Morgan Stanley's Lisa Shalett: The defensive position should include broadening beyond Mag 7

Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, joins CNBC's 'Squawk on the Street' to discuss market outlooks, how to position going into Q3, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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Пікірлер: 40

  • @RyanPatrick-ib2uv
    @RyanPatrick-ib2uv23 күн бұрын

  • @LouisSmith-wt9vh

    @LouisSmith-wt9vh

    23 күн бұрын

    You just mentioned Expert Laura, Indeed, wow that woman has been an incredible mentor to me, imparting a deep understanding of the economy that I wish college had provided.

  • @AndreasPoland-rm4zv

    @AndreasPoland-rm4zv

    23 күн бұрын

    The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional.

  • @WillPerry-b7r

    @WillPerry-b7r

    23 күн бұрын

    Interesting! But I'm new here. How can I get to this person's guidelines??

  • @RyanPatrick-ib2uv

    @RyanPatrick-ib2uv

    23 күн бұрын

    SHE IS ON TELEGRAMs

  • @RyanPatrick-ib2uv

    @RyanPatrick-ib2uv

    23 күн бұрын

    @LauraGil52 That's it >>>>>>

  • @SarahOlivera-t4z
    @SarahOlivera-t4z23 күн бұрын

    I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.

  • @FolarinSodiq

    @FolarinSodiq

    23 күн бұрын

    The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.

  • @RhondaArmstrong-y4d

    @RhondaArmstrong-y4d

    23 күн бұрын

    @@FolarinSodiq The reason I decided to work closely with a brokerage adviser ever since the market got really tense and the pressure became so much(I should be retiring in 17months) so I've had a brokerage adviser guide me through the chaos, its been 9months and counting and I've made approx. 650K net from all of my holdings.

  • @SarahOlivera-t4z

    @SarahOlivera-t4z

    23 күн бұрын

    @@RhondaArmstrong-y4d How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

  • @RhondaArmstrong-y4d

    @RhondaArmstrong-y4d

    23 күн бұрын

    @@SarahOlivera-t4z “Victoria Carmen Santaella’’ You can easily look her up, she has years of financial market experience.

  • @SarahOlivera-t4z

    @SarahOlivera-t4z

    23 күн бұрын

    @@RhondaArmstrong-y4d Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.

  • @comandinn505
    @comandinn50524 күн бұрын

    Remember how the Russell 2000 was going to “explode” at the beginning of the year? How’d that work out?

  • @ryann8348

    @ryann8348

    24 күн бұрын

    Timing mean reversions is pretty much impossible, but there's no way small caps can stay at a PE of 13 forever. I got into the R2K in late January, and I think it's the best risk-reward position. If you think in days/weeks/months though, it's going to be tough to stick with

  • @weho_brian

    @weho_brian

    24 күн бұрын

    growth over small caps any day

  • @ericj9011

    @ericj9011

    23 күн бұрын

    That was based on seven rate cuts😂

  • @ryann8348

    @ryann8348

    19 күн бұрын

    @@ericj9011 Or just valuation. Both the S&P 600 and R2K are trading at a multiple of 13, and they have times of being in the low 20s.

  • @amatuer2
    @amatuer224 күн бұрын

    A VERY GOOD INTERVIEW.

  • @littleturtle5818
    @littleturtle581824 күн бұрын

    She has been very cautious and has missed the big rally in tech stocks, just like her co-worker Mike Wilson. Oh BTW, another big bear over in JPM has just left the company. Ouch!

  • @thewheelsonthelabus
    @thewheelsonthelabus24 күн бұрын

    Listen, maybe a company like MSFT will slow down, but there’s still value in Mag 7, look to AMZN and TSLA especially, META too.

  • @weho_brian

    @weho_brian

    24 күн бұрын

    yep I own the smaller megacaps. The path to 2 Trillion for Meta, Amazon, and Tesla is easier than Apple, Microsoft to 6T

  • @thewheelsonthelabus

    @thewheelsonthelabus

    24 күн бұрын

    @@weho_brian agree, and to be fair, thats almost a strength for those stocks, they basically move like indexes so capped on upside but pretty much guaranteed to keep growing. BTC is also now basically a blue chip megacap stock with high growth potential, should be in every portfolio imo

  • @cozyslor
    @cozyslor24 күн бұрын

    Tyne Daly works for Morgan Stanley?

  • @tvm73836
    @tvm7383624 күн бұрын

    She looks so old now! Is this the same Lisa Shalett who used to work for Goldman Sachs. She was such a doll then!

  • @charleswhite3759

    @charleswhite3759

    24 күн бұрын

    im sure she will love your comment

  • @weho_brian

    @weho_brian

    24 күн бұрын

    2 different people 😆

  • @keimo2007

    @keimo2007

    23 күн бұрын

    @@charleswhite3759 😁

  • @tvm73836

    @tvm73836

    22 күн бұрын

    @@charleswhite3759 who?

  • @unclejoe8279
    @unclejoe827924 күн бұрын

    Amazing what a Trillion dollar bailout can do.

  • @davidgray3321
    @davidgray332124 күн бұрын

    If their earnings growth normalise they are still producing wealth, remember. I love it when people pretend they are clairvoyant, an old friend of mine who was in the city in London was often asked, “if I buy this WILL it go up?” , he used to say “if I knew that I would be on a beech in the Bahamas”.

  • @andrerodriguez7603
    @andrerodriguez760324 күн бұрын

    😂

  • @Alpharizzchad
    @Alpharizzchad24 күн бұрын

    I wipe out my Big 10 in Mag😅

  • @ForwardThinkingIncome
    @ForwardThinkingIncome23 күн бұрын

    I'll grab 100 not 7 with Nasdaq-100

  • @niklas4031
    @niklas403123 күн бұрын

    This bubble burst will be entertaining 😂

  • @2023gainer
    @2023gainer24 күн бұрын

    Global Investors loading the EV sector Dips for Summer Gains. FSRNQ.. Fisker up 11 % week. Zapp up 40 % today and near 60 % week. Blade Evtol Jets...Alpp..Alpine 4 Holdings..QS and more.

  • @Lex41127
    @Lex4112724 күн бұрын

    If you give me a chance to place a bet on the top 7 nfl teams why would one diversify away from that. Tom Brady is throwing to many TDs let’s move away from that.

  • @martymar214
    @martymar21424 күн бұрын

    Just buy more stocks and hold them for 30-50 years keep working hard and always keep god first! ‼️‼️🎊🎊🎊🙏🏽🙏🏽🙏🏽 street and books smart