| Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC. “Don’t fight the Fed” is a mantra every investor knows. But what if the Fed is totally wrong in its assessments? A top contrarian investor and sentiment trader weighs in on what he thinks could be new bull market... This week I spoke with longtime friend Jared Dillian, former Wall Street trader, financial writer, and proponent of sentiment investing. In this week’s edition, we discussed: ● Why we could be on the cusp of a new bull market—despite signs to the contrary ● From green to red: What the Fed’s conflicted messaging means for you and your portfolio ● The two catalysts that could drive the S&P to 4150 and beyond ● The sector set to lead a market rally ● How sentiment trading works (and why it often beats technical analysis) To get Jared’s unique, insightful market commentary 255 days a year, click here for a special discount offer to his service, “The Daily Dirtnap”: https://www.mauldineconomics.com/go/JM506W/YTB Video Time Stamps _________________________ 0:00 – Introduction 1:31 – Mixed messages: What Powell’s speech really means 5:43 – The great buying opportunity coming up in the next 6 months 8:34 – Two catalysts setting stocks up to soar 10:23 – The Fed’s fumble in looking at CPI 12:35 – Why the Fed wants to lower asset prices 15:33 – Sentiment trading—the ins and outs 18:44 – The #1 sector that led the 2003 recovery (and could do so again) |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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