Money Life Show

Jeff Klingelhofer of @AristotleCap on #theFed, rates, why recession's on the way, but so is a fast bounceback. @TheRealDTrain37 of @NewConstructs takes $NFLX out of #TheDangerZone & @vijay_hedges on #SituationalAwareness and whether a hedge-fund blowup would tank the market.

Christian Chan of @AssetMark says investors need more balance to ride out an economy that is decent, but not great. @BrownReport says conditions are trapping the market in a range, setting up a roll over, and Scott Caraher of @NuveenInv on the opportunity in senior loans.

Economist @RebeccaHomkes isn't worried about a bubble/recession, but can (and does) make a strong case for them in #TheBigInterview; @ToddRosenbluth of @Vetta_Fi makes $THOR his #ETFoftheWeek; in the #MoneyLifeMarketCall, @CarterBWorth of $WRTH talks #technicalanalysis & stocks.

David Ellison of @Hennessyfunds $HLFNX / $HSFNX on financial earnings, rates, the Fed, investors' lack of patience & more, @MattZajechowski on @lemonexperts study of car buyers' regrets + @Garvin1313 of @AlphaVerde $NXTE talks #strategicresilience in the #MoneyLifeMarketCall.

@Kotlikoff on whether this economy - and its ability to power through trouble - is different, on the Social Security problem and the need for a complete overhaul and more  Tom Plumb of The Plumb Funds $PLBEX & $PLBBX talks disruptive growth companies in the #MoneyLifeMarketCall.

The #MoneyLifeQuoteoftheDay comes from @DebtProofLvng: “Saving money is the best antidote for fear.”

@TheRealDTrain37 of @NewConstructs in #TheDangerZone on why data/pricing concerns could sink OpenAI & Anthropic fortunes, @vijay_hedges on @CME launching single-stock futures & more, @charlesraaii on @aaiisentiment & Martha Moore on today's @nabe_econ #BusinessConditions survey

@scotthelfstein of @GlobalXETFs expects slower earnings growth but better profitability, pushing multiples/markets up; @JohnColeScott on the outlook for closed-end funds, #BDCs; Allison Hadley on @partner_centric study showing that #BNPL use is way up as #affordability is down.

Chris Retzler of @NeedhamFunds $NESGX on the new industrial revolution, why it drives small caps but won't end like the Internet bubble, @ToddRosenbluth of @Vetta_Fi makes $JCPB his #ETFoftheWeek, plus @tseelig on her book #WhatIWIshIKnewAboutLuck and how to make yourself lucky

The #MoneyLifeQuoteoftheDay is from Ralph Waldo Emerson: “Can anybody remember when the times were not hard and money not scarce?”

@gerridetweiler on the wave of credit-limit cuts hitting consumers and what to do if it's happening to you, Carrie Joy Grimes of @workmoney discusses her new book, #TheJoyofMoney, plus, the importance of writing down/remembering your reasons for buying an investment.

Brian O’Connor on his @NYTimes piece "You're About to Retire. What Are You Doing for the Next 20-30 Years"; Allison Hadley on @AHS_Warranty survey showing how hard inflation is hitting consumers' summers, & @jackschwager on his new book, "Market Wizards: The Next Generation."

The #MoneyLifeQuoteoftheDay comes from Sigmund Freud (and is appropriate for earnings season!): “Just as a cautious businessman avoids investing all his capital in one concern, so wisdom would probably admonish us also not to anticipate all our happiness from one quarter alone.”

@hamrickisms on the economy's "remarkable resilience" and why investors will know when it's ending, @vijaytalks says "Mr. Market is a manic depressive" and might prove it again with AI earnings this week, & @TheRealDTrain37 @NewConstructs puts the $JMKE #IPO in #TheDangerZone

The #MoneyLifeQuoteoftheDay comes from Charlie Munger: "The game of life is the game of everlasting learning. At least it is if you want to win."

Brian Jacobsen of @AnnexWealth says expansion will continue, barring policy mistakes, @ScottCharts on why he's not fighting the charts/trends, Ray DiBernardo of @XAInvestments $MCN on covered-call strategies now, & Brian Frank of @FrankFunds $FRNKX does the #MoneyLifeMarketCall

The #MoneyLifeQuoteoftheDay, said on today's show by @StovallCFRA of @cfraresearch: "Investors are no better than hyperactive first graders playing musical chairs, always trying to out-anticipate the other as to when the music will start or stop."

@StovallCFRA of @CFRAresearch says history suggests volatility/small downturn before a post-election year-end rally; @ToddRosenbluth of @Vetta_Fi makes $QQQM his #ETFoftheWeek. In the #MoneyLifeMarketCall, Manny Weintraub of Cannell Spears on "great stocks that won't kill you."

@JayWoods3 sees a technical rotation and a slowdown through earnings season in the #MoneyLifeMarketCall, @BRK_Student on "The Complete Financial History of Berkshire Hathaway" $BRK.B. Plus, should you hire a financial adviser because you're impressed with their tv commercials?

@vijay_hedges talks chip stocks, financial sector & housing affordability in #TheWeekThatIs, @TheRealDTrain37 of @NewConstructs put $FIS and expected earnings missers in #TheDangerZone & Andy Stewart of Argosy Real Estate on the data centers, commercial & housing markets