17 min listen
Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson
Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson
ratings:
Length:
32 minutes
Released:
Jul 5, 2022
Format:
Podcast episode
Description
Mike Wilson, the Chief U.S. Equity Strategist for Morgan Stanley, says the market could fall further as corporate earnings roll over and the chances of a recession increase. Still, long-term investors can still find opportunities to stabilize and grow their portfolios in this tumultuous environment, and why we need to look at the U.S. economy in the 1940's for comparison. And, the 60/40 portfolio just had its worst six-month period in history, turning decades of investing principles on their head. We try to turn things around on The Express.
LINKS FOR SHOW NOTES:
archive.org/details/essaysinearlierh01daviuoft
https://www.morganstanley.com/profiles/mike-wilson-chief-investment-officer
https://www.investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp
https://www.investopedia.com/terms/f/federalfundsrate.asp
https://www.investopedia.com/terms/r/riskrewardratio.asp
LINKS FOR SHOW NOTES:
archive.org/details/essaysinearlierh01daviuoft
https://www.morganstanley.com/profiles/mike-wilson-chief-investment-officer
https://www.investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp
https://www.investopedia.com/terms/f/federalfundsrate.asp
https://www.investopedia.com/terms/r/riskrewardratio.asp
Released:
Jul 5, 2022
Format:
Podcast episode
Titles in the series (100)
President's Health Scare Adds New Dimension to Investing Paradox: President Trump's COVID-19 diagnosis adds yet another complicated twist to the investing landscape with less than a month to go before the election. We look at potential outcomes with Greg Valliere, US Policy Strategist for AGF Investments. While markets have been choppy of late, there are several bull markets running in the small to mid-cap sectors. We go inside the charts with JC Parets from AllStarCharts to find the uptrends. And why the effective tax rate is the investing term you need to know this week. All that and more on this week's Investopedia Express. by The Investopedia Express with Caleb Silver