FEAR & GREED | Business News Q+A: Is the current market volatility just business as usual?
Aug 5, 2025
Todd Hoare, Head of Public Markets at LGT Crestone, shares his insights on current market volatility. He challenges listeners to consider whether the upheaval is just typical noise or an indication of deeper issues. The discussion delves into historical contexts of market dynamics, emphasizing how modern portfolio strategies can weather uncertainty. Hoare also touches on the influence of political factors, particularly the Trump administration's policies, and encourages investors to prioritize fundamental economics over sensational headlines.
AI Snips
Chapters
Transcript
Episode notes
Market Volatility: History Rhymes
- Market volatility now feels different but is similar to past trade war periods.
- Long-term lens shows current uncertainty is not greater than previous decades.
Easier Portfolio Building Today
- Portfolio construction is easier today with diverse asset classes beyond equities.
- Investors can build more defensive portfolios amid volatility thanks to alternative assets.
Faster Info, Quicker Policy Action
- Information spreads faster now, contributing to shorter, sharper bear markets.
- Policymakers respond more quickly with prepared tools, limiting prolonged uncertainty.