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9/28(월) - [개미스쿨] ‘추석 후 70% 상승 공식' 올해도? 4분기 투자 전략
Summary
This episode of KBS 1 Radio's "Success Intuition" features host Lee Dae-ho and financial expert Hong Jun-hyuk discussing the impact of new deposit regulations on leveraged ETFs, which caused a 92% drop in trading volume. They analyze the shift in investor sentiment, noting that individual investors have turned to net selling while foreigners continue to buy. The segment also covers the July trade deficit, driven by increased tourism spending despite higher visitor numbers, and addresses the debate over Korea's high telecom fees. Finally, the hosts provide investment advice on navigating the…
Topics discussed
Show introduction and philosophical opening
Financial news: Leveraged ETF trading decline and regulations
Corporate governance and supply chain issues
Geopolitics: CXMT, US-China tariffs, and Iran
Economic data: Trade deficit and tourism spending
Airline industry: Asiana mileage and revenue trends
Local news: Shark sighting at Cheonggyecheon Park
Health: Misuse of obesity drugs by minors and pregnant women
Telecom: High costs in Korea and MVNO competition
Investing basics: Understanding corporate disclosures (DART)
Tax law: Inheritance and gift tax implications of divorce
Property tax: Capital gains on gifted real estate
Divorce finance: Property division deadlines and Weasal tax
Tax credits: Child dependency after divorce
Trading mechanics: Aftermarket and SOR order routing
Order types: Risks of market orders vs. limit orders
Conditional orders and fractional share trading
Investor education: Interpreting disclosure trends
Scam alert: Fake SNS accounts and stock tip frauds
Macro analysis: US debt, Big Tech, and interest rates
Corporate finance: Hiring costs vs. bond yields
Asset allocation: Strategy for high-rate environments
FOMC outlook and US economic growth drivers
Market outlook: MBS, Korean tech stocks, and closing
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