Kristina Hooper, chief global market strategist at Invesco, says that recessions haven't been canceled, but there is no reason to expect one for at least the next year, "especially if we get the Fed to start to meaningfully ease." She thinks the Federal Reserve will start that easing process later this month with a small rate cut, largely because a…

David Trainer, founder and president at New Constructs — who put Nvidia stock in "The Danger Zone ahead of its earnings report at the end of August, just before the stock cratered — says that the market and economic conditions are changing and lower liquidity and a slowing economy "is a recipe for a major correction in a lot of individual stocks," …

David Souccar, international equity portfolio manager at Vontobel Quality Growth, says that the interest-rate cutting cycle is going to help international equities, as foreign central banks follow the Federal Reserve's moves, which should help foster a softer landing worldwide. That said, Souccar notes that if the United States starts raising tarif…

A funny thing happened on the way to today’s show. Okay, it’s not so funny since it basically canceled the show so take a quick listen to find out what happened.

David Goerz of @StrategicCAPM says the current market is putting a twist on Internet Bubble days, but that stock valuations are extremely high and so are most risk factors, so investors might want to hunker down and wait at least for rate-driven volatility to pass. Joel Dickson of Vanguard Group discusses how rules changes impacting the way investo…

Michael Ball, president and lead portfolio manager at Weatherstone Capital Management, says that while the economy appears to be headed for a soft landing, that smooth ride and the first rate cuts have already been priced into the bond market, which means that bonds are not giving much cushion right now against any softness that could lead to a rec…

Julius de Kempenaer, senior technical analyst at StockCharts, says that money is rotating out of technology and "into pretty much every other sector," which means that participation in the current bull run is broadening out. Still, he says, there is a question of whether the upswing can continue if tech isn't participating. As a result, deKempenaer…

In this episode of Crypto Clarified, Ben is joined by Arpit Sharma, COO, PWR Labs. Arpit shares his extensive experience in blockchain and cryptocurrency, offering insights from his pivotal role at PWR. Discover the hurdles enterprises face in adopting blockchain technology and why a ground-breaking business model is the key to unlocking its full p…

Andrew Krei, co-chief investment officer of Crescent Grove Advisors, says that at some point next year we could see inflation tick back up, which could lead to market struggles, but right now barring "geopolitical mayhem," he sees the market as continuing to climb, and he notes that investors should be pressing their bets with equities rather than …

Ryan Myers, portfolio manager at Causeway Capital Management -- manager of the Causeway International Small Cap fund -- says that current valuations "are on par with some historical extremes where small caps go on to outperform fairly significantly." He likes opportunities in Japan, particularly after market troubles there earlier in August made va…

Jeff Weniger, head of equity strategy at WisdomTree Asset Management, says that while rate cuts tend to be good for the market, there is an unusual circumstance now where the cuts upend the Japanese yen carry trade. That created the market's short-lived August drawdown, but that circumstance could resurface; while the market has moved past that pro…

Steve Rick, chief economist at TruStage, expects a unique occurrence in Federal Reserve actions between now and election date, with inflation dropping down to its target rate of 2 percent while the labor market reaches equilibrium, with the unemployment rate hitting 4.5 percent. Rick says that good news -- which will be accompanied by rate cuts fro…

Craig Johnson, senior research analyst at Piper Sandler, says that he expects the economy to avoid a hard landing, and notes that some indicators would suggest that the economy is already in recession which means it will be over by late spring 2025, which should allow the earnings to start to pick up and fuel more growth next year. Johnson notes, f…

Tim Crawmer, chief global credit strategist at Payden & Rygel, says that the rise in the unemployment has not been driven by layoffs but rather by more people looking for work, which is a positive sign for the economy. Coupled with other good looks -- like the continued strength of the consumer pushing robust GDP expectations -- it should convince …

Elliot Rosenberg, founder of Hack My Honeymoon, talks about strategies consumers can take to use miles, points and more to get free trips, accommodations and more, and while the savings is real, some of the advice -- involving opening multiple credit-card accounts to capture bonuses -- is not standard for consumers. Marci Stewart, director of clien…

Michael Kelly, global head of multi-asset at PineBridge Investments, says that the stock market had priced in a soft landing before the recent, temporary spike in volatility, but that action made investors realize that the potential for a hard landing is on the rise, even with Federal Reserve rate cuts on the way. Either way, Kelly says the long-te…

Rob Haworth, senior investment strategist at U.S. Bank Asset Management, says the economic data has lined up so that the economy "can cruise through this soft landing, and not land." In the Big Interview, Haworth says that recessions have been held off for longer than expected up to now, but while he could see heightened volatility for the market f…

Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in greater financing of deficits, but he notes that a divided government, …