Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:08):
Hello everyone, and welcome to the Big Show. This is
Investing and Trading Live, sponsored by Trading Academy. If you're
a first time listener, thank you for stopping by. As always,
each and every week, I am your host, Josh Lilquist,
and we got an action packed show for you here today.
As we know, we had some slight moves over the
last couple of weeks to the downside, and it came
(00:29):
chug it, chug it chugging along back to the upside.
But before we get into the market update, as we know,
our sponsor, Trading Academy, on their twenty ninth year teaching
people just like you how to invest, how to trade.
We have locations all across the world, most major city
in the US and locations locally where you can go
(00:51):
to learn these skills and techniques and concepts about the
financial markets, whether it's stocks, options, futures for x, the
crypto world. We have a whole plethora of content on
the financial markets and instructors that train these we're gonna
talk about some of that stuff here today. Thirty or
forty instructors that some of them came from the floor
of the exchange or the New York Stock Exchange, the
(01:12):
the DOW or that are the the CME, the Chicago
Board of Options, and that's who's training training academy students
the skills of investing. It's financial literacy, and I think
there's a lack thereof. I do have my co host
on the show each and every single week alan the show, Al,
how you doing today?
Speaker 2 (01:31):
You know what I'm doing pretty well, Josh. I got
a little bit of a voice issue going on here,
but I think I can make it. Well.
Speaker 1 (01:36):
It's a good thing you have a voice. Then doing
a radio show, it's good. It's a good thing. We're
just using our looks today.
Speaker 2 (01:42):
Yeah about that, there goes the show.
Speaker 1 (01:44):
Yeah, if we use our looks, we might be in
a world of hurt, I think. But you know what,
we're gonna We're gonna chuggle on through this, just like
the stock market. But as we know, this week, actually
on the first, the market showed a pretty significant decline.
That was last week. You know, that's when President Trump
his his new tariffs on dozens of trading partners and
(02:05):
that was effective August seventh, which was a Thursday, with
rates ranging from ten percent up to forty one percent.
And then also a weaker than expected jobs report for
July every week showing only seventy three thousand jobs added,
and that was below the one hundred thousand forecast, you know,
(02:25):
and downward revisions for May and June heightened recession fears.
And it's interesting when they bring those words out again
in those phrases recessions, and people are probably thinking, well,
the markets are all time high as well. Anything can happen,
But that's why you have to be protected any in
any type of market, and the best time to protect
yourself is when the market is looking good. We know,
(02:48):
the Dow dropped about five hundred and forty two points
that day, the nas are, the SMPS dropped five hundred, sorry,
dropped one point six percent, the Nasdaq dropped two point
two four per and that was actually the worst daily
performance since May and April. So the VIX also surged
at that, and the VIX is kind of the gauge
(03:10):
of volatility, and that really increases market uncertainty. So with
these global tensions that are happening in the tariff hikes,
you know, there was a thirty nine percent duty on Switzerland,
twenty five percent on India, so that rattled the global markets,
and we're going to talk about some of that stuff
here today. The tech sector had some mixed performance despite
(03:31):
the broader market downturn. Tech giants showed resilience in earnings.
Microsoft had a four trillion dollars valuation after strong quarterly earnings,
and that was really driven by the AI investment. And
we've been talking about this AI investment with many companies
over the past couple months. Here al Apple reported record
(03:52):
services revenue, boosting shares, but Amazon stockfelt due to the
disappointing cloud revenue. Pallanteer serves seven percent after exceeding the
one billion dollar quarterly revenue and just more AI demand
from Arista. I believe that's how you say that networks
they jumped seventeen point five percent.
Speaker 3 (04:12):
So.
Speaker 1 (04:14):
It's all about tech and AI. And it's interesting too
that I believe eighty percent of the S and P
five hundred companies beat earnings expectations. The Fed kept and
just rates at four point twenty five to four point five,
but they signaled a potential cut in September, and with
that basically priced in a eighty five or sorry, eighty
(04:36):
six and a half percent chance of that twenty five
basis point reduction, So that was up from thirty seven
percent of what they have rejected before. So there's a
lot of different we'll call it opportunistic things happening right
now real quick here. I know we're when these segments
go by so fast. That's why we have a long
segment coming up next and we're going to discuss a
(04:57):
lot of this. But any insight on some of the
topics that I just threw out there.
Speaker 2 (05:01):
Yeah, there were a number of things you threw out there.
There was a word you used earlier, you said, in
the markets like this, you have to be protected. You
also have to be prepared and being protected as part
of being properly prepared. You mentioned tech. Tech has really
been driving this market. You know, if you look at
the S and P five hundred, which is the biggest
impact in the S and P five hundred is from
(05:23):
these big tech companies because it's a cap weighted index.
If you look at the equal weighted S and P
five hundred index, it's only performed about half as well
as the S and P five hundred it self. So
tech is really moving the market. I think a lot
of people feel that because these companies have become so
highly valued that they missed the opportunity. But as long
(05:45):
as as long as they are providing goals and meeting
those goals and improving, increasing what they're doing tech wise,
you know, then paying a little bit higher price for
these stocks is not a bad things. But you don't
have to pay those high prices. And that next segment
we'll talk about some of the things you can do.
Speaker 1 (06:05):
Yeah. Well, the key is technically what they say, buy
low and sell high, but there are ways to do
that with other assets.
Speaker 2 (06:13):
Yeah. Well, yeah, and I think also with the earnings.
You know, you mentioned eighty percent of the S and
P five one hundred stocks have beat earnings. I think
you have to understand that oftentimes the earnings numbers are
low to begin with, which makes it easy for companies
to beat those earnings.
Speaker 1 (06:29):
That happens a lot. That happened during Corona. They dropped
expectations and everyone was blowing out earnings. Will Everybody's like,
what the heck's happening? They just dropped It was all
the day.
Speaker 2 (06:37):
Yeah, and then you mentioned tariffs. Well, you know, if
you go back, let's say three four five months ago,
and you had tariff impacts like you just mentioned that
would have really rocked the market. Now the market is
being becoming more and more insensitive to these things, and
really what it gets down to is understanding what really
(06:57):
moves the market, you know, And you can look at
things like earnings, you can look at things like here,
but there's still only one thing that's going to move price,
and that's institutional Wall Street banks, either buying or selling.
Speaker 1 (07:09):
Which gets into supplying demand, which we'll talk about in
the next segment as all, because that's how you make
smart investing decisions, is when you buy and demand and
sell and supply it and how you identify that as
on a price chart. And we're going to dissect that
a little bit coming up here. But we have a
lot of listeners out that are listening to this information
that we're throwing out there, and they're like, what do
we do?
Speaker 3 (07:28):
How do you protect your accounts, how do you build them?
How do you have security and more confidence going into retirement. Well,
there are strategies and techniques designed for that, and that's
why we do have these free trading and investing workshops
locally here at the Academy.
Speaker 1 (07:42):
We're located right in here in Bloomington, a local place
you can go. We also have locations all across the metro.
So if you want to come into one of these
free trading and investing workshops, just text the word investing
to the number two ten two ten. That'd be for
two seats for a free trading and investing workshop to
gain some insight on how these markets work, but gain
more confidence and that financial literacy. You can also go
(08:06):
to trading Academy dot com. That's trading Academy dot com
and you can pick your own seat and date they're out.
We have a lot more to discuss. We have to
discuss anything yet here today we'd just get a little update.
We're gonna dissect some of these topics humming up next,
This is Joshuael investing in Trading Live. We will be
right back
Hello everyone, and welcome to the Big Show. This is
Investing and Trading Live, sponsored by Trading Academy. If you're
a first time listener, thank you for stopping by. As always,
each and every week, I am your host, Josh Lilquist,
and we got an action packed show for you here today.
As we know, we had some slight moves over the
last couple of weeks to the downside, and it came
(00:29):
chug it, chug it chugging along back to the upside.
But before we get into the market update, as we know,
our sponsor, Trading Academy, on their twenty ninth year teaching
people just like you how to invest, how to trade.
We have locations all across the world, most major city
in the US and locations locally where you can go
(00:51):
to learn these skills and techniques and concepts about the
financial markets, whether it's stocks, options, futures for x, the
crypto world. We have a whole plethora of content on
the financial markets and instructors that train these we're gonna
talk about some of that stuff here today. Thirty or
forty instructors that some of them came from the floor
of the exchange or the New York Stock Exchange, the
(01:12):
the DOW or that are the the CME, the Chicago
Board of Options, and that's who's training training academy students
the skills of investing. It's financial literacy, and I think
there's a lack thereof. I do have my co host
on the show each and every single week alan the show, Al,
how you doing today?
Speaker 2 (01:31):
You know what I'm doing pretty well, Josh. I got
a little bit of a voice issue going on here,
but I think I can make it. Well.
Speaker 1 (01:36):
It's a good thing you have a voice. Then doing
a radio show, it's good. It's a good thing. We're
just using our looks today.
Speaker 2 (01:42):
Yeah about that, there goes the show.
Speaker 1 (01:44):
Yeah, if we use our looks, we might be in
a world of hurt, I think. But you know what,
we're gonna We're gonna chuggle on through this, just like
the stock market. But as we know, this week, actually
on the first, the market showed a pretty significant decline.
That was last week. You know, that's when President Trump
his his new tariffs on dozens of trading partners and
(02:05):
that was effective August seventh, which was a Thursday, with
rates ranging from ten percent up to forty one percent.
And then also a weaker than expected jobs report for
July every week showing only seventy three thousand jobs added,
and that was below the one hundred thousand forecast, you know,
(02:25):
and downward revisions for May and June heightened recession fears.
And it's interesting when they bring those words out again
in those phrases recessions, and people are probably thinking, well,
the markets are all time high as well. Anything can happen,
But that's why you have to be protected any in
any type of market, and the best time to protect
yourself is when the market is looking good. We know,
(02:48):
the Dow dropped about five hundred and forty two points
that day, the nas are, the SMPS dropped five hundred, sorry,
dropped one point six percent, the Nasdaq dropped two point
two four per and that was actually the worst daily
performance since May and April. So the VIX also surged
at that, and the VIX is kind of the gauge
(03:10):
of volatility, and that really increases market uncertainty. So with
these global tensions that are happening in the tariff hikes,
you know, there was a thirty nine percent duty on Switzerland,
twenty five percent on India, so that rattled the global markets,
and we're going to talk about some of that stuff
here today. The tech sector had some mixed performance despite
(03:31):
the broader market downturn. Tech giants showed resilience in earnings.
Microsoft had a four trillion dollars valuation after strong quarterly earnings,
and that was really driven by the AI investment. And
we've been talking about this AI investment with many companies
over the past couple months. Here al Apple reported record
(03:52):
services revenue, boosting shares, but Amazon stockfelt due to the
disappointing cloud revenue. Pallanteer serves seven percent after exceeding the
one billion dollar quarterly revenue and just more AI demand
from Arista. I believe that's how you say that networks
they jumped seventeen point five percent.
Speaker 3 (04:12):
So.
Speaker 1 (04:14):
It's all about tech and AI. And it's interesting too
that I believe eighty percent of the S and P
five hundred companies beat earnings expectations. The Fed kept and
just rates at four point twenty five to four point five,
but they signaled a potential cut in September, and with
that basically priced in a eighty five or sorry, eighty
(04:36):
six and a half percent chance of that twenty five
basis point reduction, So that was up from thirty seven
percent of what they have rejected before. So there's a
lot of different we'll call it opportunistic things happening right
now real quick here. I know we're when these segments
go by so fast. That's why we have a long
segment coming up next and we're going to discuss a
(04:57):
lot of this. But any insight on some of the
topics that I just threw out there.
Speaker 2 (05:01):
Yeah, there were a number of things you threw out there.
There was a word you used earlier, you said, in
the markets like this, you have to be protected. You
also have to be prepared and being protected as part
of being properly prepared. You mentioned tech. Tech has really
been driving this market. You know, if you look at
the S and P five hundred, which is the biggest
impact in the S and P five hundred is from
(05:23):
these big tech companies because it's a cap weighted index.
If you look at the equal weighted S and P
five hundred index, it's only performed about half as well
as the S and P five hundred it self. So
tech is really moving the market. I think a lot
of people feel that because these companies have become so
highly valued that they missed the opportunity. But as long
(05:45):
as as long as they are providing goals and meeting
those goals and improving, increasing what they're doing tech wise,
you know, then paying a little bit higher price for
these stocks is not a bad things. But you don't
have to pay those high prices. And that next segment
we'll talk about some of the things you can do.
Speaker 1 (06:05):
Yeah. Well, the key is technically what they say, buy
low and sell high, but there are ways to do
that with other assets.
Speaker 2 (06:13):
Yeah. Well, yeah, and I think also with the earnings.
You know, you mentioned eighty percent of the S and
P five one hundred stocks have beat earnings. I think
you have to understand that oftentimes the earnings numbers are
low to begin with, which makes it easy for companies
to beat those earnings.
Speaker 1 (06:29):
That happens a lot. That happened during Corona. They dropped
expectations and everyone was blowing out earnings. Will Everybody's like,
what the heck's happening? They just dropped It was all
the day.
Speaker 2 (06:37):
Yeah, and then you mentioned tariffs. Well, you know, if
you go back, let's say three four five months ago,
and you had tariff impacts like you just mentioned that
would have really rocked the market. Now the market is
being becoming more and more insensitive to these things, and
really what it gets down to is understanding what really
(06:57):
moves the market, you know, And you can look at
things like earnings, you can look at things like here,
but there's still only one thing that's going to move price,
and that's institutional Wall Street banks, either buying or selling.
Speaker 1 (07:09):
Which gets into supplying demand, which we'll talk about in
the next segment as all, because that's how you make
smart investing decisions, is when you buy and demand and
sell and supply it and how you identify that as
on a price chart. And we're going to dissect that
a little bit coming up here. But we have a
lot of listeners out that are listening to this information
that we're throwing out there, and they're like, what do
we do?
Speaker 3 (07:28):
How do you protect your accounts, how do you build them?
How do you have security and more confidence going into retirement. Well,
there are strategies and techniques designed for that, and that's
why we do have these free trading and investing workshops
locally here at the Academy.
Speaker 1 (07:42):
We're located right in here in Bloomington, a local place
you can go. We also have locations all across the metro.
So if you want to come into one of these
free trading and investing workshops, just text the word investing
to the number two ten two ten. That'd be for
two seats for a free trading and investing workshop to
gain some insight on how these markets work, but gain
more confidence and that financial literacy. You can also go
(08:06):
to trading Academy dot com. That's trading Academy dot com
and you can pick your own seat and date they're out.
We have a lot more to discuss. We have to
discuss anything yet here today we'd just get a little update.
We're gonna dissect some of these topics humming up next,
This is Joshuael investing in Trading Live. We will be
right back
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