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Payne Points of Wealth Podcast

Fear or FOMO? Ep#164

By June 20, 2024No Comments

Fear or FOMO?

It’s Episode 164 and we’re seeing a dichotomy in the market between investors who want to stay in safe money market funds earning 5% vs. those driven by FOMO to speculate in riskier assets like Nvidia. While Nvidia has had parabolic moves, it’s anybody’s guess when the party will end. Meanwhile, there are many other opportunities to be broadly diversified in areas that aren’t at all-time highs.

Knowing when to get out of a risky stock :10

The dichotomy in the market 1:00

The market can stay irrational longer than you can stay solvent 3:29

3 stocks are 20% of the S&P 500 3:60

The talk of recession continues despite the data 5:20

Opportunities beyond AI that aren’t overvalued 6:10

Signals that look like 99-2000 8:00

The 3 Stages of Fear and Greed 9:10

The Tipping Point

Investor and Consumer Sentiment

We are talking with our guest and colleague Courtney Garcia, CFP®  about investor and consumer sentiment right now.

 

Negative sentiment because inflation is hurting 12:00

People still spend 12:50

Comparing today’s sentiment with the 1970s and 80s 13:20

Overlap in the portfolio of large-cap growth stocks 14:50

All about income and sustaining your lifestyle 17:00

 

Hidden Facts of Finance

Private equity firms are sitting on a record 3.8 trillion of unsold investments.

Only 49.2% of folks age 30 to 34 and 62% of folks age 35 to 44 own homes as of 2019, versus 80% of those that are 65 and older.

From 2018 to 2023, the US federal government spent about 9.5 trillion more than it took in. That’s the same deficit accumulation from 1997 to 2017.

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