))
Episode 34 - Time Investors Head Overseas, Far From The Madding Crowd?
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on February 26, 2024 14:59 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 280069214 series 2839981
Contenu fourni par Laidlaw Wealth Management. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Laidlaw Wealth Management ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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 2021 returns.
The topics discussed in this episode are Howard Marks’ dislike for the markets, is it warranted?, How much might the current corporate earnings cycle outperform Wall Street expectations?, Do rising oil prices present a risk? Will the fixed income market take away the equity market’s holiday punch bowl?, and With the Dollar weakening, is it time for investors to go overseas?
Please tune in for more timely insights.
66 episodes
Partager
