PODCAST · business
Markets in Motion
by Michael Dow, Beacon Pointe Advisors
Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.Content is for informational purposes only and should not be considered as investment, legal or tax advice.
Episodes
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Market Moves with Liz Ann Sonders, Charles Schwab Chief Investment Strategist
We hosted Liz Ann Sonders, Chief Investment Strategist at Charles Schwab to discuss the current state of the market and other pertinent topics, including recent inflation and interest rate news, how the 2024 presidential election may impact markets, and how investor risk profiles can help…
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Equity Markets are Collateral Damage as the Fed Fights Inflation
The U.S. equity market officially entered bear market territory at the close on June 13, 2022. The Fed has engineered the tightening of financial conditions – including the equity market sell-off – in order to slow the economy and get inflation under control. Staying invested through the…
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Equity Market Sell-Off is Just What the Fed Ordered
Stocks sold off on Friday, April 29th as expectations of a recession increased. The Federal Reserve will continue to tighten financial conditions - targeting the equity and housing markets - until inflation is brought to heel. There is a lot of bad news already priced into this market, but it…
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A Rough Start for Equity Market Investors in 2022
Stocks have had a volatile start in 2022 with prices down over 10% intraday from the peak, briefly into correction territory. Interest rates are primarily to blame but geopolitical risk is contributing. So far, there is only limited cause for concern and some positive technical signs are appearing.
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The Debt Limit, Labor Markets, and the Prospects for Fed Tapering
Today is the 150th anniversary of the Chicago Fire, and Congress almost burned down the U.S. economy with the recent debt limit crisis. With the Senate voting to raise the limit, the current crisis has been averted, but only temporarily. The labor market recovers fitfully, and supply chain...
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Peak Growth. Are We There?
Inflation, interest rates and peak growth rates in GDP, corporate earnings and stimulus. Is this as good as it gets, and is the bill for all the fiscal and monetary stimulus about to come due?
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Inflation Makes a Comeback
The inflation genie is out of the bottle. Is it transitory or will the Fed be forced to respond - and what does that mean for the stock market?
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The Stock Market Bottomed 1 Year Ago Today - Where Do We Go From Here?
Stock markets have had the best twelve month performance since 1936, fueled by massive policy stimulus and positive vaccine developments. Last week the Federal Reserve pivoted away from their long-standing policy of preemptive rate hikes - inflation is coming. Will it derail the rally?
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How Much Stimulus is Too Much? What are the Implications for Markets?
At what point do increasing inflation expectations affect investor risk appetite? With vaccine success and reopening on the horizon, will the fiscal stimulus plan cause the economy to overheat? Beacon Pointe Chief Investment Officer, Michael Dow, CAIA, CFA, CPA shares his insight ahead of the…
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2021 Outlook and a Review of 2020
In this year-end episode of ‘Markets in Motion’, Beacon Pointe Chief Investment Officer, Michael Dow, CAIA, CFA, CPA, takes listeners on a look-back journey of the extraordinary year of 2020 as well as what’s to come in 2021.
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The Stock Market Rally and Remaining Election Uncertainties
Pandemic, policy and... a vaccine? Podcast host Michael Dow covers pandemic updates, remaining election uncertainties and whether the extraordinary performance of the stock market can continue.
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Post-Election Policy and the Market Environment
Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.
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Economic Data, Fiscal Stimulus and The Upcoming Election
Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.
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An Update on the Recent Market Volatility, and a Deep Dive into the Upcoming National Election
Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.
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A Stock Market Update, the Federal Reserve’s Announcement Regarding Inflation and What It Means for Investors
Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.
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A Pandemic Update, Status Check on the Next Stimulus Bill, and Answers to Client Questions
Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.
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A Look at Economic and Pandemic Data, the CARES Act 2.0, the European Recovery Fund and the upcoming FOMC Meeting
Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.
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ABOUT THIS SHOW
Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.Content is for informational purposes only and should not be considered as investment, legal or tax advice.
HOSTED BY
Michael Dow, Beacon Pointe Advisors
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