Belle Haven Investments

By Belle Haven Investments

Quarterly Commentary & PM Q&A

*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or inv... more

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FAQs about Belle Haven Investments:

How many episodes does Belle Haven Investments have?

The podcast currently has 20 episodes available.

Belle Haven Investments episodes:

July 19, 2023Belle Haven Q2 2023 Commentary
In our Q2 2023 commentary, we discuss:
Market Insights: All Roads Lead to JeRome
Credit Insights: What Does the "Death" of Downtown Mean for Municipal Bonds? (4:20)

*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
16min
April 13, 2023Belle Haven Q1 2023 Commentary
In our Q1 2023 Commentary, we discuss:
Interest Rates and the Fed - How far will they go before something else seizes up, breaks, or collapses?
The Banking Crisis 2023 vs. Banking Crisis 2008 - This time it’s different...right?
Municipal budgets - "Please Ignore the Pile of Cash"

*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
27min
March 31, 2023 Q2 2023 Market Webinar with Matt Dalton and Stan Sattler
*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
44min
February 06, 2023Belle Haven Q1 2023 Market Update with Matt Dalton - 2/2/2023
Jump to specific insights:
[1:50] – We give a brief recap of our last webinar that took place on 10/5/2022
[4:44] – Discussion around current fixed income valuations, supply/demand, and the current state of liquidity in the fixed income market
[10:15] – Matt’s thoughts around the Fed, and our outlook on interest rates
[19:30] – The current state of the economy
[22:40] – Matt highlights the advantages of Taxable Munis vs IG Corporate Debt
[28:14] – Matt answers questions regarding the likelihood of a recession, National Deficits, and future tax rates
[35:20] – Q&A - Matt addresses questions from our partners around the country

*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
55min
January 25, 2023 Belle Haven Q4 2022 Commentary
*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
11min
October 18, 2022 Belle Haven Q3 2022 Commentary
*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
11min
July 25, 2022 Belle Haven Q2 2022 Commentary
*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
8min
May 12, 2022 Belle Haven Cara Grealy Interview - May 2022
*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
16min
April 25, 2022 Belle Haven Q1 2022 Commentary
*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
13min
January 27, 2022 Belle Haven Matt Dalton Interview - January 2022
*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.
Hosted on Acast. See acast.com/privacy for more information.
...more
16min

FAQs about Belle Haven Investments:

How many episodes does Belle Haven Investments have?

The podcast currently has 20 episodes available.