A Sign to Go Risk-On?

A Sign to Go Risk-On?

Author: Rakaan Kayali July 8, 2024 Duration: 13:37

► If you enjoyed the episode, please leave us a good review!

► More from PIF: https://linktr.ee/practicalislamicfinance

A Sign to Go Risk-On?

In this episode, we will cover:

  • Unemployment is at its highest since November 2021, indicating a slowing economy and a potential decrease in inflation.
  • Wage growth is slowing, with June's annual rate at 3.9%, matching market expectations.
  • A September rate cut is likely, with a 75% probability for a cut, divided between 50 and 25 basis points.
  • The US dollar index shows seven weeks of weakness, signaling a risk-on environment for investors.
  • Lower demand for US dollars and falling treasury yields make equities and risk assets more attractive.
  • Tesla stock has surged 45% in the last month after three years of consolidation, indicating potential for further growth.
  • Upcoming catalysts for Tesla include the August 8th Robotaxi event and possible self-driving technology licensing announcements.
  • BYD is a competitor but lacks equivalent full self-driving technology and diverse business areas compared to Tesla.
  • Key upcoming events.
  • Tesla shorts and hedge fund positions, with advice on maintaining strong conviction in your investments despite professional opinions.
  • Importance of community engagement, and portfolio tracking.

CONTACT US

salam@practicalislamicfinance.com

ABOUT OUR PODCAST

Our podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.

DISCLAIMER

Anything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.


Hosted by Rakaan Kayali, The Practical Islamic Finance Podcast sits at a unique crossroads where faith meets the realities of modern money management. This isn't about abstract theory; it's a grounded conversation for anyone navigating their financial life within an Islamic framework. Each episode tackles the contemporary questions and challenges that arise when principles of halal investing, ethical business, and personal finance intersect with today's dynamic markets and news cycles. You'll hear clear discussions on how to build wealth responsibly, understand the nuances of Sharia-compliant opportunities, and make informed decisions that align with both spiritual values and practical goals. Kayali brings a focused perspective to topics ranging from everyday budgeting and debt to analyzing specific investment vehicles and broader economic trends through a principled lens. The podcast serves as a thoughtful resource for Muslims seeking actionable guidance, as well as anyone curious about the ethical dimensions of finance from this particular viewpoint. It’s a space for learning and reflection, designed to help listeners cultivate financial well-being without compromise. Tune in for straightforward dialogue that makes the often-complex world of Islamic finance accessible and immediately relevant to your life.
Author: Language: English Episodes: 361

The Practical Islamic Finance Podcast
Podcast Episodes
When Will it Stop?? [not-audio_url] [/not-audio_url]

Duration: 42:08
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceWhen Will it Stop?? In this episode, we will cover:Market overview (VIX, S&P, Tesla, crypto)Bitdeer co…
These Will Make Millions in 2026 [not-audio_url] [/not-audio_url]

Duration: 11:58
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceThese Will Make Millions in 2026In this episode, we will cover:The investment themes that matter in 20…
Don't Be Stupid! [not-audio_url] [/not-audio_url]

Duration: 51:01
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceDon't Be Stupid!In this episode, we will cover:Why I went live & calming market panicWhy investors sab…
Follow This #1 Rule to Outsmart Inflation and the Market [not-audio_url] [/not-audio_url]

Duration: 9:04
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceFollow This #1 Rule to Outsmart Inflation and the MarketIn this episode, we will cover:Why US debt is…
My Biggest Mistake! [not-audio_url] [/not-audio_url]

Duration: 53:42
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceMy Biggest Mistake!In this episode, we will cover:Investing is tough when you do it alone How a commun…
The World Will Never Be the Same [not-audio_url] [/not-audio_url]

Duration: 21:53
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceThe World Will Never Be the SameIn this episode, we will cover:Market recap: Indices, risk-on/risk-off…
All Clear?? [not-audio_url] [/not-audio_url]

Duration: 28:40
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceAll Clear??In this episode, we will cover:Intro & Market Recovery OverviewVIX Pullback & Risk Sentimen…
Everything is Wrong! [not-audio_url] [/not-audio_url]

Duration: 31:17
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceEverything is Wrong!In this episode, we will cover:Intro & Market OverviewBitcoin Drop & Sentiment Bre…
Irrational Pessimism [not-audio_url] [/not-audio_url]

Duration: 24:21
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceIrrational Pessimism In this episode, we will cover:Intro & Market Selloff OverviewVIX Spike and Why I…
Melt Up Incoming [not-audio_url] [/not-audio_url]

Duration: 32:10
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceMelt Up Incoming In this episode, we will cover:Intro & Return from SyriaSyria’s Economic Outlook & In…