Som Seif Investment Review and Outlook - Positioning for Unclear Markets

Insight is Capital™ Podcast

Pierre Daillie द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Pierre Daillie या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

1M ago 47:24

MP3•एपिसोड होम

Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his views of market expectations, the role of the Fed, and the importance of preparing for multiple economic scenarios, considering the range of possibilities of 'higher for longer' monetary policy. Som shares his thoughts on the need to establish a mental model for advisors to consider while navigating today's uncertainty and to consider ways of building resilient portfolios for today’s more challenging and changing financial landscape.

Timestamped Highlights

00:00 Introduction

01:15 Market Overview and Current Trends

02:56 Bond Market Overview

06:03 Economic Assumptions and the futility of predictions

11:47 Comparing Consumer Resilience and Housing Market

29:43 A Mental Model for Investment Strategies and Portfolio Management

34:38 Advisors' Role and Resources

41:19 Closing Thoughts and Best Advice Ever Received

179 एपिसोडस

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