EPISODE · Aug 7, 2025 · 26 MIN
Preservation Over Prediction: How Richard McWhorter Navigates Risk in Today’s Market
from The Pain Trade Podcast · host Michael A. Gayed, CFA
In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile market. We talk valuation risk, tariffs, and intergenerational wealth strategy — and why Richard is focused on preservation over prediction in a market full of noise. In this episode: - Why today’s stock multiples don’t add up - The long-term impact of U.S. tariffs and trade deals - How SRM helps clients navigate macro uncertainty - What younger generations can learn about risk - How to protect and grow wealth across generations Lead-Lag Live brings you straight into conversations with top financial minds shaping markets in real time. Subscribe for more interviews, insights, and raw takes that go deeper than headlines. #LeadLagLive #WealthStrategy #MarketValuations #FinancialAdvisors #PrivateWealth #Tariffs #Investing Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
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In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile market. We talk valuation risk, tariffs, and intergenerational wealth strategy — and why Richard is focused on preservation over prediction in a market full of noise. In this episode: - Why today’s stock multiples don’t add up - The long-term impact of U.S. tariffs and trade deals - How SRM hel...
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Preservation Over Prediction: How Richard McWhorter Navigates Risk in Today’s Market
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