Payroll Tax Refund - What You Need to Know

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Interactive Broker's clients earn interest of up to 2.58% on the idle cash in their brokerage accounts. Visit ibkr.com slash interest rates to learn more. If your business has five or more employees and managed to survive COVID, you could be eligible to receive a payroll tax rebate of up to $26,000 per employee. To find out if your business qualifies, just go to getrefuns.com.

IN THIS EPISODE, YOU’LL LEARN:

02:52 - Louis’s current assessment of the global economy and financial markets.
06:15 - Why Louis thinks the current price of the S&P has not fully priced in the risks of a recession.
07:52 - Is now the time to buy the dip or remain more defensive?
07:52 - How to approach investing in a bear market, and what investments Louis sees as the most promising sectors.
10:39 - Why he believes the energy sector is in a new structural bull market.
17:54 - Louis’s outlook on Chinese equities including Alibaba, and emerging markets.
26:08 - How to construct a well built portfolio using Louis’s 6 building blocks framework, and examples of investments that fall into each.
36:26 - Louis’s 4 quadrant framework used to link different macro environments to an appropriate investing strategy.
40:49 - Why gold hasn’t performed as expected this year in USD terms, and Louis outlook going forward.
47:48 - Why Louis thinks moving to a deflationary bust is not likely.
52:40 - The risk of China de-dollarization, what this means and what implications this would have for global markets.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Check out Louis’s Book: Avoiding the Punch: Investing in Uncertain Times.
Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.

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