Making Investment Decisions in a Crisis

The Compound and Friends

Josh Brown

News, Business News, Business, Investing

4.7 • 2.2K Ratings

🗓️ 1 April 2020

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Josh here - I asked my colleague Blair duQuesnay about what's happening on our investment committee these days and what the decision making process is like given recent circumstances. We also talk about what it's like to live and work in New Orleans these days, a city that has joined New York on the list of US epicenters for COVID-19 cases. Blair is a Certified Financial Planner (CFP) working with clients of the firm and a Chartered Financial Analyst (CFA) who serves with four other members of Ritholtz Wealth on the Investment Committee. You can check out Blair's blog at https://blairbellecurve.com/ and reach out to her here: https://ritholtzwealth.com/contact/request-more-info/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hi, I'm Josh Brown. I'm here with Blair Duganay, who is a financial advisor at
0:07.2	Ritholz Wealth Management and also sits on our investment committee. I'm going to talk with
0:12.0	Blair about her hometown of New Orleans
0:14.7	Louisiana, what's like making investment decisions during times like these and
0:19.2	what she's hearing and talking to clients about. Let's see what's happened. Stick around.
0:26.4	Welcome to the compound show podcast. Each week we let you in on some of the best
0:31.2	conversations we're having about markets, investing, and
0:35.2	life.
0:36.2	Just a quick reminder, the hosts of the show are employees of Ritholz Wealth Management.
0:40.6	All opinions expressed are solely their own opinions and do not reflect the opinion. all opinions should not be relied upon for investment decisions.
0:53.0	Clients of Ritholz wealth management
0:54.6	may maintain positions in the securities
0:57.2	discussed in this podcast.
0:59.2	Okay, here we go.
1:05.0	All right, so first of all, Blair, thanks for joining me. You have the babies out of the house.
1:07.0	Yes.
1:08.0	So I have you all to myself for a few minutes?
1:10.0	Yes, they are driving around in the car.
1:16.5	Okay, hopefully, hopefully they'll take a nap.
1:20.8	So, first things first, you are in a hot spot and so am I.
1:30.0	So, New Orleans, Louisiana is one of I guess multi epicenters. Is that the right way to phrase it in America? Yes, we knew as soon as we had our first three cases here in early March that were unrelated, no travel, that there was an issue and the mayor immediately started closing things down the St. Patrick's Day celebrations, and quite quickly it escalated to the
1:46.1	governor taking action and closing our schools. The announcement came, I believe, on March 13th.
	...

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