Wealthy Behavior

March Market Update: February’s Swoon


Listen Later

Our monthly market update covers what’s going on in the investment universe and markets right now. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:


  • Reasons behind February’s market swoon.
  • Bob’s investment outlook – What he’s optimistic, and pessimistic, about today.
  • What causes inflation? Debt? Money supply? They debate different theories on inflation and how to get it under control.
  • An explanation of common public market investment strategies and vehicles - Pros and cons of ETFs vs. Direct Indexing vs. Mutual Funds.
  • Debt and interest rates – Guidance on what people should be doing given today’s higher cost of debt.


Email us questions, ideas, or feedback at [email protected] or visit www.heritagefinancial.net. We’d love to hear from you!


Get your free guide to building your next million. How To Build Your Next Million teaches investors about the tools that can help them SAVE more, KEEP more, GROW more, and PROTECT more.

...more
View all episodesView all episodes
Download on the App Store

Wealthy BehaviorBy Heritage Financial Services

  • 5
  • 5
  • 5
  • 5
  • 5

5

50 ratings


More shows like Wealthy Behavior

View all
Investing Insights by Morningstar

Investing Insights

497 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,201 Listeners

Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

804 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,000 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,058 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

74 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,414 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,236 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,546 Listeners

Ruthless Podcast by Josh Holmes, Comfortably Smug, Michael Duncan and John Ashbrook

Ruthless Podcast

5,767 Listeners

The Markets by Goldman Sachs

The Markets

70 Listeners

On Investing by Charles Schwab

On Investing

286 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

469 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,175 Listeners