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Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Advance Your Wealth - Analyzing Key Investment Themes

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Manage episode 363384144 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

The market fluctuates. Plain and simple. But it's how we plan and react to these changes that makes all the difference!

On the latest episode of Advance Your Wealth, Homer welcomed Dave Wagner, Equity Analyst and Portfolio Manager with Aptus Capital Advisors, and John Luke Tyner, Portfolio Manager and Fixed Income at Aptus Capital Advisors, for a deep dive into some of the key investment themes that we should be observing these days.

Dave and John Luke share their insights on the current market situation, as well as their expectations on the future. This episode should leave you with some helpful takeaways for your own financial world!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:15 - We're not trying to predict the future, but we want to be prepared

3:40 - Bringing the right research group to the table and optimize our work for clients

4:40 - Dave Wagner and John Luke Tyner share how Aptus Capital Advisors work with clients

6:36 - Why the market still remains up despite bigger concerns

8:57 - What led to the banking crisis?

12:20 - How the Feds are navigating this banking crisis and financial challenges

15:41 - Issues that could come to fruition

19:41 - How Aptus is approaching the near future and looking at portfolio construction

21:37 - We're a team that coordinates expertise for our clients

22:50 - How you can get in touch with Homer's team

23:20 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

51 에피소드

Artwork
icon공유
 
Manage episode 363384144 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

The market fluctuates. Plain and simple. But it's how we plan and react to these changes that makes all the difference!

On the latest episode of Advance Your Wealth, Homer welcomed Dave Wagner, Equity Analyst and Portfolio Manager with Aptus Capital Advisors, and John Luke Tyner, Portfolio Manager and Fixed Income at Aptus Capital Advisors, for a deep dive into some of the key investment themes that we should be observing these days.

Dave and John Luke share their insights on the current market situation, as well as their expectations on the future. This episode should leave you with some helpful takeaways for your own financial world!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:15 - We're not trying to predict the future, but we want to be prepared

3:40 - Bringing the right research group to the table and optimize our work for clients

4:40 - Dave Wagner and John Luke Tyner share how Aptus Capital Advisors work with clients

6:36 - Why the market still remains up despite bigger concerns

8:57 - What led to the banking crisis?

12:20 - How the Feds are navigating this banking crisis and financial challenges

15:41 - Issues that could come to fruition

19:41 - How Aptus is approaching the near future and looking at portfolio construction

21:37 - We're a team that coordinates expertise for our clients

22:50 - How you can get in touch with Homer's team

23:20 - Closing remarks

Connect with Homer Smith:

Facebook

LinkedIn

Website

  continue reading

51 에피소드

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