Trading Justice 574: Macro Moment
Trading Justice
Welcome back to another action-packed episode of the Trading Justice podcast! This week, the Justice brothers are here to help you navigate through some seriously macro issues. Here's what's on the radar: Iran Escalates: So does Inflation Fed's Mood Shift? Earnings Season Begins: Grab a cup of your favorite brew, kick back, and let us guide you through these complex times with insights and analysis you won't want to miss. Tune in now for another thrilling episode of the Trading Justice podcast!
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Trading Justice 573: Earnings Season Preview
Trading Justice
Welcome to episode 573 of the Trading Justice podcast where the Justice brothers break down a big upcoming week in the market this week. Inflation is on the front of everyone’s minds as we enter the week and this Wednesday is CPI data, a report that Matt and Mark deem the most important economic report of the year so far. What could unfold this week in the markets that are increasingly sensitive to yields based on the data? The brothers analyze and break it all down. This week is also the start to earnings season and Matt has a fantastic presentation on the “earnings game” and what...
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Trading Justice 572: 1st Quarter Recap
Trading Justice
Welcome to episode 572 of the Trading Justice Podcast. The Justice brothers break down the first quarter's market action, analyzing indexes, sectors, and commodities like gold, oil, and Bitcoin. They explore sector themes, spotlighting the tech sector’s slowdown and the dynamics within cyclical and defensive sectors. The episode strips complex market movements down to essential insights, offering a straightforward look at what’s driving the market and where it might head next. For an unfiltered analysis of current trading and investing trends, dive into this episode. ...
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Trading Justice 571: Guy Cohen
Trading Justice
Welcome to episode 571 of the Trading Justice podcast where the Justice brothers break down the Fed meeting this week. Jay Powell was in no mood to discuss loose financial conditions and was dismissive of recent inflationary data this week. Is he setting the stage for inflation to potentially return? Matt and Mark break down the Fed policy statement, their projections, and a very dovish Powell press conference. After that Matt conducts a fantastic interview with Guy Cohen where he discusses the fascinating concept of tracking Big Money footprints. A podcast worth your time for sure! So sit...
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Trading Justice 570: Inflation Gaslighting
Trading Justice
Welcome to episode 570 of the Trading Justice podcast where the Justice brothers talk a little inflation gaslighting. We are at an important moment in the history of the Federal Reserve which is highlighted in our feature segment. Matt walks us through the 70s double dip inflation and talk about the parallels today as the Fed has a decision to make. Do they keep with their “Mission Accomplished” type tone, continue to support loose financial conditions and risk inflation rearing its ugly head again or do they choose to go a different route. Matt has a great presentation ready for you...
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Trading Justice 569: Semi Volatility
Trading Justice
Strap in for episode 569 of the Trading Justice Podcast, "Semi Volatility," where the gang dives into the swirling currents of semiconductor stocks. With the sector on a bit of a rollercoaster, we're laying out what's behind the twists and turns. Gold and its gritty miners are also on the agenda, exploring what it'll take for them to glow brighter in the markets. And, of course, no episode is complete without our signature Market Skyline, giving you the full scoop on the latest movements from semiconductors to oil, and the ever-dynamic arenas of gold and Bitcoin. With a keen eye on the...
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Trading Justice 568: Quantitative Easing
Trading Justice
Welcome to episode 568 of the Trading Justice podcast where the Justice brothers discuss quantitative easing otherwise known as QE. Surprised we are talking QE? So are the Justice boys but after Fed member Christopher Waller dropped hints of the Fed buying short-term treasuries on Friday then it was appropriate. Matt walks us through a history of monetary policy, a discussion of what QE is, and its impacts on risk assets in the feature presentation. Before that in the Market Skyline the brothers breakdown the move in semiconductors, the setup in oil, and gold and Bitcoins backdrop. It is a...
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Trading Justice 567: Buffett Talks to Investors
Trading Justice
Welcome to episode 567 of the Trading Justice Podcast where the Justice boys talk a little Warren Buffett. The Oracle of Omaha released his annual letter this weekend and it was a fascinating read. The Justice brothers discuss the lessons and principles that Warren Buffett wanted to share with the world in his letter. Does he think the current financial world has made evolution since he started? What principles does he think every investor should know? What are the stocks that he NEVER plans on selling? A great conversation around one of the greatest investors ever. The Justice brothers also...
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Trading Justice 566: Sticky Inflation
Trading Justice
In the latest Trading Justice episode, 566: "Sticky Inflation," the crew tackles the big news from last week, diving into those CPI and PPI reports that dropped some eyebrow-raising inflation numbers, hinting that inflation might be getting comfy around the 3% area. They chat about what this means for the markets and the Fed's next moves, adding some spice with a look at how oil prices could shake things up for inflation if they decide to skyrocket. Wrapping things up, they shift gears to dig into gold and mining stocks, pointing out where the smart money might find some solid ground. It's...
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Trading Justice 565: Navigating Market Valuations
Trading Justice
In episode 565 of Trading Justice, the boys tackle the complex world of market valuation, diving into topics such as gold and oil market dynamics, the impacts of the latest earnings season, and strategies for dealing with overvalued markets. A highlight of the discussion is the introduction of "volatility pockets," a new concept aimed at helping investors navigate short-term market volatility effectively. With a blend of analysis on commodity trends, earnings outcomes, and practical advice for managing investments in an uncertain market, this episode is packed with insights for both seasoned...
info_outlineIn this episode, Coach Tyler Craig joins us to discuss the power of compounding. Tyler wrote the November newsletter on what Warren Buffett can teach about compounding and we asked him to sit down with Coach Tim to discuss the topic during our feature presentation. Listen in to learn how to spot greed traps and survivorship bias as well as the potential impact of reinvesting your profits back into your portfolio over time.
Before that, Coach Matt and Tim discuss the current news and price action during our weekly skyline. Stocks have pulled back slightly in the past week after reaching record highs. Matt gives his thoughts on the importance of the infrastructure deal, he grades this quarter's earnings season and discusses the technical conditions we're in right now. Listen in for insight into the markets and get ready for the week ahead.