John Gagliardi

Regional Vice President, Fidelity Investments · 1 appearance on the record.

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At Fidelity Investments, Gagliardi educates active traders and individual investors through seminars, media appearances, and webinars covering technical analysis and market mechanics. Earlier in his career, he worked in convertible risk arbitrage on the NYSE and developed a retail business concept later acquired by Barnes & Noble.

8statements → 6claims → 5claims resolved → 80%fully supported → 4/5average certainty → 1.38/5average debate potential →

4 supported 1 partly supported 0 contradicted 1 not checkable as stated how the 6 claims stand · each chip opens the sources

6 assertions · 1 insight · 1 disclosure · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 5 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how John argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Gagliardi: 2022-2023 Fed rate hikes were most aggressive since 1982
“You'd have to go back to 1982 to find a Fed moving this hard, this fast, hard line, no exception, and just hawkish all the way.”
John Gagliardi Nov 2, 2023 ▶ 22:39 A Rewind for Your Money Matters: Season 4 Recap

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of John Gagliardi on measured tape to publish a rate. This says nothing about how they speak.

Everything John Gagliardi said on Founder's Journal that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Supported
Gagliardi: 2022-2023 Fed rate hikes were most aggressive since 1982
“You'd have to go back to 1982 to find a Fed moving this hard, this fast, hard line, no exception, and just hawkish all the way.”
John Gagliardi Nov 2, 2023 ▶ 22:39 A Rewind for Your Money Matters: Season 4 Recap
Insight
Gagliardi: Investors hire advisors primarily for emotional discipline in volatility
“The reason why it's so hard as an investor to control your emotions with your own money, that's why people hire money managers, that's why people hire financial advisors, because they need a third party who's indifferent, they're looking at the facts, they're …”
John Gagliardi Nov 2, 2023 ▶ 23:37 A Rewind for Your Money Matters: Season 4 Recap
Assertion Not checkable as stated
Gagliardi: Only three and a half years in last 50 were severe market losses
“If you looked at the last 50 years, and you really took a look at how markets trade over the last 50 years, there's really three and a half years to worry about. 2001, 2002, 2008 through the first quarter, 2009. And if you avoided those three years, you could …”
John Gagliardi Nov 2, 2023 ▶ 24:19 A Rewind for Your Money Matters: Season 4 Recap
Assertion Partly supported
Gagliardi: The Bond Market Has Nine Million CUSIPs Versus 10,000 Stock Issues
“So the stock market has like 10,000 issues. The bond market has nine million individual CUSIPs.”
John Gagliardi Nov 2, 2023 ▶ 12:04 A Rewind for Your Money Matters: Season 4 Recap
Assertion Supported
Gagliardi: Bottom 100 S&P 500 Names Make Up Only 3-4% of Index
“The bottom hundred is about three or four percent, so if a name from the bottom hundred goes bankrupt, as we did see with Silicon Valley Bank or First Republic Bank, they were one 100th of a percent of the portfolio.”
John Gagliardi Nov 2, 2023 ▶ 26:30 A Rewind for Your Money Matters: Season 4 Recap
Disclosure
Gagliardi: I Used Zero-Coupon Municipal Bonds in Taxable Accounts for Kids' College
“But what I did for my kids, I actually did zero coupon muni bonds in my taxable account.”
John Gagliardi Nov 2, 2023 ▶ 13:56 A Rewind for Your Money Matters: Season 4 Recap
Assertion Supported
Gagliardi: Inherited assets receive step-up basis, eliminating capital gains if sold immediately
“If you die, your descendants, or whoever you're donating your money to, they'll inherit your assets... It's tax-free because they can get the cost basis on the day of your death. So essentially, if they sell on that same day, it's a tax-free capital gain, and …”
John Gagliardi Nov 2, 2023 ▶ 18:43 A Rewind for Your Money Matters: Season 4 Recap
Assertion Supported
Gagliardi: S&P 500 Constituents Are Selected by a Committee
“It is actually picked by committee. Most investors never know this. There's a committee that meets that decides the name, so there's a human factor.”
John Gagliardi Nov 2, 2023 ▶ 26:02 A Rewind for Your Money Matters: Season 4 Recap

Appearances (1)

EpisodeDateSpeaking time
A Rewind for Your Money Matters: Season 4 Recap Nov 2, 2023 12m
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