Morgan Stanley's Wilson on Markets, Earnings, Election
ฝัง
- เผยแพร่เมื่อ 22 เม.ย. 2024
- Mike Wilson, chief US equity strategist at Morgan Stanley, talks about stock picking in this volatile environment, how the presidential election could impact markets, and the prospect of a Federal Reserve rate cut. He is on "Bloomberg Surveillance."
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: tinyurl.com/ysu5b8a9
Visit www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: / bloombergtv
Facebook: / bloombergtelevision
Instagram: / bloombergtv
Connect with Bloomberg Business on:
X: / business
Facebook: / bloombergbusiness
Instagram: / bloombergbusiness
TikTok: www.tiktok.com/@bloombergbusi...
Reddit: / bloomberg
LinkedIn: / bloomberg-news
More from Bloomberg:
Bloomberg Radio: / bloombergradio
Bloomberg Surveillance: / bsurveillance
Bloomberg Politics: / bpolitics
Bloomberg Originals: / bbgoriginals
Watch more on TH-cam:
Bloomberg Technology: / @bloombergtechnology
Bloomberg Originals: / @business
Bloomberg Quicktake: / @bloombergquicktake
Bloomberg Espanol: / @bloomberg_espanol
Bloomberg Podcasts: / @bloombergpodcasts
Hey Mike , price action matters, for me as a soon-to-be retiree, keeping my 401k on track after a bumpy 2022 is a high goal. I've read about investors generating up to $250k ROI in this present sinking market; any suggestions for increasing my ROI before retirement would be greatly appreciated.
Yes, you are right. it's been a brisk tailwind for investors in US stocks over the decades but it is still a delicate season now, so I advise you to consider the guidance of a financial advisor.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
pls can you share your financial advisor info here, I'm in dire need of one.
I really don't like making such recommendations, because everybody's situation is unique. But there are many freelance advisors you could check out. We have been working with Mary Katherine Singh, and she's really, really good. If she meets your discretion, then you could go ahead with her. I endorse her.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Laila artine kassardjian' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
How Mike Wilson still has a job is insane
He stepped down from his previous position
He was 100% correct in 2022. You sound like an amateur who believes the market ONLY goes up.
@@jzhng250 Wrong! He basically stepped back from his second job.
he turned bullish, that's how
His dad is Morgan Stanley.
Mike Wilson and Tom Lee should be interviewed at the SAME TIME or else we just hear two opposing views and everyone gets confused.
Wilson has been a lot more than Lee, even though, Lee recently has been wrong on timing of this last pullback by 2 months. Just HOLD, unless you are a Trader.
@@erichvonmolder9310 Holding isn’t guaranteed to work either as US market has seen periods of 0% returns for 25 years (1940s), more than a decade (1970s) and a decade (2001 to 2009).
This is a VERY competent Guy! A Pleasure, to listen to Him!
"Russel 2000 is a Low Quality Index"! WOW!
Wilson got the markets totally wrong in all of 2023. At one point he stated the S&P would test 3400. In fact, he stepped down," demoted" from his role as chair of the firm's Global Investment committee. He has lost a great deal of credibility.
He could always get a job working for the dems on a major network.
Tom Lee said S&P would go to 5300 at end of 2022 and he said BTC would hit 100k end of 2022.
Lee was 100% WRONG in 2002. S&P ends 2024 at 4750.
The only inbalance thing in this economy are the CEO's salaries. So stop crying for interest cuts, no interest cut is the best for the economy, everyone is making money now. Small, medium and large companies are making money and everyone is paying a fair interest rate, and those companies that can not pay a fair interest rate should cut their CEO's salaries in half or close.
High interest rates only help large companies and definitely hurt small companies.
$2 TRILLION yearly deficits. $800 BILLION for interest on the debt. $34 TRILLION in federal debt. $99 TRILLION in total debt from all sources. Home prices are over ten times median income.
And you say CEO salary is the only imbalance?
Today’s American’s economy is driven by politics not by sound economics fundamentals all those 3 Trillion money printing have gone to stocks mostly to magnificent 7 companies and defense companies like Ratheor, Boeing, Lockheed Martin etc. which we can arguably say represent US economy
Why didn’t you let Frank speak more??? Stopped interrupting your guest when they are talking!!! What’s the point of having guest on if you wanted to talk???
And add up all the values of those countries and do the equation to find your new value
His reasoning is sound. But sometimes it's markets that are unreasonable. Recent interview of David Stockman at Thoughtful Money should scare you back to the days when Fed Res chairman Paul Volcker broke inflation with sky high interest rates. Unike then, the economic safety net that caused the August 1982 bottom is gone.
Why ask him??
He wasn't fired?
@@bc41 He stepped down from a second job. S&P 4750 by year end!
Wilson was 100% correct in 2022 and wrong in 2023. Lee was 100% wrong in 2022 and right last year. Market will end LOWER than today........4750. LOL
I always recommend your channel to my trading friends. You really know how to make money from trading!
Bonds are such a risk right now. Much of that $$ that otherwise would stay in bonds has been flowing into money market and equities. Its reason why equities are staying high with such high P/E
Price action is all that matters. Mike was listening to Guy and Dan too much.
I want India ,USA ,Italy ,Germany ,France ,UK Commonwealth ,realms /Territories to have the Imperial Dollar
He talks a great game, but unfortunately for him, he doesn't understand the most important pieces
Liquidity, and fiscal dominance I mean, granted he got a lot wrong at the start of last year, but he stayed with it for way too long and he stayed with it right to the end of the year, now we all agree that what we got going on is ridiculous, but it's ridiculous because of the liquidity and because of the fiscal dominance we don't get the markets we want to trade
We just have to take what the market gives us
He was 100% right in 2022. FOMO dictated the last 6 months. S&P 4750 by year end.
This guy had the wrong call. Instead of changing his view, he drags everyone down with him. "a lot of guys have been wrong, including us".
And you got it right... Right?? 🥹
@@Tazmanian_Ninja No, but I don't get on the TV to talk about my calls, and I don't drag bunch of people down with me while I am wrong.
I got it right!!!! Because I listened to Tom Lee.
@@opiston So, the only difference between you and him is that he's on TV and has a larger following. In summary, you're just angry that he has more clout than you. Got it.
@@fupopanda You have no clue. The point is that he made bad calls over and over, and justifies his bad calls.
Good interview and excellent questions.
Although he’s still bearish he’s clearly lost his conviction
Markets will have one huge run into eoy very soon, ES +6,000K, prepare yourself.
These guys still think truck sales are going gangbusters?!?! They're like 3 months out of touch. Automakers can't sell trucks in the last few months....
Mike has been wrong for a very loong time. If we get a correction, hope he doesn't crow that he was right!
Then all accounts get the difference exchange rate haha
I need help with my 37,000,000 dollar portfolio? Any suggestions?
lol, I have debt of about 37 trillion. Any recommendations?
Dude is finally crawling out from under his rock after getting roasted on his calls
If you listened to him the last 2 years you lost tons of money ...
if you don’t listen to him you will even lose more in the future😢
@@docjoei2224 Yeah ok ....
He was 100% correct in 2022. You drive a taxi????
He is clueless just as many people
This Wilson guy has the last years proven to be more wrong than right in his predictions.
Oh Mike Wilson the worst analyst of all time. Glad to see he’s crawled from underneath his rock
He was 100% correct in 2022. Where were you?
Mike Wilson has been so wrong even MS demoted him lol
What is the point interviewing someone so confused?
Like you!
Is he being fired yet?
Perma bear 🐻
He talks like he knows what he is talking about, and yet he is always wrong!
He was 100% correct in 2022. You drive a taxi?
Corporate Boss
I always recommend your channel to my trading friends. You really know how to make money from trading!