07-15-2020: Opinion: Central Banks Have Become Irrelevant
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 15 July 2020
⏱️ 47 minutes
🧾️ Download transcript
Summary
One market strategist warns that investors should prepare for inflation rates of 4% or more by next year because governments have taken control of the money supply.
Today's Stocks & Topics: Diversification, FOR - Forestar Group Inc., CAT - Caterpillar Inc., ABBV - AbbVie Inc., Gold, DHC - Diversified Healthcare Trust, HASI - Hannon Armstrong Sustainable Infrastructure Capital Inc., ZM - Zoom Video Communications Inc. Paying Off the Mortgage, Dividends.
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Transcript
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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 Invest Talk. This is our |
| 0:27.0 | Wednesday, July 15th, 2020 edition of Invest Talk. And today I want to start off talking a little bit about diversification. |
| 0:40.0 | And I know for a lot of people it's a boring topic and a part of the reason I think people see it as boring is |
| 0:50.8 | Because they just see it. oh, you're investing your stock portfolio amongst different industries. |
| 1:00.0 | And that's why they see it as boring. |
| 1:04.0 | That's boring. |
| 1:05.0 | Yeah, I gotta invest in utilities, |
| 1:08.0 | consumer staples. |
| 1:10.0 | That's boring. But that's not what I'm talking about here. I'm talking about |
| 1:17.4 | asset diversification and you know I've been saying this for a little while now, and you can see it. |
| 1:25.4 | We're in a period of time where there's going to be a lot of change. |
| 1:30.9 | You know, going back to the fourth turning that this decade is about change and |
| 1:36.0 | we're going to talk about different ways that this decade will bring about change |
| 1:42.4 | and it also means that when change happens different asset |
| 1:48.9 | classes behave differently. |
| 1:53.0 | Now, we talk about equities here a lot. |
| 1:57.0 | Well, we just went through a decade where equities did very well. |
| 2:01.0 | Right? Governments. well. |
| 2:03.0 | Government's, institutions of modern finance |
... |
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