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The Week That Is: Daily Summaries Delivered
by Vijay Marolia
Veteran market observer Vijay Marolia of Regal Point Capital covers the biggest financial/economic takeaway from last week, the story to anticipate this week and one thing investors should add to their watch list. Hosted by Chuck Jaffe of "Money Life," it's a fun, fast-paced, frenetic journey through "this, that and the other thing" to fire up your finances for the week ahead.
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- Yesterday12 min
'Volatility is your friend' with stocks on a current 'clearance sale'
The stock market got caught up in emotions post-election last week, gaining big once the votes were in and losing big as the market sifted out potential implications for the A.I. trade. Vijay Marolia, chief investment officer at Regal Point Capital, says that those emotions are creating opportunities for long-term investors, but creating a "clearance sale" on stocks, noting that "Volatility is your friend," allowing you to take advantage of downturns while the long-term direction of the market remains positive. Marolia also discusses interest rates and how he believes last week's strong jobs report — which showed the economy at full employment — forces the hand of Fed chairman Kevin Warsh to hike rates in order to slow inflation and live up to that side of the central bank's dual mandate.
- 1 weeks ago17 min
A crypto warning shot, spending concerns and why to avoid portfolio complications
As Binance is dealing with the world's largest cryptocurrency hack -- first reported last Friday — Vijay Marolia, chief investment officer at Regal Point Capital — says that the case is setting an example that should make savvy investors more comfortable with Bitcoin, Ethereum and other electronic currencies, rather than more concerned about the potential for future ripoffs. He also discusses consumer spending statistics which show that Americans are spending about 47% of their budgets on food and housing costs, the highest level in 15 years. Plus, Chuck spent last week at the Schwab IMPACT Conference in Boston — the world's largest gathering of registered investment advisers — and he came away with a question for Vijay on complicated financial products and when (if ever) in an investor's life it becomes appropriate and smart to make a portfolio more complex.
- 2 weeks ago16 min
Record highs but narrow market breadth; a building bubble amid a bull market
The stock market is near record-high levels, but it has been carried by big names; so, too, have the earnings that have powered it higher, with Nvidia, Micron Tecnologies and eight other brand-name stocks making up about two-thirds of the earnings growth for the entire Standard & poor's 500. Vijay Marolia, chief investment officer at Regal Point Capital discusses the good and bad for investors in having so few companies making the market look buoyant. Further, he looks at comments from legendary hedge fund manager Ken Griffin of Citadel, who said last week that there's almost certainly an AI bubble inflating, but it's not curtailing his bullish attitude; Marolia explains why it's not dampening his enthusiasm either. Plus, the economic considerations to keep in mind ahead of the upcoming midterm elections.
- 3 weeks ago16 min
Tesla-SpaceX merger talks, 'insurance' for A.I. turmoil, and overlooked investment savings
After seeing Tesla's unveiling of a rocket-powered car, Vijay Marolia discusses the potential for the company to merge with SpaceX — a deal prediction markets are now forecasting for 2027 — and whether that combination would benefit shareholders. Vijay Marolia, chief investment officer at Regal Point Capital and the founder of Dharma Investing, also discusses how he is playing artificial intelligence amid sell-offs that have left the market concerned, and discusses the investment that he views as insurance against the volatile nature of the new technology, and he looks at a way that financially stressed investors could save themselves a lot of money simply by re-examining the status quo of their portfolio.
- 4 weeks ago13 min
A bull market birthday, revisiting inflation and the key metric for 2027
With the start of the current bull market celebrating its fourth anniversary this week, Vijay Marolia, chief investment officer at Regal Point Capital, discusses why he thinks there will be a fifth birthday party next year, but also why 2027 will look a lot different than the bull run has to this point, noting that he will be focusing on revenue growth rather than earnings number to gauge the market's continued ability to move forward. Vijay also discusses inflation and why the rate could improve but consumers won't feel better about it, which means they have to come up with better personal responses to how they will accept and adjust to higher prices moving forward.
- Oct 5, 202617 min
In a buyer-beware world, don't be scared of the wrong things
Vijay Marolia, chief investment officer at Regal Point Capital, says that while there are plenty of headline risks and scary numbers, investors should recognize that there is some opportunity hidden in the frightening talk. As a result, investors who saw Micron Technology's latest quarterly earnings grow year-over-year by 1,000 percent (yes, that's real), but whose skepticism has driven the stock's price/earnings ratio below 15 are missing out on an opportunity that he thinks will last for years. Similarly, on jobs numbers nationally — where the latest employment report was far below expectations — Marolia urges a cautious focus on how the numbers also show the economy is near or at full employment. Plus, Vijay discusses a new SEC proposal that would allow mutual funds to charge performance fees, which would let more hedge funds and private-equity and other asset classes be more readily available to the public, which he says is a positive for giving consumers access to more and better choices, so long as they are careful in the selection process and not paying for additional layers of fees buying funds that invest in other funds.
- Sep 28, 202614 min
Why A.I. terrors, bond concerns and long-term inflation aren't real scares
With the tide of headlines shifting from artificial intelligence solving the world's problems to being a menace that threatens humanity, Vijay Marolia, chief investment officer at Regal Point Capital, says the real story is about controlling narratives and development, and that the tide is not shifting to one that will upend the A.I. story. Vijay discusses how some of the industry's powerbrokers are trying to create "regulatory capture," using rules where the real purpose is to protect their current competitive advantages. He says the real risks to the strategy are that it slows development and acceptance of the A.I. buildout. Marolia also discusses the sudden rise in bond yields, which has sent bond prices falling and which he says has made it that investors should be concerned about using bond funds, noting that they do not protect against capital loss, particularly in rising-rate environments. Instead, Vijay suggests holding bonds directly, planning to capture the return to maturity, and using a laddered approach so that higher-rate paper is routinely being added to the portfolio as rates climb. Plus, Vijay talks about the rise in 401(k) millionaires, and how it's more a phenomenon of market growth and inflation than a meaningful milestone. He notes that investors today should expect to reach that kind of landmark simply due to the impacts of inflation over time, noting that they overcome that inflation by investing in stocks for the long term and focusing on their savings level and their needs rather than their account balance.
- Sep 21, 202617 min
On an 'A.I. czar,' Anthropic's IPO and Robert Kiyosaki's massive debt problem
With growing worries about the impacts of artificial intelligence on nearly all aspects of our lives, Vijay Marolia discusses whether the creation of an "A.I. Force" and appointment of an "A.I. czar" could control and improve the development process or slow it down and set it back. Speaking of setbacks, Marolia - chief investment officer at Regal Point Capital - talks about Anthropic's plans for an IPO that could be valued at $2 trillion, and whether the company whose CEO set off a lot of the alarm bells on A.I. should pause its offering until there is more clarity on the future regulation of the industry. Plus, personal finance guru Robert Kiyosaki has $1.2 billion in debt; the amount is crazy, but it's possible the best-selling author behind "Rich Dad, Poor Dad" is crazy like a fox.
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About The Week That Is
Veteran market observer Vijay Marolia of Regal Point Capital covers the biggest financial/economic takeaway from last week, the story to anticipate this week and one thing investors should add to their watch list. Hosted by Chuck Jaffe of "Money Life," it's a fun, fast-paced, frenetic journey through "this, that and the other thing" to fire up your finances for the week ahead.
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