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Jim Thorne on 8,400 SPX Thesis, FOMC Path Ahead & MSTR Buy Opportunity

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Manage episode 523419377 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jim Thorne thinks the “big trade” in 2026 is when to move into an interest rate sensitive trade. He encourages dissent within the Fed and talks about the rate path forward. Jim talks about buying the dip on Strategy (MSTR) and Bitcoin. He also sees opportunities in real estate and the Mag 7. “Once you get that broadening out [of markets], I think we’re going to go much higher.”

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9270 episodes

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Manage episode 523419377 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jim Thorne thinks the “big trade” in 2026 is when to move into an interest rate sensitive trade. He encourages dissent within the Fed and talks about the rate path forward. Jim talks about buying the dip on Strategy (MSTR) and Bitcoin. He also sees opportunities in real estate and the Mag 7. “Once you get that broadening out [of markets], I think we’re going to go much higher.”

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

9270 episodes

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