Megan Horneman

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, dives into her 'Year of Fragile Optimism' thesis, highlighting the risks of hidden inflation and consumer debt. She discusses why the strength in consumer spending might be misleading and critiques traditional recession indicators that are breaking down. Megan emphasizes the potential of small/mid-caps and international stocks, the importance of active management, and offers insights into the risks and opportunities in the current fixed income landscape. Her macro perspective is invaluable for navigating today’s markets.

Portfolio strategist David Dietze shares stock picks, Megan Horneman discusses market investing, Josh Joseph talks about the cannabis industry's outlook, and Natalie Trevithick analyzes bond market moves amid inflation data and the recent jobs report.