The Grant Williams Podcast Ep. 81 - Jeff Sarti

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 26 September 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jeff Sarti of Morton Wealth in Calabasas, CA joins me for a discussion around the ever-evolving dynamic between investor and manager the difficulties inherent in navigating changing economic circumstances through a more unconventional, more resilient approach to investing. Jeff explains how he and his colleagues try to think differently about investment strategies and portfolio diversification, particularly in the current economic environment. Jeff’s focus on building resilient portfolios that can withstand market volatility, rather than just chasing returns can be a difficult proposition in a world where quarterly returns against a benchmark have become many investors’ most important yardstick. We discuss the the importance of educating investors on long-term thinking and owning their portfolios, not just renting them and follow the breadcrumbs to how the impact of central bank policies and the growing debt burdens facing many countries, influence investment strategies focused on hard assets and hedges against inflation. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:16.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.
0:20.0	So, while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets. tickets.
0:35.0	You're about to listen to a special preview edition of the Grant Williams podcast featuring my special guest and my friend Jeff Sarty of Morton
0:42.0	Wealth out in California.
0:43.4	We are going to talk about the investor and how their mindset needs to perhaps change given
0:49.3	the changing market dynamics and how years of very familiar markets are about to give way to something wholly
0:56.4	unfamiliar and what investors need to do to try and adapt for that.
1:00.1	It's a fascinating conversation which I think you're going to very much enjoy.
1:04.8	Every episode of the Grant Williams podcast, including the end game, the Super Terrific
1:07.6	Happy Hour, the Narrative Game, This Week in Doom, shifts happen and Chaos Theory is available
1:12.2	to Copper and Silvertier subscribers at my website
1:15.2	Grant-Williams.com. Copper tier subscribers get access to all the podcasts while members of the
1:20.5	Silver Tier get by the podcast and my monthly newsletter things that make you go,
1:24.8	hmm. So if you enjoy what you hear on the show and you'd like more high quality content like it,
1:29.5	then please make your way over to Grant-Williams.com and join our exciting community today.
1:35.0	And now, on with the show. Jeff good to see you my friend. Thank you for joining me. It's a pleasure to see you.
1:49.1	Super excited to be here, Graham.
1:50.5	It's a funny old world we find ourselves in. You and I have known each other for a number of years now and we have a lot of very similar thoughts about the world we're in, but what I want to start with before we get into how we got to that world, which I think is worthy of discussion before we dig into what it means for investors,
2:06.9	is just to give everybody a little bit of background on you, what you do and how you ended up doing what you do.
2:12.3	So if you could just kind of give us that
2:13.6	quick summary that would be great. Before I start just wanted to say how excited I am to be here.
	...

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