The Great Portfolio Reset - Live from Investor Connection

The Great Portfolio Reset - Live from Investor Connection

The bears are circling as asset prices are being reset amid higher interest rates. Christine Benz and John Rekenthaler of Morningstar, and Anastasia Amoroso of iCapital, join Caleb at Investor Connection, a live event last week, for a conversation on how individual investors can reset their portfolios given the new market dynamics. Plus, why the Dot Plot, one of the most boring charts in economics and investing, is the most important data set for investors to pay attention to today. LINKS FOR SHOW NOTES https://www.icapitalnetwork.com/about-us/team/anastasia-amoroso/ https://www.morningstar.com/authors/30/christine-benz https://www.morningstar.com/authors/208/john-rekenthaler https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20220921.pdf https://www.federalreservehistory.org/essays/stock-market-crash-of-1987 https://www.c-span.org/video/?1444-1/president-reagan-stock-market-turbulence https://www.investopedia.com/terms/s/sinkingfund.asp https://www.youtube.com/c/investopedia https://registration.socio.events/e/investorconnection/promo-codes/CONNECT Learn more about your ad choices. Visit podcastchoices.com/adchoices

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23 Aug 202132min

How to Manage Sudden Wealth Syndrome

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Myth-busting the Oldest Rules in Investing

Myth-busting the Oldest Rules in Investing

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Robinhood's IPO and the Future of Trading

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The Real Deal in the U.S. Real Estate Market

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