The Market Huddle PhD Moment (guest: John Davi)
Sep 9, 2023
John Davi, founder of Astoria Portfolio Advisors, discusses inflation, investing simplicity, market correction, sector rotation, and market predictions with the hosts. They also share their social media handles and talk about their sailing trip in Croatia.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Working at Merrill Lynch and Morgan Stanley
03:24 • 9min
The Impact of the Money Supply on Supply Chains and Economy
12:17 • 16min
Simplicity in Investing and Risk Management
28:31 • 8min
Market Correction and Weakness in the Bounce
36:59 • 9min
Rotation Out of High-Performing Stocks and into Defensive Assets
46:28 • 17min
Market Rally and Buying Dips
01:03:39 • 18min
Social Media Handles, Sailing in Croatia, and Market Predictions
01:21:26 • 8min