My Favorite Setups 2 / Webcast with TrendSpider (Episode 4)

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In this webcast episode from 09.19.2024, Jonah Lupton and Jason Krutzky from TrendSpider discuss the Federal Open Market Committee's decision to cut rates by 50 basis points and its implications on the market.

Jonah shares his investment strategies and adjustments in light of the rate cut, emphasizing his mixed feelings about the current market valuations despite a generally positive economic outlook.

They also explore specific stocks and market sectors, evaluating potential opportunities and risks for traders and investors as they navigate through economic and geopolitical uncertainties.

00:00 FOMC Rate Decision, Economic Trends, And CPI Analysis
02:06 Market Reactions, Investment Hedging, And Short Positions
03:15 Q4 Economic Expectations, Long-term Market Outlook
04:10 Portfolio Strategy, Stock Valuations, And Investment Adjustments
05:53 Specific Stock Analyses, Trading Strategies, And Market Trends
07:10 Detailed Portfolio Breakdown, Future Plans, And Stock Evaluations
09:50 Market Trends, Upcoming Scans, And Trading Opportunities
11:23 Sector Outlook, Real Estate And Mortgage Predictions
12:14 Core Holdings, Investment Philosophy, And Risk Management
14:46 Re-entering Positions, Market Valuations, And Long-term Predictions
16:25 Active Management, Technical Trading, And Importance Of Exits
18:47 Investment Strategies, Market Conditions, And Final Stock Recommendations
20:35 Scanning Tools, Identifying Market Opportunities, And Future Trades
22:30 Detailed Discussion On Trading Techniques And Portfolio Overview
24:51 Evaluating Building, Construction Stocks, And Current Trading Positions
26:27 Future Trading Plans, Portfolio Adjustments, And High-potential Stocks
28:49 Market Trends, Investment Tools, And Anticipating Breakouts
30:19 Real Estate Investment Trusts, REIT Conditions, And Market Opportunities
31:12 Analyzing Upcoming Trends, Investment Plans, And Trading Strategies
33:23 High-potential Stocks, Market Opportunities, And Trading Preferences
35:01 Investment Philosophy, Market Analysis, And Transitioning Trades
36:49 Trading Portfolio Strategies, Swing Trades, And Investment Decisions
38:15 Specific Stock Analysis, Market Trends, And Reevaluating Stock Positions
40:06 Final Stock Discussions, User Questions, And Future Market Predictions
42:53 Risk Management In High-stakes Investments, Final Thoughts
44:16 Closing Remarks, Future Plans, And More Questions

Stocks covered: #PLTR #ASPN #TMDX #APP #AFRM #ZG #AMD #RDDT #ONON #CELH #SMCI #META #DKNG #PENN #FTV #AZEK #BLDR #HOOD #MDB #OSCR #ROKU #SN #CORZ #HIMS #ESRT #RKT #RDFN #TGT #TJX #SHOP #ELF #FOUR #TEN #ZETA #RKLB #NU #FSLR

✅ Connect With Me
X/Twitter (Jonah Lupton): https://x.com/JonahLupton

💼 About Jonah Lupton
I am a former Wall Street wealth advisor and portfolio manager turned entrepreneur and full-time investor/trader. I run premium services on Substack https://growthstockdeepdives.substack... and https://tradingthecharts.substack.com/ and Seeking Alpha https://seekingalpha.com/checkout/mp_.... These services include the most comprehensive deep dives on hundreds of public companies, quarterly updates on portfolio companies, current portfolios with position sizes, investment models, trading alerts, live chat, webcasts, trading charts, and much more.