Real Vision | Is Your Portfolio Ready for the NEXT BIG THING? @RealVisionFinance | Uploaded September 2024 | Updated October 2024, 10 hours ago.
π₯ ππ’ππ‘ Real Vision for FREE rvtv.io/3Y4t5Pw. SΓ©bastien Page, head of global multi-asset and CIO at T. Rowe Price, and Omar Aguilar, CEO and CIO at Charles Schwab Asset Management, join Ash Bennington to share their respective market outlooks. Omar and SΓ©bastien dissect the ongoing bullish and bearish market narratives, evolving inflation concerns, labor market dynamics, central bank policies, and how these factors influence portfolio decisions.
This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to realvision.com/metals.
Timestamps:
00:00 - Real Vision Turns 10: Party Announcement
00:46 - Introduction to the Show
01:36 - Big Picture of the Current Macro Landscape
02:16 - Debate Between Bulls and Bears: Overview
04:54 - Stock Valuations: Growth vs. Value
05:28 - Inflation Shifts to Labor Market Focus
09:33 - Normalization of the Economy and Markets
12:03 - Challenges in Interpreting Data Post-Pandemic
15:18 - Inflation Risk Not Gone Yet: Portfolio Considerations
19:03 - Chinaβs Impact on Global Inflation
20:33 - Fedβs Potential Rate Cut and Global Liquidity
23:03 - Real Rate and Debt Service Impact on the Fed
25:16 - Bond Vigilantes and Government Debt
28:49 - Portfolio Strategies for a Rate Cut Environment
34:56 - Tactical Asset Allocation: Neutral Equities and Bonds
37:52 - Extending Duration in Bond Portfolios
39:19 - Value Stocks and Market Rebalancing
43:14 - Sensitivity to Interest Rates: Sectors to Watch
48:14 - Final Thoughts and Key Takeaways: Staying Disciplined, Invested, and Diversified
About Real Visionβ’:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision rvtv.io/3Y4t5Pw
#realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin
Get macro insights from Real Vision on whether your portfolio is ready for what's next in the market, including rate cuts and interest rates. Stay informed and prepared for the future with this must-watch video.
Connect with Real Visionβ’ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: π₯ rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
π₯ ππ’ππ‘ Real Vision for FREE rvtv.io/3Y4t5Pw. SΓ©bastien Page, head of global multi-asset and CIO at T. Rowe Price, and Omar Aguilar, CEO and CIO at Charles Schwab Asset Management, join Ash Bennington to share their respective market outlooks. Omar and SΓ©bastien dissect the ongoing bullish and bearish market narratives, evolving inflation concerns, labor market dynamics, central bank policies, and how these factors influence portfolio decisions.
This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to realvision.com/metals.
Timestamps:
00:00 - Real Vision Turns 10: Party Announcement
00:46 - Introduction to the Show
01:36 - Big Picture of the Current Macro Landscape
02:16 - Debate Between Bulls and Bears: Overview
04:54 - Stock Valuations: Growth vs. Value
05:28 - Inflation Shifts to Labor Market Focus
09:33 - Normalization of the Economy and Markets
12:03 - Challenges in Interpreting Data Post-Pandemic
15:18 - Inflation Risk Not Gone Yet: Portfolio Considerations
19:03 - Chinaβs Impact on Global Inflation
20:33 - Fedβs Potential Rate Cut and Global Liquidity
23:03 - Real Rate and Debt Service Impact on the Fed
25:16 - Bond Vigilantes and Government Debt
28:49 - Portfolio Strategies for a Rate Cut Environment
34:56 - Tactical Asset Allocation: Neutral Equities and Bonds
37:52 - Extending Duration in Bond Portfolios
39:19 - Value Stocks and Market Rebalancing
43:14 - Sensitivity to Interest Rates: Sectors to Watch
48:14 - Final Thoughts and Key Takeaways: Staying Disciplined, Invested, and Diversified
About Real Visionβ’:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision rvtv.io/3Y4t5Pw
#realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin
Get macro insights from Real Vision on whether your portfolio is ready for what's next in the market, including rate cuts and interest rates. Stay informed and prepared for the future with this must-watch video.
Connect with Real Visionβ’ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: π₯ rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
