Stocks in Translation
Reinvestment risk, impending Fed cuts and soft landings: Brian Levitt
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Show notes
In this episode of Stocks In Translation, Yahoo Finance Executive Editor Jared Blikre examines the two most important factors that move the stock market: the Fed and earnings. Joined by Yahoo Finances' own Brooke DiPalma and guest Invesco Global Market Strategist Brian Levitt, the group delves into the impending rate cut and how the perception of a recession affects consumers at their core. Armed with his comprehensive knowledge of the market, Levitt breaks down how election sentiment will affect the market while looking at earnings on the horizon.
Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/stocks-in-translation
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0:00 - Intro: Fed and earnings. Phrase of the day: Reinvestment Risk
1:00 - Brain Levitt's big picture overview
1:50 - "Reinvestment Risk"
6:00 - Looming rate cut and a perceived recession
9:00 - Tech earnings: where should investors be looking
10:00 - Impending tech earnings
13:00 - How investors should approach the election
16:00 - Were should investors focus, preparing for a change of power
18:00 - Active or passive investing? How should we invest?
21:00 - Brian’s original course
Yahoo Finance's Stocks In Translation is hosted by Jared Blikre, and produced by John Tejada and Alexander Frangeskides.
Brian Levitt is a Global Market Strategist at Invesco. In this role, he is responsible for the development and communication of the firm’s investment outlooks and insights for North America.
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