Trading Justice

Welcome to episode 575 of the Trading Justice Podcast! This week, the Justice brothers are here to demystify market corrections, breaking down what they are and how to navigate them to make more informed decisions. We’re also checking in on the earnings season—what are the themes and overall numbers. Plus, we’ll cruise through the latest market news to keep you ahead of the game. So kick back and enjoy another great episode packed with all the market insights you need for the week ahead.

Direct download: Trading_Justice_575_Market_Corrections.m4a
Category:general -- posted at: 2:34pm MDT

Welcome back to another action-packed episode of the Trading Justice podcast! This week, the Justice brothers are here to help you navigate through some seriously macro issues. Here's what's on the radar:

  • Iran Escalates:
  • So does Inflation 
  • Fed's Mood Shift?
  • Earnings Season Begins:

Grab a cup of your favorite brew, kick back, and let us guide you through these complex times with insights and analysis you won't want to miss. Tune in now for another thrilling episode of the Trading Justice podcast!

Direct download: Trading_Justice_574_Macro_Moment.m4a
Category:Podcasts -- posted at: 3:40pm MDT

Welcome to episode 573 of the Trading Justice podcast where the Justice brothers break down a big upcoming week in the market this week. Inflation is on the front of everyone’s minds as we enter the week and this Wednesday is CPI data, a report that Matt and Mark deem the most important economic report of the year so far. What could unfold this week in the markets that are increasingly sensitive to yields based on the data? The brothers analyze and break it all down. This week is also the start to earnings season and Matt has a fantastic presentation on the “earnings game” and what expectations the markets have for earnings. It is a big week with inflationary data, Fed speak, earnings season and development of geopolitical situations in the Middle East. The brothers work it all into the podcast this week and outline the scenarios that could unfold. So sit back, stretch your legs, and prepare for the week ahead with two of the best in the business with another episode of the Trading Justice podcast!

Direct download: Trading_Justice_573_Earnings_Preview.m4a
Category:general -- posted at: 2:44pm MDT

Welcome to episode 572 of the Trading Justice Podcast. The Justice brothers break down the first quarter's market action, analyzing indexes, sectors, and commodities like gold, oil, and Bitcoin. They explore sector themes, spotlighting the tech sector’s slowdown and the dynamics within cyclical and defensive sectors. The episode strips complex market movements down to essential insights, offering a straightforward look at what’s driving the market and where it might head next. For an unfiltered analysis of current trading and investing trends, dive into this episode.

 

 
 
Direct download: TJ_572_1st_quarter_recap.m4a
Category:general -- posted at: 7:39pm MDT

Welcome to episode 571 of the Trading Justice podcast where the Justice brothers break down the Fed meeting this week. Jay Powell was in no mood to discuss loose financial conditions and was dismissive of recent inflationary data this week. Is he setting the stage for inflation to potentially return? Matt and Mark break down the Fed policy statement, their projections, and a very dovish Powell press conference. After that Matt conducts a fantastic interview with Guy Cohen where he discusses the fascinating concept of tracking Big Money footprints. A podcast worth your time for sure! So sit back and know we will never secretly increase a three percent inflationary target on you as you enjoy another Trading Justice podcast!

Direct download: TJ_571_Guy_Cohen.m4a
Category:general -- posted at: 4:25pm MDT

Welcome to episode 570 of the Trading Justice podcast where the Justice brothers talk a little inflation gaslighting.  We are at an important moment in the history of the Federal Reserve which is highlighted in our feature segment. Matt walks us through the 70s double dip inflation and talk about the parallels today as the Fed has a decision to make. Do they keep with their “Mission Accomplished” type tone, continue to support loose financial conditions and risk inflation rearing its ugly head again or do they choose to go a different route. Matt has a great presentation ready for you and one that has important ramifications for your financial future. Before that in the Market Skyline Matt and Mark break down their consolidation call over the last month, the recent inflationary data, discuss the breakout in commodities, and of course spend a few minutes on gold. A must listen podcast this week. So sit back and take it all in as you enjoy another episode of The Trading Justice podcast!

Direct download: TJ_570_Inflation_Gaslighting.m4a
Category:general -- posted at: 4:35pm MDT

Strap in for episode 569 of the Trading Justice Podcast, "Semi Volatility," where the gang dives into the swirling currents of semiconductor stocks. With the sector on a bit of a rollercoaster, we're laying out what's behind the twists and turns. Gold and its gritty miners are also on the agenda, exploring what it'll take for them to glow brighter in the markets. And, of course, no episode is complete without our signature Market Skyline, giving you the full scoop on the latest movements from semiconductors to oil, and the ever-dynamic arenas of gold and Bitcoin. With a keen eye on the semiconductor shakeup and golden opportunities, this episode's set to spark your curiosity and prep you for what lies ahead in the trading world. Get comfortable, tune in, and join us for another enlightening session of the Trading Justice podcast!

Direct download: TJ_569_Semi_Volatility.m4a
Category:general -- posted at: 2:13pm MDT

Welcome to episode 568 of the Trading Justice podcast where the Justice brothers discuss quantitative easing otherwise known as QE. Surprised we are talking QE? So are the Justice boys but after Fed member Christopher Waller dropped hints of the Fed buying short-term treasuries on Friday then it was appropriate. Matt walks us through a history of monetary policy, a discussion of what QE is, and its impacts on risk assets in the feature presentation. Before that in the Market Skyline the brothers breakdown the move in semiconductors, the setup in oil, and gold and Bitcoins backdrop. It is a great podcast and a discussion on QE that you will want to be informed of for the coming years. So sit back and get ready to enjoy another fantastic Trading Justice podcast!

Direct download: TJ_568_QE.m4a
Category:general -- posted at: 1:15pm MDT

Welcome to episode 567 of the Trading Justice Podcast where the Justice boys talk a little Warren Buffett. The Oracle of Omaha released his annual letter this weekend and it was a fascinating read. The Justice brothers discuss the lessons and principles that Warren Buffett wanted to share with the world in his letter. Does he think the current financial world has made evolution since he started? What principles does he think every investor should know? What are the stocks that he NEVER plans on selling? A great conversation around one of the greatest investors ever. The Justice brothers also discuss the current market backdrop in their Market Skyline segment. NVDA had fantastic earnings but does tech look a little tired? Do other areas of the market look a little riper for opportunity than tech? The boys discuss in addition to the curious price action in gold and oils battle with resistance. So sit back and get your week started right with another fantastic edition of the Trading Justice podcast!
Direct download: TJ_567_Buffett_Talks_to_Investors.m4a
Category:Podcasts -- posted at: 3:27pm MDT

In the latest Trading Justice episode, 566: "Sticky Inflation," the crew tackles the big news from last week, diving into those CPI and PPI reports that dropped some eyebrow-raising inflation numbers, hinting that inflation might be getting comfy around the 3% area. They chat about what this means for the markets and the Fed's next moves, adding some spice with a look at how oil prices could shake things up for inflation if they decide to skyrocket. Wrapping things up, they shift gears to dig into gold and mining stocks, pointing out where the smart money might find some solid ground. It's a packed episode with plenty of insights on steering through these sticky economic times.

Direct download: TJ_566_Sticky_Inflation.m4a
Category:general -- posted at: 1:47pm MDT

In episode 565 of Trading Justice, the boys tackle the complex world of market valuation, diving into topics such as gold and oil market dynamics, the impacts of the latest earnings season, and strategies for dealing with overvalued markets. A highlight of the discussion is the introduction of "volatility pockets," a new concept aimed at helping investors navigate short-term market volatility effectively. With a blend of analysis on commodity trends, earnings outcomes, and practical advice for managing investments in an uncertain market, this episode is packed with insights for both seasoned and new investors seeking to refine their strategies amidst fluctuating valuations and market conditions.

Direct download: TJ_565_Market_Valuation.m4a
Category:general -- posted at: 1:27pm MDT

In this week's episode of the Trading Justice Podcast, we're unpacking a week loaded with market-moving news. From a significant earnings announcement where Amazon and Meta stood out, to Apple's less-than-stellar earnings reveal. We also cover the Federal Reserve's latest decision to maintain its interest rate policy, alongside updates from the labor market. Moreover, we'll discuss the geopolitical developments following recent air strikes in the Middle East. Dive into this episode for a thorough analysis of these critical events, in another must-listen edition of the Trading Justice podcast. Get ready for an episode filled with insights and expert commentary.

Direct download: TJ_565_The_Oil_Anomaly.m4a
Category:general -- posted at: 2:13pm MDT

Welcome to episode 563 of the Trading Justice podcast. This episode dives into the thick of earnings season with comprehensive discussions on numerous companies, including the influential "Magnificent 7" and a significant portion of the S&P 500. The Justice boys also analyze crucial economic reports from the week, starting with the treasury report on Monday, moving to the Federal Reserve's key announcements on Wednesday, and wrapping up with labor market insights on Friday. Moreover, the episode provides updates and perspectives on the latest trends in oil, gold, bonds, and bitcoin. Sit back and get ready for the week that is coming at us with another fantastic edition of the Trading Justice podcast.

Direct download: TJ_563_Juggernaut_Week.m4a
Category:general -- posted at: 4:41pm MDT

In Trading Justice 562, the Justice boys delve into the recent market breakout while addressing concerns about the absence of robust earnings support and limited market breadth. They also examine the implications of a strengthening dollar on market dynamics, shedding light on the potential impact of these factors on traders and investors. In a rapid-fire segment, the hosts provide quick insights on gold, oil, and bitcoin, making this episode an essential listen for those seeking a comprehensive understanding of current market conditions. So, sit back and enjoy another fantastic edition of the TJ pod!

Direct download: TJ_562_Concern_for_the_Breakout.m4a
Category:general -- posted at: 3:13pm MDT

Welcome to episode 561 of the Trading Justice podcast where Matt and Mark talk markets. Having correctly called the last few weeks as a “theta friendly” environment, where do the brothers see the equity markets heading next? If the market wants to head higher based on an earning theme, then they will have to improve their performance as Matt does not have a stellar grade from what he has seen so far. The brothers break it all down. In addition, the Justice boys discuss a market that has completely gotten the Fed wrong, the potential winners in the new spot-ETF race in Bitcoin, how the middle east tensions could impact the markets and the simple case for gold. A fantastic edition of the podcast that you will not want to miss. So sit back and get ready to be informed and prepared or the coming week with another amazing edition of the Trading Justice podcast!

Direct download: TJ_561_Inflation_Week.m4a
Category:general -- posted at: 4:29pm MDT

Welcome to episode 561 of the Trading Justice podcast where the Justice brothers talk earnings. Believe it or not, earnings season is already on our doorstep and comes at an interesting point in the market. The market is lacking narratives and expectations are low for earnings season once again. Matt breaks down all the key numbers and what to look for heading into earnings season and the boys talk about the power of themes and how they can emerge this earnings season. The brothers also break down an interesting start to the year in equities, deep dive into the opportunity developing in oil, and break down all the first week of 2024 action. The eggnog might be put away but grab another beverage of your choosing and get ready for another fantastic episode of the Trading Justice podcast!

Direct download: TJ_560_Earnings_Season.m4a
Category:general -- posted at: 2:07pm MDT

Welcome to episode 559 of Trading Justice, where we delve into the Tackle 25 covered calls watchlists. In this episode, we'll explore the four distinct watchlists that constitute the Tackle 25, including insights into the latest additions to the list. But first, the boys discuss getting back into action after the holiday relaxation and delves into the ongoing tug-of-war over rate cut expectations between the market and the Federal Reserve.

Direct download: TJ_559_Tackle_25_Watchlists.m4a
Category:general -- posted at: 2:41pm MDT

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