Artwork

Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC 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.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Navigating a Volatile Market with Guest Apollo D. Lupescu, PhD | Episode 1

58:09
 
공유
 

Manage episode 346892517 series 3415830
Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC 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.

In this episode, Apollo D. Lupescu, PhD joins Dave Alison to talk about navigating volatile markets.
We will discuss investor concerns at the moment, including:
Inflation
Fed raising rates
The potential for a recession
Geopolitical risks with China and the war in Ukraine
Tech stocks
...and how we should be thinking about our investments going forward.
To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com
To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit:
https://prosperitycapitaladvisors.com/advisor-search
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

  continue reading

챕터

1. Intro (00:00:00)

2. Market volatility (00:03:50)

3. The Bucket Plan (00:11:57)

4. Inflation & Interest Rates (00:14:29)

5. Stock Market Impact (00:25:39)

6. Cost of Capital & Tech Stocks (00:32:57)

7. Investments Impacted Most (00:36:07)

8. Midterm Election & Impact on the Stock Market (00:37:40)

9. Bear & Bull Stock Markets (00:45:30)

10. What Make This Time Different (00:50:35)

11. Visiting Santa Monica, CA (00:54:37)

23 에피소드

Artwork
icon공유
 
Manage episode 346892517 series 3415830
Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC 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.

In this episode, Apollo D. Lupescu, PhD joins Dave Alison to talk about navigating volatile markets.
We will discuss investor concerns at the moment, including:
Inflation
Fed raising rates
The potential for a recession
Geopolitical risks with China and the war in Ukraine
Tech stocks
...and how we should be thinking about our investments going forward.
To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com
To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit:
https://prosperitycapitaladvisors.com/advisor-search
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

  continue reading

챕터

1. Intro (00:00:00)

2. Market volatility (00:03:50)

3. The Bucket Plan (00:11:57)

4. Inflation & Interest Rates (00:14:29)

5. Stock Market Impact (00:25:39)

6. Cost of Capital & Tech Stocks (00:32:57)

7. Investments Impacted Most (00:36:07)

8. Midterm Election & Impact on the Stock Market (00:37:40)

9. Bear & Bull Stock Markets (00:45:30)

10. What Make This Time Different (00:50:35)

11. Visiting Santa Monica, CA (00:54:37)

23 에피소드

همه قسمت ها

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드