Episode 45 – Even more screwed than we thought

Finance Hour on J-Air

Are you worried about Donald Trump’s Twitter tirades and how they might affect your retirement portfolio? My guest this week is Jon Reilly, Chief Investment Officer at Implemented Portfolios, an Australian-based investment management business that’s been operating since 2004. Jon shares his insight on the political and economic fallout of Donald Trump’s presidency for the last 18 months. He dives deep on the current political climate of the United States and how it impacted the international economy and share markets. He explains why the US the economy is on fire right now and whether Donald Trump should be given credit for it. We also discuss the link between the economy and share markets as well as the outlook for the Australian sharemarket.

Don’t miss this week’s segment of Reuben’s Rant where I react to the Royal Commission’s report on ANZ misselling superannuation.

And stay tuned to the end of the episode for my Propellerhead of the Week segment to learn how the Smiling Mind app can help you sleep better and reduce stress.

“The quote in the campaign was ‘I could walk into the middle of 5^th Avenue and shoot someone and my poll numbers wouldn’t be affected’ And I think he is right.” - Jon Reilly

This week on The Finance Hour Podcast:

• The current political and economic effect of Donald Trump's administration.
• Why the trade deficit will always get wider.
• Jon’s thoughts on Trump's Twitter tirades and relationship with foreign leaders.
• Should Donald Trump get credit for America's good economy?
• Is there a link between the economy and share markets?
• The risk of investing when interest rates are low.
• Jon’s thoughts on the valuation of the Australian market.
• Conservative investments and their current interest rates.

Jon Reilly ’s Top 3 Tips for Creating an Investment Portfolio:

1. Sell when prices are up, buy when prices are down.
2. Make sure your defensive assets are going to be defensive when you need them to be defensive.
3. Just be patient.

Connect with Jon Reilly:

• Implemented Portfolios
• Jon’s LinkedIn

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