Unraveling the Economic Factors Behind the Stock Market Surge

Enlightenment - A Herold & Lantern Investments Podcast

September 5, 2023 Season 5 | Episode 28

Want to understand the unexpected surge in the stock market amidst rising inflation? Join us (and our special guest Keith Lante), as we take a deep dive into the economic shifts over the past two decades that have seen households and companies cut their debt and reduce their dependency on short-term borrowing. We also unravel how companies with solid fundamentals have harnessed the power of the inverted yield curve, making sense of why the net interest expense as a percentage of net profits is currently lower than it was 20 years ago. Stay tuned as we dissect the sectors that have been significantly impacted by inflation.
Fasten your seatbelt as we transition into discussing the cooling labor market and the predictions for September. The August jobs report revealed a higher than expected gain - what does that mean for the financial market? We break down the role of the consumer price index and why September tends to be a challenging month for financial markets. Also, get a close look at On Holdings, a growth company that has seen its stock skyrocket 70% since the year's start. As we traverse these intricate economic landscapes, our goal is to equip you with valuable insights to empower your decision-making. Let's get the ball rolling!

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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