Mike Wilson’s S&P 500 Outlook and Economic Warning

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Mike Wilson, Chief Investment Officer at Morgan Stanley joins Guy Adami, Danny Moses, and Dan Nathan for an eighth time! The guys cover market performance, monetary policy post-pandemic, the yield curve's impact, and investor sentiment. They examine growth concerns, inflation risks, and potential impacts of fiscal policies and government spending. Mike Wilson shares insights on sectors like tech, industrials, and energy, and highlights the importance of watching labor market data and bond market movements. Attention is also given to global elections and their implications for the U.S. economy.
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About the Show:
On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.
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Опубликовано:

27 июн 2024

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Комментарии : 208

@ericbergman7546 День назад

The US economy is currently facing high inflation and currency devaluation concerns. Investing in the S&P 500 might not be the safest bet right now.

@AliciaCrone День назад

Given the uncertainties, it might be wise to allocate a portion to safer options like bonds or fixed income securities.

@georgeearling905 День назад

don't forget about growth potential. You'll want to balance safety with opportunities for higher returns, maybe through a mix of stocks and real estate

@sebastiaanthijn7982 День назад

The problem is that people don't have the knowledge needed to succeed in a challenging market. Only highly qualified professionals who had to experience the 2008 financial crisis could hope to earn a high salary in these challenging condition

@V.stones День назад

Recently, I've been considering the possibility of speaking with consultants. I need guidance because I'm an adult, but I'm not sure if their services would be all that helpful.

@V.stones День назад

With prices seemingly going up on everything, I'm not sure how to protect my finances

@heatherholdings 2 дня назад

Every crash/collapse brings with it an equivalent market chance if you are early informed and equipped, I've seen folks amass up to $1m amid economy crisis, and even pull it off easily in favorable conditions. Unequivocally, the collapse is getting somebody somewhere rich.

@BenBak-wt7qi 2 дня назад

I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such execution are usually carried out by investment experts with experience since the 08' crash

@EShepard- 2 дня назад

The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

@Makingriot 2 дня назад

@@EShepard- i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well

@EShepard- 2 дня назад

I take guidance from a Montana-based advisor ''Katherine Nance Dietz'' To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

@Wisniewski-d 2 дня назад

thanks for putting this out, her site appeared first thing as I searched Katherine Nance Dietz on my browser, super impressed with her qualifications, she seems highly professional with over two decades of experience ...

@Jay-jd1bi 3 дня назад

make no mistake mr wilson. we listen to this show because dan nathan is the biggest fade on the planet

@roberttheodoregeorge 2 дня назад

80% stocks 20% cash. I plan to take advantage of the s&p 500 as leading indicators predict above 10% rise by this year, my only issue is how to properly allocate a large stock/bond 5m portfolio for substantial gains at minimum risk of inflation.

@biankabrodeur01 2 дня назад

Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with strategies to hedge losses

@Emily-le2op 2 дня назад

Agreed, my portfolio is well-matched for every market season yielding 85% from early last year to date. I and my advisr are working on a 7 figure ballpark goal, tho this could take another year. IMO, financial advisors are the most sought-after professionals after doctors.

@AmyPorterfield11 2 дня назад

Your CFP must be really good, I hope it's okay to inquire if you're still collaborating with the same CFP and how I can get in touch with them?

@Emily-le2op 2 дня назад

She goes by ‘’Melissa Jean Taligdan’’…. I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.>

@AmyPorterfield11 2 дня назад

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

@mmercato7174 2 дня назад

He knows exactly what is going to happen ! 🤣😂🤣 People buy that...

@elmahfoudafgane766 2 дня назад

This guy is a liar when his bank Morgan Stanley and other financial institutions were buying calls on the market and buying all kind of stocks he was preaching for a downturn in order for retail investors to short the market and buy puts, this guy made a lot of people lose money , such a jerk

@FifeHeather День назад

Can't wait until you have Mike back on next quarter--I so miss his Thoughts on the Market podcasts on Mondays... Assuredly, he's one of the best and brightest analysts out there. Like Rosie, he's gonna be right, he's just early. Bring him back sooner if possible!

@Jay-jd1bi 3 дня назад

hey Dan...thanks again for the NKE short. you are the bomb.

@Aarrenrhonda3 2 дня назад

80% equities 20% cash. I plan to take advantage of the next market downturn where s&p 500 will drop below 15%, the issue is how to allocate stock/bond ratio properly for steady gains, yet the indicators are playing a trick on us with ongoing economy turmoil.

@Peterl4290 2 дня назад

avoid the hype, my best suggestion is to consider advisory management

@larrypaul-cw9nk 2 дня назад

True, a lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good strategy to plan for uncertain times ever since the covid-19 pandemic crash, thus I engaged the services of a true market strategist. That has helped rejuvenate my $700k portfolio, boosting its performance over 240% as of today.

@sabastinenoah 2 дня назад

referral please ....

@larrypaul-cw9nk 2 дня назад

Vivian Carol Gioia is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

@sabastinenoah 2 дня назад

I find this informative, curiously explored Vivian on the web, spotted her consulting page, and was able to schedule a call session with her, she shows quite a great deal of expertise from her resume.. very much appreciated

@davidrupert5285 3 дня назад

Did Mike Wilson say that the S&P is at his target? How? Didn't he say that it would crash this year?

@zeus_2001 3 дня назад

No, he had a 2023 YE price target of something like 4500 last year.

@davidrupert5285 3 дня назад

@@zeus_2001 But I thought his target for 2024 was much lower than it is now. Then he revised his target much higher.

@mmercato7174 2 дня назад

@runningdonut День назад

he flipped about a month ago

@CatherineWilson8 12 часов назад

The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

@ritalorrigan 12 часов назад

I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

@KevinClarke9 11 часов назад

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K

@MarkGrimm8 11 часов назад

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

@KevinClarke9 11 часов назад

Finding financial advisors like Carol Vivian Constable who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

@MarkGrimm8 11 часов назад

Carol has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.

@4lovehenry 2 дня назад

I have learned a lot concerning crypto progress this time and would like to join in. I wish I can get good mentor.

@sergiorom33 2 дня назад

I thought am the only one desperate to invest in crypto this time.

@melindapawst17172 2 дня назад

I have made a lot of mistakes trying to do it on my own, I really need direction or help of a pro in the field.

@Lynettetorio7 2 дня назад

Wow, you guys are discussing about the same thing in my mind what a coincidence. Hahaha .I bought couple of crypto like Shiba Inu, BNB,XRP & ADA.

@adrienbull-eth1 2 дня назад

@chinyerejoseph8004 2 дня назад

I suggest, gladdis chada, she is extremely good on that.

@dontdoitbro5495 3 дня назад

Great show guys Always great when you have Mike on. I respect his analysis and imagination

@ZvartZvart 2 дня назад

Thank you Mr Wilson. Always such a pleasure to hear you share your thoughts.

@anilsunderji9688 2 дня назад

Mike Wilson is definitely the smartest guy. You guys did a very good job with your questions.

@jays9870 2 дня назад

This was one of the VERY BEST discussions, and the qtrly chat with Mike is sincerely appreciated. Keep on keeping on

@ms1pp88 2 дня назад

The crypto market has been unfavorable for months and I keep losing my money selling-off during dips, I'm very scared of holding right now, how do you guys still make so much….?

@Trea772 2 дня назад

VENTURING into the trading world without the help of a profesionals, trading and expecting profit is like turning water into wine you would need a miracle...

@Garyq21a 2 дня назад

It’s precisely at times like these that investors need to be on guard against the next certainty. You don’t have to act on every forecast. I will also suggest investors to get yourselves a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

@Trea772 2 дня назад

Following you has been an amazing journey , you have shown me the best way to earn much better profits despite the bad economic situations, God bless you with more knowledge Alice devion...

@captain33q 2 дня назад

Alice devion. understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch.?

@ms1pp88 2 дня назад

Any info on how i can liaise with her, i'm new at this

@Youknowwhoiam1234 3 дня назад

If we all listened to Mike Wilson we would be worse off than if we left our money under our mattress. No clue how he has managed to keep his job.

@user-oj1id5mp7w 3 дня назад

Mike is old school he hasn't come to grips with the modern Fed and the fact that they do not allow a bear markets

@brent2041 3 дня назад

@@user-oj1id5mp7w MMT Baby! Inflation is the new bear market. Asset prices only go up!

@theonlycaulfield 2 дня назад

Bank price targets and risk avoidance are not meant as advice for retail investors. Banks are leveraged, so they need to pay close attention to risk and to be cautious. Merryl Lynch went under due to not listening to its risk analysts. Morgan Stanley almost went under in 2008 due to not accurately assessing risk.

@6120orange 2 дня назад

That would be the same Mike Wilson who predicted the 2022 downturn and the Oct23 inflection. In not predicting the 2024 bull market continuance he was then sidelined by MS. As it is based on no fundamentals, who but a permanent bull (TL) would have managed that? I’m in for the longer term

@gen-X-trader 3 дня назад

I think this episode would have been a little better if everyone would have had a bear filter on. Like little grizzly bear faces, 😂

@zeus_2001 3 дня назад

"Some of it is voodoo, but it works." Love the honesty.

@youssefnashedyoussef 2 дня назад

Thanks. Excellent show and top guest. Keep it up.

@devlij 3 дня назад

Can we get all 5 bears together for a biggest loser photo ?

@LumenMichaelOne 3 дня назад

I'm sure they already have one ... 📸

@Magdacarol 3 дня назад

I know nothing about trading /investment and l'm keen on getting started. What are some strategies to get started with?

@LarsSmit 3 дня назад

As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided by a widely known crypto consultant

@LarsSmit 3 дня назад

Mrs Nancy Williams Laplace

@Susanfloyd-qn5gk 3 дня назад

The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

@MariaMartins-pq8si 3 дня назад

This is correct, Nancy's strategy has normalized winning trades for me also and it’s a huge milestone for me looking back to how it all started..

@Anellida 3 дня назад

Nancy is considered a key Crypto Strategist with one of the best copy Trading Portfolios and also very active in the cryptocurrency space.

@cscscscscscscscscscscs 3 дня назад

Good “fade” channel. Definitely entertaining though 🙏

@jminter 2 дня назад

Here I am June, 29. I predict market not only is not going to crash, it will rocket and most nay sayers will watch and deny. I move aggressivly to stocks.

@jamesrobinson7381 3 дня назад

Awesome show Dan and Guy

@world_observer_in_action 3 дня назад

Say whatever you want to say about these guys but they are some of the most honest people on Wall Street. The reason they have been wrong for the last few years is their analysis is based on the rational behavior of the market participants and we all know that the markets have not been rational for a while

@Jay-jd1bi 3 дня назад

the markets are never rational. these guys are not honest. they are shills. dont be fooled.

@Jjmead 3 дня назад

Thank you for a great podcast 😊

@vickie8774 2 дня назад

Fat pitch came in October 22. Just wish someone, some professional, knowledgeable guru noticed. Tech got slottetered. What a buying opportunity. Instead, I was scared shitless as the gurus called for even lower. Now tell me anyone knows anything

@Bingo-hs6rf 3 дня назад

NICE JOB GUY'S

@TaniaLato-ky4wo 2 дня назад

Our economy struggling with uncertainties, housing issues, foreclosures, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.

@user-ql1hu3fr4f 2 дня назад

With the US dollar losing value to inflation and other currencies gaining traction, uncertainty looms. Yet, many still trust in the Dollar's perceived safety. Worried about my $420,000 retirement savings losing value, I seek alternative security for my money.

@Janise-pg8yr 2 дня назад

With my demanding job, I lack time for investment analysis. For seven years, a fiduciary has managed my portfolio, adapting to market conditions, enabling successful navigation and informed decisions. Consider a similar approach.

@Valentine-sd2fb 2 дня назад

Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

@Janise-pg8yr 2 дня назад

My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

@Valentine-sd2fb 2 дня назад

Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

@dontdoitbro5495 3 дня назад

Danny moses is great too btw

@soriakatrice 2 дня назад

Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.!

@nix-po8wl 2 дня назад

I completely agree with you! My first 100k took a long time and wasn't that special to be honest with you. Once I hit 300K that is the game changer in my opinion. At this point my money is basically making me a pretty good yearly salary. When I go to sleep at night I know my money is making decent money with the help of my FA

@velasquez-jk9lh 2 дня назад

Nice. People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.

@Reutzel507 2 дня назад

Mike is great.

@anilsunderji9688 2 дня назад

By the way I’m in the same camp as mike

@jamesgreen8070 День назад

Mike Wilson said he spends zero time thinking geo political? That is simply ridiculous. I am sure he has option hedges to protect any awful development with China. Flow of money, momentum and fiscal stimulus has taken SPY and QQQ lofty levels. Inelasticity up, inelasticity down.

@erics.538 2 дня назад

If only the market would go down to where it was in MAY, then we’d buy.

@GregGarneau 2 дня назад

Mike you said in dec s&p heading back to 3800 still holding😢😢😢😢

@johnkronos6435 2 дня назад

Healthy civilization is the sword and ploughshare; the nation-state requires both, as precursor for currency to even have real value. Economy is resources and labor (not cheap service-sector jobs, outsourcing, and fake money). Backing attached to gold or silver is essential for paper-money also, obviously. Closing thoughts, yeah, liberals don't know things like; electricity requires gasoline in order to be produced, communism has a 100% accuracy rate of devastation and ruin, all humans come from nature, and therefore Natural Law's have a very relevant set of patterns worth observing in order to strengthen ourselves and be grounded.

@seph4667 2 дня назад

October meltdown will terrify every adult, worldwide.

@BRuane-pw6xq 2 дня назад

Perma Bear will be right some day

@Marketwizchap 2 дня назад

Yen 161, yields up to 4.40, nke worst day in its history, 2 never ending wars & mkt keeps goin up……. Have @ it people

@brians.4403 2 дня назад

Enjoy the qrtly rpt 🔥💯

@civillian888 День назад

Wow Mike Wilson more bullish than Dan. Tells you everything you need to know

@SMTraz День назад

Dan doesn’t like MSFT! Okay my friends, you know what to do. BUY MSFT and enjoy the easy money!

@jhull5870 3 дня назад

It is a little difficult to take Mike seriously after being totally wrong all of last year and the 1st quarter of this year.

@SN-ij7te 3 дня назад

Mkie Wilson was right in 2022, bur wrong thereafter. Tom Lee (perma bull) was wrong in 2022, but right therefafter. No one knows the future with certainty.

@lancesandberg3921 2 дня назад

Thank you, Mike Wilson & Danny Moses. Please think about replacing your washers, dryers, & tvs at Conn's. Was $35/ share, now less than $2. 🥀🪻🪷🌷⚘️

@PaxisTrading 2 дня назад

Mike still the same tone while SPX is up 15% this year. He got crushed.

@Jay-jd1bi 3 дня назад

its so fitting that this is the guy willing to come on with these clowns.

@TXDuckman1717 2 дня назад

Oh here we go. Another bear rally guy with a bunch of bear rally guys.

@frankperez5217 2 дня назад

Mike Wilson has been bearish since S&P 4000, the guy has been so wrong

@greatscott949 2 дня назад

Incorrect

@BRuane-pw6xq 2 дня назад

A Recession is always possible particularly with GOP. Every GOP President since Hoover has had a Recession ALL of THEM different weak excuse each time but ALWAYS a RECESSION ALWAYS. Don t inject disinfectant BTW !!!

@indianajones3315 День назад

Er, no one cares what Wilson has to say. He had his chance and totally blew it.

@shortythefrenchie День назад

All the king bears and they have all been so wrong!😮

@coolrecursion 2 дня назад

Oh no, Wilson is bearish again

@TheBaseCase 3 дня назад

Good luck everyone.

@bernadofelix 10 часов назад

The S&P 500 finished down 20% in 2022. This means long term investors have a great starting point in 2023. Here are 4 very popular ETF’s: $VOO- S&P 500 fund $VTI- Total US stock market $QQQ- High growth, tech $SCHD- Growth + Dividends| I just tallied my dividends for the year;$167k Blessed and grateful, disciplined and focused.

@SandraDave. 10 часов назад

My "boring" index funds just paid me over $6,000 in dividends last month. This is money that i can choose to spend without having to sell any of my shares. But for now i have it all set to reinvest to buy me even more index funds.

@EddyAgnes-vy4kp 10 часов назад

Anyone have recommendations for a reliable monthly investment? I hope to ultimately supplement my income from work with a monthly income from investments. I will still make long-term investments, but it would be wonderful to have a little additional money each month.

@KarenLavia 10 часов назад

It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.

@jones9- 10 часов назад

I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this investment-adviser that guides you?

@KarenLavia 10 часов назад

Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.

@johnyjsl9219 3 дня назад

You have no clue Mike Wilson. You’ve done Morgan Stanley no favors.

@theonlycaulfield 2 дня назад

Morgan Stanley almost went under in 2008 because it didn't listen to people like Mike.

@Jay-jd1bi 3 дня назад

Dan defending his bearish buddy

@mmm-cake 3 дня назад

Perma bear CIO what a ween

@sumitkar8146 3 дня назад

“AI stands for Asset Inflation” 😂😂😂😂 - He’s really out of material 🤦‍♂️🤦‍♂️

@Haighty123 2 дня назад

You guys should be more introspective about why your bearishness has been so wrong for so long. What did you miss? What are you not seeing clearly? This includes Mr. Wilson.

@civillian888 3 дня назад

Warning lmaoooooo clowns have been warning for 2 years during this bull market.

@mmercato7174 2 дня назад

Corsair to the Moooooon !!!!🙏

@harlyslamm2888 День назад

Wilson has been calling a move down to 4200 for a very long time! he has a permanent bearish bias, always.

@Stellartrade1 2 дня назад

He still has a job, been wrong all along for a year

@DD-bh3gh День назад

Mike Wilson ? Sheeezxx he has been wrong since 2022…

@Mrrockstarmeta День назад

He is going to be wrong…he is a bear

@Cornman6661 2 дня назад

Mike, you're fired effective immediately. Please clean out your desk and understand how truly awful you are at this!

@BettynewtonJohnson 11 часов назад

ain't nothing changed

@BettynewtonJohnson 11 часов назад

In trading, possessing technical analysis skills is not sufficient on its own, discipline and emotional maturity play crucial roles in achieving success.

@AGNESARANKAPECHY 11 часов назад

@@BettynewtonJohnson Embracing the mindset of "time in the market vs. timing the market" proves valuable, especially during market fluctuations.

@AGNESARANKAPECHY 11 часов назад

Access to good information is what we investors needs to progress financially and generally in life. this is a good one and I appreciate

@BettynewtonJohnson 11 часов назад

@@AGNESARANKAPECHY - this is an amazing video. More people of the younger generations need to watch this. I’m and trying to learn all this and this is the first video that’s actually helped me.

@BettynewtonJohnson 11 часов назад

Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.