This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors
Manage episode 422806479 series 2836180
Content provided by Investopedia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investopedia 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.
Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance love companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever.
LINKS FOR SHOW NOTES
https://www.investopedia.com/terms/d/dispersion.asp
https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358
https://www.youtube.com/watch?v=U1prSyyIco0
https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti
198 episodes
Share
Manage episode 422806479 series 2836180
Content provided by Investopedia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investopedia 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.
Jayson Bronchetti, Chief Investment Officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance love companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever.
LINKS FOR SHOW NOTES
https://www.investopedia.com/terms/d/dispersion.asp
https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358
https://www.youtube.com/watch?v=U1prSyyIco0
https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti
198 episodes
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Similar to The Investopedia Express with Caleb Silver
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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…
continue reading
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…
continue reading
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Wholesaling Inc with Brent Daniels
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