RL125 - 2022 Mid-Year Review and Outlook

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss how the markets have been performing so far in 2022 and why you should bother conducting a mid-year review of your portfolio. They also analyze the short-and long-term factors that could affect the position of an investor's portfolio and what to expect from the economy, the bond market, and global equities in the second half of the year. [05:26] 2022 Mid-Year Market Review [10:45] Comparing the Current Economic Environment to 2008 and 1973 [12:57] Are Treasuries Still an Effective Hedge Against Credit Risk? [16:34] Impact of The Fiscal Stimulus Slowdown [18:05] Does Slower Economic Growth Forecast a Recession? [22:13] Is a Recession Unavoidable or We're Already in One? [26:52] Inflationary Data Points And the Consumer Price Index [31:40] What to Expect When We Get Inflation Under Control [37:00] How Investors Should Respond to the Inflationary Environment [40:30] How to Tactically Position Your Portfolio [45:35] The Cardinal Rule of Investing: Always Keep Emotions Out of It [49:35] Advice to Investors Who Want to Go All-In on Tech Stocks [53:11] What Are Your Investment Beliefs? [58:50] Mid-year Crypto Analysis [01:03:10] Benefits of Having Guidance and Following a Strict Financial Plan [01:05:50] How to Rebalance Your Portfolio [01:07:35] Parting Thoughts Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.