April 2021 Town Hall Video and Transcript
Video topics include: Economic Recovery - Ahead, Behind or Right on Track, the Potential Showdown between the Fed and Interest Rates, and Why No One Asks for a One-Year Financial Plan
New COVID Bill & Investment Biases
We discuss the new COVID stimulus bill, yield rates, and behavioral biases in this month's town hall webinar.
Cruise Restrictions & Fixed Income
Mike and Doug discuss the new CDC regulations around cruises, if the reflation trade still on track, the changing landscape of fixed income, and whether you should be worried about a notable increase in speculative behavior.
January 14 Town Hall Webinar
In our first town hall webinar of 2021, Mike and Doug discuss highlights from recent COVID Relief Act, why we believe the Value Rotation has staying power, and how bonds might react to the recent rise in interest rates.
December 3 Town Hall Webinar
This month, Mike and Doug talk about how the market is viewing a potential COVID vaccine, the recent the explosion in cases, whether the Value Rotation is finally happening, and what challenges lower rates will present for investors going forward.
Post-Election Call 11/4/20
As we continue to count ballots and wait to see who will be in charge come January, Mike and Doug discussed the possible scenarios and market outcomes we could experience in the coming months.