Portfolio Allocation for a Recession with Joseph Hogue

Aug 5, 2022

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On todays episode of the WTFinance I had the pleasure of speaking with @Let's Talk Money! with Joseph Hogue, CFA .

During the interview we talked about learning from personal investment mistakes, similarities between today and the dot.com bubble, whether we could see a recession and how Joseph has positioned his own portfolio.

0:00 - Introduction
0:30 - Joseph’s background
1:40 - The investing bug
3:00 - Learning from personal investment mistakes
4:20 - Similarities between today and the dot.com bubble?
6:00 - Opportunity to take advantage of growth stock drop
8:05 - Could we see a recession?
10:45 - How has Joseph positioned his own portfolio?
13:50 - What indicators are you watching to identify changing trend?
16:30 - If we see interest rates a 5-6%, will FED continue raising?
18:05 - Advice for dealing with volatility?
20:30 - Lessons Joseph has learnt from his investing mistakes
21:50 - How Joseph analyses companies?
24:30 - Red flags for a company?
26:50 - Examples of investments going bad?
27:40 - One message to takeaway from interview?
28:24 - Lets talk money

Born and raised in Iowa, Joseph Hogue graduated from Iowa State University after serving in the Marine Corps. He worked in corporate finance and real estate before starting a career in investment analysis. He has appeared on Bloomberg and CNBC and led a team of equity analysts for a venture capital research firm. He holds a master’s degree in business and the Chartered Financial Analyst (CFA) designation.

Online influencer through YouTube and four web properties, Joseph loves the personal connection he has built with those in the community. Through his channel (Let's Talk Money) and four blogs, Joseph has reached over a million people a month through topics like investing, making money and personal finance.

Joseph Hogue -

Website - https://mystockmarketbasics.com/
YouTube - @Let's Talk Money! with Joseph Hogue, CFA
Twitter - https://twitter.com/stockmarketj
Instagram - https://www.instagram.com/lets_talk_money_josephhogue/?hl=en
LinkedIn - https://www.linkedin.com/in/josephhogueefficientalpha/

WTFinance -

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