2018.No