Capital Club Trends in the Market with Charles Freeman
Charles Freeman is the president of AdaptFirst Investments. He is a chartered financial analyst in partners with financial advisers to provide investment support and resources in a much more personal way. This includes model investments, customs portfolios, individual stock research, industry and sector analysis, and more.
[00:01 – 08:30 ] Opening Segment
- I welcome our guest for the episode, Charles Freeman
- Charles talks about the state of Public Markets as of January 2021
- He also talks about the real academy and stock market
[08:31 – 25:43] Rising and Falling
- Charles perspective in terms of the market and the broader economy
- the support that Fed has given on the monetary and fiscal side
- Charles talks about his research
- Metrics that Charles tracks to gauge inflation
- Housing and Health Care
- Calculating home crisis
- The factors concerning deflation and inflation
- Strategies to play this market at the present time
- Risk Manage Approach
- Sectoral Approach on Equity exposure
[25:44 - 38:20] Looking in the Markets
- Emerging Markets and Frontier Markets
- The difference between having a broad market exposure and being more thematic
- Does debt on the Federal or Sovereign level matter in terms of ratio in GDP?
[38:21 - 50:17] Closing Segment
- His thoughts about the energy sector
- Market properties owned by Charles
- Connect with Charles. See Links Below.
- Final words
Tweetable Quotes:
“What I’ve learned over the last twenty years is that when you start getting too thematic you can make a really convincing argument for a certain thing, and then it might just not happen, and then you mess up. So, I think taking a broad market approach makes sense there.” - Charles Freeman
“What they tried to do is moderate the normal business cycle but in doing that I think what the trade-off is what you’re doing is you’re creating a ‘Boom And Bust Cycle’.” - Charles Freeman
“It’s diversifying their portfolio, right? It is not being so dependent on oil specifically. It’s gonna be sort of multi-approach of, you know having all of those things available. I mean that’s the only way they’re gonna survive.” - Charles Freeman
Resources Mentioned:
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Connect with Charles, follow him on LinkedIn. Check out his content/articles and guestings at www.adaptfirst.com. Send a direct email to charles@adaptfirst.com
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