treasuries

Explore "treasuries" with insightful episodes like "Fed takes a dovish turn", "Bond bulls and dollar bears in hibernation", "Sticky inflation will give the Fed pause", "What People Get Wrong About Bonds— and How To Get It Right" and "Fed speakers off the hook" from podcasts like ""Wall Street Breakfast", "Wall Street Breakfast", "Wall Street Breakfast", "Money Rehab with Nicole Lapin" and "Wall Street Breakfast"" and more!

Episodes (13)

Fed takes a dovish turn

Chairman Powell still looking for a cut as next move. (0:18) Stocks lose their Fed bounce, but yields slide. (0:38) CVS hits 52-week low. (3:39)

Show Notes
Viking Holdings jumps 10% above its IPO pricing level in opening trading
Will April's pullback bring 'May flowersâ for stocks? Or is it time to sell in May and go away?

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Wall Street Breakfast

enMay 01, 2024

Bond bulls and dollar bears in hibernation

10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13)

Show Notes
AMD unveils new chips to power AI PCs in race against Intel and Nvidia

Episode transcripts seekingalpha.com/wsb
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Wall Street Breakfast

enApril 16, 2024

Sticky inflation will give the Fed pause

March CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 10-year hits 4.55%. (1:55) Nvidia enters correction territory but this analyst says don't worry. (3:51)

Show Notes
Cabot Wealthâs Top Ten list of stocks
Delta leads the airline sector higher after record Q1 earnings

Episode transcripts seekingalpha.com/wsb
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Wall Street Breakfast

enApril 10, 2024

What People Get Wrong About Bonds— and How To Get It Right

Short-term Treasury Bills are killing it right now. You can get a one-month Treasury for over 5%. However, there is a really common misconception about bonds that can seriously mess up the way that you plan for your investment returns. Nicole explains this mistake, and how to fix it. $ If you're ready to find your dream team, use LinkedIn Jobs. Post a job for free at: linkedin.com/mnn $ Want to level up your money moves? Check out Facet. Facet is the next generation of personalized financial planning that is making professional financial advice accessible to the masses, not just the rich. Facet will help you understand and expand your financial opportunities by providing you with a team of financial planners (with the CFP® certification you want) and a team of professionals across all the major food groups of your financial wellness: retirement planning, tax strategy, estate planning and more. To claim Facet’s offer for Money Rehabbers, go to: https://facet.com/moneyrehab

Money Rehab with Nicole Lapin

enMarch 25, 2024

passive income

bonds

treasuries

short-term investments

airbnb hosting

Fed speakers off the hook

FOMC members may look to temper market enthusiasm. (0:20) GameStop, Walgreens set to report earnings. (2:26) Goldman sees path to S&P 6,000. (4:38)

Show Notes
FAA said to mull limits on new routes for United after safety incidents

Episode transcriptsÂ seekingalpha.com/wsb
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Wall Street Breakfast

enMarch 24, 2024

Inflation reincarnation

A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). Coca-Cola impresses with strong guidance. (3;17)

Show Notes
Morgan Stanleyâs Fresh Money buy list
Microsoft's AI tool Copilot's early users have mixed reviews, question price tag

Episode transcripts seekingalpha.com/wsb
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Wall Street Breakfast

enFebruary 13, 2024

Apple Vision Pro potential 'game changer'

The Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yields climbing after Powell remarks. (1:55) How do the Magnificent 7 stack up against the Tech Bubble 5? (5:02)

Show Notes
Hertz Global hits the brakes on EV plans with Polestar Automotive
McDonald's falls short of Q4 comparable sales expectations

Episode transcripts seekingalpha.com/wsb
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Wall Street Breakfast

enFebruary 05, 2024

Fed holds rates, Powell shuts door on March cut

Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends 2024 guidance amid 737 problems. (4:23) Walmart switches gears to open new stores. (4:57)

Show Notes
Private sector adds 107K jobs in December, less than expected
Seeking Alpha's Alpha Picks portfolio

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Wall Street Breakfast

enJanuary 31, 2024

My Investment Thesis | Ep 666

The game has changed, and the entire economy has shifted. How will you continue to play? Today, Alex (@AlexHormozi) discusses his investment strategy and its evolution, including transitioning from banking to treasury bonds for better safety and returns, focusing on understanding the investment area, and shifting towards private deals. He also presents a three-step investment strategy that involves self-improvement, risk diversification through indexes, and leveraging one's main game.

Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned on his path from $100M to $1B in net worth.

Timestamps:

(1:13) - The role of banks in investments

(3:04) - Exploring alternatives: U.S. government bonds

(6:19) - Investment strategy evolution

(8:18) - The power of knowledge in investing

(9:55) - Investing in private deals

(14:37) - Investing in what you know: A case study

(16:32) - Three-step investment phase

Follow Alex Hormozi’s Socials:

(This episode is a re-run. Original airdate was December 29, 2022)

The Game w/ Alex Hormozi

enJanuary 31, 2024

Amazon purchase of iRobot terminated

The Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super Bowl ads. (1:27) Morgan Stanley survey shows inflation still top of mind. (4:45)

Show Notes
Goldman sees a positive yield curve by Q3; what does that mean for stocks?
Dollar Tree gains after J.P. Morgan turns bullish

Episode transcripts seekingalpha.com/wsb
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Wall Street Breakfast

enJanuary 29, 2024

Goldilocks GDP growth

GDP rose at 3.3% pace in Q4 while core inflation came in at target 2%. (0:15) Humana slashes profit guidance on Medicare costs. (3:11) Tesla's 'train wreck' earnings call. (4:00)

Show Notes
Incyte is the most overweight stock by hedge funds
Walmart is the least shorted stock by hedge funds
NextEra Energy strikes bullish tone for next three years after posting Q4 beat

Episode transcripts seekingalpha.com/wsb
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Wall Street Breakfast

enJanuary 25, 2024

Big banks kick off earnings season

J.P. Morgan and Citi post solid results. (0:15) Bond yields slide after cool PPI. (2:37) Goldman has 25 options trades ahead of earnings. (6:19)

Show Notes
Wells Fargo in charts: Corporate and Investment Banking revenue falls most Q/Q
BofA in charts: Revenue declines in most segments amid slower loan expansion
Delta Air Lines falls after profit guidance lands short of long-term target
Dividend Roundup: Proctor & Gamble, Citigroup, Caterpillar, CVS Health, and more

Episode transcripts seekingalpha.com/wsb

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Wall Street Breakfast

enJanuary 12, 2024

Zoltan Pozsar on What’s Going on in Rates Markets Right Now

There's a lot happening in the plumbing of the financial system. The Federal Reserve's reverse repo facility has seen huge takeup from financial market participants seeking to park excess cash. Meanwhile, the central bank has also announced the start of a new standing repo facility. And, of course, we're nearing the start of tapering, when the Fed will start to wind down its asset purchases. On this episode, we bring back Credit Suisse Strategist Zoltan Pozsar to talk about everything that's going on right now. He describes a system awash with dollars that no one wants, and walks us through what that means for broader markets.

See omnystudio.com/listener for privacy information.

enSeptember 09, 2021