In this ongoing series of interviews, renowned market strategist David Garrity and Richard Calhoun, CEO of Laidlaw Wealth Management discuss the 2020 market forecast and offer invaluable insights into the capital markets in light of current events and the resulting unprecedented volatility.
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Episode 66 - “Will +6.9% Wage Growth Bring +50bp Fed Rate Hikes?”
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In this episode Richard Calhoun, CEO of Laidlaw Wealth Management and Naples Wealth planning and David Garrity, Chief Market Strategist discuss where in the market long-term investors might commit capital in the current environment, the factors investors confront with the Fed clearly set to tighten monetary policy, and the extent to which investors…
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Episode 65 - “Will 1Q 2022 Be The Return of Market Volatility?”
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16:53
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the prospects for Fed monetary policy in 2022 and the impact on the stock market, indications of profit margin pressure in 4Q 2021 results and its possible persistence in 1H 2022, and with cryptocurrencies off -30% from their November 2021 high what indicators should inve…
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Episode 64 - “How Fast Will The Fed Remove The Punch Bowl?”
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23:46
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the prospects for further high-duration asset price correction following the release of the December 2021 FOMC minutes, what the December 2021 employment data indicates for the inflation and economic growth outlook, and how companies paying dividends in cryptocurrency (a L…
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Episode 63 - Laidlaw Wealth Management Unveils their 2022 Laidlaw Five
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30:54
On this episode, Richard Calhoun, CEO of Laidlaw Wealth Management & Naples Wealth Planning discusses the most recent Fed Meeting, the Impact of the reduction of QE, and the announcement of the potential for three (3) Interest Rate hikes in 2022 with Chief Market Strategist David Garrity. In addition, they are joined by Ken Mathieson to review the …
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Episode 62 - “Will Omicron & Powell Fed Halt Financial Markets’ Rise?”
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Read full transcript here! In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the Friday 11/26/21 market sell-off on the news of the COVID Omicron variant and whether it compromises the chances for a year-end rally, whether the Fed and other central banks moving to tighten monetary policy will on its own lead to financial …
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Episode 61 - “What About 10-year Forward Investment Returns From Here?”
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18:19
Full transcript can be found here. In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the current state of the stock market and what it may indicate for prospective investment returns in the decade ahead, whether inflation will prove to be transitory and what measures may be necessary to reduce it and how the economic weal…
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Episode 60-Defiance CIO Interview
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22:17
In this episode, Richard Calhoun CEO of Laidlaw Wealth Management and Naples Wealth Planning is joined by Sylvia Jablonski Chief Investment Officer of Defiance ETF’s as they discuss what’s next for the market now that the Fed has announced the reduction of QE as well as “newly minted” investments like NFT’s and Crypto and finally her thoughts on th…
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Episode 59 - “What is The Best “Store of Value” for Inflationary Times?”
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Full Transcript can be found here. In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the level at which the 10-year interest rate may challenge the stock market advance, the prospects for “stagflation” re-emerging in the midst of the post-COVID recovery and how investors might consider positioning portfolios in this envir…
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Episode 58 - “Does The Near-term Future Promise A Quantum Leap Forward?”
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26:00
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the challenges posed to the global economy by the current prospect of a possible U.S. debt ceiling default scenario, the set-up for the stock market ahead of 3Q 2021 earnings season and the likelihood of the S&P 500 rising to the 4600 level in 4Q 2021, and the significance…
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Episode 57 - “September in The Year of The Metal Ox? Just A Miserable Month In The Markets!”
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27:43
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether inflation is posing a big enough threat to corporate profit growth as to derail the earnings momentum that has powered stocks higher in 2021 and how a China debt melt-down factors into the outlook for 2022, a review of the 2021 “Laidlaw Five” predictions and what t…
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Episode 56 - “With Rising Tide Of Cyberattacks, What Is The “Value At Risk”?”
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21:33
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether the stock market advance is becoming vulnerable to pull-back as investors have perhaps grown complacent on the heels of last week’s Fed Jackson Hole conference, the growing threat of cyber-attacks and the “Value At Risk” for public companies, and whether cryptocurr…
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Episode 55 - “Will Employment Outweigh Inflation Concerns At Jackson Hole?”
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17:14
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the upcoming Fed Jackson Hole conference and the likely direction of Fed monetary policy, the two-phase US labor force recovery and how it has major cities lagging behind, how “Work From Home” is likely to restrain further urban economic recovery, and thoughts on how the c…
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Episode 54 - “Does GARP Offer A Star To Steer By In Navigating 2H 2021?”
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25:58
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the July Jobs Report and the possible impact on Fed monetary policy, the fall-out from Beijing’s crackdown on a widening range of sectors and whether it undermines the case for emerging market investing, and the efficacy of Growth-At-A-Price (“GARP”) as a tool for sector s…
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Episode 53 - “Is Record Earnings Leverage Enough To Bring New Market Highs?”
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27:04
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses stock market risk indicators, the 2Q 2021 earnings season, the importance of retail and non-U.S. investors to the stock market in 2H 2021, and the outlook for the upcoming FOMC meeting and The Fed’s August 2021 Jackson Hole conference. The topics discussed in this episode …
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Episode 52 - “What Is At Stake For Investors In 2H 2021?”
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27:42
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the interest rate outlook, the stock market’s current valuation, the development of cryptocurrency staking, and the outlook for the 2Q 2021 earnings season. The topics discussed in this episode are: Will the current “growth scare” driving Treasury yields lower push The Fed…
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Episode 51 - “Back To The Future: With 1H 2021 Almost Done, Has The Market Already Moved On To 2022?”
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23:24
Synopsis: “A Brighter Future” - Episode 51 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the significance of the bipartisan infrastructure spending package announced last week, the implications from last Friday’s Russell Index Reconstitution as it pertains to prospective stock market volatility, the results from the F…
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Episode 50 - “Investors Should Face Rising Market Volatility With Defiance.”
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33:14
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the current market environment following last week’s FOMC meeting and interviews Defiance ETFs’ CIO Sylvia Jablonski on the areas of growth investors should consider as the market is currently confronting a “growth scare.” Please tune in for more timely insights. Hashtags …
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A Brighter Future, Episode 49 -“Will The Jetstream Of Rising Earnings Forecasts Push The Risk Of A Market Hurricane Out To Sea?”
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27:29
Synopsis: “A Brighter Future” - Episode 49 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the risks and merits of exposure to the newly emerged cryptocurrency asset class, the inflation takeaways from the May Employment Report, the prospects for the Value sector to lead the market higher over the balance of 2021 along …
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Episode 48 - “Are International Markets Set To Outperform For The Balance Of 2021?”
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26:23
Synopsis: “A Brighter Future” - Episode 48 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the final take-aways from the 1Q 2021 earnings season and what it tells us about corporate earnings power, how with the U.S. Dollar weakening and COVID vaccine availability increasing International markets are beginning to outperf…
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Episode 47 - “With Further Employment Gains Depending On Rising COVID Vaccination Rates, What Is The Fed To Do?”
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23:58
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses how The Fed is juggling its dual mandate of price stability and maximum sustainable employment, the question of where following the Colonial Pipeline ransomware attack steps can be taken to improve infrastructure cybersecurity, whether with market volatility likely to incr…
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Episode 46 - “With Tech Earnings Failing To Impress, Should Investors Be Concerned?”
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25:05
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses how the current stock market advance may appear extended and what is needed for earnings growth to support current levels, the outlook for Fed tapering asset purchase policy in the face of rising inflation readings, whether investors should consider taking profits in Tech …
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Episode 45 - “Will Commodities And Rare Earth Elements Provide Investors Superior Returns?”
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24:21
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the stock market’s current underpinnings, the outlook for Fed policy, the growing strategic importance of rare earth elements and, with the prospect of increased infrastructure investment, what are investors to do with commodities now? The topics discussed in this episode …
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Episode 44 - “Will Earnings Growth Drive The S&P 500 Towards 4500?”
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24:19
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the prospects for the S&P 500 after surpassing the 2021 “Laidlaw Five” target of 4000, the prospect for positive earnings estimate revisions during the upcoming 2021 Q1 earnings season, what factors drive corporate bond spreads and, with Bitcoin having hit the cover of Bar…
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Episode 43 - “Are Inflation Expectations Overly Inflated?”
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23:43
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses what factors are driving current expectations around rising inflation, the importance of PMI surveys as a window on the operation of the global supply chain, how lower-duration equities are faring against the backdrop of rising interest rates and how should investors consi…
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Episode 42 - “With ARP Now Law, Will U.S. Lead Global GDP Recovery From COVID?”
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26:17
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the various aspects, benefits and risks related to the recently passed American Rescue Plan (ARP) and its market implications, the possibility that U.S. Consumer Confidence has bottomed, the prospects for this week’s central bank meetings and sector, style and country sto…
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Episode 41 - As U.S. Economy Positioned To Accelerate, Will 10-year Treasuries Yields Keep Breaking Out?
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26:30
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the chances for a stock market correction, thoughts around how the Fed will manage the long end of the Treasury yield curve, where to look for attractive values in the tech sector and what are the prospects for a commodity super cycle. The topics discussed in this episode …
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Episode 40 - A Question Of Interest, Where Will Stocks Go Now?
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27:30
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether the rise of interest rates will slow the pace of economic recovery, whether inflation’s upturn is transitory or secular, whether the VIX index subsiding is a signal for a “risk on” market environment and how investors should consider Bitcoin and crypto-currency inv…
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Episode 39 - Will The “Reddit Mob” Bubble Derail The Stock Market Recovery?
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18:47
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether The Federal Reserve can be thought to have abandoned the concept of moral hazard, the strength of the corporate earnings recovery as shown in the 4Q 2020 earnings season, the growth in ESG portfolios and how this may impact technology companies, and the significan…
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Episode 38 - Is Infrastructure Investment Necessary For U.S. Economy To Keep Up With The Competition?
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20:46
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the factors supporting the current market advance and handicaps three major risk factors, the significance of improved market breadth following the November election and how U.S. market sectors and overseas markets have fared so far in 2021, the concepts around Modern Mon…
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Episode 37 - What Risks Emerging As The Market Scales New Heights?
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18:58
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the growing likelihood of a stock market correction, the pillars supporting further stock market advances and whether they are intact, the volatile rise of Bitcoin as an alternative asset, and the prospects for “Work From Anywhere” (“WFA”) continuing. The topics discussed…
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Episode 36 - What Will 2021 Bring? Read The “Laidlaw Five.”
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26:16
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the import of the last FOMC meeting, expectations around interest rate volatility in 2021, the pending further fiscal stimulus deal, the significance of M2, its velocity and consumers’ “animal spirits,” and the release of the 2021 “Laidlaw Five.” The topics discussed in t…
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Episode 35 - Does A “Santa Claus” Rally Depend On This Week’s FOMC Meeting?
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15:03
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether investors have become complacent given the challenges facing the economy, factors supporting a possible “Santa Claus” rally in December, the exuberance of the IPO market, the attractiveness of China for U.S. investor diversification, and the outlook for the upcomi…
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Episode 34 - Time Investors Head Overseas, Far From The Madding Crowd?
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22:34
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the risks posed by crowded trades, whether valuation multiples have reached unreasonable levels, whether developments in the energy market, how the fixed income markets might perform with rising inflation expectations, and how investors may consider looking overseas for 2…
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Episode 33 - DJIA 30,000 A Sign Of Animal Spirits, But Will Russell 2000 Take Wing In 2021?
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20:00
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the importance of DJIA 30,000, whether further fiscal stimulus is required for another market move higher, the factors behind gold selling off from August 2020 highs, how market internals favor the Russell 2000 for 2021 performance, and takeaways relative to Janet Yellen b…
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Episode 32 - As New Bull Market Starts With Record Cash Inflows, Time To Ride Small Caps?
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24:49
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the start of a new market cycle, the marriage of technical and fundamental analysis in examining market leaders, the “FAANMG,” the “Growth Scare” reflecting the lack of further fiscal stimulus to contain the damage to the economy from COVId, how investors should approach …
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Episode 31 - With U.S. Election Now Passed, Time For A New Bull Market Cycle?
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21:14
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the early take on the incoming Biden Administration and positive COVID vaccine news, the takeaway from the November Jobs Report, the “Growth Scare” limiting market acceptance of strong Q3 2020 earnings, how will gridlock in Congress shape the Biden Administration’s impact …
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Episode Title: Episode 30 - What Elections Should Investors Make Heading Into 2021?
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20:20
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses what sectors might benefit under possible outcome scenarios from the November 2020 election, whether the Treasury yield curve’s 2-10 year spread reaching 2020 highs represents a threat to the stock market recovery, the question of whether PayPal’s cryptocurrency moves str…
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Episode Title: Episode 29 - What Will Drive Stock Market Returns In 2021?
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24:41
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the factors supporting the stock market both ahead of the November 2020 election and into 2021, the early takeaways from the Q3 2020 corporate earnings season, whether the Growth vs. Value investment style distinction has been disrupted, the question of whether investors …
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Episode 28- Will 3Q 2020 Earnings Season Offset Market Uncertainty?3Q 2020 Earnings Season Offset Market Uncertainty?
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20:51
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the import for the stock market and the upcoming election of the September 2020 Unemployment Report, the importance of the upcoming 3Q 2020 results reporting season, the question of whether investors should consider diversifying into non-U.S. equities and other development…
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Episode Title: Episode 27 - Are The Four Horsemen Of The Recovery Stopping Only To Change Mounts?
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24:30
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses forces supporting the stock market and the economy for the balance of 2020, the passing of Supreme Court Justice Ruth Bader Ginsburg, the Fed, and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: W…
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Episode 26 - September May Be Choppy, But Will There Be An October Surprise?
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17:13
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses shifts in investment frameworks, the Fed, the Apple share split and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: What investment frameworks are being broken and remade?, What was the import of F…
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Episode 25 - What Lies Ahead On The Road To November?
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32:26
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the 2020 Q3 outlook, the 2020 election season, Tech sector market leadership, the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: What are final marks for 2020 Q2 earnings season and what n…
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Episode 24 - Time To Stay With The Rally Or Reallocate To Shorten Duration?
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29:25
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the July 2020 employment report, the run-up to the November 2020 general election, Fed inflation targeting, mega-cap tech stocks and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: D…
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Episode 23 - 2Q 2020 Results Bring Estimate Increases, But Can The Fed Inoculate The Economy?
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22:28
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the 2Q 2020 earnings season, the ongoing complications from COVID and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: With 2Q 2020 results prompting analysts to raise estimates, are …
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Episode 22 - Solid 2Q 2020 Earnings May Say Rotate To Value, But Are The Supporting Factors Fully In Place?
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27:55
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the strengthening 2Q 2020 earnings season, the likely sizing of further COVID relief support by Congress and the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: With 2Q 2020 results strengt…
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Episode 21- 2Q 2020 Earnings Season Begins Well, But Will Congress Play Ball?
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21:14
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the strong start to 2Q 2020 earnings season, the chances for further COVID relief support by Congress and the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: While 2Q 2020 results looking g…
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Episode 20 - Raising The Curtain on 2Q 2020 Earnings Season
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20:30
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the stock market set-up in advance of the 2Q 2020 earnings season and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Is Tech overvalued?, Will 2Q 2020 results mark the bottom of the cycle?, Are ma…
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Episode 19 - “Laidlaw 5” Midyear Tune-Up - We Remain A Bull, Albeit In A China Shop
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23:39
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, does a mid-year tune-up of the December 2019 “Laidlaw 5” 2020 investment outlook and discusses positioning for 2H2020 and 2021 with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Growth dominated 1H2020 and will climb further unti…
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A Brighter Future Episode 18- A Pause That Refreshes in The Stock Market Recovery
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17:14
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, recaps the markets and discusses the investment outlook with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Markets trading sideways until 2Q20 earnings season, Economic resilience in the face of COVID “Wave Two”, Oil & Gold inves…
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A Brighter Future Episode 17 - To Fuel The New Bull Market, Congress Should Turn Towards Low-Carbon Infrastructure Spending.
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20:29
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, recaps the markets and discusses the investment outlook with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are macro level issues such as how stock market volatility signals need for further fiscal & monetary relief, Fed Chair Powell’…
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