01-23-20: $14 Billion Fund Manager: Stock Market Similarities To 2018 Might Signal Wave Of Volatility And A Correction
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 January 2020
⏱️ 47 minutes
🧾️ Download transcript
Summary
According to his research, the S&P 500 has not fallen by more than 1% in 70 trading days and bad news could trigger a wave of volatility.
Today's Stocks & Topics: Growth vs. Value, World Economic Forum Meeting, Cutting Health Care Cost, New Investor, Housing Market, S - Sprint Corp., TSLA - Tesla Inc., MPW - Medical Properties Trust Inc., TEN - Tenneco Inc. Cl A, Sectors, INTC - Intel Corp.
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| 0:00.0 | This podcast is produced by KPP Financial, Steve Peasley President, |
| 0:10.4 | KPP Financial, Independent thinking, shared success. |
| 0:15.0 | And now today's podcast. |
| 0:17.0 | Good afternoon fellow investors and welcome to |
| 0:26.4 | Invest Talk. This is our Thursday, January 23rd, 2020 edition of Invest Talk. I know we're almost through our first month of the |
| 0:36.5 | decade and it's a good time to start to calibrate ourselves for the new year and the new decade and you know today |
| 0:45.9 | was the 15th trading day of the year and we're trying to see a little volatility |
| 0:51.5 | surrounding the outbreak of the coronavirus in China and |
| 0:58.3 | you know we're in the midst of earning season and that's been fairly mixed so far and there's a lot to cover in regards to what the |
| 1:08.4 | Federal Reserve is doing when it comes to liquidity, what earnings are doing, |
| 1:12.9 | and obviously geopolitical issues as well. |
| 1:16.3 | And Steve and I are committed to help you |
| 1:19.2 | as much as we possibly can. |
| 1:20.6 | We've noticed that we spend a good deal time talking about how your investment |
| 1:24.7 | strategy should align with your risk tolerance and your performance objectives |
| 1:28.6 | and this is an ongoing process and you need to recalibrate consistently. |
| 1:33.7 | Maybe not daily, but quarterly, at least yearly, right, and see if your plan is |
| 1:41.8 | working towards your goal and your goal might shift from time to time. |
| 1:45.0 | And therefore your strategy might shift and the market might shift |
| 1:49.0 | and that could create a shift in your strategy as well. |
| 1:54.0 | So there's a lot to unpack today. |
| 1:57.0 | I'm Justin Klein. |
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