This month, Joel Johnson and Jake MacFarlane review a stronger August for U.S. stocks, widening market participation and the latest signals from interest rates, inflation and the labor market.
They also recap the close of earnings season, with a closer look at Nvidia’s results and the potential implications of Meta’s ongoing litigation. The episode then turns to private credit: what it is, why companies use it, how investors may be compensated for the added risk and the tradeoffs that deserve careful attention.
Joel and Jake close by answering two client questions: Is the market in a bubble, and how could the midterm elections affect portfolios?
Watch here: https://youtu.be/Hh0YeMdsmqU?si=hzdLEazhS3El71FW
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.