Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Inhalt bereitgestellt von Seeking Alpha. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Seeking Alpha oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Player FM - Podcast-App
Gehen Sie mit der App Player FM offline!
Gehen Sie mit der App Player FM offline!
Central banks continue to support the market - Brent Schutte joins Alpha Trader
MP3•Episode-Home
Manage episode 306778038 series 2562185
Inhalt bereitgestellt von Seeking Alpha. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Seeking Alpha oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management.
Among the topics discussed:
While the Fed has begun to taper and may push through a couple of rate hikes next year, Schutte expects the central bank to be very patient about tightening policy. He’s in the “transitory” camp on inflation, noting plenty of slack in the labor market as evidenced by a labor force participation rate that remains quite low.
Given the above combined with growing corporate earnings and a 10-year yield in the 1.50% area, Schutte continues to see stocks as the place to invest.
The “market” may be expensive in some areas, says Schutte, but it depends where you look. The S&P Pure Growth Index trades at 35x next year’s earnings, but the S&P Pure Value Index at just 11x. While there’s been good reasons for Growth to outperform to this point, Schutte sees a shift towards areas that are cheaper.
Noting the Bank of England and the Reserve Bank of Australia both reversed themselves on tightening threats in the last couple of weeks, Schutte isn’t seeing any appetite among global central banks to declare war on inflation. Therein lies the risk for the market in future years - that central banks at some point are going to have to really slam on the breaks. That, however, is a question for 2023, or perhaps beyond.
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
Among the topics discussed:
While the Fed has begun to taper and may push through a couple of rate hikes next year, Schutte expects the central bank to be very patient about tightening policy. He’s in the “transitory” camp on inflation, noting plenty of slack in the labor market as evidenced by a labor force participation rate that remains quite low.
Given the above combined with growing corporate earnings and a 10-year yield in the 1.50% area, Schutte continues to see stocks as the place to invest.
The “market” may be expensive in some areas, says Schutte, but it depends where you look. The S&P Pure Growth Index trades at 35x next year’s earnings, but the S&P Pure Value Index at just 11x. While there’s been good reasons for Growth to outperform to this point, Schutte sees a shift towards areas that are cheaper.
Noting the Bank of England and the Reserve Bank of Australia both reversed themselves on tightening threats in the last couple of weeks, Schutte isn’t seeing any appetite among global central banks to declare war on inflation. Therein lies the risk for the market in future years - that central banks at some point are going to have to really slam on the breaks. That, however, is a question for 2023, or perhaps beyond.
Learn more about your ad choices. Visit megaphone.fm/adchoices
120 Episoden
MP3•Episode-Home
Manage episode 306778038 series 2562185
Inhalt bereitgestellt von Seeking Alpha. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Seeking Alpha oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management.
Among the topics discussed:
While the Fed has begun to taper and may push through a couple of rate hikes next year, Schutte expects the central bank to be very patient about tightening policy. He’s in the “transitory” camp on inflation, noting plenty of slack in the labor market as evidenced by a labor force participation rate that remains quite low.
Given the above combined with growing corporate earnings and a 10-year yield in the 1.50% area, Schutte continues to see stocks as the place to invest.
The “market” may be expensive in some areas, says Schutte, but it depends where you look. The S&P Pure Growth Index trades at 35x next year’s earnings, but the S&P Pure Value Index at just 11x. While there’s been good reasons for Growth to outperform to this point, Schutte sees a shift towards areas that are cheaper.
Noting the Bank of England and the Reserve Bank of Australia both reversed themselves on tightening threats in the last couple of weeks, Schutte isn’t seeing any appetite among global central banks to declare war on inflation. Therein lies the risk for the market in future years - that central banks at some point are going to have to really slam on the breaks. That, however, is a question for 2023, or perhaps beyond.
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
Among the topics discussed:
While the Fed has begun to taper and may push through a couple of rate hikes next year, Schutte expects the central bank to be very patient about tightening policy. He’s in the “transitory” camp on inflation, noting plenty of slack in the labor market as evidenced by a labor force participation rate that remains quite low.
Given the above combined with growing corporate earnings and a 10-year yield in the 1.50% area, Schutte continues to see stocks as the place to invest.
The “market” may be expensive in some areas, says Schutte, but it depends where you look. The S&P Pure Growth Index trades at 35x next year’s earnings, but the S&P Pure Value Index at just 11x. While there’s been good reasons for Growth to outperform to this point, Schutte sees a shift towards areas that are cheaper.
Noting the Bank of England and the Reserve Bank of Australia both reversed themselves on tightening threats in the last couple of weeks, Schutte isn’t seeing any appetite among global central banks to declare war on inflation. Therein lies the risk for the market in future years - that central banks at some point are going to have to really slam on the breaks. That, however, is a question for 2023, or perhaps beyond.
Learn more about your ad choices. Visit megaphone.fm/adchoices
120 Episoden
Alle Folgen
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.