#164 - Building and Preserving Wealth

#164 - Building and Preserving Wealth

U.S. equities rallied strongly from 2022 to early 2026, led by large caps, before Iran conflict fears triggered declines and unusual drops in precious metals. Markets turned volatile, with leadership shifting to smaller caps. The focus remains on risk management, timely reentry, and monitoring oil, rates, inflation, and geopolitical developments. Listen in this UPdate our portfolio management strategies for the past five years and our goal to capitalize on growth opportunities and minimize risks during the market downturns.

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Avsnitt(167)

Episode 46. US Soft Landing

Episode 46. US Soft Landing

The Federal Reserve started a rate hike policy on March 17, 2022, that continued throughout the year, targeting to lower inflation based on several indicators. Investors are concerned that higher inte...

25 Jan 202314min

Episode 45. Planning to Win

Episode 45. Planning to Win

Another year over and a new year starting. If there is any time to get ahead of your schedule and plan and take proactive steps towards your goals, it is now. In this Brief, we discuss some real-lif...

18 Jan 202311min

Episode. 44 Listen to the Fed's

Episode. 44 Listen to the Fed's

Jerome Powell, head of the Federal Reserve, wants to reduce inflation by raising interest rates. This is important to investors and affects industries like housing and energy. The Fed slowed its rate ...

11 Jan 202315min

Episode. 44 New Year, New Start

Episode. 44 New Year, New Start

With a new year is new hope for an improving stock market.  In this Weekly Brief we review many of the anomalies that impacted almost all sectors of the economy that created unusual price swings.  Mos...

4 Jan 202316min

Episode 43. Don't Fight the Feds

Episode 43. Don't Fight the Feds

DFTF or "Don't Fight the Feds" has been the theme for investors this year. The steady decline of the stock market has been matched by the aggressive rate hike policy of the Federal Reserve. However,...

14 Dec 20228min

Episode 42. US Economic Engine Chugs On

Episode 42. US Economic Engine Chugs On

Mixed news this week as factory orders continue to increase with one of the longest consecutive run of monthly increases since 1992. However, the ISM Purchasing Managers Index dropped below 50 to 49 ...

7 Dec 20229min

Episode 41. Sentiment vs Market

Episode 41. Sentiment vs Market

1 Dec 202211min

Episode 40. Thankful

Episode 40. Thankful

In this week's episode, Anton shares some stories in his recent months and reasons he is thankful - also, why you might be too!

23 Nov 202213min

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