Morningstar’s Q4 2025 U.S. Market Outlook
Description: The US stock market has become increasingly concentrated as only ten stocks account for over one-third of total market … Transcript: Hello and welcome to Morning Star’s fourth quarter 2025 US stock market outlook. My name is Susan Jinsky and I’m an investment specialist with Morning Star and co-host of the Morning Filter podcast. […]
Use Common Sense and Avoid the Echo Chamber
- Market Outlook: Chris Irons discusses the potential for a sharp deleveraging event, emphasizing that the current cycle of market crashes followed by increased money printing is unsustainable.
- Economic Insights: He critiques the reliance on Modern Monetary Theory (MMT) and highlights the widening wealth gap as a consequence of current monetary policies.
- Investment Strategy: Irons advises focusing on value investing and diversifying outside of the U.S. market, suggesting investments in gold, silver, miners, and emerging markets.
- Market Risks: He warns about the dangers of the passive bid and options market, which can lead to distorted valuations and potential market instability.
- Company Analysis: Irons expresses skepticism about high valuations of companies like Tesla and Nvidia, suggesting they are over-reliant on speculative future growth.
- Investment Opportunities: He sees potential in sectors like nuclear energy and psychedelics, which are currently under the radar but have strong growth prospects.
- Key Takeaway: Investors should be cautious and contrarian, focusing on fundamental value and being prepared for potential market corrections.
The Long View: Joe Davis – How to Capitalize on ‘Megatrends’
Description: Vanguard’s global chief economist handicaps the odds of recession and higher inflation and discusses how investors can thrive in … Transcript: Please stay tuned for important disclosure information at the conclusion of this episode. Hi and welcome to the long view. I’m Christine Benz, director of personal finance and retirement planning for Morning Star. […]
5 Stocks to Buy Before the Fed Cuts Interest Rates I September 8, 2025
Description: Plus new research on Nvidia, Alphabet, and Kraft Heinz. On this week’s episode of The Morning Filter, Dave Sekera and Susan … Transcript: [Music] Hey. [Music] Hello and welcome to the morning filter. I’m Susan Jabinsky with Morning Star. Every Monday before market open, Morning Star chief US market strategist Dave Sakara and I […]
4 New Stocks to Buy Now and Hold for the Long Term I October 6, 2025
Description: Plus, our Q4 2025 stock market outlook. On this week’s episode of The Morning Filter, Dave Sekera and Susan Dziubinski discuss … Transcript: [Music] Thank you. [Music] Hello and welcome to the morning filter. I’m Susan Javinsky with Morning Star. Every Monday before market open, Morning Star chief US market strategist Dave Sakara and […]
Sonali Basak: iCapital Chief Investment Strategist Makes Podcast Debut
- Investment Strategy Shift: The podcast discusses the trend of financial firms hiring media professionals like Chenali Bassik to enhance content strategies and directly engage with investors, highlighting a shift in how investment information is communicated.
- Private Market Access: Bassik emphasizes the growing importance of private assets in investor portfolios and the role of firms like I Capital in providing access and education about these alternatives.
- Economic Concerns: The conversation touches on potential economic impacts of a government shutdown, including disruptions to federal services and the implications for the Federal Reserve’s monetary policy decisions.
- AI and Labor Market: The podcast explores the impact of AI on the economy, particularly its potential to exacerbate the K-shaped economy and affect labor markets, with companies like Walmart using AI to maintain productivity while keeping headcount stable.
- Market Dynamics: Discussion includes the concentration of market gains in large tech companies, the role of AI in driving these gains, and the lack of broad market participation, raising concerns about market breadth.
- Interest Rates and Inflation: The podcast examines the relationship between interest rates, inflation, and economic growth, with a focus on the potential for future inflation and its impact on investment strategies.
- Infrastructure Investment: Infrastructure is highlighted as a significant investment theme, with potential opportunities arising from government spending and the need for private investment in critical infrastructure projects.
How Peter Lynch Became The Greatest Fund Manager Of All Time | TCAF 211
- Peter Lynch’s Legacy: Peter Lynch, renowned for his tenure at Fidelity’s Mellin Fund, achieved a 29.2% annual return, more than doubling the S&P 500 index, and grew the fund’s assets from $18 million to $14 billion.
- Investment Philosophy: Lynch emphasizes the importance of understanding what you own, suggesting that knowing the companies behind stocks helps investors withstand market volatility.
- Market Insights: He advises against trying to time the market or predict economic downturns, noting that more money is lost preparing for corrections than in the corrections themselves.
- Stock Selection Strategy: Lynch highlights the value of investing in companies with strong fundamentals and potential for growth, often found in overlooked or undervalued sectors.
- Economic Perspective: He remains optimistic about the U.S. economy, citing its resilience and adaptability, and believes automation will continue to drive job creation despite technological disruptions.
- AI and Technology: While Lynch does not personally invest in AI stocks, he acknowledges the transformative potential of technology and the importance of staying informed about industry changes.
- Investment Advice: Lynch encourages individual investors to conduct thorough research and maintain a long-term perspective, suggesting that even non-professionals can succeed with diligence and understanding.
- Market Evolution: He notes the reduction in publicly traded companies from 8,000 to 3,000 over the years, highlighting the impact of private equity and market consolidation on investment opportunities.
Pullback Underway? Did The Market Move Too Far Too Fast? | Michael Lebowitz
- Market Performance: Since August 1, notable market gains include crypto up 26%, AI up 17%, and small and mid-cap stocks also up 17%, reflecting a strong rally in risk assets.
- Geopolitical Impact: Despite potential peace developments in the Middle East, historical analysis suggests such geopolitical events have limited long-term impact on market premiums.
- Technical Analysis: The S&P 500 shows a steady upward trend with minimal volatility, supported by technical indicators like the MACD and RSI, though potential divergences suggest caution.
- Speculative Behavior: Current market trends resemble the late 1990s with high speculative activity in sectors like AI and crypto, raising concerns about potential overvaluation and market corrections.
- Sector Rotation: There is a notable underperformance in conservative sectors like utilities and staples compared to high-growth sectors, indicating a risk-on market sentiment.
- Precious Metals and Dollar Dynamics: The rally in gold and silver may face headwinds if the U.S. dollar strengthens, as a dollar rally could impact speculative assets across the board.
- Investment Strategy: Investors are advised to consider risk management strategies, including profit-taking in overvalued sectors and exploring undervalued sectors for potential rotation opportunities.
- TIPS Consideration: In anticipation of potential inflationary policies, understanding TIPS (Treasury Inflation-Protected Securities) can be crucial for managing bond investments effectively.
Schwab U.S. Dividend Equity ETF
Pitch Summary: SCHD is positioned as an attractive investment for dividend-oriented investors due to its focus on undervalued stocks with high forward yields. Despite underperforming against the broader market and AI-driven stocks, SCHD offers a sustainable dividend yield and has a prudent portfolio reshuffling strategy. BSD Analysis: SCHD’s strategy of focusing on value stocks and […]
Cohen & Steers Quality Income Realty Fund
Pitch Summary: The Cohen & Steers Quality Income Realty Fund (RQI) is an attractive investment due to its trading at a 4% discount to NAV, providing a high yield of around 7.9%. The fund offers a portfolio of high-quality REITs and access to cheap leverage, making it a valuable holding for income-focused investors. BSD Analysis: […]
