Skip to player
Skip to main content
Skip to footer
Search
Connect
Watch fullscreen
Like
Comments
Bookmark
Share
Add to Playlist
Report
Why the stock market is in a 'White Lotus' moment
The Street
Follow
2 days ago
It may seem like smooth sailing for the stock market, but hidden pressures could soon shake the calm.
Category
🥇
Sports
Transcript
Display full video transcript
00:00
What are the implications for the stock market, which is at record highs right now,
00:03
if inflation is, in fact, going to be worse than we expect?
00:07
Yeah, and I always use the analogy lately that it's like a White Lotus financial market
00:11
in the sense that everything is calm at the surface, very peaceful.
00:15
And if you think about the show, The White Lotus, you have these resorts with beauty and sunsets and cocktails.
00:21
Everything is really nice and mellow on top.
00:23
Underneath, all this potential chaos occurs in the show.
00:26
Similarly, right now, we have high valuations, high expectations, significant market concentration.
00:33
We have back seven earnings and revenue slowing down a bit.
00:36
That's chaos growing.
00:37
My perspective is high valuations, pricing and everything being perfect.
00:41
This is a bump and uncertainty that could create a big piece of market volatility.
00:47
How is this chaos brewing underneath going to play out in terms of market action?
00:52
So I think we'll have a sideways moving market for some time.
00:55
Sideways, lots of volatility, just because lots of conflicting data.
00:59
But I do think, you know, if you think about the show, The White Lotus, it's a very dark comedy.
01:03
I'm not going to be dark like the show.
01:05
I'm going to be very optimistic.
01:06
I do think by year end, stocks will be higher at year end than they are right now
01:09
because we have tariff revenues looking like $250 billion this year.
01:14
That gets recycled back into the economy.
01:16
You also have in CBO said $2.5 trillion, and they are a nonpartisan group, $2.5 trillion in tariff revenues over the next 10 years.
01:24
Also, tariff negotiations, even the news that came out today, suggests that we'll get some better terms for tariffs.
01:30
That's good news as it opens up other economies.
01:33
And $26 trillion of cash on money markets and savings accounts on the sideline looking for better valuations.
01:41
All this taken together says, we're big debt buyers.
01:44
Any pullback, any sell-off, any potential 5% pullback, we're buying like crazy.
Recommended
0:59
|
Up next
Dave Ramsey reveals how to survive stock market swings
The Street
5/1/2025
3:04
Stocks are near highs — why they could keep climbing
The Street
yesterday
1:04
The secret to making money when the market crashes
The Street
5/1/2025
0:45
Linda Yaccarino Steps Down as CEO of X
Cheddar News
yesterday
1:02
Trump threatens new tariffs on copper and pharmaceuticals
The Street
yesterday
1:51
Why recent market turbulence doesn’t mean economic doom
The Street
3/15/2025
2:16
Brace for more market turbulence ahead, expert warns
The Street
4/15/2025
3:11
Stock market rally is just getting started, expert says
The Street
6/12/2025
1:49
Investors are feeling better about the market even as risks loom
The Street
6/27/2025
2:15
How to use market volatility to your advantage
The Street
4/15/2025
2:12
Markets poised for a summer rally, expert says
The Street
5/24/2025
0:55
Stock market's worst days are over - what to expect next
The Street
6/12/2025
3:23
How stocks went from panic to record highs in just 6 months
The Street
7/3/2025
7:45
How to prepare your portfolio for the next market pullback
The Street
2 days ago
1:28
This market selloff is the buying opportunity you were waiting for
The Street
3/11/2025
2:13
'Buying the dip' could be a huge mistake, market expert says
The Street
4/30/2025
28:40
Navigating Stock Markets in Correction Phase: What to Buy and When
The Financial Express
7/25/2022
31:32
Stock Market Sell-Off Intensifies
Bullish Studio
3/4/2024
1:22
Here are the top stocks retail investors are buying right now
The Street
3 days ago
2:34
Where smart investors are putting their money before tariffs kick in
The Street
3 days ago
5:43
What Sentiment Can Tell Any Investor About the Market
The Street
12/1/2023
1:04
Tariff deadline not likely to derail market rally, Dan Ives says
The Street
6/30/2025
1:47
Why today’s Wall Street crisis is unlike 2008
The Street
5/18/2025
14:36
This market rally has room to run: How to position your portfolio
The Street
7/1/2025
1:10
Investors beware: More volatility ahead
The Street
5/1/2025