DiscoverThe ExchangeSemiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24
Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24

Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24

Update: 2024-09-04
Share

Description

Most of the chipmakers are under pressure again today, but one value investor says it’s time to buy and joins us with the names he’s bullish on. Plus, the yield curve is disinverting for the first time since the August sell-off, but a different part of the bond market is flashing a bullish signal for stocks. And Bernstein is naming an unloved off-price retailer as its top pick in the space. The analyst joins us to make her case.

Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Catalysts vs. Concerns, TikTok-alypse Now?, Earnings Preseason 1/14/25

Catalysts vs. Concerns, TikTok-alypse Now?, Earnings Preseason 1/14/25

2025-01-1444:39

Rates & the Rally, Zuckerberg vs. Apple, Redfin CEO on California Wildfires 01/13/25

Rates & the Rally, Zuckerberg vs. Apple, Redfin CEO on California Wildfires 01/13/25

2025-01-1345:43

Jobs Report Sinks Stocks, Venu Sports Shuttered, The Greenland Grab 1/10/25

Jobs Report Sinks Stocks, Venu Sports Shuttered, The Greenland Grab 1/10/25

2025-01-1045:22

LA Wildfires & Quantum Computing 1/8/25

LA Wildfires & Quantum Computing 1/8/25

2025-01-0850:25

Meta’s Fact-Checking About-Face and Wall Street’s Call of the Day: Sell Apple 1/7/25

Meta’s Fact-Checking About-Face and Wall Street’s Call of the Day: Sell Apple 1/7/25

2025-01-0749:18

Tariff Talk, Disney Strikes Deal, 2025: Year of Airline Underdogs 01/06/25

Tariff Talk, Disney Strikes Deal, 2025: Year of Airline Underdogs 01/06/25

2025-01-0646:09

First Vote for House Speaker, Bullish on the U.S., Market’s 3 Body Problem 1/3/25

First Vote for House Speaker, Bullish on the U.S., Market’s 3 Body Problem 1/3/25

2025-01-0348:45

4 Rate Cuts in ’25?, Tesla Deliveries Drop, Nat Gas Picks & Shovels 1/2/25

4 Rate Cuts in ’25?, Tesla Deliveries Drop, Nat Gas Picks & Shovels 1/2/25

2025-01-0245:02

AI’s Time to Grow Up?, Premium Trades for 2025, New Year’s Eve at the NYSE 12/31/24

AI’s Time to Grow Up?, Premium Trades for 2025, New Year’s Eve at the NYSE 12/31/24

2024-12-3145:11

Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24

Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24

2024-12-3045:42

Friday’s Sell-off 12/27/24

Friday’s Sell-off 12/27/24

2024-12-2746:10

Discounting Disinflation in ’25, The Footwear Names to Slip Into, Commercial Real Estate Outlook 12/26/24

Discounting Disinflation in ’25, The Footwear Names to Slip Into, Commercial Real Estate Outlook 12/26/24

2024-12-2646:23

Risk of a Fed Policy Error, How to Position in Retail 12/24/24

Risk of a Fed Policy Error, How to Position in Retail 12/24/24

2024-12-2445:44

Too Much Noise in the Markets, Retailer M&A in 2025, Media Predictions from the C-Suite 12/23/24

Too Much Noise in the Markets, Retailer M&A in 2025, Media Predictions from the C-Suite 12/23/24

2024-12-2346:59

The Fed's Next Moves, Inflection Point for GLP-1 Drugs? 12/20/24

The Fed's Next Moves, Inflection Point for GLP-1 Drugs? 12/20/24

2024-12-2047:07

Musk: The Ultimate Bond Vigilante, Dysfunction in DC, and Bloom Energy CEO Exclusive 12/19/24

Musk: The Ultimate Bond Vigilante, Dysfunction in DC, and Bloom Energy CEO Exclusive 12/19/24

2024-12-1952:18

Fundamentals of the Mag 7 Rally, Chip Wars Between Nvidia & Broadcom 12/18/24

Fundamentals of the Mag 7 Rally, Chip Wars Between Nvidia & Broadcom 12/18/24

2024-12-1841:52

Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24

Consumers Getting Cautious, Geopolitical Uncertainty Growing, BofA’s Food Forecast 12/17/24

2024-12-1744:30

Controversial Cut & Nvidia Risks 12/16/24

Controversial Cut & Nvidia Risks 12/16/24

2024-12-1646:33

Broadcom’s Boom, Market’s Breadth Problem, Rep. Gottheimer on NJ drones & Potential TikTok Ban 12/13/24

Broadcom’s Boom, Market’s Breadth Problem, Rep. Gottheimer on NJ drones & Potential TikTok Ban 12/13/24

2024-12-1346:49

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24

Semiconductor Sell-off, Bond Market Bullishness, Off-Price On Fire 9/4/24

CNBC