Market Insights: Earnings Driving the Bull Market - What to Watch Next

July 31,  2023  | Season 5, Episode 25Ready to challenge your investing biases and expand your portfolio knowledge? Prepare to be enlightened by our deep-dive conversation around portfolio allocation, diversification and fixed income investments. Alongside the CEO of PIMCO, we analyze the current state of the S&P 500, the Fed model and the potential of municipal bonds. We also dissect recency bias, where investors have become too accustomed to near-zero interest rates. Our assessment of the morning's news, including recent earnings reports and economic reports, leads us to some intriguing investment opportunities; Disney's stock, the Indian markets, and a few other alternative investments, are on our radar.The magic of Disney has always fascinated us. In this episode, we engage in a riveting exploration of the entertainment giant's challenges and opportunities, especially around its streaming service, Disney Plus. We question if raising the advertising free tier and bundling Hulu, Disney Plus and ESPN Plus could be the key to their success? We also touch upon Disney's cost-cutting measures amidst a competitive landscape. Shifting gears, we scrutinize the pharmaceutical industry's legal argument against Medicare's pricing controls, and why India is buzzing with growth potential as an alternative to China. Come join us on this insightful journey as we deconstruct the stock market and the world of fixed income.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern