Talk About Your Book: What Works in the Stock Market?


Active Investor Report: Use of Leveraged and Inverse ETFs Is Rising

Direxion partners with Compound Insights and Vanda to explore what’s driving the evolution of active trading
and how active investors use leveraged and inverse funds across stocks, single stocks, commodities, and volatility.

Today’s Talk Your book is brought to you by Franklin Templeton:

To learn more from Chris Galipeau and the Franklin Templeton Institute, Click here For the latest information.

On today’s show we discuss:

  • Franklin Templeton’s S&P 500 outlook and case for moving beyond mega-cap names
  • AI-driven repricing in software and the challenge of valuing businesses whose ultimate value is uncertain
  • Earnings catalysts drive outperformance of international and small-cap companies after 15 years of underperformance
  • How is AI driving margin growth at companies like Walmart without increasing headcount?
  • Why has mid-year weakness historically been a buying opportunity?
  • Macro conditions that cause bear markets and why we’re not there yet

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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