23 October 2024
US Markets Wrap: Markets appear decoupled from the election, but are they? And a dive into McDonald's, Starbucks & Microsoft
George Schultze, Founder & Managing Member, Schultze Asset Management weighs in on why there's not much conviction in the markets right now, even as 10-year yields move near 4.2%, the highest level since late July.
He also helps to navigate what we're seeing in the markets with regards to McDonald's, Starbucks, Microsoft and the uncertainty investors are seeing in the energy sector.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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Listen To His Previous Podcasts:

4 April 2024
US Markets Wrap: "Trees don't grow to the moon." Is a reset of the broad markets on the horizon?
George Schultze, Founder & Managing Member, Schultze Asset Management shares his insights on risks in the economy right now, whether there's optimism in the mega-cap technology space, and if he agrees that the so-called “invincible” stock market of the past five months is the exception, not the norm.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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9 February 2024
US Markets Wrap: Is the S&P 500's waltz set to last?
George Schultze, Founder & Managing Member, Schultze Asset Management shares his insights on the S&P 500 topping the 5,000 landmark, how long the rally coming on the back of better-than-expected earnings can sustain, what’s really driving the downtrend in farm exports, as well as his investor playbook outlook.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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25 July 2023
US Markets Wrap: Hidden risks and warning signs amid positive macro indicators
Are the seemingly positive economic indicators painting a true picture of stability, or are they masking deeper issues?
George Schultze, Founder & Managing Member at Schultze Asset Management, dissects the latest macro data to reveal the truth behind the numbers and the stock market surge, the lingering problems in the banking sector, the alarming rise in bankruptcies and defaults worldwide, and most importantly, why these might signal imminent challenges ahead.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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6 June 2023
US Markets Wrap: US at risk of a potential recession, perhaps later this year into next, says Schultze Asset Management's George Schultze
George Schultze, Founder & Managing Member at Schultze Asset Management weighs in on the S&P 500 movement, markets reaction post debt-ceiling deal, trends in the AI space amid a top-heavy market and the worries top of investors minds right now.
Presented by: Sean Cheong
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

Download this podcast.