Preservation Over Prediction: How Richard McWhorter Navigates Risk in Today’s Market

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 generationsLead-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