Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 3min
The Nifty 7 or 8 Fall Back and Join the S&P 493
03:07 • 2min
Should MidCaps Do Better Than the Large Cap Index?
05:21 • 2min
The Fed's Lag Effect on Inflation
06:55 • 3min
The S&P 500 Bottomed in October, but Not Hit That Bottom
09:35 • 3min
Where Do You See Investing Opportunities Abroad?
12:15 • 2min
The China Recovery and Emerging Markets
14:20 • 4min
Crescets' Different Thematic Strategies in the Stock Market
18:07 • 3min
How to Buy Nvidia Stocks This Year
21:27 • 2min
The Aspirational Bucket: REITs
23:11 • 2min
The 10-Year Treasury Rate Is the Most Attractive Area of the Bond Market
25:34 • 2min
The Peter Lynch Approach to Investing
27:10 • 2min
Thematic Strategies to Rebalance Your Client's Worries
29:38 • 3min
The Aspirational Investor
32:21 • 2min