In this episode Richard Calhoun, CEO of Laidlaw Wealth Management and Naples Wealth planning and David Garrity, Chief Market Strategist discuss where in the market long-term investors might commit capital in the current environment, the factors investors confront with the Fed clearly set to tighten monetary policy, and the extent to which investors…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the prospects for Fed monetary policy in 2022 and the impact on the stock market, indications of profit margin pressure in 4Q 2021 results and its possible persistence in 1H 2022, and with cryptocurrencies off -30% from their November 2021 high what indicators should inve…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the prospects for further high-duration asset price correction following the release of the December 2021 FOMC minutes, what the December 2021 employment data indicates for the inflation and economic growth outlook, and how companies paying dividends in cryptocurrency (a L…

On this episode, Richard Calhoun, CEO of Laidlaw Wealth Management & Naples Wealth Planning discusses the most recent Fed Meeting, the Impact of the reduction of QE, and the announcement of the potential for three (3) Interest Rate hikes in 2022 with Chief Market Strategist David Garrity. In addition, they are joined by Ken Mathieson to review the …

Read full transcript here! In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the Friday 11/26/21 market sell-off on the news of the COVID Omicron variant and whether it compromises the chances for a year-end rally, whether the Fed and other central banks moving to tighten monetary policy will on its own lead to financial …

Full transcript can be found here. In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the current state of the stock market and what it may indicate for prospective investment returns in the decade ahead, whether inflation will prove to be transitory and what measures may be necessary to reduce it and how the economic weal…

In this episode, Richard Calhoun CEO of Laidlaw Wealth Management and Naples Wealth Planning is joined by Sylvia Jablonski Chief Investment Officer of Defiance ETF’s as they discuss what’s next for the market now that the Fed has announced the reduction of QE as well as “newly minted” investments like NFT’s and Crypto and finally her thoughts on th…

Full Transcript can be found here. In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the level at which the 10-year interest rate may challenge the stock market advance, the prospects for “stagflation” re-emerging in the midst of the post-COVID recovery and how investors might consider positioning portfolios in this envir…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the challenges posed to the global economy by the current prospect of a possible U.S. debt ceiling default scenario, the set-up for the stock market ahead of 3Q 2021 earnings season and the likelihood of the S&P 500 rising to the 4600 level in 4Q 2021, and the significance…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether inflation is posing a big enough threat to corporate profit growth as to derail the earnings momentum that has powered stocks higher in 2021 and how a China debt melt-down factors into the outlook for 2022, a review of the 2021 “Laidlaw Five” predictions and what t…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether the stock market advance is becoming vulnerable to pull-back as investors have perhaps grown complacent on the heels of last week’s Fed Jackson Hole conference, the growing threat of cyber-attacks and the “Value At Risk” for public companies, and whether cryptocurr…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the upcoming Fed Jackson Hole conference and the likely direction of Fed monetary policy, the two-phase US labor force recovery and how it has major cities lagging behind, how “Work From Home” is likely to restrain further urban economic recovery, and thoughts on how the c…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the July Jobs Report and the possible impact on Fed monetary policy, the fall-out from Beijing’s crackdown on a widening range of sectors and whether it undermines the case for emerging market investing, and the efficacy of Growth-At-A-Price (“GARP”) as a tool for sector s…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses stock market risk indicators, the 2Q 2021 earnings season, the importance of retail and non-U.S. investors to the stock market in 2H 2021, and the outlook for the upcoming FOMC meeting and The Fed’s August 2021 Jackson Hole conference. The topics discussed in this episode …

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the interest rate outlook, the stock market’s current valuation, the development of cryptocurrency staking, and the outlook for the 2Q 2021 earnings season. The topics discussed in this episode are: Will the current “growth scare” driving Treasury yields lower push The Fed…

Synopsis: “A Brighter Future” - Episode 51 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the significance of the bipartisan infrastructure spending package announced last week, the implications from last Friday’s Russell Index Reconstitution as it pertains to prospective stock market volatility, the results from the F…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the current market environment following last week’s FOMC meeting and interviews Defiance ETFs’ CIO Sylvia Jablonski on the areas of growth investors should consider as the market is currently confronting a “growth scare.” Please tune in for more timely insights. Hashtags …

Synopsis: “A Brighter Future” - Episode 49 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the risks and merits of exposure to the newly emerged cryptocurrency asset class, the inflation takeaways from the May Employment Report, the prospects for the Value sector to lead the market higher over the balance of 2021 along …

Synopsis: “A Brighter Future” - Episode 48 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the final take-aways from the 1Q 2021 earnings season and what it tells us about corporate earnings power, how with the U.S. Dollar weakening and COVID vaccine availability increasing International markets are beginning to outperf…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses how The Fed is juggling its dual mandate of price stability and maximum sustainable employment, the question of where following the Colonial Pipeline ransomware attack steps can be taken to improve infrastructure cybersecurity, whether with market volatility likely to incr…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses how the current stock market advance may appear extended and what is needed for earnings growth to support current levels, the outlook for Fed tapering asset purchase policy in the face of rising inflation readings, whether investors should consider taking profits in Tech …

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the stock market’s current underpinnings, the outlook for Fed policy, the growing strategic importance of rare earth elements and, with the prospect of increased infrastructure investment, what are investors to do with commodities now? The topics discussed in this episode …

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the prospects for the S&P 500 after surpassing the 2021 “Laidlaw Five” target of 4000, the prospect for positive earnings estimate revisions during the upcoming 2021 Q1 earnings season, what factors drive corporate bond spreads and, with Bitcoin having hit the cover of Bar…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses what factors are driving current expectations around rising inflation, the importance of PMI surveys as a window on the operation of the global supply chain, how lower-duration equities are faring against the backdrop of rising interest rates and how should investors consi…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the various aspects, benefits and risks related to the recently passed American Rescue Plan (ARP) and its market implications, the possibility that U.S. Consumer Confidence has bottomed, the prospects for this week’s central bank meetings and sector, style and country sto…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the chances for a stock market correction, thoughts around how the Fed will manage the long end of the Treasury yield curve, where to look for attractive values in the tech sector and what are the prospects for a commodity super cycle. The topics discussed in this episode …

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether the rise of interest rates will slow the pace of economic recovery, whether inflation’s upturn is transitory or secular, whether the VIX index subsiding is a signal for a “risk on” market environment and how investors should consider Bitcoin and crypto-currency inv…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether The Federal Reserve can be thought to have abandoned the concept of moral hazard, the strength of the corporate earnings recovery as shown in the 4Q 2020 earnings season, the growth in ESG portfolios and how this may impact technology companies, and the significan…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the factors supporting the current market advance and handicaps three major risk factors, the significance of improved market breadth following the November election and how U.S. market sectors and overseas markets have fared so far in 2021, the concepts around Modern Mon…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the growing likelihood of a stock market correction, the pillars supporting further stock market advances and whether they are intact, the volatile rise of Bitcoin as an alternative asset, and the prospects for “Work From Anywhere” (“WFA”) continuing. The topics discussed…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the import of the last FOMC meeting, expectations around interest rate volatility in 2021, the pending further fiscal stimulus deal, the significance of M2, its velocity and consumers’ “animal spirits,” and the release of the 2021 “Laidlaw Five.” The topics discussed in t…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether investors have become complacent given the challenges facing the economy, factors supporting a possible “Santa Claus” rally in December, the exuberance of the IPO market, the attractiveness of China for U.S. investor diversification, and the outlook for the upcomi…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the risks posed by crowded trades, whether valuation multiples have reached unreasonable levels, whether developments in the energy market, how the fixed income markets might perform with rising inflation expectations, and how investors may consider looking overseas for 2…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the importance of DJIA 30,000, whether further fiscal stimulus is required for another market move higher, the factors behind gold selling off from August 2020 highs, how market internals favor the Russell 2000 for 2021 performance, and takeaways relative to Janet Yellen b…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the start of a new market cycle, the marriage of technical and fundamental analysis in examining market leaders, the “FAANMG,” the “Growth Scare” reflecting the lack of further fiscal stimulus to contain the damage to the economy from COVId, how investors should approach …

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the early take on the incoming Biden Administration and positive COVID vaccine news, the takeaway from the November Jobs Report, the “Growth Scare” limiting market acceptance of strong Q3 2020 earnings, how will gridlock in Congress shape the Biden Administration’s impact …

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses what sectors might benefit under possible outcome scenarios from the November 2020 election, whether the Treasury yield curve’s 2-10 year spread reaching 2020 highs represents a threat to the stock market recovery, the question of whether PayPal’s cryptocurrency moves str…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the factors supporting the stock market both ahead of the November 2020 election and into 2021, the early takeaways from the Q3 2020 corporate earnings season, whether the Growth vs. Value investment style distinction has been disrupted, the question of whether investors …

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the import for the stock market and the upcoming election of the September 2020 Unemployment Report, the importance of the upcoming 3Q 2020 results reporting season, the question of whether investors should consider diversifying into non-U.S. equities and other development…

In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses forces supporting the stock market and the economy for the balance of 2020, the passing of Supreme Court Justice Ruth Bader Ginsburg, the Fed, and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: W…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses shifts in investment frameworks, the Fed, the Apple share split and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: What investment frameworks are being broken and remade?, What was the import of F…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the 2020 Q3 outlook, the 2020 election season, Tech sector market leadership, the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: What are final marks for 2020 Q2 earnings season and what n…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the July 2020 employment report, the run-up to the November 2020 general election, Fed inflation targeting, mega-cap tech stocks and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: D…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the 2Q 2020 earnings season, the ongoing complications from COVID and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: With 2Q 2020 results prompting analysts to raise estimates, are …

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the strengthening 2Q 2020 earnings season, the likely sizing of further COVID relief support by Congress and the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: With 2Q 2020 results strengt…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the strong start to 2Q 2020 earnings season, the chances for further COVID relief support by Congress and the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: While 2Q 2020 results looking g…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the stock market set-up in advance of the 2Q 2020 earnings season and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Is Tech overvalued?, Will 2Q 2020 results mark the bottom of the cycle?, Are ma…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, does a mid-year tune-up of the December 2019 “Laidlaw 5” 2020 investment outlook and discusses positioning for 2H2020 and 2021 with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Growth dominated 1H2020 and will climb further unti…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, recaps the markets and discusses the investment outlook with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Markets trading sideways until 2Q20 earnings season, Economic resilience in the face of COVID “Wave Two”, Oil & Gold inves…

In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, recaps the markets and discusses the investment outlook with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are macro level issues such as how stock market volatility signals need for further fiscal & monetary relief, Fed Chair Powell’…