

Outlook For 2nd Half Of The Year | Live Q&A w/ Wealthion's Endorsed Financial Advisors
Jul 11, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
The Impact of the Second Half of the Year on Portfolio Strategy
01:49 • 2min
The Year to Date Performance of the Broad Sectors of the Market
03:56 • 2min
RIA Positioning in a Disinflationary Environment
05:49 • 2min
How Rocklink Positions for the Second Half of the Year
07:21 • 4min
The US Housing Market Is Expecting a Strong Second Half
11:14 • 2min
The Future of the Market
12:44 • 2min
New Harbor's Strategy for the Second Half of 2018
14:17 • 2min
How the NASDAQ 100 Rebalances
16:35 • 2min
The Effect of the NASDAQ 100 Rebalancing on Stock Prices
18:28 • 2min
The Lag Effect of Right Hikes
20:27 • 2min
The Impact of the Rapid Rise in Interest Rates on the Real Estate Market
22:12 • 2min
The Lag Effect of Interest Rates on the Economy
24:06 • 2min
The Fed's Plan to Restart QE in Lower Interest Rates
26:34 • 2min
The Implications of a Moratorium on Student Loan Repayments
28:51 • 2min
The Impact of Interest Rates on Capital Flows
30:52 • 3min
The New Environment of Attractive Bond Yields
33:29 • 3min
AI to Replace Financial Advisors
36:44 • 2min
AI and the Passive Investing Robot
38:42 • 2min
The Future of Financial Advisors
40:43 • 1min
Bitcoin and the Nirvana
42:12 • 3min
Bitcoin and Cryptos: Should We Move On?
44:59 • 3min
The BRICS Currency and Collateralizing That With Gold
48:02 • 4min
The Housing Market and the Implications for the Economy
51:38 • 3min
The New Home Market vs. The Existing Home Market
54:23 • 2min
The Effect of Mortgage Rates on Inventory
56:26 • 5min