My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
January 11, 2021 Financial Perspectives
2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?
December 21st, 2020 Financial Perspectives
1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
December 7th, 2020 Financial Perspectives
1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
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
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
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?
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?
June 8, 2020 Financial Perspectives
1:45 - Last Week's News
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?
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?
May 29, 2020 Financial Perspectives
0:55 - This Week's News
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
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
May 1, 2020 Financial Perspectives
0:58 - The Week in Review
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
April 3, 2020 Financial Perspectives
In this Foster Group update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses bear markets, recessions, and recovery.
March 20, 2020 Financial Perspectives
In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.