Épisodes

  • US Markets Wrap: US earnings could boost markets, watch out for concentration risks
    Jul 11 2025

    Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    10 min
  • US Markets Wrap: To buy or not to buy (on the dips)?
    Jul 10 2025

    Alex Morris, CEO, F/m Investments discusses why momentum does not always equate to optimism, and why investors should not try to buy on the dips in the current market.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    11 min
  • US Markets Wrap: US sabre-rattling with tariffs to weaken the dollar
    Jul 9 2025

    John Lekas, President and CEO of Leader Capital shares why the U.S. administration may be pursuing a deliberate weak-dollar policy, partly to gain an upper hand in trade with countries like China by making U.S. exports cheaper and putting pressure on foreign economies. He believes that the U.S. administration is using tariff threats mainly as sabre-rattling - as a strategy to weaken the dollar rather than a serious trade policy.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    8 min
  • US Markets Wrap: US stocks knocked lower by tariff worries
    Jul 8 2025

    Frank Cappelleri, Founder and President, CappThesis unpacks how Wall Street’s major indices closed lower, on the latest developments from US President Donald Trump announcing hefty tariffs against Japan, South Korea and other trading partners. He also looks at how much weight we should be putting on the recent formation of a Golden Cross for the S&P500.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    7 min
  • US Markets Wrap: US-Vietnam deal pushes markets to new highs
    Jul 3 2025

    Steve Sosnick, Chief Strategist, Interactive Brokers discusses how some good news on the trade front is lifting markets to new record highs, though investors are keeping a close eye on the condition of the US labour economy - where reports have been somewhat conflicting.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    9 min
  • US Markets Wrap: US equities remain a good bet for investors
    Jul 2 2025

    Todd Rabold, Investment Management Partner, Callan Family Office discusses the passing of President Donald Trump's Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell's comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate decisions; and how investors should be positioning themselves in the current market environment.

    Produced / Presented: Emaad Akhtar

    See omnystudio.com/listener for privacy information.

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    9 min
  • US Markets Wrap: Markets hit record high for 2nd straight day
    Jul 1 2025

    Jason Britton, Founder and CIO, Reflection Asset Management looks at how the latest market highs have been achieved on the back of the news that Canada decided to rescind its digital service tax in an attempt to bring the US back to the negotiating table. He also unpacks his outlook on various sectors including retail, energy and technology.

    See omnystudio.com/listener for privacy information.

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    9 min
  • US Markets Wrap: USD under pressure as Trump eyes new Fed Chair
    Jun 27 2025

    Ben Emons, Chief Investment Officer, FedWatch Advisors discusses how markets are pricing in the Fed's rate moves as the US dollar falls to a new 3 1/2 year low on the Euro, and amid reports of US President Trump mulling announcing a replacement for Fed Chair Jerome Powell.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    9 min