"The Time for Cloud Stocks May Be Now" Interview with Tom Samuelson on the Market Beat Podcast

Sep 15, 2022 12:54:40 PM

Tom-1-1"The Time for Cloud Stocks May Be Now"– Interview with Vineyard Global Advisors Chief Investment Officer Tom Samuelson, CFA, CMT 

Vineyard Global Advisors Chief Investment Officer Tom Samuelson, CFA, CMT, joined the Market Beat Podcast with Kate Stalter for a lively discussion about investors' prospects going forward. Even as the market reacts to the words of Fed Chair Jerome Powell about "pain ahead," Tom remains optimistic about opportunities in this interview.

In this podcast, Tom shares his forecast about the market’s response to Powell’s comments at the Jackson Hole summit. He also offers insight into several stocks he’s keeping an eye on and his philosophy around them.

Enjoy this Podcast.

With the worst first half of the year since 1970 for both stocks and bonds, why are some optimistic about current market conditions, particularly in the tech sector?

The stock market got a real shot in the arm in 2020 and 2021 from government spending, but valuations eventually corrected. Find out how this spending affected the tech and cloud markets and why you should pay attention. 

Although we've certainly avoided doomsday scenarios in 2022, find out why the current market can expect a pullback due to overbuying. 

As predicted, the Fed isn't done raising rates. Inflation will recede, but it will be a waiting game for investors.  

How to evaluate growth for your portfolio and spot burgeoning industries like 5G. 

Despite current interest rates, we're seeing stocks at reasonable levels and secular growth in markets like cyber security.

The "pick and shovel" analogy, and how it applies to stocks today. 

Find out the right approach investors should take in the current market. and why we're seeing a battle between the macro environment and what technicals are showing us. 

The Bottom Line

The market got ahead of itself, and investors should know what to look for to protect their portfolio, yet there is broad opportunity in revaluing secular growth names. The market could look very different in nine months to a year. 

Host: Kate Stalter, The Market Beat Podcast 

Guest: Tom Samuelson, CIO of Vineyard Global Advisors

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