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https://www.investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp https://www.investopedia.com/terms/f/federalfundsrate.asp https://www.investopedia.com/terms/r/riskrewardratio.asp Learn more about your ad choices.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(293)

What the Business Cycle is Telling us About a Recession

What the Business Cycle is Telling us About a Recession

Lakshman Achuthan of The Economic Cycle Research Institute rejoins the show to discuss what leading business cycle indicators are saying about the probability, depth and duration of a recession, and h...

27 Jun 202231min

Investing in Wine, Live from the Food & Wine Classic in Aspen

Investing in Wine, Live from the Food & Wine Classic in Aspen

The Express rolled into Aspen, CO, for the 39th annual Food & Wine Classic. Listen to Caleb's full panel discussion on 'Investing in Wine', with Charles Antin, Zachy's Auctioneer and Head of Wine Auct...

21 Jun 202259min

Investing in Wine with the NBA's elite Players

Investing in Wine with the NBA's elite Players

The Express takes the high rails into the Colorado Rockies for the Food and Wine Classic in Aspen where we interview NBA star and NBA Players Association President CJ McCollum on his growing wine empi...

21 Jun 202246min

Reading the Warnings Signs for the Next Recession

Reading the Warnings Signs for the Next Recession

Seema Shah, the Chief Strategist for Principal Global Investors, joins the show to identify the top warning signs that will bring about the next recession, and why it may not get here until late next ...

13 Jun 202230min

Michael Kitces on the Myth of Retirement and the Rise of Financial Independence

Michael Kitces on the Myth of Retirement and the Rise of Financial Independence

The highly influential financial advisor and industry guru joins the show to talk about how we need to move away from "retirement", as a concept, and towards financial independence, and how the planni...

6 Jun 202229min

Searching for Signs of a Market Bottom

Searching for Signs of a Market Bottom

Lindsey Bell, Chief Markets and Money Strategist for Ally rejoins the show to share 5 signs of a market bottom. Plus, the first 100 days of the year were among the worst in history for the stock marke...

31 Mai 202232min

The Legend of Jack Bogle, and the Future of ETFs

The Legend of Jack Bogle, and the Future of ETFs

Eric Balchunas, senior ETF analyst for Bloomberg Intelligence joins the show to talk about how ETFs have been riding the storm of volatility and what's next for the that asset class, and his new book,...

23 Mai 202230min

Keeping it Real with Real Vision's Raoul Pal

Keeping it Real with Real Vision's Raoul Pal

Raoul Pal, economist, investor, futurist and co-founder of Real Vision joins the show to share his perspective on the current sell-off, recession risks, and the future of crypto. Plus, we put the mark...

16 Mai 202231min

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