This is the video recording of the January 2021 Conference Call.
The Josh & JC Show: Market’s Biggest Trends
We’re back this month with another edition of the Josh & JC show.
This is where I sit down with my boy Josh Brown and talk about the most important Monthly Charts I see around the world.
I love doing this monthly show. Josh and I have been good friends for the better part of the past 2 decades. He knows me really well by now, and I think I’ve got a pretty good handle on him too, although he certainly finds ways to surprise me quite often.
On this month’s show, we take a look at Financials potentially breaking out. One of the leaders is Goldman Sachs, as $GS is now back above its 2007 highs. Meanwhile, Consumer Discretionary is breaking out to new all-time highs relative to Consumer Staples, which is consistent with higher stock prices. But that doesn’t mean that Staples can’t do well on an absolute basis. And finally, Commodities are breaking out. Crude Oil is back above its 2016 lows. And with all of this bullish talk, what’s it going to take to position ourselves more defensively? I lay out the 4 most important signals that we’re watching.
Here’s the video in full: [Read more…]
Media Appearance: They Keep Buying Stocks, What’s Stopping You?
It’s a new year and I’m back on the TV to chat with Catherine Murray at BNN Bloomberg. I wish I was in Toronto to shoot this live so I could get some Thai food or something afterwards, but we’ll settle for a Skype call in this one! Man I love visiting Toronto.
Anyway, I don’t think there’s been anyone on her show who has been as bullish stocks as we have over the past 6-8 months. I even asked her, but she just laughed. Remember Just Buy Them Baby! from July?
What’s changed since then? Only additional sector rotation, further breadth expansion and unparalleled participation (and new leadership) from global markets. Are you not entertained?
Check out the interview in full. We touch on some important points: [Read more…]
[Video] JC & Howard Lindzon: The Evolution of Markets
This week Howard and I talk about the evolution of markets. There are new ways for investors to allocate money almost every day. SPACs are back! More IPOs this year, and many of them going up. New tickers every day.
What do we do about it? How can we get involved? We discuss all of that in this video!
As we enter 2021, what are the areas we need to be watching? Howard thinks there are 3 major themes to be long for the next decade:
Fintech, Healthcare & Education.
It’s hard for me to disagree, especially from a Technical perspective.
Here’s the video in full:
[Premium] Monthly Charts Strategy Session January 2021
This is the video recording of our January 4, 2021 Monthly Charts Live Strategy Session
Happy Hour With Traders: Hosted by JC Parets and Joe Fahmy – We invited all our friends!
Oh man this was a lot of fun! Fahmy calls me up and says let’s invite everyone to a zoom call and talk about markets and drink Champagne.
Obviously, I said I was in!
We had two questions we were asking,
1) What was the biggest lesson you learned in 2020, and 2) What’s your best trade for the first half of 2021?
Next July, whoever ended up picking the best trade gets a donation from us to the charity of their choice, plus I hand select a bottle of champagne and will be sending it over to the winner.
This was a great conversation with a group of really smart people. I’d be taking some notes on this one. There’s good stuff in here.
Enjoy! [Read more…]
[Video] JC & Howard Lindzon: What’s NOT a Tech Stock at this point?
This week Howard and I discuss what “Technology” actually means. With companies like Google, Amazon and Facebook representing ZERO PERCENT of the Technology Index, people continue to group them into Tech regardless.
Is that right? Should we ignore Dow Jones and their weightings? Or is it important to acknowledge which stocks are in these indexes and which ones aren’t?
When asked about underperformance from Europe and Emerging Markets, Howard says “I filter the world to only see what’s working. I’m all about investing for profit and joy, not misery and pain”
This was a fun chat.
Here’s the video in full:
[Premium] Monthly Conference Call Video Recording December 2020
This is the video recording of the December 2020 Conference Call.
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