Town Hall Webinar May 2021
How base effects can lead to misleading headlines about economic data, the disagreement on inflation, and if stagflation could be on the horizon.
Analysis of Biden's New Tax Proposal
You'll recall that the stimulus programs related to COVID generated a lot of spending, and the government is now talking about an infrastructure program that could be upwards of $ 2 trillion. This is going to create quite a shortfall in revenue, and the administration's answer is partially to increase taxes. Let's talk about the changes that are most likely to affect you.
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.