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The Independent Advisors Podcast Episode 325: Booze in the Punch Bowl
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Show Notes:
Cash is still pouring into money market funds…
https://x.com/MikeZaccardi/status/1984585372366750138
S&P 500 Index vs. S&P 500 Equal Weight…
https://x.com/dailychartbook/status/1985380197089370155
A Fed Cut in December?
Source: Briefing.com “The Big Picture”
https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm
Tech Performance YTD
Source: X Post from The Trading Initiative on 11/3
https://x.com/howtoswingtrade/status/1985521724297761236
Don’t Mix Politics And Investing
Source: X Post from Ryan Detrick
https://x.com/RyanDetrick/status/1985356620168106074
#325 Topics:
- $7.5T in cash sits in money markets — fuel for future gains once rates fall below 3%.
- Market concentration peaks — S&P 500 cap-weighted index beats equal-weighted by 13%, signaling opportunity in overlooked large-caps.
- Fed uncertainty grows — odds of a December rate cut drop from 90% to 65% after Powell’s comments.
- AI drives tech rally — strong earnings and spending power gains, but a 20%+ correction looms when AI growth slows.
- Cautious sentiment lingers — investors hesitate despite market highs, risking missed opportunities.
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