Decoding Market Dynamics with Seth Golden.

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Avory - Markets and Investing

Avory & Co.

101 episodes

1 week ago

Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.

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Investing

Business,

Management

Decoding Market Dynamics with Seth Golden.

Avory - Markets and Investing

1 hour 11 minutes

3 months ago

Decoding Market Dynamics with Seth Golden.

Navigating Market Dynamics with Seth Golden: Insights on Fed Policy, Economy, and Investment Opportunities

Join Sean Emory, Founder and Chief Investment Officer of Avory & Company, as he hosts Seth Golden, market strategist and founder of Finom Group, in this episode of Avory's Around the Desk podcast.

They delve into the Fed's recent rate cut, its impact on the economy, and discuss key investment opportunities and risks in the current market landscape.

00:00 Introduction and Guest Welcome
00:52 Catching Up in Orlando
02:45 Discussion on the Federal Reserve's Recent Rate Cut
06:54 Real-Time Indicators and Inflation
14:42 Labor Market and Economic Outlook
21:33 Consumer Behavior and Spending
29:38 Impact of Tariffs on Inflation
35:57 Investment Opportunities Ahead
36:50 Analyzing Costco's Resilience and Investment Potential
38:49 Kava and Chipotle: Comparing Growth and Investment Strategies
42:07 Financials and Healthcare: Future Prospects and Current Trends
46:06 Real Estate Market Insights and Regional Growth
48:32 Bubble Concerns and Market Comparisons: 2000 vs. Today
54:54 Parabolic Stocks: Risks and Opportunities
01:03:51 AI Investment and Market Risks
01:09:58 Small and Mid-Cap Stocks: Potential Catalysts and Future Outlook
01:11:00 Conclusion and Final Thoughts

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Hosted by:
Sean Emory, Founder & Chief Investment Officer, Avory & Co.
https://www.avory.xyz

Guest:
Seth Golden

Follow Avory & Co or Sean Emory
📩 team@avoryco.com
🌐 Website: www.avory.xyz
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📺 YouTube: @AvoryCo

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Disclaimer

This presentation is for informational purposes only and does not constitute an offer, recommendation, or solicitation to buy or sell any security. Past performance is not indicative of future results. All opinions expressed are as of the date of recording and are subject to change without notice. Any securities discussed may or may not remain in the portfolio. Please consult with a licensed financial advisor for personalized investment advice.