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The Wise Investor Show tackles the most important issues in the investment world today. Our hosts — some of the top advisors in the country — explore a wide range of recent events and trends to help you become a more informed financial decision-maker. The Wise Investor Group is part of Robert W. Baird & Co. Member SIPC. Continue Reading >>
The Wise Investor Show tackles the most important issues in the investment world today. Our hosts — some of the top advisors in the country — explore a wide range of recent events and trends to help you become a more informed financial decision-maker. The Wise Investor Group is part of Robert W. Baird & Co. Member SIPC. << Show Less
Featured Audio
We're Not Dead Yet! Simon discusses how the market decline has moved into a new phase focusing more on company-specific execution and outlook. This should increasingly reward the superior operators that have been lumped in with some of the indiscriminate selling over the first half of the year. He brings on Matias Rodlauer to review encouraging earnings reports from DHR, V, and GOOGL. Companies mentioned in this episode include DHR, V, GOOGLE, AAPL, MSFT, AMZN, WMT, and PG.
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We're Not Dead Yet! Simon discusses how the market decline has moved into a new phase focusing more on company-specific execution and outlook. This should increasingly reward the superior operators that have been lumped in with some of the indiscriminate selling over the first half of the year. He brings on Matias Rodlauer to review encouraging earnings reports from DHR, V, and GOOGL. Companies mentioned in this episode include DHR, V, GOOGLE, AAPL, MSFT, AMZN, WMT, and PG.
Summertime Fun - The Case for a Rally We're not ready to bet on a bottom but we can look at the data and show why we're likely to see a rally through the summer and maybe more. Also, a look at the merits or lack thereof for ESG investing. Companies mentioned in this episode include DHR, AAPL, INTC, GOOGL, META, and DUK.
Back to Bonds Simon discusses how a well-positioned U.S. consumer is a current silver lining. He then talks about bonds and how investors have been selling precisely at the time they should be considering. He brings on David Mount to review some specific fixed-income strategies and asset classes within that make sense in a possible rising rate and continued inflationary environment. Companies mentioned in this episode include C and JPM.
Are We There Yet? Simon explains from multiple perspectives how difficult it is to quantify what risks are discounted in current stock prices, but guesses that the bottom may not yet be in. He brings on Ann Summerson to discuss the ins and outs of 529 College Savings Plans, including some new wrinkles with respect to financial aid eligibility. Companies mentioned in this episode include JPM.
Half Time! The year is half over, and so far it's been historically bad. This week we review how this fits in history and try to gain some perspective from the past, and then review 3 companies from the portfolio.
Government Policies vs. the Financial Markets Simon discusses which stock market risks could already be discounted in prices. He suggests valuation multiple compression is well underway but how stocks still need to properly account for the likelihood of declining earnings. He brings on Dan Clifton, Head of Policy Research at Strategas, to discuss the relationship between government policies and the markets and how to appreciate the message of the markets over forecasts. Companies mentioned in this episode include AAPL, JPM, and GM.
Return of the Waterfall Simon discusses the recent cascade in stock selling and offers some historical precedent in terms of the depth and duration of bear markets. He also examines the historical relationship between bear markets and recessions. Simon and Vasilios discuss WIG's emphasis on high-quality, high-margin growth companies such as COST, V, and MSFT.
You're Asking The Wrong Questions On this week's show, Chase discusses how investors are asking about the chances of a recession and why that's not the question investors should be focusing on. There was big inflation data last week and we talk about what this means for the economy and investors' behavior both in the markets and in their daily lives as Chase is joined this week by a fellow portfolio manager, David Mount.
Are We in a Peak or a Valley? Well, How Much Time Do You Have Nick and Vasilios discuss the key drivers of the market with an in-depth discussion of the Federal Reserve's interest rate policy, inflation, and the talk of recessions. Plus, a review of some common questions from new investors and an explanation of why time horizons matter for evaluating risk.
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