• Dan Niles' 2024 Market Breakdown: Where the Rubber Hits the Road"

  • Jan 13 2024
  • Length: 27 mins
  • Podcast
Dan Niles' 2024 Market Breakdown: Where the Rubber Hits the Road" cover art

Dan Niles' 2024 Market Breakdown: Where the Rubber Hits the Road"

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  • Summary

  • Uncover Investment Insights for 2024 with Hedge Fund rocks star Dan Niles on The Money Runner! Join David Nelson as he delves into the crucial investment questions of "What's working, what didn't, and what's next' with Dan Niles founder & senior portfolio manager for the Satori Fund. This in-depth discussion offers valuable perspectives on 2023 and potential market surprises for 2024.

    00:00 Where the Rubber Hits the Road
    00:51 Not afraid to make the big call
    01:38 Consensus has been wrong
    02:59 Apple
    03:54 Wide range of outcomes
    04:34 Fed will cut in March
    06:38 Market PE
    07:49 Down 30%
    10:17 Friday will be a good test
    11:32 Why Amazon?
    14:49 What makes a good short?
    16:58 Buying Intel at the bottom
    19:00 You need a catalyst
    19:53 China
    23:37 Massive deficits & De-dollarization
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Political Science Business & Careers Personal Finance Economics
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