Contrarian View of the Current Stock Market

In this episode, Kate sits down with Brad Conger, deputy chief investment officer at asset management firm Hirtle Callaghan. Brad offers a big-picture view of the current broad market conditions, along with some practical tips regarding portfolio allocations and ways to think about various asset classes.

How should retail investors handle the current uncertainty?

Why Brad thinks all current events are reflected in the prices of securities, and why that means there’s no need to overreact to market circumstances

To get the potential return of equities in the long term, investors need to stomach the downturns

How investors are at risk from remaining in denial long after a rally gets underway

Why the fundamental backdrop is strong right now, despite negative headlines

Are investors unrealistic about the kind of portfolio returns they should expect, given historical return?

Why it’s important to remind ourselves that the S&P won’t always deliver the kind of returns it did last year

Why changing horses mid-stream and changing your investment plan could derail your retirement nest egg

Despite the different labels on various asset classes, they are all exposed to aspects of the economy. This means a once-defensive asset may be at risk, depending on economic conditions

Why investors should have as much exposure to growth as they can, depending on their time horizon and risk tolerance

Why the investment industry doesn’t always make it easy to understand what you own, despite the labels on funds, other products

Stocks mentioned in this episode

Netflix (NFLX) Walmart (WMT) Microsoft (MSFT) Amazon (AMZN) PayPal (PYPL) Visa (V) Mastercard (MC) Intuitive Surgical (ISRG) Thermo Fisher Scientific (TMO) Danaher (DHR)

How to learn more about Brad and his firm

https://www.hirtlecallaghan.com/

Links mentioned in this episode: https://www.marketbeat.com/subscribe/subscribeallaccess.aspx

This podcast is hosted by ZenCast.fm