Lead-Lag Live

Charles Rotblutt on Emotional Investment Influences, Small-Cap Growth Prospects, and Diversified Portfolio Strategies


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What if your emotions are driving your investment choices more than actual market changes? In our latest episode, we sit down with Charles Rotblutt, Vice President of the American Association of Individual Investors, to uncover the complex dynamics of market sentiment and its surprising influence on investment decisions. With a focus on the rapid information flow in today's markets, we examine the emotional rollercoaster investors often experience, even when their portfolios remain steady. Charles offers his unique insights into how maintaining a long-term investment strategy can help navigate these emotional waves and reveals why undervalued sectors, such as small-cap stocks and international markets, could be poised for a comeback.

We tackle pressing concerns dominating investors' minds, from inflation and national debt to interest rates and current market valuations. The conversation spans the shifting behaviors in investing—from traditional strategies to the gamification and speculative trends seen today. Despite these changes, there's hope in diversification, allowing investors to discover hidden gems within market volatility. By discussing valuation disparities between small-cap and large-cap stocks, as well as between international and U.S. markets, we emphasize the critical importance of balanced portfolios. Whether you're a seasoned trader or just starting, this episode is packed with valuable insights and strategies to help you navigate the complex financial landscape.

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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Lead-Lag LiveBy Michael A. Gayed, CFA

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