Morgan Stanley's Wilson on Markets, Earnings, Election

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  • čas přidán 22. 04. 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."
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Komentáře • 84

  • @MickyGlover
    @MickyGlover Před 20 dny +168

    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.

    • @GaryNicka
      @GaryNicka Před 20 dny +4

      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.

    • @Kaustavpatell
      @Kaustavpatell Před 20 dny +3

      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.

    • @kurtKking
      @kurtKking Před 20 dny

      pls can you share your financial advisor info here, I'm in dire need of one.

    • @Kaustavpatell
      @Kaustavpatell Před 20 dny

      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.

    • @kurtKking
      @kurtKking Před 20 dny

      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.

  • @brianwhitehawker1756
    @brianwhitehawker1756 Před 26 dny +101

    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.

    • @yeslahykcim
      @yeslahykcim Před 26 dny

      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.

    • @Jadechurch-ql3do
      @Jadechurch-ql3do Před 26 dny

      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.

    • @lucaswilliams9992
      @lucaswilliams9992 Před 26 dny

      impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • @Jadechurch-ql3do
      @Jadechurch-ql3do Před 26 dny

      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.

    • @geraldt331
      @geraldt331 Před 26 dny

      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.

  • @taniasingh6367
    @taniasingh6367 Před 27 dny +26

    How Mike Wilson still has a job is insane

    • @jzhng250
      @jzhng250 Před 27 dny +1

      He stepped down from his previous position

    • @joeblow7407
      @joeblow7407 Před 26 dny +2

      He was 100% correct in 2022. You sound like an amateur who believes the market ONLY goes up.

    • @joeblow7407
      @joeblow7407 Před 26 dny

      @@jzhng250 Wrong! He basically stepped back from his second job.

    • @briantep458
      @briantep458 Před 23 dny

      he turned bullish, that's how

    • @WalayatFamily
      @WalayatFamily Před 21 dnem +1

      His dad is Morgan Stanley.

  • @jzhng250
    @jzhng250 Před 27 dny +6

    Mike Wilson and Tom Lee should be interviewed at the SAME TIME or else we just hear two opposing views and everyone gets confused.

    • @erichvonmolder9310
      @erichvonmolder9310 Před 22 dny

      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.

    • @jzhng250
      @jzhng250 Před 22 dny

      @@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).

  • @gooldii1
    @gooldii1 Před 26 dny +3

    This is a VERY competent Guy! A Pleasure, to listen to Him!
    "Russel 2000 is a Low Quality Index"! WOW!

    • @lugia8888
      @lugia8888 Před 5 dny +1

      Competent? He was wrong all last year and still wrong this year. Even CNBC doesn’t bring him on anymore.

    • @gooldii1
      @gooldii1 Před 5 dny

      Hater?@@lugia8888

  • @jhull5870
    @jhull5870 Před 27 dny +8

    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.

    • @acornsucks2111
      @acornsucks2111 Před 27 dny

      He could always get a job working for the dems on a major network.

    • @chrischoir3594
      @chrischoir3594 Před 27 dny +4

      Tom Lee said S&P would go to 5300 at end of 2022 and he said BTC would hit 100k end of 2022.

    • @joeblow7407
      @joeblow7407 Před 26 dny

      Lee was 100% WRONG in 2002. S&P ends 2024 at 4750.

  • @whitemoon5752
    @whitemoon5752 Před 27 dny +2

    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

  • @widesp9137
    @widesp9137 Před 27 dny +5

    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.

    • @waynekirshner7155
      @waynekirshner7155 Před 26 dny

      High interest rates only help large companies and definitely hurt small companies.

    • @bkdmd5352
      @bkdmd5352 Před 25 dny

      $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?

  • @KarenNaytowhow
    @KarenNaytowhow Před 23 dny

    And add up all the values of those countries and do the equation to find your new value

  • @shangpush
    @shangpush Před 27 dny +1

    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.

  • @investment6503
    @investment6503 Před 27 dny +1

    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???

  • @Shockjock9900
    @Shockjock9900 Před 20 dny +2

    Dude is finally crawling out from under his rock after getting roasted on his calls

  • @mmercato7174
    @mmercato7174 Před 27 dny +9

    Why ask him??

    • @bc41
      @bc41 Před 27 dny

      He wasn't fired?

    • @joeblow7407
      @joeblow7407 Před 26 dny

      @@bc41 He stepped down from a second job. S&P 4750 by year end!

  • @jayjohnson1169
    @jayjohnson1169 Před 22 dny

    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

  • @joeblow7407
    @joeblow7407 Před 26 dny +1

    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

  • @matveykostin332
    @matveykostin332 Před 27 dny

    I always recommend your channel to my trading friends. You really know how to make money from trading!

  • @KarenNaytowhow
    @KarenNaytowhow Před 23 dny

    I want India ,USA ,Italy ,Germany ,France ,UK Commonwealth ,realms /Territories to have the Imperial Dollar

  • @runningdonut
    @runningdonut Před 25 dny

    Good interview and excellent questions.
    Although he’s still bearish he’s clearly lost his conviction

  • @douglaspmatheny
    @douglaspmatheny Před 21 dnem

    Price action is all that matters. Mike was listening to Guy and Dan too much.

  • @user-rzb
    @user-rzb Před 27 dny +1

    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

    • @joeblow7407
      @joeblow7407 Před 26 dny

      He was 100% right in 2022. FOMO dictated the last 6 months. S&P 4750 by year end.

  • @user-yq7rr9lh9c
    @user-yq7rr9lh9c Před 27 dny

    Markets will have one huge run into eoy very soon, ES +6,000K, prepare yourself.

  • @vicchris3943
    @vicchris3943 Před 27 dny +3

    He is clueless just as many people

  • @HDCanadianTrainVideos
    @HDCanadianTrainVideos Před 26 dny

    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....

  • @dbehr4869
    @dbehr4869 Před 22 dny

    Mike has been wrong for a very loong time. If we get a correction, hope he doesn't crow that he was right!

  • @opiston
    @opiston Před 27 dny +10

    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".

    • @Tazmanian_Ninja
      @Tazmanian_Ninja Před 27 dny +3

      And you got it right... Right?? 🥹

    • @opiston
      @opiston Před 27 dny +2

      @@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.

    • @Doug-jf5hx
      @Doug-jf5hx Před 27 dny

      I got it right!!!! Because I listened to Tom Lee.

    • @fupopanda
      @fupopanda Před 27 dny +1

      @@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.

    • @opiston
      @opiston Před 26 dny

      @@fupopanda You have no clue. The point is that he made bad calls over and over, and justifies his bad calls.

  • @KarenNaytowhow
    @KarenNaytowhow Před 23 dny

    Then all accounts get the difference exchange rate haha

  • @zNervouss
    @zNervouss Před 27 dny

    I need help with my 37,000,000 dollar portfolio? Any suggestions?

    • @darwinjina
      @darwinjina Před 17 dny

      lol, I have debt of about 37 trillion. Any recommendations?

  • @vaoz9079
    @vaoz9079 Před 25 dny

    This Wilson guy has the last years proven to be more wrong than right in his predictions.

  • @ed-gn6kl
    @ed-gn6kl Před 27 dny +1

    Oh Mike Wilson the worst analyst of all time. Glad to see he’s crawled from underneath his rock

    • @joeblow7407
      @joeblow7407 Před 26 dny

      He was 100% correct in 2022. Where were you?

  • @keto6789
    @keto6789 Před 27 dny +8

    If you listened to him the last 2 years you lost tons of money ...

    • @docjoei2224
      @docjoei2224 Před 27 dny +2

      if you don’t listen to him you will even lose more in the future😢

    • @keto6789
      @keto6789 Před 26 dny

      @@docjoei2224 Yeah ok ....

    • @joeblow7407
      @joeblow7407 Před 26 dny +1

      He was 100% correct in 2022. You drive a taxi????

  • @TrungLeNOLA
    @TrungLeNOLA Před 22 dny

    Mike Wilson has been so wrong even MS demoted him lol

  • @akhilesh5027
    @akhilesh5027 Před 27 dny +4

    What is the point interviewing someone so confused?

  • @YS-ys1us
    @YS-ys1us Před 27 dny +1

    Is he being fired yet?

  • @richhead8462
    @richhead8462 Před 11 dny

    I do not trust Mikey. Good lookin gals :).

  • @fhowland
    @fhowland Před 27 dny

    Perma bear 🐻

  • @billluk5858
    @billluk5858 Před 27 dny +5

    He talks like he knows what he is talking about, and yet he is always wrong!

    • @joeblow7407
      @joeblow7407 Před 26 dny +1

      He was 100% correct in 2022. You drive a taxi?

  • @McMcMike11
    @McMcMike11 Před 27 dny

    Corporate Boss

  • @nasok8472
    @nasok8472 Před 16 hodinami

    one of the dumbest f guys on wall street with all the billions of dollars and team at his disposal was wrong and stayed wrong. And now he is bullish? They all playing games wşth us, this game is rigged so watch out guys. Cheers

  • @matveykostin332
    @matveykostin332 Před 27 dny

    I always recommend your channel to my trading friends. You really know how to make money from trading!