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Craig Callahan, chief executive officer at ICON Advisers, says that since mid-July the market has been entering a "new market with a new theme and new leadership," rotating towards small-cap stocks and broadening out. Beyond small companies, Callahan's value-driven analysis currently favors dividend-paying stocks, gas utilities, life and health and property/casualty insurers too. In the NAVigator segment, Duncan Farley, portfolio manager on the Developed Markets Special Situations team at RBC BlueBay Asset Management — the manager of the BlueBay Destra International Event-Driven Credit Fund — says "We're looking at a multi-year high in default rates" and discusses how that will change the credit markets. Plus, Patrick Healey, founder and president at Caliber Financial Partners, talks stock investing now in the Market Call.
Axel Merk, president and chief investment officer of the Merk Funds and Merk Investments, says that "higher for longer is not a strategy," which means that the Federal Reserve is setting up investors for a longer-lasting fallout than investors expect now. As a result, Merk says that the downside risk of the market right now is much greater than the upside potential now. Jeff Bishop of Raging Bull and Bullseye Trades sees the market as taking a small setback before the start of a Santa Claus rally that carries into the New Year, portending a strong year ahead for the market in 2024. Plus, Mike Taggart, closed-end fund specialist at Aberdeen, says that discounts in closed-end funds are "overplayed," and that investors who focus instead on income will likely be happier with the long-term outcome from their investments, and Patrick Healey, president of Caliber Financial Partners, talks stocks in the Market Call.
Toy sculptor Patrick Healey and artist/illustrator Chris Felix join the boys to talk about how two kids from Elder High School in Cincinnati ended up working for Kenner on one of the biggest toylines ever, their favorite Starting Lineup figures they've ever designed, the best (and worst) likenesses, the importance to get everything just right and who may or may not have been partially responsible for those super jacked Star Wars figures from the mid-90s.
Erik Weisman, chief economist at MFS Investments, says that the market has overreacted to the collapse of Silicon Valley Bank, pricing in the start of Federal Reserve rate cuts -- rather than the hikes it had been expecting -- as if the problems with the troubled bank was systemic and likely to take down a lot of institutions. While acknowledging that the situation muddies the outlook, Weisman says that he doesn't think history will remember the bank's collapse as the thing 'that precipitated the end of this expansion, the end of this tightening cycle and the next crisis.' Also on the show, Nick Nefouse, global head of multi-asset retirement solutions at BlackRock discusses how the changing economic environment and rising yields are impacting target-date and life-cycle strategies, and Ted Rossman of Bankrate.com answers a listener's question about the pros and cons of accepting a credit-limit increase. Plus, Patrick Healey, president of Caliber Financial Partners talks stock investing in the Market Call.
We often lump "tourism and hospitality" together because they seem to go together, but like other conjunctive categories like "sales and marketing" or "chicken and waffles," "tourism and hospitality" is a vast umbrella under which there are a plethora of specialties. within these sub-groups, entrepreneurs have created businesses providing services in a multitude of innovative ways. Take, for example, Patrick Healey. Patrick is owner of Premium Tours and Transportation, which, among other excursions, has a bus ride called Baton Rouge Blitz. Baton Rouge Blitz is a direct luxury bus service that runs from New Orleans to Tiger Stadium on LSU Tigers game days. The company's executive coaches depart from downtown New Orleans hotels and arrives at the game in plenty of time to allow for tailgating, then returns patrons later that night. Patrick founded Premium Tours in 2015 and besides the football fan bus also runs other unique outings including a tour of local breweries and "Gators and Guns," a tour that takes customers to a shooting range to shoot machine guns then brings them on a swamp tour. Patrick originally moved to Louisiana from his native southern California in 2007 to help with the rebuilding effort after Hurricane Katrina and has apparently totally adapted to the Southeast lifestyle! Tremaine Devine is better known as Chef Tre, the owner of Tres' Street Kitchen, which provides high-end gourmet meals cooked in your home, catering, and a food truck. Chef Tre grew up on the south side of Chicago and had to overcome a lot of the challenges facing many kinds in the inner city. But he found his passion in the culinary arts, which he originally learned from his grandparents and would go on to study, formally, at the Louisiana Culinary Institute. Today, Chef Tre wants to give back and dedicate his life to building a legacy for his family, which is the north star behind Tres Street Kitchen. Out to Lunch is recorded live over lunch at Mansurs on the Boulevard. You can find photos from this show by by Erik Otts at itsbatonrouge.laSee omnystudio.com/listener for privacy information.
A recent study by the Alzheimer's Society found that over half (56%) of people surveyed are put off seeking a dementia diagnosis for up to a year or more. According to the WHO 55 million people live with dementia worldwide and there are nearly 10 million new cases each year. The leading dementia charities are warning that a lack of diagnosis is denying many of these people the chance of getting the best possible treatment, information and/or support - evidence shows the earlier on you receive these, the better your chance of living well for longer. It also means that thousands of people are not being enabled to plan for the future while they still have capacity to make important decisions. There are many things that can deter families from seeking a diagnosis, but most of them boil down to a fear of the unknown. That's why we're here, to make this process less mysterious, hopefully more approachable. We are joined by an exceptional physician and longtime friend of Joy's House, Dr. Patrick Healey. Dr. Healey is a Geriatric Medicine Specialist in Indianapolis with over 39 years of experience in the medical field. Dr. Healey brings many years of knowledge and expertise to the practice while giving quality compassionate care to his patients. Email Tina: tina@joyshouse.org Learn more about Joy's House: www.joyshouse.org See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jon talks with Patrick Healey, Founder, and President of Caliber Financial Partners. Patrick is a more than 20 years veteran of the financial services industry with an extensive background in structured finance, investment banking, and equity research. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Patrick Healey: Website: https://caliberfinancialpartners.com Twitter: https://www.twitter.com/CaliberFinPar LinkedIn: https://www.linkedin.com/company/caliber-financial-partners/ Facebook: https://www.facebook.com/caliberfinancialpartners/
On this show, we talked about SPAC’s, how they’re structured, why they’ve become so popular, the risks and potential upsides, and how investors can participate, with Patrick Healey, MBA, CFP, Founder and President of Caliber Financial Partners. Listen to learn what the future may hold for SPAC’s! For the difference making tip, scan ahead to 18:50! You can learn more about Patrick at CaliberFinancialPartners.com, Twitter, Facebook and LinkedIn. Check out the Strive Online Bootcamp We’re honored to have been named one of the top podcasts for investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.
Long-time growth manager Sam Stewart of Seven Canyons Advisors says that the stock market is experiencing a lot of 'clear-air turbulence,' moving and reacting faster to things that average investors can't see, let alone react to. Coupled with stock prices that he says do not reflect the true growth rates of the businesses, he expects the market to have mild setbacks going forward, even amid the positives of a post-pandemic recovery. Also on the show, Tom Lydon of ETFTrends.com makes a unique fund -- part metals play, part emerging-markets play -- his ETF of the Week, Katie Stockton of Fairlead Strategies gives a technical take on the market, including what Wall Street's wild action on GameStop and other hot stocks is doing to technicals, and Patrick Healey of Caliber Financial Partners talks stocks in the Market Call.
Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, says that he expects the Standard and Poor's 500 to be between 3,400 and 3,600 by the end of 2021, meaning that the market will be volatile without a lot of upside as it heads back toward a fully functioning economy. Wren noted that economic data has been better than expected, which has helped the market and investors avoid the worst of worst-case outcomes. Also on the show, author Scott McLean discusses the importance of getting your personal team of financial advisers to work together and the cost of having planners, tax preparers and others who are not on the same page, and Patrick Healey of Caliber Financial Partners discusses the barbell investment strategy he uses for stock portfolios in the Market Call.
Bob Doll, chief equity strategist at Nuveen, releases his annual list of 10 forecasts for the coming year, noting that he expects economic growth to continue but that it won't be enough to keep stocks humming along. He expects domestic markets to struggle to reach single-digit gains, he prefers the outlook for international stocks, and he believes President Trump will win re-election among his expectations for 2020. Also on the show, two other interviews about expectations, with David Goodsell of Natixis Investment Managers discussing his firm's recent survey of institutional investors about their outlook for the year ahead, plus Greg McBride, chief financial analyst at Bankrate.com gives his forecast for rate levels in the coming year. All that, plus Patrick Healey of Caliber Financial Partners talking stocks in the Market Call.
Patrick Healey, founder of Caliber Financial Partners, joined the podcast this week to discuss how a mini-correction would be healthy for the current stock market and how to manage investment FOMO (fear of missing out). Plus, we take a look at three stocks: Amarin (AMRN), Acadia Pharmaceuticals (ACAD) and Ventas (VTR). For the video version, show notes and charts, visit investors.com/podcast.
This week we catch up with former WSU Shocker Patrick Healey Jr. to discuss his election into the USBC HOF. We also talk about the coaching he is doing around the world and what his thoughts are regarding two-handed bowling. Patrick shares some of thoughts on bowling internationally and his more memorable moments.
Regis Dale, chief executive officer at Harvest Global International -- the largest institutional asset manager in China -- said investors should worry about the impact of trade and tariff skirmishes between China and the United States, but noted that investors who are willing to be patient for the next several years should find that current headlines are mostly creating buying opportunities. Also on the show, Jeremiah Riethmiller and Steve Tresnan of HighTower Advisors disagree about the proper use of alternative investments now, Chuck rebroadcasts a recent question on 7702 plans that was tied to yesterday's question on life insurance retirement plans, and Patrick Healey of Caliber Financial Partners talks stocks in the Market Call.
On this show, we talked about the major financial challenges facing our country, what can be done about them and how goal setting and focusing on the lifestyle you want can lead us to success with Patrick Healy, MBA, CFP, Founder and CEO of Caliber Financial Partners. Listen to learn about the dangers of procrastination and what we can do to avoid it! For the Difference Making Tip, scan ahead to 14:36! You can learn more about Patrick at CaliberFinancialPartners.com, Twitter, Facebook and LinkedIn. Interested in starting your own podcast? Click HERE Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com. Check out Money Alignment Academy as well!
Épisode #897 avec Denis Talbot, Laurent LaSalle et Patrick Healey de Loto-Québec. Au Menu: On vous présente LA FACE DES INTERNETS! https://lafacedesinternets.com
Épisode #897 avec Denis Talbot, Laurent LaSalle et Patrick Healey de Loto-Québec. Au Menu: On vous présente LA FACE DES INTERNETS! https://lafacedesinternets.com
Charles Rotblut of AAII Journal made O'Reilly Automotive his 'Stock of the Week,' noting that the auo-parts supplier has outperformed 88 percent of all stocks over the last six months and saying that the momentum could easily propel the stock 20 percent higher in short order. Also on the show, author Conor Richardson of 'Millennial Money Makeover,' Ken Shreve of Investor's Business Daily looking at the market's technicals, and Patrick Healey of Caliber Financial Partners with the Market Call.
Pourquoi les gamers du Québec doivent-ils être si contents de voir que le Comiccon de Montréal commence ce 6 juillet 2018? Parce que Multijoueur et Loto-Québec organisent la Zone de jeux indie Loto-Québec! Ça veut dire quoi, ça? Que vous pourrez découvrir 27 jeux produits ici-même en exposition, discuter avec ses créateurs, assister à des présentations folles sur une scène et bien sûr... courir la chance de gagner une console Nintendo Switch! Pour tout nous expliquer, nous recevons Patrick Healey de Loto-Québec pour nous dire tout les détails! Mais évidemment, on vous offre un épisode complet quand même! Martin nous parle de jeux de de cours qui ne sont pas vraiment des jeux de course et Marc nous parle de […]