On this episode of Positively Sloped, Jake and Scott break down the Fed's policy framework shift, what it means for potential September rate cuts, and the ripple effects on tech stocks. We preview the NFL and NCAA football seasons before we dive into this week's Retail Investor Trend. The guys wrap up with Fade or Trade and a new segment, One Number to Watch.

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Important Disclosures:

Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable.
Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Microsoft, and Amazon, and did not hold positions in Strategy, Palantir, Applovin, Apple, or Google.