The Slow Money Show - Hosted By Jean Paul Lagarde, Partner + Portfolio Manager Jean Paul Lagarde has worked in the financial services industry for over 15 years as an analyst, institutional broker, and chief investment officer. Prior to Faubourg Private Wealth Advisors, Jean Paul served as a Senior Investment Analyst for Lindus Advisors and an Equity Analyst for Southcoast Capital Inc. (now Capital One Securities). His areas of investment and analysis experience include oil and gas development ventures, entertainment and leisure industries, portfolio construction and strategy, and institutional client relationships. A sixth-generation New Orleanian, Jean Paul is a Jesuit High School graduate. Jean Paul is fluent in Spanish and spent five years immersed in the business investment and tourism industry in Antigua, Guatemala. There, he was heavily involved in community outreach programs, and as a philanthropist and member of Rotary Club International, he worked as a medical translator between doctors and patients, and spearheaded financial support and fundraising efforts for Niños de Guatemala, a non-profit devoted to building schools for impoverished children. In Antigua, Jean Paul founded a Spanish language school, a cooking school, and two restaurants, and purchased a third. A word from Jean Paul: “I believe many investors are unaware of the true risks they are bearing in traditional, plain-vanilla asset allocations (basket of typical stocks, mutual funds and/or bonds), and this is unacceptable in my mind. Nobody wants to see their portfolio wiped out like so many were in 2008, which is why risk reduction is at the heart of what I do. Risk can be defined and quantified in precise terms, and we can decide exactly which risks and how much of each we wish to bear to strive for returns. We believe that the ability to manage portfolio risks can do more for the overall long-term health of a portfolio. My goal is for our clients to be knowingly exposed to a limited and manageable amount of risk, rather than an unknown, undefined, and unlimited amount of risk.” The opinions voiced are for general information only, subject to change, and are not intended to provide specific advice or recommendations for any individual. Additional information, including management fees and expenses, is provided on Advisor Resource Counsel’s Form ADV Part 2 available upon request or on the SEC’s Investment Advisor Public Disclosure site.
Markets have been rallying since mid-June on the hopes that the Fed can engineer a "soft landing" of the economy, where inflation becomes subdued, without materially harming the labor market or the economy broadly. The ARC Asset Management team unpacks the narrative and explores what has to go right for it to become a reality.
The ARC Asset Management team talks about Friday's big jobs report and its impact on inflation, recession chances, and how it might affect the Fed's thought process. It also touches on the Democrat's climate bill which passed the Senate Sunday night and discusses earnings estimates and the team's current view on client portfolio positioning.
The ARC Asset Management team discusses the latest FOMC meeting where the Fed hiked 75 basis points; however, it was the press conference following the announcement that sent markets higher as investors interpreted Fed Chair Jay Powell's off the cuff comments as “dovish.” Yields, credit spreads and implied volatilities (uncertainty readings) fell, while equities rallied. The team discusses whether this was the correct interpretation while also talking about how earnings announcements and the potential for a recession could impact stocks and bonds.
The ARC Asset Management team discusses the changing dynamics within the stock and bond markets over the last month, touches on early second quarter earnings reports, and takes a deep dive into expectations for the Federal Reserve's path forward and what it might mean for longer term interest rates and the stock market going forward.
The ARC Asset Management team discusses the 75 basis point increase by the Fed, the persistence of inflation, and slowing economic trends. It then discusses the impact on financial markets and whether or not the big sell-off over the last two weeks might be capitulation.
The ARC Asset Management team discusses the current market volatility spurred to a large degree by inflation, inflation expectations and the resulting path of monetary policy. It's safe to say a pause in the rate hike path is off the table given the persistence in the inflation data but we'll know more on Wednesday (FOMC meeting).
The ARC Asset Management team discusses recent market movements, the Fed's inflation dilemma, the direction of interest rates, and whether market indicators are suggesting a soft landing is realistic or not. The team also touches on recent headlining grabbing comments by Elon Musk and others while also discussing the rapid deterioration in CEO confidence and what it could mean for the economic outlook.
The ARC Asset Management team discusses last week's CPI (inflation) data, the fact that economists continue to cut GDP forecasts, the University of Michigan Consumer Confidence numbers (weakest since 2011), all while household balance sheets - and corporate balance sheets - remain strong, making the Fed's job to tame inflation more difficult. This poses unique problems for traditional balanced portfolios as stocks and bonds have been moving in the same direction - down.
The ARC Asset Management team discusses the increase in volatility, whether or not the Fed (FOMC) Press conference was really as "dovish" as some thought, the recent jobs reports and their impact on inflation, as well as an update on the 1Q2022 earnings season in light of the challenging margin environment with wages and input costs increasing.
The ARC Asset Management team discusses the upcoming Fed (FOMC) meeting, the rate hike (50 bps priced-in), longer-term inflation expectations that have continued to increase, and the associated risk of these expectations becoming unanchored. They discuss the Fed's need to slow the economy to moderate inflation, relieve the tightness in the labor market, as well as an update on the 1Q2022 earnings season in light of the challenging margin environment with wages and input costs increasing.
The ARC Asset Management team discusses the significant increase in investor expectations for Fed rate hikes, inflation cross currents, and provides their view of initial earnings reports as well their outlook as reporting season hits its full stride this week and next. The team also touches on the $US, global bond markets, and China.
With the S&P 500 at close to peak operating margins, the ARC Asset Management team unpacks the probability of margin headwinds as companies continue to face higher input prices and rising wages. We explore the latest CPI and consumer spending data and also discuss the ongoing war in Ukraine.
Are equities the preferred asset class given the current inflationary environment? Join ARC's asset management team as they continue last week's discussion about how inflation, interest rates, and credit spreads impact fixed income markets and whether equities offer a more compelling "yield" to help investors withstand the purchasing power erosion to savings and investments due to inflation. They also build on that discussion by highlighting some of the pressing risks within the equity markets and how the big interest rate increases since the last show might affect asset allocation decisions.
Are equities the preferred asset class given the current inflationary environment? Join ARC's asset management team as they discuss how inflation, interest rates, and credit spreads impact fixed income markets and whether equities offer a more compelling "yield" to help investors withstand the purchasing power erosion to savings and investments due to inflation.
Join ARC's Asset management team as they discuss the latest news from Ukraine. They dive into commodity markets, OPEC, and the EU's evolving energy situation. In addition, the team reviews key economic data including measures of inflation and consumer confidence, and the ever flattening Treasury yield curve.
Join ARC's Asset management team as they discuss the latest news from Ukraine, and the impact the war is having on financial markets. They deep dive into the Fed's first interest rate hike since 2018 along with the Fed's new economic projections. They also discuss measures of equity market and fixed income market uncertainty contextualized within the scope of recent market history.
The war in Ukraine is first and foremost a humanitarian crisis that we wish we would end. It is also substantially affecting financial markets. Join ARC's Asset management team as they discuss the latest news from Ukraine, the war's impact on energy prices and commodities broadly, inflation and inflation expectations, the Fed's daunting task of fighting inflation without causing a recession, and the implications for credit and equity markets.
Jean Paul Lagarde and Michael Thomas discuss the evolving Russia / Ukraine situation, intensifying sanctions and their effect on commodity prices, inflation, and inflation expectations. They dive into volatility markets to assess investor uncertainty across asset classes, as well as traditional risk metrics derived from credit markets. They also discuss last Friday's Jobs Report.
Jean Paul Lagarde and Michael Thomas discuss the evolving Russia / Ukraine situation in light of intensifying sanctions, and the effect they are having on commodity prices, inflation, and inflation expectations. We dive into the yield curve, Jerome Powell's testimony before congress, and the probable path of FED policy normalization.
Jean Paul Lagarde and Michael Thomas of ARC Asset Management discuss the Russia / Ukraine situation, the possible impacts to energy prices and inflation broadly, and the difficulties consumers face as wage increase are not keeping pace with inflation, leading to negative "real" wage growth. They also discuss the latest consumer confidence survey from the University of Michigan showing continued declines.
[2/16/2022 4:52 PM] Jean Paul LagardeJean Paul Lagarde and Michael Thomas discuss the Russia / Ukraine situation, recent inflation and labor market data as well as the FED's impact on the Treasury market, fixed income and equities broadly.
Jean Paul Lagarde and Michael Thomas discuss the recent market activity, Q4 earnings results thus far, the sell-off in the fixed income markets, inflation and the economic outlook.
Jean Paul Lagarde and Michael Thomas discuss the recent market volatility, what might be driving it and what investors should expect in terms of volatility into the future. They also discuss today's FOMC press conference and what sent markets lower into the close.
Jean Paul Lagarde and Michael Thomas explore all things inflation on this week's Slow Money Show. From reported inflation (CPI/PCE), to Business Surveys like the Institute of Supply Management (ISM) and NFIB (small business) surveys, to commodity prices, consumer inflation exceptions and market implied inflation expectations, the bottom line is inflation matters. We also discuss FED actions, the recent increase in rates and their ramifications on credit and equity markets.
Jean Paul Lagarde and Michael Thomas explore all things inflation on this week's Slow Money Show. From reported inflation (CPI/PCE), to Business Surveys like the Institute of Supply Management (ISM) and NFIB (small business) surveys, to commodity prices, consumer inflation exceptions and market implied inflation expectations, the bottom line is inflation matters. We also discuss FED actions, the recent increase in rates and their ramifications on credit and equity markets.
The Asset Management Team discusses the latest COVID data as it pertains to the markets and the economy. The team will also do a check in on the corporate earnings season and what management teams are saying about supply chain issues, the labor market and inflation. Additionally, they will discuss recent equity and fixed income market moves with an emphasis on the yield curve.
The Asset Management team discusses today's Federal Reserve meeting and Chairman Powell's press conference. The team will also update listeners on the current earnings season, as well as recent equity and fixed income market dynamics. Furthermore, they will discuss recent news around COVID-19 and whether the new Delta variant is impacting economic activity.
The Asset Management Team discusses the recent short-lived pickup in volatility in equity and fixed income markets and its implications for the next few months. They will also go over the ongoing earnings season, the Delta variant, and recent inflation numbers.
The Asset Management Team discusses recent language coming out of Federal Reserve officials, as well as the latest inflation measures and economic indicators and how the recent developments impact fixed income and equity markets. The team will also touch on the Delta variant and give an update on earnings season.
The ARC Asset Management team discusses last week's Federal Open Market Committee meeting and the ensuing market reaction. The team will analyze the potential future path of Federal Reserve policy and its impact on equity and bond markets, as well as recent economic data releases.
The ARC Asset Management team weighs in on the structural versus transitory inflation debate. The team will also discuss labor markets and the potential supply shortage, other recent economic data releases, as well as the continued increase in commodity prices. They will also cover recent moves in the equity and fixed income markets and their implications for investors.
The ARC Asset Management team will discuss what the slight change in language from the Federal Reserve means for markets. Additionally, the team will go over the recent pick up in volatility in the commodities space and cryptocurrencies and give an update on the first quarter earnings season
The ARC Asset Management Team will go over the recent payroll report and CPI data release. The team will discuss what the numbers imply for markets as well as the likely path of Federal Reserve policy. They will also give an update on earnings and cover the situation around the gasoline pipeline shutdown.
The ARC Asset Management Team goes over the current earnings season, provides an update on the vaccine roll-out, and touches on developments in Washington. The team will also provide an overview of recent trends in equity and fixed income markets and cover official economic data releases.
The ARC Asset Management Team goes over the “American Families Plan” proposal, the potential for tax increases, and the latest Federal Reserve Open Market Committee meeting. The team will also provide an overview of recent trends in equity and fixed income markets and cover official economic data releases.
The ARC Asset Management Team goes over recent earnings reports, the latest on proposed corporate tax increases, and COVID-19 trends. The team will also provide an overview of recent trends in equity and fixed income markets and cover official economic data releases.
The ARC Asset Management Team goes over the Johnson & Johnson vaccine suspension, bank earnings, and the latest inflation prints. The team will also provide an overview of recent trends in equity and fixed income markets and cover other official economic data releases.
The ARC Asset Management Team goes over the White House's tax proposal, the labor market numbers, and the Federal Reserve's minutes released today. The team will also provide an overview of recent trends in equity and fixed income markets and cover other official economic data releases.
The ARC Asset Management Team will also provide an overview of recent trends in equity and fixed income markets as and cover the latest official economic data releases.
The ARC Asset Management Team goes over the Federal Reserve decision and Chairman Powell's press conference. The team will also discuss what Powell's comments mean for inflation, the yield curve and equity markets. Additionally, they will cover official economic data and recent market trends.
The ARC Asset Management Team will be going over the details on the latest round of stimulus, recent economic releases including the jobs report, and trends in the stock and bond markets. They will also touch on the challenges facing balanced portfolios going forward.
The ARC Asset Management Team will be breaking down the recent moves in the Treasury markets and its implication for momentum stocks. They will also discuss what the Treasury moves say about inflation expectations. Lastly, they will debate whether the Federal Reserve has lost control of the yield curve.
George Young (Villere Balanced Fund Portfolio Manager) is a problem-solver who thinks broadly about his clients' motivations and assets. His secret is always listening first. Then he guides clients on how they may move toward reaching their goals. In addition to his role as portfolio manager and strategizing with other partners on investment decisions, George serves as the chief compliance officer. The ARC Asset Management Team will speak with our guest about the current market and investing rules to live by.
The Asset Management Team will be breaking down the continued market rally. They'll also cover recent developments on stimulus, where the economy is trending, their thoughts on inflation, and the ongoing earnings season
The ARC Asset Management Team will be going over recent trends in the equity markets including the outsized moves in small retail companies and their implications. Additionally, the team will go over earnings reports, trends in the fixed income markets and Federal Reserve news.
George Milling-Stanley is Chief Gold Strategist with State Street Global Advisors. He joined SSGA as a Vice President and Head of Gold Strategy in November 2014.The ARC Asset Management Team will speak with our guest about gold and the current market.
The ARC Asset Management Team will be going over recent trends in the equity and bond markets, economic data, alternative data sets, technical analysis and volatility. We will also touch on the challenges facing traditional portfolios in 2021.
The ARC Asset Management Team will be speaking about the market outlook for 2021 including thoughts on economic growth, inflation, interest rates, volatility and the implications for client portfolios.
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