- Buying a new house and becoming newly attentive to pricing, noting how Black Friday sales have expanded so much that they no longer feel special.
- How holiday traditions and retail behavior have shifted, with Christmas decorations and sales appearing earlier each year.
- How perpetual discounts dilute the meaning of sales and reflect retailers’ struggles in a weakening, K-shaped economy.
- Constant “sale” pricing makes it impossible for consumers to know real value, especially in industries like furniture.
- We share anecdotes about mattress shopping and how identical products are given different names across stores to prevent direct price comparisons.
- Market charts prompt discussion on growth vs. value investing, highlighting value’s long-term underperformance and its historical cyclicality.
- We compare current market dynamics to the late 1990s tech bubble, noting similarities in speculation and skepticism toward value investing.
- Latin America’s unusually low valuations and strong relative performance this year are examined as a potential opportunity.
- Emerging markets often struggle with consistency due to currency issues, political instability, and uneven economic development.
- We emphasize the importance of evaluating assets in relative terms—stocks vs. dollars, gold vs. currencies, and region vs. region.
- How relative performance charts reveal where capital is flowing, using gold, silver, and mining stocks as examples of cycle progression.
- Copper miners’ potential breakout is highlighted as a key signal for commodity sector strength.
- Markets ultimately reflect where limited investor capital is being allocated at any given moment.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
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For more information, visit the show notes at https://moneytreepodcast.com/opportunities-in-latin-769