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İçerik Michael A. Gayed, CFA, Michael A. Gayed, and CFA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Michael A. Gayed, CFA, Michael A. Gayed, and CFA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Mike Larson on Offensive Investment Styles, Global Diversification, and 2025 Market Trends

39:53
 
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Manage episode 463807214 series 3383922
İçerik Michael A. Gayed, CFA, Michael A. Gayed, and CFA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Michael A. Gayed, CFA, Michael A. Gayed, and CFA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Join me, Michael Gayed, and my esteemed guest Mike Larson, Editor-in-Chief at Money Show, as we unravel the bold investment strategies that have reshaped the financial landscape in 2023. Discover how offensive investing styles have not only outperformed but also paved the way for potential recovery in the bond market, particularly high-quality treasuries. We delve into the vibrant Money Show events in Las Vegas, a hotbed of dynamic investment insights, featuring luminaries like Ralph Acampora and Dan Ives who bring a wealth of knowledge from technical analysis to energy and economic strategies.
Looking ahead to 2025, we examine the transition from tech-heavy portfolios to a broader sector approach, with energy, industrials, materials, and financials taking center stage. Listen as we dissect the potential impacts of Trump administration policies on U.S.-based companies and the shift towards increased credit growth opportunities. Our annual top picks report, boasting insights from over 44 expert contributors, reveals a diverse array of conservative and aggressive investment recommendations, offering invaluable guidance for navigating the evolving market.
The conversation then broadens to a global perspective, highlighting the resurgence of value investing, the potential of small-cap stocks, and the critical importance of international diversification. We explore the energy sector with insights from Robert Bryce and consider the implications of deregulation on financial and real estate markets. As we conclude, I extend an invitation to the upcoming Money Show in Las Vegas, promising an enriching experience filled with networking, learning, and engaging discussions. This episode is a treasure trove of investment wisdom, tailored for both seasoned investors and those just starting their financial journey.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

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Bölümler

1. Market Outlook and Event Highlights (00:00:00)

2. Investment Trends in 2025 (00:08:41)

3. Global Investment Trends and Strategies (00:14:58)

4. Energy Sector Analysis and Deregulation (00:23:22)

5. Real Estate and Financial Sector Analysis (00:26:53)

6. Las Vegas Money Show Event Details (00:33:18)

7. Investment Opportunities and Market Outlook (00:37:02)

771 bölüm

Artwork
iconPaylaş
 
Manage episode 463807214 series 3383922
İçerik Michael A. Gayed, CFA, Michael A. Gayed, and CFA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Michael A. Gayed, CFA, Michael A. Gayed, and CFA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Join me, Michael Gayed, and my esteemed guest Mike Larson, Editor-in-Chief at Money Show, as we unravel the bold investment strategies that have reshaped the financial landscape in 2023. Discover how offensive investing styles have not only outperformed but also paved the way for potential recovery in the bond market, particularly high-quality treasuries. We delve into the vibrant Money Show events in Las Vegas, a hotbed of dynamic investment insights, featuring luminaries like Ralph Acampora and Dan Ives who bring a wealth of knowledge from technical analysis to energy and economic strategies.
Looking ahead to 2025, we examine the transition from tech-heavy portfolios to a broader sector approach, with energy, industrials, materials, and financials taking center stage. Listen as we dissect the potential impacts of Trump administration policies on U.S.-based companies and the shift towards increased credit growth opportunities. Our annual top picks report, boasting insights from over 44 expert contributors, reveals a diverse array of conservative and aggressive investment recommendations, offering invaluable guidance for navigating the evolving market.
The conversation then broadens to a global perspective, highlighting the resurgence of value investing, the potential of small-cap stocks, and the critical importance of international diversification. We explore the energy sector with insights from Robert Bryce and consider the implications of deregulation on financial and real estate markets. As we conclude, I extend an invitation to the upcoming Money Show in Las Vegas, promising an enriching experience filled with networking, learning, and engaging discussions. This episode is a treasure trove of investment wisdom, tailored for both seasoned investors and those just starting their financial journey.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

  continue reading

Bölümler

1. Market Outlook and Event Highlights (00:00:00)

2. Investment Trends in 2025 (00:08:41)

3. Global Investment Trends and Strategies (00:14:58)

4. Energy Sector Analysis and Deregulation (00:23:22)

5. Real Estate and Financial Sector Analysis (00:26:53)

6. Las Vegas Money Show Event Details (00:33:18)

7. Investment Opportunities and Market Outlook (00:37:02)

771 bölüm

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