Happy New Year? | Financial Perspectives
Debt Ceiling Politics & Markets | Financial Perspectives
Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.
Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)
Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.
What’s Going On With The US Dollar? | Financial Perspectives
A quick Google search on “US dollar collapse” yields 183 million results. Obviously, there has been plenty to create a stir. This week, Kent Kramer and Michael Westphal have a conversation around what is, or isn't, going on with the US dollar.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
April 9, 2020 Financial Perspectives
April 17, 2020 Financial Perspectives
March 20, 2020 Financial Perspectives
April 9, 2020 Financial Perspectives
April 17, 2020 Financial Perspectives
March 20, 2020 Financial Perspectives
May 1, 2020 Financial Perspectives
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
May 29, 2020 Financial Perspectives
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
April 24, 2020 Financial Perspectives
June 8, 2020 Financial Perspectives
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?
August 21, 2020 Financial Perspectives
0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
April 3, 2020 Financial Perspectives
December 7th, 2020 Financial Perspectives
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market