Strategic Investing in the Home Stretch of 2022

Strategic Investing in the Home Stretch of 2022

Shannon Sacoccia, the CIO of SVB Private Bank, helps us decipher the mixed signals in the economy and capital markets as we reset our portfolios for 2023. This conversation was taken from a recent strategy session hosted by our partners at YCharts. Plus, the DJIA has climbed out of a bear market and investor sentiment is improving despite worries about a recession. We have the latest results of our reader and listener survey. LINKS FOR SHOW NOTES https://ycharts.com/dashboard/ www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html ttps://www.investopedia.com/terms/v/vix.asp insight.factset.com/large...o-date https://www.investopedia.com/investors-cozy-back-up-to-stocks-as-recession-fears-loom-6834242 https://ycharts.com/support/resources#tackling_lient_questions_during_volatile_markets_with_shannon_saccocia_caleb_silver https://www.svb.com/private-bank/advisors/directory/shannon-saccocia www.investopedia.com/terms/w/washsalerule.asp Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(292)

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

Inside the Berkshire Hathaway Annual Meeting

Inside the Berkshire Hathaway Annual Meeting

The Express steams into Omaha, Nebraska to talk to shareholders and listen for pearls of wisdom from Warren Buffett and Charlie Munger. There is nothing quite like what's been called, "Woodstock for C...

2 Mai 202231min

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