Post Election, Mid Earnings, & the Fed (11/6/2024)
Timeline:
0:00 - Russell 2000 index analysis and historical performance
3:00 - Small business ecosystem and COVID impact
6:00 - Business consolidation and regulation risks
13:45 - Current market performance update
15:40 - Analysis of regulation and M&A implications
27:20 - Q3 Earnings Analysis breakdown
31:10 - Market valuation and P/E ratio discussion
41:00 - Portfolio performance review and hedging strategies
47:50 - Federal Reserve meeting preparation discussion
52:15 - Recent treasury yield analysis
59:00 - Hurricane impact on economic data
1:03:00 - Post-election market implications and tariffs
1:14:50 - China trade implications
1:25:00 - Cryptocurrency policy discussion
1:33:25 - Tax cut continuation impact
1:34:30 - Ukraine policy implications
1:35:40 - Energy sector analysis
1:44:15 - Healthcare sector changes
1:47:25 - Consumer discretionary outlook
1:47:55 - Real estate market implications
1:48:55 - Utilities sector analysis
Phil’s Weekly Trading Webinars provide an excellent opportunity to see what we do at PSW. For LIVE access to all our webinars, join us at PSW now!
View all Phil’s past weekly webinars on our YouTube channel here >
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