The Adviser You Can Talk To Podcast

Pandemic Watch: Early Signs of Stabilization in Rocky Markets


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The past week has been a hectic one for the markets—anyone who’s been watching stocks’ and bonds’ daily moves might be suffering from whiplash at this point. In this special episode of The Adviser You Can Talk To Podcast, Director of Research Jeff DeMaso and Vice President Steve Johnson sat down to review the market landscape and our perspective as long-term investors.

Topics covered include:

  • The Fed’s intervention in the bond market and its effects
  • Emerging economic data and what it can (and can’t) tell us about the virus’ impact
  • Traders’ reception of the stimulus deal announced Wednesday morning
  • How our portfolio managers are viewing the market

Much remains unclear about the long-term consequences of this pandemic on our economy, but Jeff and Steve’s reasoned take on the market should provide some clarity on where we stand today. Click the play button to listen now.

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The Adviser You Can Talk To PodcastBy Adviser Investments