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How to Use Cash in the Bank to Tackle Inflation

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Manage episode 344185558 series 2969635
Content provided by Left Brain Investment Research and Brian Dress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Left Brain Investment Research and Brian Dress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With inflation running consistently above 8%, cash sitting in our bank accounts is losing purchasing power quickly!

At the same time, both stocks and bonds have fallen throughout 2022.

The flipside of downside in markets is opportunity. The opportunities we are seeing are coming mostly in the fixed income markets and in individual bonds, where we are finding a number of investment grade securities where investors can lock in annual yields of 6-8%, coming close to combating the inflation that's hitting your pocketbook at the store, the pump, and everywhere else.

This week CEO Noland Langford and Director of Research, Brian Dress, discuss what types of securities we want to avoid in the current bear market.

After getting the negative news out of the way, the cover some of the areas where we do favor putting money to work: fixed return securities, high dividend shares like those associated with pipeline operators, and select small and mid cap shares, an area where we have seen consistent outperformance over the past 3 months.

We close out the show talking about one particular company that stands on the border between small and mid-cap and operates in a sector where we favor an overweight: healthcare. That stock is InMode (INMD).

Topic 1: What Investments to Avoid Topic 2: Cash in the Bank -- Keeping Up with Inflation

Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter

Sign up for our research service to receive this month's "The Chosen" report at https://leftbrainir.com/subscribe

For a portfolio review and to learn more about our growing list of fixed income investment opportunities, head to https://leftbrainir.com/free-portfolio-review

Get on Brian's calendar directly at https://calendly.com/briandress

You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 344185558 series 2969635
Content provided by Left Brain Investment Research and Brian Dress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Left Brain Investment Research and Brian Dress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With inflation running consistently above 8%, cash sitting in our bank accounts is losing purchasing power quickly!

At the same time, both stocks and bonds have fallen throughout 2022.

The flipside of downside in markets is opportunity. The opportunities we are seeing are coming mostly in the fixed income markets and in individual bonds, where we are finding a number of investment grade securities where investors can lock in annual yields of 6-8%, coming close to combating the inflation that's hitting your pocketbook at the store, the pump, and everywhere else.

This week CEO Noland Langford and Director of Research, Brian Dress, discuss what types of securities we want to avoid in the current bear market.

After getting the negative news out of the way, the cover some of the areas where we do favor putting money to work: fixed return securities, high dividend shares like those associated with pipeline operators, and select small and mid cap shares, an area where we have seen consistent outperformance over the past 3 months.

We close out the show talking about one particular company that stands on the border between small and mid-cap and operates in a sector where we favor an overweight: healthcare. That stock is InMode (INMD).

Topic 1: What Investments to Avoid Topic 2: Cash in the Bank -- Keeping Up with Inflation

Get signed up to our newsletter list: https://leftbrainir.com/jarvisnewsletter

Sign up for our research service to receive this month's "The Chosen" report at https://leftbrainir.com/subscribe

For a portfolio review and to learn more about our growing list of fixed income investment opportunities, head to https://leftbrainir.com/free-portfolio-review

Get on Brian's calendar directly at https://calendly.com/briandress

You can reach Brian at (630) 547-3316 or at briand@leftbrainwm.com

  continue reading

100 episodes

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