Gene Goldman is Chief Investment Officer for Cetera Investment Management (CIM) (@CeteraIM). CIM is owned by @CeteraFinancial. Boston native.
Los Angeles, CA
Joined October 2011
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Please take a look at our newest commentary that discusses the #AI trade, the recent market selloff, and how to navigate volatility.
The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why staying invested still matters.
Read here: tinyurl.com/3eah5hve
Thank you @Ajshaps and @Ainvest_Wire for the opportunity to preview the #Fed, discuss why bond yields will likely pull back, and how to invest in #AI related stocks going forward. Looking forward to our next time!
What could the Fed's next move mean for investors?
@GeneGoldman recently sat down with @Ajshaps of @Ainvest_Wire to discuss the Federal Reserve's interest rate outlook and the potential implications for mortgage rates, Treasury yields, and the broader investment landscape.
Watch the conversation to hear Gene's perspective on what investors may want to watch in the months ahead: youtu.be/xfRnRLsf1NM?si=N4Oo…
In Investing 101, we learned that earnings drive stock prices. No surprise that earnings turned the equity markets positive today. Please check out @btklimke's discussion of earnings season and what more we should be watching.
#Earnings #EarningsWeek @ceteraIM
Earnings season takes center stage this week.@btklimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from our weekly chartbook.
Watch this week's The Week Ahead: cetera.com/research-and-insi…
Thank you @sam_vadas and @SchwabNetwork. The #AI trade isn’t over, it’s moving. Chips came first, then the data centers and networking, and now it is businesses putting AI to work. Same script as the Tech Bubble. The first winners won’t be the only winners.
Cetera Financial Group CIO @GeneGoldman joined @SchwabNetwork to discuss why the AI trade “is not over – it’s just a moving target” and why fixed income is one of our best bets right now as he anticipates lower bond yields.
Watch here: schwabnetwork.com/video/ai-s…
Wednesday’s #CPI will tell two stories.
Story one: a record September for gasoline pushes the headline higher
Story two: core cools
Only one of them matters for the #Fed’s Oct. 27-28 meeting. Details in the @investmentnews article with @jamesjrogers below.
#Inflation #Fed
Ahead of this week's CPI report, our CIO @GeneGoldman shared insights with @InvestmentNews' James Rogers on why he expects energy to drive headline inflation.
Read more here: investmentnews.com/equities/…
These two smiles are my whole heart. Their #Trump Accounts are diversified, and I plan to keep them that way. If a gifted stock lands in them, wonderful, but it’s a bonus on top of the core, not a replacement. Here’s what parents should know:
Cetera CIO @Gene Goldman spoke with @Business Insider's @nicollsanddimes about a new Treasury Department rule letting donors gift individual stocks to children’s Trump Accounts.
Gene’s take: a gifted stock can mean ownership in a business at no cost and decades of tax-deferred growth. It can also mean single-stock exposure because gifted shares can’t be declined or sold for five years.
His framework for families: treat it as “a bonus on top of a diversified core.”
Read the full story: businessinsider.com/trump-ac…
Bond yields are sending a message. The question is whether investors should be worried or see opportunity.
This week, I break down what’s driving the surge in yields, why higher rates aren’t necessarily all bad, and what could bring some relief. #TheWeekAhead
Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO @GeneGoldman on this week's episode of #TheWeekAhead as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.
cetera.com/research-and-insi…
Markets don't like uncertainty. Investors shouldn't fear it.
Great joining @cherylcasone on @FoxBusiness to discuss U.S.-China tensions, market volatility, and what investors should watch next.
On @FoxBusiness’ The Claman Countdown, our CIO @GeneGoldman spoke with @cherylcasone about why investors should expect continued market volatility, how higher bond yields are doing some of the Fed’s work, and the opportunities he sees in liquid alternatives, equal-weight strategies, and small- and mid-cap stocks.
Watch the full segment here:
foxbusiness.com/video/640538…
There's more to watch than just the #Fed as earnings season kicks off soon. In this week's The Week Ahead, I break down what we're seeing in earnings expectations and sector trends, plus the key themes investors should keep on their radar.
Watch here: cetera.com/research-and-insi…
The Fed's latest rate decision isn't the only development investors are watching.
In this week's The Week Ahead, CIO Gene Goldman discusses earnings expectations, sector trends, and key themes to monitor as earnings season gets underway.
Watch: cetera.com/research-and-insi…
#TheWeekAhead
Always enjoy joining @scarletfu and @ptsweeney on @business and @BBGIntelligence. Thank you!
Bottom line on the #Fed: one and done (maybe two), not aggressive tightening. Don't overreact to last week's move.
On @BBGIntelligence, our CIO @GeneGoldman discussed why the Fed’s latest rate hike is likely an insurance move, not the start of a new hiking cycle, and how higher long-term yields are already doing some of the Fed’s work.
Fed likely hikes tomorrow, but don't see full cycle starting. Inflation was already rolling over, and higher long-term yields (30-year near 5.3%, mortgages at 7%) are doing the #Fed's tightening. Watch dot plot for confirmation this is one and done, not the start of a series.
Always enjoy joining @AlexCoffeyCS and @SchwabNetwork to talk markets. Plenty for investors to digest right now, but volatility can also create opportunity. Thanks for having me!
Our CIO @GeneGoldman joined Alex Coffey (@AlexCoffeyCS) on @SchwabNetwork’s Morning Trade Live to explain why he’s not bearish -- just a little cautious -- as supply-driven inflation and the difficult policy choices facing the Fed create risks for the economic and market outlook.
Jobs report last week gave the #Fed something to smile about. Inflation could wipe that smile away pretty quickly.
A big week for inflation, interest rates and the markets. Here’s what I’m watching in #TheWeekAhead
Jobs data suggests the labor market remains solid, but all eyes now turn to inflation.
Join CIO @GeneGoldman on this week's #TheWeekAhead as he breaks down the key inflation reports ahead of the Fed's Sept. 16 meeting and what stronger-than-expected inflation could mean for interest rates and markets.
cetera.com/research-and-insi…