A Sign to Go Risk-On?

The Practical Islamic Finance Podcast

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A Sign to Go Risk-On?

In this episode, we will cover:

• Unemployment is at its highest since November 2021, indicating a slowing economy and a potential decrease in inflation.
• Wage growth is slowing, with June's annual rate at 3.9%, matching market expectations.
• A September rate cut is likely, with a 75% probability for a cut, divided between 50 and 25 basis points.
• The US dollar index shows seven weeks of weakness, signaling a risk-on environment for investors.
• Lower demand for US dollars and falling treasury yields make equities and risk assets more attractive.
• Tesla stock has surged 45% in the last month after three years of consolidation, indicating potential for further growth.
• Upcoming catalysts for Tesla include the August 8th Robotaxi event and possible self-driving technology licensing announcements.
• BYD is a competitor but lacks equivalent full self-driving technology and diverse business areas compared to Tesla.
• Key upcoming events.
• Tesla shorts and hedge fund positions, with advice on maintaining strong conviction in your investments despite professional opinions.
• Importance of community engagement, and portfolio tracking.

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Our podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.

DISCLAIMER

Anything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.

Bölümler

1. A Sign to Go Risk-On? (00:00:00)

2. Unemployment is at its highest since November 2021, indicating a slowing economy and potential decrease in inflation. (00:00:39)

3. Wage growth is slowing, with June's annual rate at 3.9%, matching market expectations. (00:01:10)

4. A September rate cut is likely, with a 75% probability for a cut, divided between 50 and 25 basis points. (00:01:21)

5. The US dollar index shows seven weeks of weakness, signaling a risk-on environment for investors. (00:02:03)

6. Lower demand for US dollars and falling treasury yields make equities and risk assets more attractive. (00:02:47)

7. Tesla stock has surged 45% in the last month after three years of consolidation, indicating potential for further growth. (00:03:41)

8. Tesla shorts and hedge fund positions, with advice on maintaining strong conviction in your investments despite professional opinions. (00:06:03)

9. Upcoming catalysts for Tesla include the August 8th Robotaxi event and possible self-driving technology licensing announcements. (00:06:34)

10. BYD is a competitor but lacks equivalent full self-driving technology and diverse business areas compared to Tesla. (00:07:18)

11. Key upcoming events. (00:08:15)

12. Importance of community engagement, and portfolio tracking. (00:09:18)