In this episode, we begin a new quarterly series where we will discuss some of the biggest issues that investors are thinking about in the current market and try to put them in a long-term context. We discuss how investors should think about inflation and the potential for a future recession, how to interpret market valuations, the impact of AI stocks on the market and whether political and geopolitical events should play a role in an investment strategy.
00:00 - Intro
03:10 - Why we pay attention to the economy even if it doesn't impact our strategies
04:44 - How we think about inflation
07:42 - The importance of recognizing things you cannot predict
11:31 - How we think about the big returns from AI stocks
17:06 - Separating hype cycles from market cycles
20:22 - How we think about market valuations
23:52 - The challenge of using market valuations in the real world
27:13 - Is the next recession around the corner? Should you care?
31:21 - The changing frequency of recessions
34:39 - The dangers of hindsight bias
35:57 - How we look at politics and geopolitics
41:05 - Separate your politics from your investment strategy
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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LinkedIn: https://www.linkedin.com/in/jcarbonneau
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LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/