Som Seif Investment Review and Outlook - Positioning for Unclear Markets

Insight is Capital™ Podcast

Pierre Daillie에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Pierre Daillie 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.

2M ago 47:24

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Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his views of market expectations, the role of the Fed, and the importance of preparing for multiple economic scenarios, considering the range of possibilities of 'higher for longer' monetary policy. Som shares his thoughts on the need to establish a mental model for advisors to consider while navigating today's uncertainty and to consider ways of building resilient portfolios for today’s more challenging and changing financial landscape.

Timestamped Highlights

00:00 Introduction

01:15 Market Overview and Current Trends

02:56 Bond Market Overview

06:03 Economic Assumptions and the futility of predictions

11:47 Comparing Consumer Resilience and Housing Market

29:43 A Mental Model for Investment Strategies and Portfolio Management

34:38 Advisors' Role and Resources

41:19 Closing Thoughts and Best Advice Ever Received

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