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https://www.investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp https://www.investopedia.com/terms/f/federalfundsrate.asp https://www.investopedia.com/terms/r/riskrewardratio.asp Learn more about your ad choices.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

Behind the Remedy Rally and What Could Hold it Back

Behind the Remedy Rally and What Could Hold it Back

Investors have been piling into recovery stocks as more positive news from vaccine makers light the risk lamp, but the economic realities of the pandemic are creating more obstacles. Ellevest founder ...

23 Nov 202015min

Investors stampede into stocks, but the scars of the pandemic are deep

Investors stampede into stocks, but the scars of the pandemic are deep

Global equity markets rush towards record highs despite daily record levels of the virus in the U.S. Mohamed El-Erian, President of Queens College, Cambridge, and Chief Economic Adviser, Allianz, join...

16 Nov 202023min

Investors prepare for a post-election world as equity markets charge ahead

Investors prepare for a post-election world as equity markets charge ahead

As the election uncertainty dissipates, investors are pushing their chips in on a continued rally across most sectors. Greg Valliere from AGF Investments helps set up the playbook for the next two mon...

9 Nov 202024min

How to Keep Your Head During the Election and Pandemic Volatility, with Josh Brown

How to Keep Your Head During the Election and Pandemic Volatility, with Josh Brown

'Downtown' Josh Brown from Ritholtz Wealth Management joins The Express to help investors keep their perspective as markets swirl amid a resurgence in the coronavirus and election volatility. We also ...

2 Nov 202026min

The Paradox Facing Investors Preparing for Retirement, and the Future of Big Tech

The Paradox Facing Investors Preparing for Retirement, and the Future of Big Tech

In the new normal of low returns for fixed income securities, investors preparing for retirement are caught between risk and low returns. Joe Duran of Goldman Sachs Personal Financial Management helps...

26 Okt 202023min

Investing Opportunities Beyond the Election and the Harsh Truth About the Unemployment Crisis

Investing Opportunities Beyond the Election and the Harsh Truth About the Unemployment Crisis

Equity markets keep grinding higher despite so many uncertainties around the pandemic, the elections and the economy. We look at what investors see over the horizon with LPL's Chief Market Strategist ...

19 Okt 202024min

The Individual Investor Playbook as Sentiment See-Saws Around Risk

The Individual Investor Playbook as Sentiment See-Saws Around Risk

Equity markets have shifted into a higher gear as investors play tug-of-war between betting on a recovery, while hedging against an economic slowdown. We look at where the money has been flowing with ...

12 Okt 202017min

President's Health Scare Adds New Dimension to Investing Paradox

President's Health Scare Adds New Dimension to Investing Paradox

President Trump's COVID-19 diagnosis adds yet another complicated twist to the investing landscape with less than a month to go before the election. We look at potential outcomes with Greg Valliere, U...

5 Okt 202017min

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