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The Takeaway with Troy Gayeski: Too good to be true?
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Are current market conditions too good to be true? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a suboptimal reason to hold on to cash.
Troy joins Content Strategist Harrison Beck to examine the current economic landscape, how advisors are addressing investor concerns about asset allocation and the reasons to consider redeploying cash into select alternatives.
“It's really important to differentiate between where things appear too good to be true and where they're just factually true.” –Troy Gayeski
The Takeaway with Troy Gayeski—Too good to be true?—Episode 3
00:00 Introduction
00:37 Advisor insight on complimenting private equity allocations
02:31 Integrating alternatives into a portfolio
03:16 Are market conditions too good to be true?
05:16 Data: Could we see a “Global Financial Crisis Part II”?
07:30 Regulatory changes protecting the economy
09:13 Increasingly robust protections
10:22 Investor perception and market realities
11:13 Answering investor hesitations: Why reassess cash?
13:20 “We don’t worry about market volatility”
14:35 Investor timelines and the secondary market
15:42 Key takeaways: The role of alts in the current environment
18:01 How to find Troy’s latest strategy note
Chapters
1. Introduction (00:00:00)
2. Advisor insight on complimenting private equity allocations (00:01:09)
3. Integrating alternatives into a portfolio (00:03:03)
4. Are market conditions too good to be true? (00:03:48)
5. Data: Could we see a “Global Financial Crisis Part II”? (00:05:48)
6. Regulatory changes protecting the economy (00:08:02)
7. Increasingly robust protections (00:09:45)
8. Investor perception and market realities (00:10:54)
9. Answering investor hesitations: Why reassess cash? (00:11:45)
10. “We don’t worry about market volatility” (00:13:52)
11. Investor timelines and the secondary market (00:15:07)
12. Key takeaways: The role of alts in the current environment (00:16:14)
13. How to find Troy’s latest strategy note (00:18:33)
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