Preservation Over Prediction: How Richard McWhorter Navigates Risk in Today’s Market

Lead-Lag Live

In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile market.
We talk valuation risk, tariffs, and intergenerational wealth strategy — and why Richard is focused on preservation over prediction in a market full of noise.
In this episode:
- Why today’s stock multiples don’t add up
- The long-term impact of U.S. tariffs and trade deals
- How SRM helps clients navigate macro uncertainty
- What younger generations can learn about risk
- How to protect and grow wealth across generations
Lead-Lag Live brings you straight into conversations with top financial minds shaping markets in real time.
Subscribe for more interviews, insights, and raw takes that go deeper than headlines.
#LeadLagLive #WealthStrategy #MarketValuations #FinancialAdvisors #PrivateWealth #Tariffs #Investing

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챕터

1. Meet SRM's Managing Partner Richard McWhorter (00:00:00)

2. Equity Positioning in Today's Market Environment (00:05:59)

3. US-EU Trade Agreement and Portfolio Impact (00:09:05)

4. Multigenerational Wealth Planning Strategies (00:14:07)

5. SRM's Unique Approach and Investment Outlook (00:20:49)

6. Navigating Trump Administration Policy Implications (00:22:34)