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Friday market insights - Investor & consumer confidence causing all
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With Grant Conroy and Justin Hahn
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[00:00] : Intro
[00:00:21] : What happened in the markets this week?
[00:01:31] : With the markets hitting all time highs today, again, I think what are the tailwinds and what are the headwinds that are out there that we should focus on?
[00:02:38] : Have we changed and have we made any changes in the portfolios?
[00:03:19] : Is cash and an asset class? Can we consider it an asset class?
[00:04:12] : There seems to be still though a lot of crowding in those large stocks in the market, the sort of big tech names that led the way last year. And is that a risk overall as well?
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Follow us
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Subscribe to find more content like this every Friday at 5:00pm PST! 🔔
-
[00:00] : Intro
[00:00:21] : What happened in the markets this week?
[00:01:31] : With the markets hitting all time highs today, again, I think what are the tailwinds and what are the headwinds that are out there that we should focus on?
[00:02:38] : Have we changed and have we made any changes in the portfolios?
[00:03:19] : Is cash and an asset class? Can we consider it an asset class?
[00:04:12] : There seems to be still though a lot of crowding in those large stocks in the market, the sort of big tech names that led the way last year. And is that a risk overall as well?
-
_
Follow us
_
Subscribe to find more content like this every Friday at 5:00pm PST! 🔔
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