Strategic Growth Video Podcast
Technical Market Updates and Discussion of Relevant Topics to help you stay informed.
2024 Outlook
Following a strong year in 2023, financial markets enter 2024 with strong momentum. Will this momentum continue? Or will one of the risks push the market off it’s high wire?
Market Video: Orderly Correction & Commercial Real Estate Risks
In this Market Insights video, we discuss the current state of the market and delve into the stress that is starting to show in the commercial real estate sector.
View the Video Market Video: Orderly Correction & Commercial Real Estate Risks
2023 Mid-Year Outlook Webinar
View the recording of our 2023 Mid-Year Outlook webinar. https://youtu.be/AVxAjMd3rc8 Here are the topics we discussed and the time in the recording it happens so you can fast-forward to topics you find most relevant: Recession probabilities (1:29) S&P 500, Dow Jones & Russell 2000 (4:51) Concentrated performance contribution YTD (8:48) S&P 500 Index (10:11) Russell…
Market Volatility Webinar: When the Levee Breaks
Market volatility has risen dramatically this year. In this episode, we discuss the markets, Fed, levels to watch on the S&P 500, the big four stocks, potential outcomes and portfolio positioning.
View the Video Market Volatility Webinar: When the Levee Breaks
Strategic Growth – Episode 3
In this episode, we discuss the market during the 1970’s, the best performing assets during the 1970’s, the 5 largest stocks in the S&P 500, compare US vs International Stocks, and review the S&P 500 P/E Ratio vs Treasury Yields. https://youtu.be/LjfE3vpz0O8
Strategic Growth – Episode 2
In this episode, we discuss small caps, the stock/bond ratio, various inflation metrics, and visit Enron 20 years later. https://youtu.be/JT9-XPYaDco
Strategic Growth – Episode 1
In this episode, we discuss the recent surge in COVID due to the Delta variant, compare this surge to the UK on when we may expect cases to begin to drop, look how previous surges in cases have effected both the S&P 500 and bonds, and compare different assets to get a sense of where…