Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson

Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson

Mike Wilson, the Chief U.S. Equity Strategist for Morgan Stanley, says the market could fall further as corporate earnings roll over and the chances of a recession increase. Still, long-term investors can still find opportunities to stabilize and grow their portfolios in this tumultuous environment, and why we need to look at the U.S. economy in the 1940's for comparison. And, the 60/40 portfolio just had its worst six-month period in history, turning decades of investing principles on their head. We try to turn things around on The Express. LINKS FOR SHOW NOTES: archive.org/details/essaysinearlierh01daviuoft https://www.morganstanley.com/profiles/mike-wilson-chief-investment-officer https://www.investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp https://www.investopedia.com/terms/f/federalfundsrate.asp https://www.investopedia.com/terms/r/riskrewardratio.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(292)

How to Create Your Financial Plan on Purpose

How to Create Your Financial Plan on Purpose

Jamie Hopkins of the Carson Group, and co-author of "Find Your Freedom - Financial Planning for a Life on Purpose", joins the show to talk about what financial freedom really means, and how to build y...

28 Nov 202234min

What Financial Advisors are Telling Their Clients Today

What Financial Advisors are Telling Their Clients Today

As a challenging year heads down the home stretch, we caught up with some of the nation's top independent financial advisors to hear the most pressing questions from their clients, and how they are ad...

21 Nov 202232min

Investing in Innovation with Cathie Wood, and The Collapse of FTX

Investing in Innovation with Cathie Wood, and The Collapse of FTX

Cathie Wood, the CEO and CIO of Ark Invest, joins the show to talk about her team's vision for a digital, decentralized future, and how she manages her funds through the downturn. Plus, the collapse o...

14 Nov 202231min

A Wake-Up Call for Investors to the New, New Normal

A Wake-Up Call for Investors to the New, New Normal

Liz Ann Sonders, the Chief Investment Strategist for Charles Schwab, rejoins the Express to explain why we need to stop hoping for a Fed pivot, and why we need good old-fashioned investing fundamental...

7 Nov 202235min

Bonus Episode - A Conversation with the Masters of Marketing

Bonus Episode - A Conversation with the Masters of Marketing

In this bonus episode of the Express, we sit down with the chief marketing officers of United Airlines, Reckitt and CVS Health, as well as Bob Liodice, the CEO of the Assoc. of National Advertisers, f...

2 Nov 202221min

The Bumpy Road to an Economic Recovery with Mohamed El-Erian

The Bumpy Road to an Economic Recovery with Mohamed El-Erian

Mohamed El-Erian, the President of Queens College, Cambridge, and Sr. Economic Adviser at Allianz, on the economic scars of the pandemic, the bumpy road to a healthy recovery, and reasons for investor...

31 Okt 202232min

Going Back to School with The Master Investor

Going Back to School with The Master Investor

Ian Dunlap, aka 'The Master Investor', joins The Express to talk about his process, his inspirations, and his passion for investing. He also shares tips for navigating today's market, and how to inves...

24 Okt 202235min

Live from the Floor of the NYSE with Bob Pisani

Live from the Floor of the NYSE with Bob Pisani

Bob Pisani, the legendary business news broadcaster and CNBC's Senior Markets Correspondent joins the show live from the floor of the New York Stock Exchange to talk about what really happens on Wall ...

17 Okt 202233min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
pengesnakk
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
liberal-halvtime
stormkast-med-valebrokk-stordalen
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-politisk-preik