Strength Leads to Strength

31 snips

Oct 18, 2024

Guest

Fernando Vidal

Guest

Warren Pies

Warren Pies and Fernando Vidal, co-founders of 3Fourteen Research, dive into the intricacies of investment strategies and asset allocation. They discuss the ideal conditions for gold amid shifting market valuations and share insights on the recovery of the S&P 500 post-bear market. The duo explores the dynamics of large-cap stocks and the impact of technology and AI on market trends, while also unveiling their innovative ETF strategies that recently gained substantial assets. Their engaging perspectives illuminate the complexities of today's financial landscape.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

ADVICE

Fading Strategists

Fade strategist S&P 500 targets, especially when below spot S&P.
A trading strategy based on this has historically been successful.

INSIGHT

Tiered Returns

2024 market returns are tiered by market cap size, with mega-caps leading.
This trend is likely driven by asset allocation strategies in wealth management.

INSIGHT

S&P 500 Valuation

The S&P 500's high valuation is justified by its sectoral composition.
Tech and communication services, with high margins and growth, dominate the index.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

On episode 162 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies and Fernando Vidal of 3Fourteen Research to discuss: the perfect backdrop for gold, when to fade strategist price targets, overall market valuations, the bifurcated economy, and much more!

Thanks to Global X for sponsoring this episode! To learn more about Global X’s entire suite of ETFs visit: https://www.globalxetfs.com/

Instagram: https://instagram.com/thecompoundnews

Twitter: https://twitter.com/thecompoundnews

LinkedIn: https://www.linkedin.com/company/the-compound-media/

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices