This month, Joel Johnson and Jake MacFarlane unpack a volatile July, an earnings season that’s beating the odds, and a topic that’s been on a lot of clients’ minds lately: alternative investments.
The episode starts close to home, with a look at what drove July’s market moves: a rotation month where real estate outpaced other asset classes and value got the better of growth. Joel and Jake take a detour to explain exactly how stocks get sorted into growth and value in the first place, since it’s more rules-based than most people realize. From there, the conversation shifts to the Fed, where a rare dissenting vote and a notably quiet new chairman are changing how the market must read the tea leaves on rates.
Earnings season gets its own spotlight too, with a broad beat rate across sectors and a closer look at what’s driving results at Amazon and Alphabet. The episode wraps with a straightforward look at alternatives: the difference between interval funds and draw-down funds, what position sizing really means in practice, and how, or whether, these strategies fit into a retirement plan.
Watch here: https://youtu.be/V2b66PCiOW4?si=ZUKs2Ju2Zvj5D9kR
Disclaimer: This presentation is for informational and educational purposes only and does not constitute investment advice or a recommendation. Views expressed are subject to change and are based on information believed to be reliable at the time of recording. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and in consultation with a qualified financial professional. FourThought Private Wealth is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.