The Steady Investor: Recent Episodes
Mark Vickery and Mitch Zacks
With 73 percent of US consumers having less than $1,000 in their retirement plan, ZIM recognizes the need to help consumers begin to save more for retirement. The Steady Investor hosts Mark Vickery and Mitch Zacks each bring a different perspective, as they talk about financial and retirement topics that are on your mind, whether it is managing investments, stock market and current economic conditions or dealing with life’s curveballs. Joining Mark and Mitch each week will industry experts and influencers that can translate what you need to know on the journey to retirement and provide advice that may be of great interest. It's never too early, or too late, to warm up your nest egg. No one's got your back when it comes to retirement savings. We will help you understand how to begin planning for retirement no matter what stage of life you are in.
Many investors are fearful of the next market crash. When will it happen? How big will it be? Will my retirement savings be at stake? Learn more by listening to our podcast.
John Blank is a Chief Equity Strategist who is in charge of putting together the March Economic report. This report is full of information for those who want to know what affect it’ll have the tectonic plates of investments. Listen to this show and hear what the latest news is and what it means.
Politics and policy could very well affect how stocks perform in 2017. But the key word in that sentence is affect, because I don’t think politics and policy will actually determine how stocks perform. Performance, in my view, depends first and foremost on economic fundamentals.
Learn more about this topic by listening to the Steady Investor!
President Trump campaigned on a 15% corporate rate while the House GOP (tax reform originates in the House) has proposed a 20% rate. In our show we will cover the proposed tax changes and what they will mean.
There are many indicators for determining if a bear market is looming. Such as the CAPE ratio and GDP, yet with today's markets and politics being difference than in the past - what do this all mean?
Hear Mitch Zacks a noted writer and reference source for the press explain what is on the horizon.
Hear Dave Bartosiak discussing what to expect in 2017 and what to look out for as well. Dave puts a great perspective on the marketplace in a way that's interesting and forthright.
The 2016 Year-in-Review…And Predictions for 2017 By Mitch Zacks
At the beginning of 2016, I optimistically relayed my belief that stocks would perform better in 2016 than they did in 2015. In 2015, the S&P 500 rose a paltry +1.36% on weak earnings growth propelled by the Energy sector drag. Here is a direct quote from an article I wrote in early January of 2016:
“Another big part of looking ahead to 2016 is recognizing the forces that held stocks back in ’15. Earnings growth ex-Energy was healthy, so we think it’s safe to assume in the very least that there’s a ‘lane’ open for stocks to rise through. Aside from Energy, we think some of the other forces restricting stocks in 2015 should fade in coming year.”
2016 was indeed more about the fading of negatives than it was about the emerging of new positives.
Hear more about 2017 and our predictions.
Best,
Craig
Hear John Blank, Ph.D. our Chief Strategist discuss the effects of the election outcome and how that will affect the markets and forecast where he thinks they may be heading.
Hear John Blank, Ph.D. our Chief Strategist discuss the effects of the election outcome and how that will affect the markets and forecast where he thinks they may be heading.
U.S. Financials have far outpaced the S&P 500 index in the weeks following the U.S. presidential election. If you take a look at the iShares U.S. Financials ETF versus the S&P 500 from November 8 – December 1, you will see bank and financial services domination with +9.16% for US Financials vs. +2.79% for the S&P 500.
Find out what is causing this and where it may go.
The campaign season brought tough and sometimes harsh rhetoric on trade – from both sides of the aisle. A candidate running for president essentially has no choice. In order to reach Rust Belt voters dealing with the real pain of lost jobs and declining industry (as a result of those jobs moving overseas), a politician is required to address how they can bring those jobs back. Failure to address these job losses – and by extension, failure to propose a plan for reviving the manufacturing industry – is the equivalent of political suicide. When offering up a solution to bring back jobs and the U.S. economy, the favorite political target is trade: Trade is moving jobs overseas. Trade is killing the manufacturing industry. Trade is hurting the economy. Though trade is responsible for reshaping how resources and labor are allocated across an economy, this type of rhetoric fails to provide a comprehensive understanding of how.
Hear more about this relevant topic on The Steady Investor.
In this episode we'll discuss what the new year will be bringing and if this means it will be a new market in 2017.
Also hear the latest update on market news and what it really means. In this episode we'll have a call in number for those who want to call in and ask Mitch a question.
With the recent elections we'll have another exciting show which will discuss the following:
• What changes you may see in the stock market from Election • The forecast for December of Future Assets Class - returns and forecasts • Latest news and events
Looking forward to having you listen.
Hear John Blank, Ph.D. our Chief Strategist discuss the effects of the election outcome and how that will affect the markets and forecast where he thinks they may be heading.
We plan to talk about the issue of mounting corporate debt, and what types of risks it may pose to the market. New corporate debt issuance is set to eclipse 1.5 trillion this year, a new record, and of that tech companies in particular are on the hook for 451 billion, which is up 42 percent from a year ago. Learn from Mitch the 3 takeaways from the show to help you understand what this means to the market and you.
The New York. Fed lowers U.S. third and fourth quarter GDP outlook and the Dollar hits a 7 month market high. What does this mean for you?
Find out by listening to our show and also hear the current news and what is really means.
EU or PU Issues with Deutsche Bank have led to a slew of negative headlines about the fragility of the European banking system. It's a growing concern given the size of its derivatives book and the potential for systemic European banking risk. Learn what we think.
Reports and Reports This week there will be a lot of new reports coming out such as the Consumer Price Index, Weekly Jobless Claims, Housing Starts, Business Inventories, Construction, Retail Sales and more. Learn how this impacts the market.
Mitch on the Market Here what Mitch has to say about the market for the week and what it means for you.
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If you're retiring you may live till 95 - are you ready financially?
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What is the financial impact that may be caused by Hurricane Matthew for the United States?
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Politics and policy, are they causing the markets to be spell bound in October?
Listen to our show and hear from someone who has the proven experience,from being a financial writer for one of the top 20 newspapers in the country to managing billions of dollars in investments. That person is Mitch Zacks and tune in to hear what he has to say.
This radio show we'll discuss the market outlook for October. With the election coming up and a variety of government reports being released, hear Mitch Zacks discuss what it means for October. Hear what it means to you.
This episode will discuss Theresa May's recent visit to the U.S., where she held meetings with executives from Goldman, Morgan Stanley, Blackrock, Amazon, and about 60 other U.S. companies. She is no doubt trying to maintain strong ties with her most strategic trading partner and ally, particularly given the fallout that's likely due ahead as Brexit takes hold. In this show we will provide our listeners some insight into British-American relations...how interwoven our economies are, the history of trade, why our relationship is meaningful.
A lot of news has been mentioned about the Federal Reserve, unemployment, income and production reports. What does this all mean and where is it headed?
Tune in and hear what Mitch Zacks has to say about this. Listen to Mitch who is an expert and been a former finance writer in one of the top 20 papers in the country, has an MBA from University of Chicago in Analytic Finance, authored 2 investment books and is a portfolio manager working with billions of dollars.
If you think about the U.S. economy as having evolved from being an agricultural based economy, to an industrial based economy, to a service based economy, the question becomes where will all of this technological innovation put us next? In the era of self-driving cars, robotic applications, and automation, it's interesting to think about where new jobs will come from in the future. Innovation, on the surface, seems to be a job killer more than it is a job creator. We will examine these questions.
We'll be addressing head on the 5 major concerns and fears investors have in the market today. We will essentially debunk each fear, and in talking about fears and concerns investors have. The top five we would will cover are:
- Upcoming Election Uncertainty
- Monetary Policy Trap
- Geopolitical Issues
- China's Hard Landing
- Bull Market Long in the Tooth-High Valuations
Hear Mitch Zacks and John Blank share their opinions on ' What History Will Say About the Market ' for September. What better way start the month off for September.This will be a great show with two very knowledgeable experts - don't miss it.
It’s no secret that the retail sector is evolving rapidly. It feels as though with every day that passes there is a day where the economy is drifting away from the “big box store” and towards the online shopping cart. Consumer spending still makes up more than two-thirds of the U.S. economy, but consumers’ spending habits -where and how we shop- are changing quickly. For investors, it makes sense to have retail-consumer discretionary exposure in portfolios. The question is: where to invest?
We will also talk about a strategy designed to limit downside where possible by taking a “market neutral” approach to investing. In this strategy, we have ‘long’ positions to give us equity exposure in rising markets, but we also have short positions designed to do well when the market is in decline. On balance, our hope and expectation is that we can reduce volatility both ways by having this long and short exposure.
Should You Be Shifting to Risk Assets?
This week on The Steady Investing we will be talking about the economic and geopolitical uncertainties which seem to rule the day, investors are still favoring risk assets. Learn why and some of the disparities, expectations along with the reality effecting the shift.
This will be a great show and we'll taking calls live during the show!
In next week’s radio show we plan on talking about rich valuations in the equities markets and discuss if stocks still have more room to run.
Follow-up by the latest economic reports and what doe it say.
We’ll also discuss Uber and the debt worm of Japan. This promises to be an insightful show packed with information and the latest insights from a known portfolio manager and principle - Mitch Zacks.
Saving for retirement can be a challenge for those who invest in the stock market and you may be asking yourself are stocks too expensive? When you think about it the more expensive it becomes do you wait for the price to go down, or do you buy thinking it may go up?
Our live radio show The Steady Investor explores retirement and the stock market by providing you with informative and current events that impact the stock market and retirement. We want to put you in the know so you may prepare for present and future.
Tune into our live show this Thursday at Noon Eastern time to learn more. During the show, we’ll be taking calls from the radio audience as well.
See you at our next live show!
Perhaps not surprisingly, the Federal Reserve left the fed funds rate unchanged in their June meeting, almost certainly on the back of a weak May jobs report (+11,000 m/m). It is yet another example of the Fed’s hypersensitivity to single data points or events, much like their choice to delay a hike in the beginning of the year because of global market volatility (which ended up short-lived).
This week the Federal Reserve will meet again to discuss whether the fed fund rate will change or not. Join us and learn what may be happening.
We all heard the story of the Three Little Pigs, three houses built from different materials, one pig survives because of his well-built brick house. The same can be said for portfolios. While a house of sticks can provide some shelter - what happens if a big bad wolf shows up?
Learn more on what you may do to protect yourself from the big bad wolf.
This weeks show will look at what is happening and what is around the corner, based on current trends and events. In addition, we'll cover what to ask your financial advisor and four simple steps in managing your retirement assets.
Do to popular request we'll also take live questions from the audience during the show.
Tune in and hear what we're all about. You'll be glad you did.
This is the first episode of the The Steady Investor which is designed to provide information on current trends in the market and educate on retirement planning. Mitch Zacks handles billions of dollars in investments and is the Portfolio Manager for Zacks Investment Management.
During the show we'll cover topics such as: - Current Financial News Trends - Trends in the Market - Fun Facts of the Stock Market - What to look for in an Advisor
This show promises help educated you on the market and financial planning, from a person who has a proven background. Join us for the show and see what you'll learn!