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    market outlook

    Explore " market outlook" with insightful episodes like "SA666 | Restructure Your Mid-Term Rental Properties for Big Cash Flow with Vivian Yip", "The Bank Sector Calms Some, and the Federal Reserve “May” Adjust Policy", "The Biggest Prediction of 2023", "This Chart is Predicting a Stock Market Crash" and "Episode 81: All that glisters is not gold—why bonds may be better than GICs" from podcasts like ""How Did They Do It? Real Estate", "Stifel SightLines Podcast", "Equedia Investment Letter Podcast", "Equedia Investment Letter Podcast" and "Investments Unplugged"" and more!

    Episodes (100)

    SA666 | Restructure Your Mid-Term Rental Properties for Big Cash Flow with Vivian Yip

    SA666 | Restructure Your Mid-Term Rental Properties for Big Cash Flow with Vivian Yip

    Summer's rental season is rapidly approaching, and we’ve got Vivian Yip to teach us ways to learn how to best accommodate rental clients, improve your service, and upgrade your amenities for optimal efficiency. You’ll also gain insight into this year's market outlook, allowing you to make the most of your passive assets. So come and dive in!


    Key Takeaways to Listen for

    • Main differences between short-term and mid-term rentals
    • What housing amenities do mid-term rentals offer?
    • Advantages of having a website for your mid-term rental properties
    • Why your rental listing aesthetics and accuracy matter as a start-up
    • Practical advice for today’s generation of real estate investors


    Resources Mentioned in This Episode


    About Vivian Yip

    Vivian is an ex-Apple iPhone Program Manager who started dabbling in house flipping in 2018 as a side hustle with a dream to quit her corporate job and live on her terms. Vivian is now sharing her vision on mid-term rentals through the HESTIA brand - a website of handpicked quality, whole-home midterm rentals that connect hosts directly to guests on her website without booking fees.


    Connect with Vivian


    To Connect With Us
    Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!

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    The Bank Sector Calms Some, and the Federal Reserve “May” Adjust Policy

    The Bank Sector Calms Some, and the Federal Reserve “May” Adjust Policy

    In this episode, we discuss the recent bank failures, Fed policy, and the prospect of recession. 


    To read this week's Sight|Lines, click here


    The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

    See omnystudio.com/listener for privacy information.

    The Biggest Prediction of 2023

    The Biggest Prediction of 2023

    Have you ever watched Gene Roddenberry’s classic Star Trek series?

    For those who haven’t, it features a socialist galaxy state in the 24th century. 

     

    By that time, technology was so advanced that people lived in absolute abundance. 

     

    All basic needs were covered, nobody had to work, and the concept of money didn’t exist. 

     

    Instead of pursuing wealth, people did things in the name of the greater good.

     

    Now, what if I told you we are quickly heading toward a Star Trek-like economy? 

     

    Except this won’t be the egalitarian dream Roddenberry imagined… 

     

    I may sound like a broken record, but A.I poses an immediate danger.

     

    In fact, the level of disruption has already begun.

     

    And it’s not what you’ve been told.


    Full article including graphs and stock chart can be found here: https://www.equedia.com/biggest-prediction-of-2023/

    Get a free subscription by visiting https://www.equedia.com - no strings attached, no credit card, nothing.

    With over 500,000 subscribers, the Equedia Letter is one of the fastest growing and largest investment newsletters dedicated to revealing the truths about the stock market.

    And it’s completely FREE!

    Get your subscription by visiting: https://www.equedia.com

    The Equedia Letter was primarily offered only to high net worth individuals. Due to the success and demand of our research, our Letter is now read by thousands of bankers, brokers, analysts, fund managers, and high net worth retail investors. We are adding thousands of sophisticated readers every month. 

    The Equedia Letter has grown not only because of the successful companies we present, or the high returns that many of them have shown, but because we’re not afraid to share the truth; because we write to educate, not discriminate. 

    This investment newsletter goes out once per week and provides insight on world events that could impact your portfolio. In each issue, Equedia gives you early notice of market events that could significantly impact your trading and goes beyond what the mainstream media is telling you.

    Get a free subscription by visiting https://www.equedia.com - no strings attached, no credit card, nothing.

    With over 500,000 subscribers, the Equedia Letter is one of the fastest growing and largest investment newsletters dedicated to revealing the truths about the stock market.

    And it’s completely FREE!

    Get your subscription by visiting: https://www.equedia.com

    The Equedia Letter was primarily offered only to high net worth individuals. Due to the success and demand of our research, our Letter is now read by thousands of bankers, brokers, analysts, fund managers, and high net worth retail investors. We are adding thousands of sophisticated readers every month.

    The Equedia Letter has grown not only because of the successful companies we present, or the high returns that many of them have shown, but because we’re not afraid to share the truth; because we write to educate, not discriminate.

    This investment newsletter goes out once per week and provides insight on world events that could impact your portfolio. In each issue, Equedia gives you early notice of market events that could significantly impact your trading and goes beyond what the mainstream media is telling you.

    Please see our full terms of use and disclaimer before listening.

    This Chart is Predicting a Stock Market Crash

    This Chart is Predicting a Stock Market Crash

    This chart is telling us that a stock market crash could be coming. 

    And given the recent failure of Silicon Valley Bank $SVIB, this could prove eerily accurate.

     

    Policymakers keep telling us that our economy is as strong as ever. And that we'll get away with a "soft landing." 

     

    But there's a "scurrying" sound in the markets that tells an entirely different story.

     

    I'm talking about the massive flight to cash. 

     

    Last week, investors moved more than $68 billion into cash funds. According to BofA, that's more cash than in any other week since the depths of the pandemic.

     

    Pundits claim that such a reallocation—or as they call it, "cash on the sidelines"— is a bullish signal. 

     

    But is it?

     

    Listen to the full pod to find out.


    Full article including graphs and stock chart can be found here: https://www.equedia.com/chart-predicts-stock-market-crash/

    Get a free subscription by visiting https://www.equedia.com - no strings attached, no credit card, nothing.

    With over 500,000 subscribers, the Equedia Letter is one of the fastest growing and largest investment newsletters dedicated to revealing the truths about the stock market.

    And it’s completely FREE!

    Get your subscription by visiting: https://www.equedia.com

    The Equedia Letter was primarily offered only to high net worth individuals. Due to the success and demand of our research, our Letter is now read by thousands of bankers, brokers, analysts, fund managers, and high net worth retail investors. We are adding thousands of sophisticated readers every month.

    The Equedia Letter has grown not only because of the successful companies we present, or the high returns that many of them have shown, but because we’re not afraid to share the truth; because we write to educate, not discriminate.

    This investment newsletter goes out once per week and provides insight on world events that could impact your portfolio. In each issue, Equedia gives you early notice of market events that could significantly impact your trading and goes beyond what the mainstream media is telling you.

    Please see our full terms of use and disclaimer before listening.

    Episode 81: All that glisters is not gold—why bonds may be better than GICs

    Episode 81: All that glisters is not gold—why bonds may be better than GICs
    To bond or not to bond? That is the question. Whether ‘tis nobler in the mind to invest in bonds or guaranteed interest certificates (GICs) preoccupies many investors. Where would William Shakespeare put his money and why? Who knows? But we have reasons for believing bonds may be the better option for today’s investors: • Looking back over past performance of Canadian bonds, they usually outperform GICs. • Historically, the outperformance of Canadian bonds is sizably higher than GICs per year. • Reinvestment risk could give lower returns from GICs. There are more things in bonds and GICs than are dreamt of in your philosophy—let’s discuss them.

    Episode 80: 2023 market outlook—what the signals are telling us

    Episode 80: 2023 market outlook—what the signals are telling us
    A new year has arrived. Many investors are breathing a collective sigh of relief that 2022 is done and are looking for indicators of better investment opportunities and returns in 2023. Financial needles point toward shifting economic conditions, but what types of changes will we see? • What are we looking at to help determine what the coming year may bring? • Will a recession happen? How bad could it be? • Where is inflation going? And what will central banks do in response? • Does it look like market volatility is settling down? • Are equities or fixed income looking more attractive? Gauging the markets isn’t an exact science. But the more we learn, the more likely we’ll recognize the signs.

    Outlook 2023 Spotlight No. 2: Economic and Market Outlook

    Outlook 2023 Spotlight No. 2: Economic and Market Outlook

    In this episode, we summarize our economic and market outlook for the coming year. 


    To read this week's Sight|Lines, click here


    The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

    See omnystudio.com/listener for privacy information.

    Equity strategies for 2023: Quality and Thematic investing

    Equity strategies for 2023: Quality and Thematic investing

    2022 was an exceptional year for the equity markets. Economic growth declined and inflation skyrocketed which led to decline in equity valuations. As we enter 2023, hopes are high that this year will be better and free of disruptive surprises. Yet, the market appears to be pricing in an economic slowdown, and companies are continuing to lower their earnings forecasts for this year. How should investors then approach equity investing this year? Our research experts believe that Quality investing as an investment style will outperform going into 2023. The Next Generation theme of Energy Transition also looks promising.

    We speak with Cesare Valeggia, Senior Portfolio Manager Global Excellence Strategies and Chen Jiazhi, Head Next Generation Fund Management at Julius Baer, to find out more.

    Episode 79: Out of the hospital—three opportunities for fixed-income investors

    Episode 79: Out of the hospital—three opportunities for fixed-income investors
    Cold and flu season struck and early and hard in 2022. It has also been a somewhat sick time in the markets this past year. Could 2023 give investors a chance to start easing the sniffles, coughs, aches, and pains of the volatility we’ve experienced? Let’s use our stethoscopes and thermometers to examine three phases of potential opportunity in bonds moving forward: • the sweet spot—bond yields • duration is your friend—longer-duration and higher-quality fixed-income instruments • take on risk—when markets have fully priced in a recession Hot tea with lemon, a warm blanket, and a good investment strategy—just a few things that can make you feel better about your road to recovery.

    Q1 Home Inspection Market Outlook - 2023

    Q1 Home Inspection Market Outlook - 2023

    It is here! The first episode of ITB Talk Season 3. Ian and Beon take the opportunity to discuss the Q1 market outlook, and how it might affect home inspectors. They also bring up the discussion about "The Belt" which Ian for some reason is obsessed with...

    Try our home inspection APP 🙌  https://bit.ly/3qXMGA2
    Need a new home inspection WEBSITE? 👉   https://bit.ly/3nUnOaw
    Get TRANSCRIPTS of all our episodes 👍   https://bit.ly/3qVVRRn

    Check out our home inspection app at www.inspectortoolbelt.com
    Need a home inspection website? See samples of our website at www.inspectortoolbelt.com/home-inspection-websites

    *The views and opinions expressed in this podcast, and the guests on it, do not necessarily reflect the views and opinions of Inspector Toolbelt and its associates.

    Episode 78: Lessons learned—a conversation with Dan Janis

    Episode 78: Lessons learned—a conversation with Dan Janis
    This special episode features a discussion with our soon-retiring colleague and friend, Dan Janis, Co-Head of Global Multi-Sector Fixed Income at Manulife Investment Management. We get insights into Danny’s life, career, and team, and what he’s discovered about being a good advisor and sound money manager. • What has Dan learned about managing investments during his professional career? • Is there something Dan wishes he could tell his 10-year-old self, given the opportunity? • Which key skills should an advisor develop? • What’s the best thing advisors can do for their clients? Retirement isn’t the end of the road, it’s the beginning of the open highway.

    Our market outlook looking ahead to 2023

    Our market outlook looking ahead to 2023
    In this episode, our chief investment strategists, Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, analyze recent market movements and discuss what they’re expecting to see in 2023. They offer their views on the potential course of the U.S. Federal Reserve’s interest-rate increases in coming months, explore opportunities in equities and fixed income, and unpack the impact of U.S. dollar volatility on international equities. Finally, Emily and Matt discuss the market impact of the U.S. midterm election.

    Finding Some Balance Abroad: U.S. – China Relations and Ukraine War

    Finding Some Balance Abroad:  U.S. – China Relations and Ukraine War

    In this episode, we discuss some recent progress with some geopolitical issues, dampening risks to our ability to find balance on a host of domestic issues.


    To read this week's Sight|Lines, click here


    The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

    See omnystudio.com/listener for privacy information.

    Elections and Inflation: Uncertainty Persists Along the Road to Balance

    Elections and Inflation: Uncertainty Persists Along the Road to Balance

    In this episode, we discuss finding a little balance with the election results, inflation, and Fed policy. 


    To read this week's Sight|Lines, click here


    The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

    See omnystudio.com/listener for privacy information.

    Episode 77: Eyeing the bond markets

    Episode 77: Eyeing the bond markets
    Episode 77: Eyeing the bond markets Unusually painful performance in fixed-income investments this past year seems to be blurring investors’ vision. We see potential opportunity in current and future economic conditions. Is fixed income worth a second look? Let’s turn our sight to some financial factors related to bonds: • how a recession can affect the fixed-income market • where we are in the current bear market cycle • U.S. Federal Reserve’s interest-rate cycle to combat inflation • historical relationship between bonds and equities • yields vs returns … and more. And why are some people eyeballing used cars lately?

    The market outlook entering year-end 2022

    The market outlook entering year-end 2022
    Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to offer their takeaways from the third quarter, discuss their current views on equities, and explain how their outlook has evolved. The strategists also share the concerns they're hearing from financial advisors and investors about equity and fixed-income portfolio positioning. Finally, Emily and Matt discuss current U.S. Federal Reserve interest-rate policy and offer ideas on what investors may want to watch as the year comes to a close.

    Episode 76: Back to (still in) investment school

    Episode 76: Back to (still in) investment school
    For children, school has begun again. For investors, school is never really out. What subjects should you pay attention to? Will the bell ring to end to the unexpected market volatility of 2022? Our resident Capital Markets Strategy instructors have written some relevant topics on their chalkboard. They cover: • rising inflation and interest rates • economic slowdown • earnings being priced into the markets • possibility of a recession • investing over the coming months And in this episode, we introduce a new segment on what’s making recent media headlines. Class is in session.

    FEEDSTUFFS PRECISION PORK: The time to lock in profits is here

    FEEDSTUFFS PRECISION PORK: The time to lock in profits is here

    In this episode of Feedstuffs Precision Pork, Mark Hulsebus, Swine Commercial Director at Cargill, offers some animal feed and hog market perspective. Despite the headwinds of an inflationary environment the U.S. hasn't seen in more than 40 years, the opportunity to lock in profits in the pork sector looks relatively strong over the coming 12 months. 

    Although consumers are struggling with  higher costs in generally every sector, they did not appear to turn away from meat purchases this summer, and that continued strong demand is a key part of the story. Exports also continue to outpace expectations.

    Finally, Hulsebus provides an update on the outlook for swine production profitability given continued volatility in the markets, in the weather, and in the geopolitical realm. Surprisingly, the opportunity to lock in profit in some traditionally lean months is now on the table.

    These are uncertain times, and it will pay dividends to be well-prepared. If you have questions on this week’s episode or want to discuss something not covered, feel free to ASK MARK at mark_hulsebus@cargill.com.

    Also, click HERE to subscribe to the Cargill Pig Flash weekly eNewsletter.

    Plan today for tomorrow’s success.

    Follow Feedstuffs Precision Pork on your favorite podcast platform or find it on www.Feedstuffs.com and  www.NationalHogFarmer.com.

    Episode 75: On the road again, and answering some top-of-mind questions

    Episode 75: On the road again, and answering some top-of-mind questions
    With in-person interactions once again becoming the norm, this summer, the Capital Markets Strategy team has been criss-crossing the country, meeting with advisors and clients, and speaking at events. We’re truly enjoying the face-to-face interaction and responding to inquiries from people we meet. Wherever we go, some common questions are popping up—questions like: • Has weak market performance already been priced in? • How does the second half of 2022 look when compared to historical downturns? • Will we see a recession, and when? • How do bear markets play out over time? Let’s delve into these and other questions we’ve been getting.

    Episode 74: Bears come in two sizes: big bears and baby bears

    Episode 74: Bears come in two sizes: big bears and baby bears
    Bear markets aren’t new—15 have happened since 1950—and some have been worse than others. What’s happening with the current economy and market volatility, and when will it change? Previous selloffs and downturns may hold a clue to what we can expect for the rest of 2022. We take a look at: • what we can learn from past bear markets • the chance of a recession • effects of inflation and central bank actions • bond yields and opportunities • options investors may have to rebalance their portfolios. Bears of all sizes appear … but how long do they hang around?
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