Real Cash Flow Podcast #15
Hosts: Andrew Michael Arroyo & Jason Riehl
In the dynamic world of finance, tracking market indexes can offer crucial insights into your investment portfolio. In the latest episode of Real Cash Flow, host Andrew Michael Arroyo and co-host Jason Riehl examine unusual market trends emerging in 2024.
With the third quarter closed, it’s evident this year has been exceptional. The episode begins with a look at the Dow Jones, which saw an extraordinary trading volume in September—1.3 billion shares traded in one day, quadrupling the average. Andrew calls this a “loud signal,” hinting at significant underlying activity.
Next, they discuss various indexes, particularly the Russell 2000. Small-cap stocks surged in July but later declined, hinting at shifts in broader market dynamics. Jason suggests this could reflect diversification, as investors explore opportunities beyond large-cap stocks.
One key takeaway is the NASDAQ’s recent struggle to hit new highs, signaling potential buying opportunities if a market correction occurs. Andrew notes this could allow investors to acquire tech stocks at more favorable valuations, especially if market sentiment shifts.
They also touch on semiconductors—usually market leaders—now lagging, a possible sign of temporary cooling in tech. Both Andrew and Jason advise a cautious approach, with volatility likely on the horizon.
As they wrap up, the hosts emphasize having a strategy ready. With the election results and potential Federal Reserve rate cuts, the financial landscape could shift significantly. Investors are encouraged to keep a watchlist of solid companies and prepare to act on emerging opportunities.
