InvestTalk 7-9-2024 – Can Quant Funds Steady Your Portfolio in Volatile Markets?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 10 July 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
It can be unclear whether quant mutual funds can effectively diversify portfolios and generate income during periods of market volatility. While quant strategies have historically performed well in volatile environments, their ability to consistently deliver stable income is less certain.
Today's Stocks & Topics: COP - ConocoPhillips, QCOM - Qualcomm Inc., Market Wrap, Can Quant Funds Steady Your Portfolio in Volatile Markets?, PFE - Pfizer Inc., HIMS - Hims & Hers Health Inc., Roth I-R-As, Investing for Aging Parents, Liberty Media, QS – Quantum Scape Corp. Cl A, The National Debt.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on Invest Talk. |
| 0:05.0 | And for our podcast subscribers, this is invest talk above average investing for the average investor. |
| 0:16.0 | Invest talk is made possible by KPP Financial a registered investment |
| 0:22.0 | advisor firm serving clients throughout the United States. |
| 0:26.0 | Here is KPP Financial, Chief Executive Officer, Financial Advisor Justin Klein. |
| 0:34.0 | Good after. financial advisor Justin Klein. Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:38.0 | This is our Tuesday, July 9th, 2024 edition, and we are well into the third quarter now and things are heating up both around us due to the weather and in markets and the big question is how do you handle the latter? I can't help you with the former. |
| 0:58.4 | Hopefully you have some air conditioning, but our job here is to help you navigate these times with a level head. |
| 1:07.0 | Not chasing the latest fad, not getting out over your skis and risk, but developing a plan and executing on that plan consistently. |
| 1:22.0 | And then adjusting when needed, but knowing when to adjust, |
| 1:26.0 | not just because you talk to your cousin or you talk to somebody at a barbecue |
| 1:32.0 | over the weekend or a coworker. |
| 1:37.0 | Those are typically poor places to find good investment advice. |
| 1:43.0 | Because typically by the time they're telling you about it, |
| 1:47.0 | they've gotten in and same with all their friends. |
| 1:57.0 | And so this isn't about the next hot stock tip. I'm not banging big buttons like Kramer. |
| 2:04.0 | This isn't, we were not here for entertainment, |
| 2:07.0 | although hopefully you're entertained by me a little bit. |
| 2:11.0 | It's here for education. |
| 2:13.0 | That's what this show is here for. |
| 2:15.0 | To educate you by giving you actionable material and up-to-date relevant data, |
| 2:22.0 | as well as answering your finance and investment questions |
... |
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