Tag: Market Trends

FEATURE
How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)

How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)

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A 50-basis-point rate cut has shaken up the market — so what does that mean for your investments? 

With 11-12 rate hikes since March 2020 and a rapidly evolving economic landscape, uncertainty looms. The key to staying ahead lies in understanding how different assets respond to these shifts. 

This week on The Millionaire Next Door, Rob Curtiss teams up with Miles Clark from Nasdaq Dorsey Wright to reveal the strategies and tools you need to navigate the current economic landscape with confidence.

Key Highlights:

  • The Impact of Rate Cuts: While rate cuts stimulate the economy, the effect varies across asset classes — fixed-income tends to benefit, while equities may face mixed outcomes depending on economic strength
  • Technical Analysis & Relative Strength: Learn how Dorsey Wright’s point-and-figure charting can help you identify market leaders, much like selecting top athletes for a fantasy team
  • Market Participation & Seasonality: The months of November and December are typically strong, and broadening market participation is a positive sign for 2024
  • Investment Discipline: A systematic, rules-based approach becomes essential during periods of uncertainty, particularly with an election on the horizon. Sticking to a disciplined strategy can help investors focus on long-term success, filtering out short-term noise
  • And much more!

Resources:

Connect with Miles Clark:

Connect with Robert Curtiss:

About Our Guest:

Miles Clark is a recognized expert in technical research at Nasdaq Dorsey Wright, specializing in point-and-figure charting and relative strength analysis. His years of experience have helped investors navigate complex market dynamics with confidence, making him a trusted voice in the industry.

FEATURE
Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)

Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)

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In a time when economic textbooks preach the inevitability of risk in pursuit of reward, the current state of the financial markets tells a different story. 

Follow along as Rob Curtiss sits down with returning guest Will Gibson, chartered financial analyst (CFA) and research analyst at Nasdaq Dorsey Wright, for an insightful conversation on the fascinating state of the financial markets. 

From the subtle trends shaping the future of investing to the compelling force of interest rates and commodities, Will brings a wealth of knowledge and clarity to the complex world of finance. 

Listen in as they explore the critical elements affecting your investments and how you can navigate these shifting tides with a better understanding.

Episode talking points include:

  • Rising interest rates and their implications for investors and the broader economic outlook
  • The current state and potential future of US equities, including the impact of recent pullbacks
  • Popular commodities in the market, what’s driving their momentum, and ways they could impact your investment strategy
  • Investors’ behavior and market speculation, drawing parallels from historical records to today’s market dynamics
  • And more!

Resources:

Connect with Will Gibson:

Connect with Robert Curtiss:

About Our Guest:

Will Gibson, CFA, currently works as a Senior Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative capital market strategies to Wall Street and professional money managers globally. He joined the team as an intern in 2018 and now produces macro technical research for the firm’s clients and Daily Market Report. Other involvements include indicator testing, adaptive modeling, and furthering the firm’s media/educational efforts.

FEATURE
Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

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In today’s rapidly evolving market landscape, investors are often confronted with the challenge of making informed decisions amidst a plethora of options and the noise of market fluctuations.

In this insightful episode of The Millionaire Next Door, Robert Curtiss is joined by certified financial analyst and ETF analyst at First Trust, Ryan Issakainen. Together, they jump into the intricacies of thematic investing — a strategy that can potentially offer investors a pathway to capitalize on emerging market trends. 

By dissecting the impact of behavioral biases on investment choices, Ryan provides listeners with strategies to identify undervalued companies that may thrive even in light of economic downturns. 

Rob and Ryan discuss:

  • Thematic investing and market opportunities
  • The composition of ETFs and the importance of quality and risk management in investment decisions
  • The future of infrastructure investment and the strategic shift in supply chains within the United States
  • Looking beyond the S&P 500 for investment opportunities
  • Cybersecurity as an increasingly vital investment theme
  • And more!

Resources:

Connect with Ryan Issakainen:

Connect with Robert Curtiss:

About Our Guest:

Ryan Issakainen is in his 25th year at First Trust, where he serves as the ETF Strategist. 

Throughout his enduring tenure, Ryan has solidified his position as a dedicated professional committed to guiding investors through the complexities of the market. In his role, he focuses on providing insightful perspectives to help investors navigate the multitude of available choices, aiming to align ETF selections with their specific investment objectives. 

With a wealth of experience, Ryan’s strategic approach involves meticulous analysis of market trends and fund performance, making him a trusted advisor. His enduring commitment to empowering investors reflects not only his financial acumen but also his genuine passion for assisting clients in realizing their financial goals within the dynamic landscape of investment opportunities. Ryan Issakainen’s journey at First Trust stands as a testament to his expertise and unwavering dedication in the ever-evolving world of finance.

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