Podcasts about chief investment strategist

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  • 225PODCASTS
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Best podcasts about chief investment strategist

Latest podcast episodes about chief investment strategist

The Real Investment Show Podcast
Waiting on the Inflation Print (8/10/22)

The Real Investment Show Podcast

Play Episode Listen Later Aug 10, 2022 3:34


(8/10/22) Markets have rallied up into resistance over the past few days, consolidating at previous resistance levels, waiting on today's inflation print. [NOTE: At 7:30a CDT, CPI reported "cooler" than expected, at 8.5% year over year.] Weaker inflation will be interpreted as being good for stocks, because the Fed may be compelled to slow their aggressive rate hike campaign. Regardless, markets are very overbought on a short-term basis. The longer-term MACD indicator, however, is starting to weaken, suggesting price momentum is slowing. The question now is how stocks might transition over the next few days. There is more risk to the downside than there is upside potential. A correction back to the 50-DMA will provide a better opportunity to put capital to work. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=Q1q6ReEi7_4&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CPI #Inflation #FederalReserve #InterestRates #Markets #Money #Investing

The Real Investment Show Podcast
Is the Fed Close to the End? (8/9/22)

The Real Investment Show Podcast

Play Episode Listen Later Aug 9, 2022 3:44


(8/9/22) The debates are raging over whether we're seeing the dawning of a new Bull Market, or only a continuation of a Bear Market rally. Who'll be correct? More importantly, what should YOU do at this juncture? Markets have been improving, technically...a nice pattern of rising tops and bottoms has led markets back up to resistance levels from June of this year. If markets fail from this point, it will confirm the Bear Market Rally; however, there are some indicators of more Bull Market action. Stocks could go through a repricing as the Fed raises rates, tightens liquidity, and economic activity slows, weighing on corporate earnings and outlooks. If the Fed is closer to ending its campaign against inflation, though, that might be interpreted as the economy is as bad as it gets, and a turnaround is ahead. There are good arguments for both these, which is why we're keeping a little cash on the sidelines, and allowing the markets to do what they're going to do. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=Q8pizJ3_dZA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullMarket #BearMarket #MarketRally #NegativeSentiment #FederalReserve #RateHikes #Recession #Markets #Money #Investing

The Real Investment Show Podcast
Is the Markets' Bullish Mood Just Hype? (8/8/22)

The Real Investment Show Podcast

Play Episode Listen Later Aug 8, 2022 3:53


(8/8/22) Negative market sentiment should lead to lower equity prices, but in the short-term, some bullish patterns emerge. Markets' three-week rally is tempting the media to hype the new, bullish mood. Markets still have a lot of work ahead as the Fed hikes rates and tightens policy in its inflation fight,. That's going to lower economic activity, which will, in turn, force stocks to reprice for that. If markets pull-back, where will support be found? Interestingly, the 50-DMA is being crossed by the 20-DMA, indicating that any pull-back is likely to be pretty decent support for the short term--we're thinking around 3,950 to 4,000 on the S&P. A 200-point decline would be a nice correction. However, any voilation of the 50-20 crossover would suggest a re-test of lows, and put us back into a bearish trend. A pull-back that holds puts you in a position for greater equity exposure. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=3bTPJbbNJ7M&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=2s ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullMarket #NegativeSentiment #FederalReserve #RateHikes #Recession #Markets #Money #Investing

Chad Hartman
Chief Investment Strategist at BMO Capital Brian Belski talks jobs report and the American economy

Chad Hartman

Play Episode Listen Later Aug 5, 2022 13:59


Friend of the show Brian Belski joins Chad to talk about today's job report plus how the American economy is set up for the future.

The Real Investment Show Podcast
Has a New Bull Market Started? (8/4/22)

The Real Investment Show Podcast

Play Episode Listen Later Aug 4, 2022 2:47


(8/4/22) Markets have been due for a rally following extremes in negative sentiment and positioning by fund managers and hedge funds. The extreme bearishness meant there were no sellers left in the market, setting up for a buying frenzy. Now the headlines are heralding a "new bull market" that "you've got to get in." The markets are predicting the Fed will pivot...BUT, the Fed is saying no such thing, with Fed Pres. Bullard advocating for 3.5% rates. In fact, the most recent rate increases won't even show up the markets for 9-months. There IS a difference this time as the Fed fights the highest levels of inflation in 40-years. And markets have yet to price in the effects of slower economic activity as a result of the higher rates. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=8gvC9J66PMI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullMarket #NegativeSentiment #FederalReserve #RateHikes #Recession #Markets #Money #Investing

Business Standard Podcast
Is the current strength in rupee sustainable?

Business Standard Podcast

Play Episode Listen Later Aug 4, 2022 3:51


From a record low of 80.06 per dollar touched in late July, the rupee has pulled back to 78-79 per dollar levels. The reversal has been aided by a brake on foreign investors' exodus, weak crude prices and the dollar. For instance, the US dollar index has cooled off to 106 level from its 20-year high of 108.5 touched last month. The move came as the US Fed downplayed recession fears and hinted at a likely slowdown in rate hikes. However, any decisive move in the currency is dependent on foreign flows and the RBI's rate hike trajectory, analysts say. Dilip Parmar, Research Analyst, HDFC Securities, Dollar inflows, macro data key monitorables. Good monsoon may prod the RBI to be less hawkish and crude oil prices have been supportive. But geopolitical challenges remain a major risk, he says.  Besides, analysts flag India's strained external position as another dampener for the currency. A note by Bank of Baroda says, ‘Trade deficit continues to be at a record high, which will put pressure on the balance of payments. Imports may moderate due to softening global commodity prices. But, exports will be muted amid weak demand in key markets like the US and Europe'  Sharing similar views, Amit Pabari, of CR Forex Advisors expects the recent pullback to be unsustainable. According to him, “The recovery in rupee was driven due to triggering of stop-losses as the majority of the market's punt was long on US dollar, and short covering of the same aggravated the move. The currency will likely bottom out and resume its upward journey towards 79.5 to 80 levels.” That said, analysts believe that any further relief in the rupee will be most beneficial for oil marketing companies, which can offset the losses taken on the marketing margins. Traditionally preferred IT and pharma companies also remain preferred bets given their strongly hedged positions against currency volatility. According to Gaurang Shah, Chief Investment Strategist, Geojit Financial Services, markets generally look at IT, pharma in present scenario. Export opportunity makes speciality, agrochemicals etc good bets. Today, besides corporate earnings, the Bank of England's interest rate policy outcome will also be on investors' radar. 

The Real Investment Show Podcast
Can Markets Sustain July's Rally? (8/3/22)

The Real Investment Show Podcast

Play Episode Listen Later Aug 3, 2022 2:39


(8/3/22) Markets will open higher after a sloppy Tuesday of trading, trying to hold on to the bullish rally that started in July. Markets are now as over-baought as they were in March; markets need to hold the 50-DMA as support. With earnings coming in as a mixed bag, estimates for future earnings are coming down. Markets need to consolidate, and a pullback to the 50-DMA would set up for a stronger rally later. Things are still risky, and we're taking profits for now. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=uJ_NeHXvnOw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketSellOff #NegativeSentiment #FederalReserve #RateHikes #Recession #Markets #Money #Investing

The Real Investment Show Podcast
Will July strength carry on to August? (8/2/22)

The Real Investment Show Podcast

Play Episode Listen Later Aug 2, 2022 2:38


(8/2/22) Markets are set to open lower today following a strong July; negative sentiment and negative positioning by managers set things up for the strong rally, similar to activity we saw back in March. Could the pattern then be replicated in August? It is now critical that markets hold support at the current 50-DMA. Historically, the month of August tends to be weaker for markets, and September isn't that great, either. Meaning, we've got about two months' worth of seasonal weakness. But by the time we get to the seasonally-stronger months of October and November, the first of the Fed's rate hikes will have hit the economy. The risk will remain from high inflation, slower economic growth, and a still-aggressive Fed as we head into the end of the year. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=t9XugyT6Sok&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=2s ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketSellOff #NegativeSentiment #FederalReserve #RateHikes #Recession #Markets #Money #Investing

Business News Leaders
Animal Spirits

Business News Leaders

Play Episode Listen Later Aug 1, 2022 26:00


Global markets ended their best month in two years strongly on Friday with the JSE gaining 0.47% to 68,934 points, having strengthened 4.09% for the month, according to Infront data, while the top 40 was up 0.49% — having added 3.93% in July. In the US the Dow added 6.7% for the month, the S&P 9.1% and the Nasdaq, 12.3%. The market has been fuelled by some better than expected big tech earnings, which came after a 75 basis point interest rate hike from the Federal Reserve on Wednesday, as widely expected. However, the Fed's tone was less hawkish, with chair Jerome Powell indicating that the central bank could slow the pace of its rate hikes, saying its future moves will be data-dependent. Asian shares were sluggish this morning as we kick off the new month though, as disappointing Chinese economic data fed doubts Wall Street's rally could be sustained, while the dollar continued its retreat on the yen as speculators were forced out of suddenly unprofitable short positions. China's official measure of factory activity contracted in July as fresh virus flare-ups weighed on demand, and the Caixin PMI also missed forecasts This doesn't bode well for the raft of other PMIs due this week, including the influential U.S. ISM survey, while the July payrolls report on Friday should also show a further slowdown. At the same time U.S. data out Friday showed stubbornly high inflation and wages growth, while central banks in the UK, Australia and India are all expected to hike again this week. Let's find out what the animal spirits are telling us with Chris Holdsworth, Chief Investment Strategist at Investec Wealth and Investment

The Real Investment Show Podcast
"Not Bad" vs "Good" (8/1/22)

The Real Investment Show Podcast

Play Episode Listen Later Aug 1, 2022 3:12


(8/1/22) Markets have been extremely bearish, very over-sold, very bearish, and overdue for a very nice, a countertrend rally, which finally occurred in July. When markets began to come to the realization the deflation may be a bigger issue than inflation, we started to see a rotation out of Value and into Tech. That the bullish set-up that would indicate higher stock prices in the near-term. But as we move into the month of August, which is historically a weaker month, it would not be surprising to see a bit of consolidation pull-back. Much will depend upon the Fed's next step. A higher-than-expected CPI print in August could push the Fed for stronger anti-inflationary measures in September. When the Fed stops its rate hikes, a recession, and a decline in asset prices are typically not far behind. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=A6IuBkTLPVU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EarningsSeason #Inflation #Deflation #CPI #FederalReserve #RateHikes #Recession #Markets #Money #Investing

Natixis Insights
Q2 2022 Update: Gateway Funds

Natixis Insights

Play Episode Listen Later Aug 1, 2022 43:07


Dave Jilek, Chief Investment Strategist at Gateway Investment Advisers and Harry Shea, an Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

The Cable
Where Will Inflation Go From Here? (Audio)

The Cable

Play Episode Listen Later Jul 29, 2022 6:55


David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about market volatility and the economy in 2022. Hosted by Paul Sweeney and Matt Miller.

Wintrust Business Lunch
Wintrust Business Lunch 7/28/22: GDP falls, Facebook revenue drop, and Quincy Street Distillery

Wintrust Business Lunch

Play Episode Listen Later Jul 28, 2022


 Segment 1: Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, joins John to talk about GDP falling in the second quarter, when inflation might start to moderate, and how the markets are reacting to today’s data and yesterday’s Fed decision to raise interest rates. Segment 2: Joan E. Solsman, Senior Reporter, CNET, chats with John about a […]

Behind The Numbers
Paul Dietrich – Managing Your Money in Challenging Times

Behind The Numbers

Play Episode Listen Later Jul 28, 2022 28:59


Today's guest regularly appears on CNBC, Fox Business and is sought after for quotes by The Wall Street Journal, Yahoo! Finance, Reuters and The Washington Post. He's here today to tell us how to navigate the investment waters in turbulent markets. Dave Bookbinder goes Behind The Numbers with Paul Dietrich, Chief Investment Strategist at B. Riley Wealth Management. Paul says that “you can't time the market, but you can time the economy.” In this episode, Paul shares his insights about an investment strategy based on trend-following and the impact of inflation and recession on the markets. We're also discussing cryptocurrency, and what signals Paul looks for to exit the markets ahead of a recession. Email Paul at pdietrich@brileywealth.com to subscribe to his newsletter!  About the Host: Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. Dave is a Managing Director at B. Riley Advisory Services, where he works closely with business owners, CFOs, Controllers, and CEOs.  Dave has conducted valuations of the securities and intangible assets of public and private companies for various purposes. Grab Dave's best-selling book: The New ROI: Return on Individuals Connect with Dave on LinkedIn Connect with Dave on FaceBook Follow Dave on Twitter Check out NewROI.com for more.

The Real Investment Show Podcast
Fed Hikes Rates Again--What Now? (7/28/22)

The Real Investment Show Podcast

Play Episode Listen Later Jul 28, 2022 4:28


(7/28/22) The Fed announced a 75-bp rate hike, as expected; markets rallied on the news the Fed is removing forward guidance, and could slow the velocity of rate increases over time. Markets interpreted that as a pivot in Fed policy, preparing to go back to zero interest rates and market-supportive quantitative easing. The resulting sharp rally in an otherwise bear market belied the Pain Trade by investors, with a case of FOMO--afraid of missing out...not missing the rally, but the fear of missing out on the bottom, should the Fed actually pivot on policy. This is a short-term trading opportunity, not necessarily a long-term investing opportunity: There are still plenty of issues to deal with, like higher interest rates, lower economic growth, and a potential recession. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=h1qK8VB9PQE&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FederalReserve #RateHike #PainTrade #Inflation #Recession #BullishMarket #BearMarket #Markets #Money #Investing

Americana Partners
Stay Invested - July 2022 Market Commentary

Americana Partners

Play Episode Listen Later Jul 28, 2022 41:30


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Bloomberg Businessweek
Chipotle CEO on Earnings, Inflation and Crypto

Bloomberg Businessweek

Play Episode Listen Later Jul 27, 2022 32:40 Very Popular


Chipotle Mexican Grill CEO Brian Niccol discusses second-quarter earnings that topped analysts' projections as the burrito chain added new locations and consumers proved willing to pay more. Andrew Collins, President & CEO of Sentient Jet, talks about the return of travel and sustainability efforts for the private aviation company. And we Drive to the Close with Randy Watts, Chief Investment Strategist at O'Neil Global Advisors. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg Businessweek
Chipotle CEO on Earnings, Inflation and Crypto

Bloomberg Businessweek

Play Episode Listen Later Jul 27, 2022 32:40


Chipotle Mexican Grill CEO Brian Niccol discusses second-quarter earnings that topped analysts' projections as the burrito chain added new locations and consumers proved willing to pay more. Andrew Collins, President & CEO of Sentient Jet, talks about the return of travel and sustainability efforts for the private aviation company. And we Drive to the Close with Randy Watts, Chief Investment Strategist at O'Neil Global Advisors. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

The Real Investment Show Podcast
Is the Bottom in for Microsoft & Google?

The Real Investment Show Podcast

Play Episode Listen Later Jul 27, 2022 4:28


(7/27/22) There is an interesting opportunity for investors in companies that miss estimates, yet rally afterwards, despite whatever bad news has been released. Could that be the case with two giants of the S&P and NASDAQ, Microsoft and Google? Additionally, was the less-than-happy news already priced-in to these stocks? Still to be seen is whether they can hold their current bottom, and rally above their 50-DMA. Both stocks are major players within the Top Ten holdings of the S&P; any rallies in these stocks will also help hold support in that index. Still to come today--the Fed's announcement on interest rates. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=bzLHrUOTFU0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MSFT #GOOG #EarningsMiss #Inflation #Recession #Markets #Money #Investing

The Real Investment Show Podcast
Inventory Builds & Declining Store Traffic (7/26/22)

The Real Investment Show Podcast

Play Episode Listen Later Jul 26, 2022 3:54


(7/26/22) Walmart blames inflation for a less-than-enthusiastic outlook, after previously warning about inventory builds. Monday's Q2 report underscored those concerns, as well as declining store traffic. These issues also feed into Amazon and Target, raising the question of how this will ultimately affect earnings in the retail sector through the second half of the year. Recession fear is certainly gaining traction. Tuesday morning futures are setting up to open lower for a retest of the 50-DMA; markets need to hold support at this level through the end of the week if we're going to build base at this point, allowing bulls to rally the market. Lots more earnings reports coming out today, and by the end of next week, we will have gone through 80% of the S&P 500 companies' results and forward guidance for the rest of the year, providing a really good handle on how much inflation is truly affecting the economy. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=C-IsIs91N-M&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #WalMart #EarningsMiss #Inflation #Recession #Target #Amazon #Markets #Money #Investing

The Real Investment Show Podcast
Who's Right--Stocks or Bonds?| 3:00 on Markets & Money

The Real Investment Show Podcast

Play Episode Listen Later Jul 25, 2022 4:44


(7/25/22) Markets got a little over-extended last week, pulling back and retesting the 50-DMA without violating it. That turned previous resistance into support, broke out of the downtrend channel, and set up a row of higher lows. The resulting rally, however, has been more subdued in intensity; the S&P could work its way up to 4,170. Earnings season moves into high gear this week, the Fed's meeting on Wednesday will reveal their next rate decision and forward-looking commentary, and the first estimate of Q2 GDP hits on Thursday: all events and items that will affect market mentality. Meanwhile, bond yields are telling a lot about expectations for economic growth. While inflation may be slowing more than expected, so, too, is economic growth. A break below 2.65% on the 10-year Treasury, we could a see a sharp decline in short-term interest rates. These facts give two, competing theories about which way the markets will go...and which theory about the economy is correct. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=x0DDtGYXMok&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullMarket #S&P_4170 #PeakInflation #BondMarket #BondYield #InterestRates #FedTightening #EconomicWeakness #Markets #Money #Investing

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Twitter, And The Night Effect (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 22, 2022 27:44


Pooja Kumra, Senior European Rates Strategist at TD, discusses the ECB raising rates and the European economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, talks about investing and the economy in 2022. Bruce Lavine, CEO at Nightshares, joins the show to talk about launching ETFs to capture the “Night Effect.” Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, discusses Twitter and Snap earnings as well as the social media selloff. Dan Murray, CEO and founder at Vertex, joins the show to talk about using tech to help advance industrial companies in America that could be vulnerable to lagging behind. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

The Real Investment Show Podcast
Will the S&P Reach 4,170? (7/21/22)

The Real Investment Show Podcast

Play Episode Listen Later Jul 21, 2022 3:44


(7/21/22) From a bullish standpoint, there seems to be a lot of bullish input: MACD's on a buy signal, and markets are on a defined uptrend. The next level up will be 4170 on the S&P. We've seen this before, but here come the seasonally-weak months of the year. The Fed's tightening policy, and weakening economic data and manufacturing indexes, and a strengthening dollar will all feed into earnings later this year. Any kind of rally at this point is an opportunity to reduce exposure, raise cash, and hedge against risk. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Articles mentioned in this report: "Liquidity and Valuations – The Cornerstones of Investing" https://realinvestmentadvice.com/liquidity-and-valuations-the-cornerstones-of-investing -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=wDbBlTeYn38&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BullMarket #BearMarketRally #S&P_4170 #FedTightening #EconomicWeakness #Markets #Money #Investing

The Real Investment Show Podcast
Have We Reached the Bottom Yet? (7/20/22)

The Real Investment Show Podcast

Play Episode Listen Later Jul 20, 2022 4:52


(7/20/22) We haven't seen investors THIS negative since 2008--does this suggest we're nearing a market bottom? This is not then: We're running the highest inflation rate in 40-years, the Fed is tightening its balance sheet AND hiking interest rates. What do the technical charts tell us? Markets are oversold by two standard deviations from the 50-WMA--but not as bad as in May, or March 2020, or in early 2016, pre-Brexit. The MACD indicator is very low and starting to turn positive. Other oversold indicators are behaving similarly and starting to turn up as well. This COULD set up for a decent, tradable rally. A longer perspective, back to 1994, illustrates market behavior following the Dot-com crash of 2000, the financial crisis of 2008, Brexit in 2015-16, the March 2020 pandemic sell-off, and the Fed taper tantrum of 2018--all compared to the bear market sell-off we're experiencing now. It is key to note the declines are smaller in magnitude going forward--but over-sold indicators did not register extremes like we're seeing now. So, yes, we could be seeing the starts of an intermediate term bottom in the market--but it's still too early to jump into the market with both feet. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=d-vvRw1yeTU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestorSentiment #ExtremeNegativity #MarketBottom #InvestingOpportunity #Markets #Money #Investing

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Tech, And Air Travel (Radio)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 19, 2022 33:07


Steve Wyett, Chief Investment Strategist at BOK Financial, talks about markets and investing in 2022. Ivana Delevska, founder and CIO at SPEAR Invest, talks about tech stocks, including those reporting earnings this week like IBM and Netflix, and industrial tech investing. Liz McCormick, Chief Correspondent of Global Macro Markets for Bloomberg News, talks about yield curve inversions, the bond market, and Euro bonds reacting to the ECB likely raising interest rates. Ted Smith co-founder and president of Union Square Advisors, talks about tech volatility, M&A deals in tech, and trends in deal making. Max Levchin, CEO at Affirm, joins the show to discuss his company and consumer sentiment. Hosted by Paul Sweeney, Matt Miller, Kriti Gupta, and Sonali Basak. See omnystudio.com/listener for privacy information.

The Real Investment Show Podcast
Hiring Freezes--A Sign of Slow Down? (7/19/22)

The Real Investment Show Podcast

Play Episode Listen Later Jul 19, 2022 4:04


(7/19/22) Stocks were poised to break above the downtrend, but Apple's announcement to freeze hiring killed market momentum. Hiring freezes are the first step before layoffs--because the economy is slowing down. Futures are higher this morning, suggesting markets will again try to challenge the downward trend that's been in place since March. We're not in the mood for a lot of risk at this time; we're going to use whatever rally we get to rebalance portfolios. The existence of so much bearishness leads to the ability to have a stronger counter-trend rally. A break above the trends line will set up for new highs; but a break below the trendline will establish new lows, requiring a reassessment of positioning. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=rAeSvb5j3vM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Apple #HiringFreeze #EconomicSlowDown #EarningsSeason #MarketDowntrend #Markets #Money #Investing

The Real Investment Show Podcast
Earnings Season Has Arrived--More Disappointments Ahead? 7/18/22

The Real Investment Show Podcast

Play Episode Listen Later Jul 18, 2022 3:13


(7/18/22) Earnings season gets underway in earnest as most S&P 500 companies report; the Big Question is whether analysts have adjusted estimates enough--or are there more disappointments ahead? Forward-looking outlooks will be a big driver of prices. Two bullish indicators to note: Downtrend market channels established in March could be breached to the upside today; the 50-DMA is important resistance. Watch for the development of a counter-trend rally to entice buyers back into the market. If earnings come in at or better-than-expected, AND forward guidance isn't terrible, we could see a fairly strong counter-trend rally. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=X5scO3hAMas&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EarningsSeason #MarketDowntrend #ForwardGuidance #50DMA #Markets #Money #Investing

What Got You There with Sean DeLaney
Michael Mauboussin- Frameworks for Better Decision Making, Learning & Investing

What Got You There with Sean DeLaney

Play Episode Listen Later Jul 17, 2022 74:42


Michael Mauboussin is the author of The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing, Think Twice: Harnessing the Power of Counterintuition, and More Than You Know: Finding Financial Wisdom in Unconventional Places. Michael is currently Head of Consilient Research at Counterpoint Global. Michael has also held roles as Director of Research at BlueMountain Capital Management, he was a Managing Director and Head of Global Financial Strategies at Credit Suisse, and he was Chief Investment Strategist at Legg Mason Capital Management. Mr. Mauboussin has been an adjunct professor of finance at Columbia Business School since 1993 and currently is Chairman of the Board of Trustees for the Sante Fe Institute. Checkout the Show Notes from Michael's Episode & Reading List Transcript   Watch my Persistent Patterns of Greatness Master Class  You Unleashed Course  50% off You Unleashed is an online personal development course created by Sean DeLaney after spending years working with an interviewing high achievers.The online course that helps you ‘Unleash your potential'! You Unleashed teaches you the MINDSETS, ROUTINES and BEHAVIORS you need to unleash your potential and discover what you're capable of. You know you're capable of more and want to bring out that untapped potential inside of you. We teach you how. Enroll Today & Receive 50% off by using code “WGYT”- Click Here Subscribe to my Momentum Monday Newsletter Connect with us! Whatgotyouthere TikTok YouTube Twitter Instagram 

Trend Following with Michael Covel
Ep. 1092: Ben Hunt Interview with Michael Covel on Trend Following Radio

Trend Following with Michael Covel

Play Episode Listen Later Jul 11, 2022 47:09


My guest today is Ben Hunt. Ben spent a decade in academia as a Political Science professor at New York University before starting a couple of his own software companies, which he later sold. Ben then decided to conquer financial markets, serving as the Chief Risk Officer and Chief Investment Strategist for Salient, one of the country's top asset management boutiques. Today, Ben is the co-founder and writer for Epsilon Theory, a website, and newsletter that examines markets through the lenses of game theory, history, philosophy, and sociology.  The topic is his article The MacGuffin Part 1. In this episode of Trend Following Radio we discuss: The MacGuffin Terra Luna's crash and its effects on the crypto world Securitization of Bitcoin on Wall Street His perspective on the current financial world Using trend following strategies How FED controls the inflation and business cycles Jump in! --- I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show. To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/ You can watch a free video here: https://www.trendfollowing.com/video/ Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast My social media platforms: Twitter: @covel Facebook: @trendfollowing LinkedIn: @covel Instagram: @mikecovel Hope you enjoy my never-ending podcast conversation!

The Larry Kudlow Show
Chief Investment Strategist at Hightower Advisors Stephanie Link, and Managing Partner at Kace Capital Advisors Ken Polcari | 07-09-2022

The Larry Kudlow Show

Play Episode Listen Later Jul 9, 2022 20:02


Learn more about your ad choices. Visit megaphone.fm/adchoices

Wintrust Business Lunch
Wintrust Business Lunch 7/7/22: Fed tackling inflation, crypto regulation, and personalizing cash gifts with Memento

Wintrust Business Lunch

Play Episode Listen Later Jul 7, 2022


Segment 1: Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, joins John to talk about what was learned with the release of the Fed’s June minutes, the Fed’s resolve to fight inflation and how the market has been reacting, if the Fed acted quick enough to combat inflation, and how optimistic he is that the markets […]

Americana Partners
Stay Invested- June 2022 Market Commentary Special Report

Americana Partners

Play Episode Listen Later Jul 6, 2022 4:13


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Americana Partners
Stay Invested - June 2022 Market Commentary

Americana Partners

Play Episode Listen Later Jul 6, 2022 43:18


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, ETFs, Travel, And Top Gun (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 1, 2022 23:29


Ross Mayfield, Chief Investment Strategist at Baird Private Wealth Management, talks about markets and investing strategies. Katie Greifeld, cross asset reporter with Bloomberg News, discusses her recent piece on the ETF boom being fueled by the existential crisis in bonds. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022 and ahead of July 4th weekend. Mark Douglas, CEO of MNTN, talks about Top Gun's big box office earnings and streaming. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, SCOTUS, Crypto, And Real Estate (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 30, 2022 22:35


Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses markets and the economy as interest rates rise and inflation persists. June Grasso, host of “Bloomberg Law,” discusses the latest Supreme Court rulings on the last day of its term. Everett Millman, Chief Markets Analyst at Gainesville Coins, discusses crypto, Bitcoin, and the outlook for inflation and markets. John Fish, Suffolk Construction CEO and Chair of the Real Estate Roundtable, talks about the real estate market, rising mortgage interest rates, and construction. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

GZero World with Ian Bremmer
Economic weapons & fallout of the new Cold War

GZero World with Ian Bremmer

Play Episode Listen Later Jun 30, 2022 30:42


In 1985, after four decades of standoff between the world's biggest superpowers, US President Ronald Reagan had a private conversation with the Soviet leader, Mikhail Gorbachev. Reagan asked him, "What would you do if the United States were suddenly attacked by someone from outer space? Would you help us?" "No doubt about it," Gorbachev responded. That moment didn't magically end one of the greatest political power struggles in history, but it did begin to melt the ice. Today, the US/Russia relationship is at a new low as war rages in Ukraine, and a new Cold War is growing. But the old Iron Curtain existed to divide Europe. This one is uniting it, and further isolating Putin's Russia. On the latest episode of Living Beyond Borders we'll discuss what that means for America, the global economy, and your bottom line. This conversation is moderated by Shari Friedman, Eurasia Group's Managing Director of Climate and Sustainability, and features Ian Bremmer, President of Eurasia Group and GZERO Media, and Steven Wieting, Chief Investment Strategist and Chief Economist at Citi Global Wealth Investments.

The Real Investment Show Podcast
Will the Second-Half of 2022 Be Better than the First?

The Real Investment Show Podcast

Play Episode Listen Later Jun 30, 2022 3:03


(6/30/22) Markets have chalked up the worst first-half of the year on record; history shows that stocks tend to do better in the second-half of the year...outside of a recession. Much of the recent economic data does not bode well for the economy heading into July, with the risk of recession increasing by the Fed's rate hikes and balance sheet reduction. Historically, if a recession hits, markets dip lower. And even though markets are down this year, so far, there is still more downside possible. There is also a strong possibility of a recession in earnings. It all boils down to earnings, valuations, and adjustments--and earnings have not been revised down enough to compensate for the risk of an economic recession. Our advice: Trade carefully, and use rallies to reduce portfolio risk. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=A5u70SPxPhA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Recession #Inflation #Earnings #Valuations #InterestRates #MonetaryPolicy #Markets #Money #Investing

The Real Investment Show Podcast
Will June's End Provide Lift to Markets?

The Real Investment Show Podcast

Play Episode Listen Later Jun 29, 2022 3:07


(6/29/22) Poorer than expected economic data triggered a market sell-off on Tuesday: The Richmond Fed Survey reported a big drop in all components, suggesting a recession is becoming a much higher probability. Similarly, the Philly Fed Manufacturing Index, the Dallas Fed indicators show pervasive economic slowing, thanks to tighter monetary policy, higher inflation, and higher interest rates. The Census Board's Consumer Confidence survey revealed big declines in street-level sentiment. Markets didn't like that, and fell to retest support at the previous lows of May. The hope now is that as June comes to an end, portfolio rebalancing and shuffling will provide a bit of a lift to markets. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=AaPk8S3MP0A&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Recession #Inflation #WindowDressing #PortfolioRebalancing #InterestRates #MonetaryPolicy #Markets #Money #Investing

The Model FA
Guiding Clients through Market Downturns with Rusty Vanneman and Dr. Daniel Crosby

The Model FA

Play Episode Listen Later Jun 28, 2022 39:47


Rusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management from Babson College in Wellesley, Massachusetts. In addition to his work at Orion, Rusty hosts The Weighing Machine podcast and is the author of the book, Higher Calling.   Dr. Daniel Crosby is the Chief Behavioral Officer of Orion Advisor Solutions. A psychologist and behavioral finance expert, Daniel specializes in helping organizations understand the intersection of minds and markets. Before joining Orion, Daniel served as the Chief Behavioral Officer of Brinker Capital. He was educated at Brigham Young University, where he completed his Bachelor's degree and Ph.D. in Psychology. He is also the author of the New York Times bestseller, Personal Benchmark, as well as The Laws of Wealth, which the Axiom Business Book Awards named the best investment book in 2017. His latest work, The Behavioral Investor, takes an in-depth look at how sociology, psychology, and neurology impact investment decision-making.   Rusty and Daniel join us today to discuss how financial advisors can connect with their clients and guide them through difficult economic conditions. They explain how they encourage their clients to continue on their investing path. They describe why it's important for advisors to highlight their services' features rather than their technical aspects. They also enumerate the five elements of wellness and underscore why the success of a financial advisor's business and career relies on self-care and wellbeing.   “We have to convey to our clients that we're partners in the journey, and our ability to get there is only as good as their ability to take the ride.” - Dr. Daniel Crosby   This week on The Model FA Podcast:   How financial advisors can communicate their value proposition to their clients The value of communicating technical aspects as features How financial advisors can encourage their clients amid challenging economic times The five elements of wellness and the role of self-care in a financial advisor's life The first thing financial advisors need to do when the markets take a downturn Why everyone should explore existentialism and stoicism   Resources Mentioned:   Book: A Guide to the Good Life: The Ancient Art of Stoic Joy by William Irvine Book: Man's Search for Meaning by Viktor Frankl Book: Think and Grow Rich by Napoleon Hill   Our Favorite Quotes:   “To have a thriving business and happy clients—whether the market is crushing it or crashing down—you need to be the best version of yourself mentally, physically, emotionally.” - David DeCelle “Whatever the normal person needs to do from a self-care perspective, the financial advisor needs to do even more because of all the bullets they take.” - David DeCelle “A confident advisor will create a confident investor.” - Rusty Vanneman   Connect with Orion:   Orion Portfolio Solutions Orion Practice Management Orion Advisor Tech on LinkedIn Orion Advisor Tech on Twitter   Connect with Rusty Vanneman:   Book: Higher Calling: A Guide to Helping Investors Achieve Their Goals Podcast: The Weighing Machine Rusty Vanneman on LinkedIn Rusty Vanneman on Twitter   Connect with Dr. Daniel Crosby:   Book: The Behavioral Investor Book: Personal Benchmark: Integrating Behavioral Finance and Investment Management Podcast: Standard Deviations Daniel Crosby on LinkedIn Daniel Crosby on Twitter   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

The Real Investment Show Podcast
Can Markets Continue Momentum at Quarter's End?

The Real Investment Show Podcast

Play Episode Listen Later Jun 28, 2022 3:00


(6/28/22) $30-Billion in rebalancing is at play this week as the end of June marks the end of the quarter, and fund managers have much to do in the way of "window dressing" prior to reporting their results by the end of the week. This has provided an upward bias to markets over the last few days, following last week's 6.5% rally. After essentially consolidating yesterday, S&P, Dow, and NASDAQ futures are positive ahead of the opening bell. Markets are expected to challenge the 20-DMA at the open, and above that there's resistance at the 50-DMA--the level at which markets consolidate back in late April. If the S&P can achieve the 4,000 level, that will be a good place to reduce risk in portfolios. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=b7w2mnXFudY&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #WindowDressing #PortfolioRebalancing #Markets #Money #Investing

The Real Investment Show Podcast
Will the Dust Settle This Week?

The Real Investment Show Podcast

Play Episode Listen Later Jun 27, 2022 3:33


(6/27/22) Markets rallied 6.5% on the S&P last week--was that the bottom? We won't really know until the dust settles from this week, with a $30-B rebalancing act coming as the end of June marks the end of the quarter. This regular "window-dressing" parade will add more buying pressure to the markets ahead of the first two weeks of July--which tend to be strong performers, historically. Caveat: Seasonality hasn't worked out too well for markets this year...2022 has had one of the worst starts to the year since the 1930's. However, over-sold market conditions are turning up; there is some support remaining for a rally. The target is between 3,900 and 4,000 at the 50-DMA. We're seeing the same set up for June that we saw in May, when a rally wiped out most of the losses. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=AugBq93GC9k&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BearMarket #WindowDressing #PortfolioRebalacning #MarketRally #Markets #Money #Investing

The San Francisco Experience
Is a Recession inevitable ? Talking with Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors.

The San Francisco Experience

Play Episode Listen Later Jun 24, 2022 33:27


Jeff gives us a broad market overview discussing inflation, interest rates and the stock market. He also shares Mariner's best thinking for investors in these choppy markets. --- Send in a voice message: https://anchor.fm/james-herlihy/message

The Real Investment Show Podcast
Have Markets Priced-in Recession?

The Real Investment Show Podcast

Play Episode Listen Later Jun 23, 2022 4:17


(6/23/22) Fed Chair Jerome Powell's testimony Wednesday that he might have to create a recession to contain inflation roiled markets, and he's set for a second round today. Futures have been reversing early losses, and the question now is whether markets can keep it up. We contend that any rally should be sold-in to; selling pressure continues to appear in these rallies because of so many investors feeling trapped, looking for any relief. We're looking for markets to rally back to the 20-DMA and 50DMA, somewhere between 3,950 and 4,000. Markets continue to price-in what's going on economically, but have not yet priced-in a recession, nor the decline in earnings estimates that has to occur as the economy slows. In turn, prices will have to decline as adjustments are made for lower earnings. Similarly, yields have not yet priced-in a recession; we're looking for interest rates to fall sharply to 2-1/2%. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=3oh5QfrxQuc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Recession #Inflation #InterestRates #OilPrices #MarketRally #Markets #Money #Investing

The Real Investment Show Podcast
What Happens to Oil Prices After Big Spikes?

The Real Investment Show Podcast

Play Episode Listen Later Jun 22, 2022 4:11


(6/22/22) Markets bounced 2% following a long weekend break. This morning's early morning sell-off may keep prices suppressed. Consolidations lead to failures and short-term increases, making it difficult for investors to make any returns. Oil prices are beginning to exhibit this behavior, too, down about 4% after big run up. We're looking for a bounce at about $96 to $100/bbl. As demand slows down as the economy weakens, the diminished demand for fuel will further weaken prices. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=V8ROFhlaCmI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Articles mentioned in this report: "Oil Price Reversions – The Inevitable Outcome Of Recessions" https://realinvestmentadvice.com/oil-price-reversions-the-inevitable-outcome-of-recessions/ ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilPrices #MarketBounce #SupplyDemand #Markets #Money #Investing

Bloomberg Businessweek
Gen Z Nurses Concerned About Burnout

Bloomberg Businessweek

Play Episode Listen Later Jun 21, 2022 28:51 Very Popular


Dr. Iman Abuzeid, Co-Founder and CEO at Incredible Health, discusses helping nurses find jobs and manage their careers. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Senior Washington Correspondent Saleha Mohsin share the details of Saleha's Businessweek Magazine story Janet Yellen Is Getting Trapped in the Blame Game Over Inflation. Bloomberg News Editor in Chief John Micklethwait interviews Elon Musk from the Qatar Economic Forum about his plans to take over Twitter. And we Drive to the Close with Jeff Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors. Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan.   See omnystudio.com/listener for privacy information.

The Real Investment Show Podcast
Are Markets near a Short-term Bottom?

The Real Investment Show Podcast

Play Episode Listen Later Jun 21, 2022 3:41


(6/21/22) Last week's sell-off pushed markets down sharply, and markets tried to stabilize on Friday, ahead of the long weekend. As we produce this report, all indexes are showing the possibility of a bit of a bounce this morning. Markets are over-sold down to three standard deviations below the 50-DMA, putting more downward pressure on stocks as the average continues to slide. This and other indicators are at levels from which we should start to see a bounce. A reasonable retracement level would be right at the 3,900 to 4,000 point for a rally. We're suggesting that any rally be used to sell into to reduce risk and raise cash. A break above the 50-DMA will give you a shot at the 200-DMA. So long as the Fed continues to aggressively raise rates, keep a watch for indications of a breakout to the upside---something we don't expect to happen today. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=TZvP5u3oTYc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketBottom #MarketSellOff #FederalReserve #RateHike #Inflation #Markets #Money #Investing 

The Larry Kudlow Show
Chief Investment Strategist Hightower Advisors Stephanie Link| 06-18-2022

The Larry Kudlow Show

Play Episode Listen Later Jun 18, 2022 33:23


Today on the Larry Kudlow Show Stephanie Link joins the show. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Real Investment Show Podcast
Fed Hikes Rates 75bp - What now?

The Real Investment Show Podcast

Play Episode Listen Later Jun 16, 2022 3:29


(6/16/22) Markets rallied on Wednesday despite a 75bp rate hike announced by the Fed. Then, overnight, traders sobered-up to the news that the Fed will be more aggressive in the future about raising rates additionally--not a good omen for strong economic growth. Markets are three standard deviations over-sold, and a short-term buy-signal failed to trigger. Markets continue to trade in a defined downtrend, and are now near the bottom of that range. Markets will have to hold support at this level in order to produce any kind of a short term rally over the next few days. Earnings estimates have yet to fall in reflecting the future impact of higher rates and diminished spending. Ongoing sell signals would indicate lower valuations to come. That being said, use any bounces we might get over the next few days to raise some cash and trim risks from portfolios. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=_b5_MCVSOag&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FederalReserve #RateHike #Inflation #Markets #Money #Investing