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Hai, Sobat Cuan..

Kinerja Indeks Harga Saham Gabungan (IHSG) terkoreksi signifikan sepanjang bulan April 2024.. Belum lagi, jika dilihat secara historis, IHSG juga cenderung terkoreksi setiap bulan Mei. Dalam 10 tahun terakhir saja, IHSG tercatat 70% mengalami performa negatif, dengan rata-rata terkoreksi sebesar 0,86%.. Lantas, di tengah kondisi market saat ini, apakah menjadi waktu yang tepat untuk buy or bye saham-saham blue chip? Yuk, temukan jawabannya di segmen PAHAM (Pantauan Saham) bersama Maria Katarina dan Revo Gilang Firdaus selaku FX Analyst CNBC Indonesia, berikut ini... 

Sobat Cuan, jangan lupa ya untuk follow IG @cuap_cuan, dan juga subscribe youtube channel Cuap Cuap Cuan, kemudian di like, comment dan share ya. Salam cuan!

Welcome to the show. If you're ready to make 2024 Your Big Leap Year then this episode is for you. I am joined by best selling author Gay Hendricks.

In this episode we discuss:

⚡️ Understanding what the upper limit problem is & how to solve it.

⚡️ The 4 barriers that will prevent you from manifesting the life you desire & how to overcome them.

⚡️ How to access your Zone of Genius.

⚡️Why the more successful you become the bumpier your realtionships tend to be & how to change this.

⚡️ How to finally make 'the leap' and manifest your next level life.

Gay Hendricks is a Psychologist, Writer and Teacher. Gay earned his PHD in counselling psychology from stanford and served as a professor of counselling at the university of colorado for 21 years. He has written more than 40 books including best sellers such as five wishes, conscious living and my favourite the big leap. Gay has offered seminars worldwide and appeared on more than 500 radio and television shows, including OPRAH, CNN, CNBC, 48 HOURS and others. 

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In this episode, Xavier Bonilla has a dialogue with Alex Edmans about misinformation and the role of human biases. They discuss how to look at data, confirmation bias, statements not facts, facts not data, and the value and limits of the scientific method. They also discuss data mining and ethics with stats, correlation not being causation, data with social issues, and many more topics.

Alex Edmans is Professor of Professor of Finance at London Business School. He has a degree from Oxford University and a PhD in Finance from MIT Sloan as a Fulbright Scholar. Prior to teaching at LBS, he taught at Wharton and became tenured in 2013. He is a Director of the American Finance Association, Vice President-Elect of the Western Finance Association, Fellow, Director, and Chair of the Ethics Committee of the Financial Management Association, and a Fellow of the Academy of Social Sciences. From 2017-2022, he was Managing Editor of the Review of Finance, the leading academic finance journal in Europe. 

Alex’s research interests are in corporate finance, responsible business and behavioral finance.  He is a Director of the American Finance Association, Vice President-Elect of the Western Finance Association, Fellow, Director, and Chair of the Ethics Committee of the Financial Management Association, and a Fellow of the Academy of Social Sciences. From 2017-2022 he was Managing Editor of the Review of Finance, the leading academic finance journal in Europe. 

Alex has spoken at the World Economic Forum in Davos, testified in the UK Parliament, presented to the World Bank Board of Directors as part of the Distinguished Speaker Series, and given the TED talk What to Trust in a Post-Truth World and the TEDx talks The Pie-Growing Mindset and The Social Responsibility of Business. He has written for the Wall Street Journal, Financial Times, Harvard Business Review and World Economic Forum and been interviewed by Bloomberg, BBC, CNBC, CNN, ESPN, Fox, ITV, NPR, Reuters, Sky News, and Sky Sports. He is the author of the latest book, May Contain Lies: How Stories, Statistics, and Studies Exploit Our Biases – And What We Can Do About It.

Website: https://alexedmans.com/

Episode: https://convergingdialogues.substack.com/p/341-how-not-to-do-your-own-research

Podcast: https://convergingdialogues.substack.com/podcast

Derek Moore and Jay Pestrichelli, CEO of ZEGA Financial discuss the idea that the stock market is in a Goldilocks period based on sustained higher margins and earnings growth. Then, they discuss how out of the headlines the Fed has already started easing by reducing their balance sheet runoff each month. Why reducing the Overnight Reverse Repo usage (RRP) isn’t restrictive but rather was a reaction to demand for short term treasuries by money markets. Later they talk about how interest rates are below long run averages despite what everyone tells you on CNBC and why high rates may not be a problem. Finally, they look at corporate earnings and profit margins for the S&amp;amp;P 500 Index and how they’ve growth over the years, gold prices vs oil prices as a predictive model, and yes some shipping container inflationary commentary.

Growth in S&amp;amp;P 500 earnings per share analyst projections

How net profit margins for the S&amp;amp;P 500 Index companies has growth over the years

Why this might be a hated bull market despite some goldilocks market aspects

What could derail this market?

Why profit margins continue to be higher and why they do or don’t have to revert to the mean

The Fed balance sheet explained

How the Fed is going to be reducing the amount of bonds running off the balance sheet.

How the Fed is restrictive and easing at the same time

Explaining what the Overnight Reverse Repo Market (RRP) is

Why the Fed reducing the balance of Overnight Reverse Repos isn’t restrictive policy

The order of how the Fed may ease (hint, it may not start with interest rates)

The 1990s bull run with higher interest rates and lower profit margins

Maersk container shipping operating hints at higher costs due to capacity, fuel, and congestion

What does higher container shipping costs mean for inflation and prices?

Do Gold prices project out what oil prices will do in the next 19 months?

Explaining the cost of hedging and how it is very cheap to put on downside hedges right now

The cost of a 1 year 10% out of the money put option

The cost of a 1 year ATM at-the-money put option

Using low or no cost collars to hedge the downside

Using long put spreads to hedge or buffer the downside

Mentioned in this Episode

Explaining High Dividend ETFs and Stocks and How Reinvesting Dividends Works to Build Share Count and Compound Returns

https://podcasts.apple.com/us/podcast/reinvesting-high-dividends-deep-dive-unemployment-the/id1432836154?i=1000654585450

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek derek.moore@zegafinancial.com

www.zegafinancial.com

Market bonce continues and a few favorites breaking out…

USD starts to roll – how long will that last?

Guest, Frank Curzio – Curzio Research - he is naming names.







Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.

Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer'ss Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance.
Follow @frankcurzio



Check this out and find out more at: http://www.interactivebrokers.com/



Follow @andrewhorowitz



Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE



Stocks mentioned in this episode: (NFLX), (NCLH), (ABNB), (TSLA), (SHOP), (PENN), (DIS), (GOOGL), (AAPL)

Episode: https://thedisciplinedinvestor.com/blog/2024/05/12/tdi-podcast-frank-curzio-868/

Podcast: https://thedisciplinedinvestor.com/blog/blog-posts/

Another critical economic measures shows big negative changes and they aren't "inflation" problems. It's not just that American consumers are cracking, the consistent theme which keeps coming up over and over is jobs. The US labor market has been stuck in half a recession already, is this now the other half?

Eurodollar University's Money &amp; Macro Analysis

UofM Surveys of Consumers
http://www.sca.isr.umich.edu/

CNBC Consumer sentiment tumbles as inflation fears surge, closely watched survey shows
https://www.cnbc.com/2024/05/10/consumer-sentiment-tumbles-as-inflation-fears-surge-closely-watched-survey-shows.html

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Článek Yashe Raje Singha. Spalující vedra i kroupy způsobují neúrodu oliv, což žene vzhůru ceny olivového oleje. Potraviny si začínají v obchodech všímat zloději. Podle analytika je možné olivovníky vyšlechtit, aby byly odolnější. Je to ovšem náročné.

Světová produkce olivového oleje klesá, což žene vzhůru jeho cenu. Podle analytičky společnosti Mintec Kyle Hollandové hraje roli zejména klimatická změna, která v posledních letech „výrazně ovlivnila“ produkci oleje v jižní Evropě, řekla pro stanici CNBC.

Celý článekčtěte zde 

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviews Patrice Washington.  Patrice is a Transformational Speaker, Host, and founder of Redefining Wealth.  Named by SUCCESS Magazine as one of the Top 25 Influential Leaders in Personal Development.  Consistently called on by top national media outlets such as Good Morning America, CNBC, Cosmopolitan, Women's Health, NBC, Essence Magazine, and more, Patrice is where personal development, spiritual growth, and personal finance success converge to create a roadmap for your ultimate success. 

As the founder of Redefining Wealth, Patrice has built a thriving international community of purpose-driven individuals committed to creating a powerful life, weaving together the aspects of their careers, home, health, and personal finances. Through wise teachings and intuitive guidance, Patrice creates a safe environment for Purpose Chasers to dig deeper in exploring and understanding the obstacles prohibiting them from progressing. She empowers her international community to look at life through a lens of abundance and opportunity instead of lack and scarcity.

Integrate the six pillars of success: Fit, People, Space, Faith, Work, And Money, to create a holistic blueprint for your life.

Support the show: https://www.steveharveyfm.com/

See omnystudio.com/listener for privacy information.

Episode: https://omny.fm/shows/money-making-conversations-master-class-1/patrice-washington-integrates-the-six-pillars-of-s

Podcast: https://www.iheart.com/podcast/51-the-steve-harvey-morning-27928551/

Mercado libre abre CEDIS en Texas, Apple presenta nuevas iPads y Disney y Max juntos en oferta de streaming.

Puedes apoyar la realización de este programa con una suscripción. Más información&amp;nbsp;por acá

Temas:

-Mercado Libre abre su primer CEDIs en EEUU

-OpenAI planea presentar su buscador

-TikTok demanda para impedir bloqueo

-Apple presentó sus nuevas iPads

-Warner y Disney ofrecen streaming en conjunto

Análisis: La consolidación de las ofertas de streaming

Notas del episodio.

Become a member at https://plus.acast.com/s/noticias-de-tecnologia-express.

Hosted on Acast. See acast.com/privacy for more information.

Episode: https://shows.acast.com/noticias-de-tecnologia-express/episodes/disney-y-warner-ofreceran-streaming-en-conjunto-ntx-362

Podcast: https://dailytechnewsshow.com/category/ntx/

Bem-vindos à Sociedade da IA, onde você encontra nós discutimos o progresso da Inteligência Artificial e como ele está impactando a nossa sociedade.

Se você gosta do nosso podcast e quer nos ajudar a crescer, seja um apoiador no Buzzsprout:
https://www.buzzsprout.com/2223685/support

Links relevantes: 

https://www.cnbc.com/2024/05/06/career-consultant-says-gen-z-are-misusing-ai-to-generate-cover-letters.html

https://www.nbcnews.com/news/us-news/teacher-arrested-ai-generated-racist-rant-maryland-school-principal-rcna149345

https://www.darpa.mil/news-events/2024-04-23

https://news.cgtn.com/news/2024-04-28/China-unveils-first-self-developed-humanoid-robot-1taC8JkWzja/p.html

https://www.sciencedaily.com/releases/2024/05/240503111943.htm

https://fortune.com/2024/04/18/mercedes-self-driving-autonomous-cars-california-nevada-level-3-drive-pilot/

https://www.theguardian.com/technology/2024/apr/25/google-revenue-quarter-one

https://olhardigital.com.br/2024/04/27/pro/apple-volta-a-negociar-com-openai-para-implementar-inteligencia-artificial-no-iphone/

https://www.forbes.com/sites/ewanspence/2024/04/26/apple-iphone-16-pro-ai-llm-openelm-open-source-software-new-iphone-16/?sh=4d01a5541b1a

https://www.businessinsider.com/mark-zuckerberg-plan-meta-make-money-from-ai-2024-4

https://www.tudocelular.com/mercado/noticias/n220370/microsoft-openai-100-bilhoes-chips-ia-rival-nvidia.html

Support the Show.

Episode:

Podcast: https://sociedadedaia.buzzsprout.com

Historical data suggests the key factor in bringing down prices is a slowdown in consumer spending. Despite nearly half of Americans reporting feeling in a worse financial situation than five years ago, they’re still spending. Retail sales were up 2.1% year over year in the first quarter of this year and consumer spending jumped in February and March. Watch the video above to learn more about why prices will likely remain high. Chapters: 0:00 Introduction 1:04 Why everything is more expensive 3:57 Statistics vs. experience 9:21 Why prices likely won't go down Produced by: Charlotte Morabito Edited by: Carlos Waters Animation: Jason Reginato Additional Camera: Zac Staffiere Supervising Producer: Lindsey Jacobson Additional Footage: Getty Images Additional Sources: Bankrate, Bureau of Labor Statistics, Federal Reserve Bank of St. Louis, U.S. Census Bureau, Groundwork Collaborative » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to make extra money outside of your day job? Sign up for CNBC's new online course How to Earn Passive Income Online to learn about common passive income streams, tips to get started and real-life success stories. CNBC Make It readers can use special discount code CNBC40 to get 40% off through 8/15/24: https://cnb.cx/4dFP9Wa Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC Why Prices Might Never Go Back Down -- Generated by www.podtube.me Video at Youtube: https://www.youtube.com/watch?v=CHdOnJhr6mY

Episode:

Podcast: https://www.youtube.com/channel/UCvJJ_dzjViJCoLf5uKUTwoA

Episode:

Podcast: https://mypod.online

Philip Petursson, Chief Investment Strategist at IG Wealth Management is back with his economic and market outlook.&nbsp;

We unravel the S&amp;P500 performance and the "sell in May and go away" investment strategy, uncovering what this means for investors.

We also delve into the pressing topic of rate cuts by the Federal Reserve and Bank of Canada, and when these pivotal decisions might occur. Plus, we explore sectors that are still cheap and how "magnificent 7 stocks" are influencing market dynamics.

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TIMESTAMP:

00:00 No advantage in selling stocks based on trends.

05:15 Fed cautious about raising rates before election.

09:19 Canadian economy faces growth and productivity challenges.

10:34 Interest rate cuts weaken Canadian dollar, impact inflation.

13:31 Rate cut expectations already priced in market.

18:30 Market performance displays healthy diversity and breadth.

20:12 AI and machine learning are the latest trends.

23:27 Optimistic about global economy for 2023-2024.

27:12 Long term view, manage risk, ignore volatility.

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GUEST LINKS &amp; RESOURCES:&nbsp;

The Living Market Podcast Hosted By Philip Petursson: https://www.ig.ca/en/insights/podcast

LEARN MORE ABOUT BMO ETFS (SPONSOR):

https://www.bmo.com/main/personal/investments/etf/

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Saijal Patel, CFA, is a former CNBC and BNN journalist and passionate financial wellness advocate. She's bringing Strictly Money directly to you via YouTube, Apple Podcasts, Spotify and where ever you get your podcasts.

Connect on LinkedIn: https://www.linkedin.com/company/saij-elle/

Follow on X: https://twitter.com/strictlymoneytv

Get in touch: https://saijelle.com/contact-us/

Join Saij Elle’s FREE Money Masterclass for Women: https://courses.saijelle.com/master-class/