Presidio Perspective

Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck as he discusses concerns about rising inflation and its market impact. Dustin discusses the current state of the financial markets in 2023, particularly focusing on inflation, interest rates, and stock market trends. He also talks about the value of long-term bonds, such as mortgages, and how their value decreases as interest rates increase. Listen to the episode to learn more!

https://www.presidiocm.com

 TIMESTAMPS:

• 00:00 - Introduction
• 00:46 - Discussion of Inflation and Upcoming Fed Meeting
• 01:43 - Overview of the 10-Year Treasury Rate 
• 04:25 - Explanation of Stock Market Trends and Indicators 
• 06:45 - Assessment of NASDAQ Stocks and Their Moving Averages
• 08:11 - Emphasis on Earnings Growth and Stimulus Effects
• 10:14 - Opportunity in Bonds and Fixed Income 
• 13:11 - Analysis of Long-Term Bond Values Amid Rising Interest Rates 
• 19:20 - Considerations for Long-Term Investment Strategy

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck as he walks you through historical data, looking at key indicators like the Federal Funds Rate and the Consumer Price Index, to understand how he relates to recessions and economic cycles. As we close the books in three-quarters of 2023, he’s here to help you prepare for the changes and surprises that lie ahead. Listen to the episode to learn more about the patterns and signs that could affect your investments. We will also talk about possible scenarios and strategies in a world where the economy is always changing.

Join us as we explore the potential consequences of this economic environment for individuals and the broader market. Don't miss out on this informative episode that offers invaluable insights for both seasoned investors and those looking to navigate the intricacies of today's inflation. Tune in now to expand your knowledge and make informed decisions!

https://www.presidiocm.com

 TIMESTAMPS:

● 00:00 - Introduction

● 05:23 - This month's inflation compared to last year

● 07:12 - Historical highs in inflation data

● 07:49 - Navigating Economic Challenges Amidst Restrictive Fed

● 10:49 - From Debt Peaks to Recovery

● 12:55 - Preparing for a Changing Market

● 14:58 - Investing in Fixed Income

● 17:52 - The Bond Advantage in Uncertain Times

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck and Dave Chenet as they talk about the new inflation numbers, definition of this for today’s market and the expectations from FED. Dustin and Dave goes deep dive on the intriguing development about the NASDAQ which has occurred a few times and how the NASDAQ has achieved balance.

Join us as we explore the potential consequences of this economic environment for individuals and the broader market. Don't miss out on this informative episode that offers invaluable insights for both seasoned investors and those looking to navigate the intricacies of today's inflation. Tune in now to expand your knowledge and make informed decisions!

https://www.presidiocm.com

 TIMESTAMPS:

●     00:00 - Introduction

●     05:23 - This month was lower compared to last year!

●     07:12 - When was the highest inflation data? 

●     10:14 - How to look at the terminal rate and the Fed's approach to it?

●     13:28 - Volcker in the eighties

●     15:21 - Will we return to the 0% inflation, 0% interest rate environment?

●     19:42 - ETF that tracks the NASDAQ 100

●     22:45 - NASDAQ lost what?!

●     26:08 - Challenging recessions in the mid and early nineties
 
 

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

Welcome to the "Presidio Perspective"! In this thought-provoking episode, join host Dustin TenBroeck and Dave Chenet as they delve into the dynamic world of public markets and shed light on the factors shaping their current state. Gain valuable insights as they explore the resurgence of growth stocks and the impending decision on the debt ceiling, highlighting the potential consequences that may arise.

Through a careful analysis of economic indicators, Dustin and Dave explain the ongoing recession since June, attributing it to interest rates and inflation. They dive into the Federal Reserve's role in managing inflation and promoting full employment, discussing the likelihood of future interest rate cuts.

Discover why strong consumer spending and a tight labor market can pose challenges when it comes to swiftly reducing inflation. Delve into the implications this presents for both investors and the overall economy. Gain a deeper understanding of the factors contributing to the expectation of a prolonged period characterized by low growth and higher-than-average inflation.

Join us as we explore the potential consequences of this economic environment for individuals and the broader market. Don't miss out on this informative episode that offers invaluable insights for both seasoned investors and those looking to navigate the intricacies of today's economic landscape. Tune in now to expand your knowledge and make informed decisions!

https://www.presidiocm.com

 TIMESTAMPS:

●     00:00 - Introduction

●     00:50 - How did we get here?

●     02:09 - What caused the June recession?

●     04:29 - The US consumer recession expenditures

●     05:06 - Interest rates are priced in

●     06:31 - What's the longer-term higher inflation? 

●     07:44 - Preparing for the long road ahead

●     08:39 - Fiscal Monetary Headwinds

●     10:45 - Portfolio management for investors

●     12:06 - How do you get money in investing?

●     16:09 - 10 Year Yielding Calculation Example

●     18:58 - What happens when two fundamental beliefs conflict?

●     22:26 - Navigating Uncertain Economic Landscape
 
 

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss a very timely topic. One of the most important lenders in the start-up ecosystem, Silicon Valley Bank, collapsed on March 10. Federal regulators stepped in to calm people's fears and cut down on risk in the financial system as a whole. In this episode, Dustin and Dave will have an in-depth discussion about what happened and how they see the situation. How will it impact various markets? What do we really need to know? 

Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction

01:35 - Who Is Silicon Valley Bank?

03:21 - Is Their Business Model The Reason?

09:40 - What Did We Find Interesting In The Collapse?

14:02 - The Federal Reserve System

15:11 - The Effect On Equity Markets

16:35 - The Effect On Fixed Income Markets 

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

 Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

In this episode of the Presidio Perspective, Dustin and Dave discuss the possibilities of a recession and how to prepare for the mindset shift. They also talk about the various strategies that can be utilized in order to survive the impending economic storm. Is there anything that can be done in advance to make sure that you are ready for what's A' coming? 

Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction

01:52 - Assessing the Situation

03:29 - The Importance of Preparation

05:02 - Market Cycles and Asset Classes

07:00 - What happened on the Fourth Quarter of 2022?

09:01 - What Phase are We in Right Now?

11:11 - Bond Market Pricing in Recession 

16:25 - Being Honest in Portfolios 

20:26 - Know What You Own and Why You Own It

24:55 - Being Ready for What Comes Next

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss how the Investors go from as pessimistic as can possibly be to things start to turn around and see things like some of the biggest laggards from last year, the non-profitable tech stocks. Dustin and Dave also goes deep dive on how Peter Lynch managed money at Fidelity's Magellan Fund. They also talk about the importance of time horizon becomes important in investing.

Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction

02:03 - Tech Stocks Up Strong!

04:47 - Peter Lynch on Magellan Fund

08:43 - Comfortable with Being Uncomfortable

10:25 - What happened when Market Declined Between March ‘08 to ‘09?

10:58 - The Number Change Over 7 Years

16:41 - Why is Time Horizon Important when It Comes to Investing? 

19:23 - Biggest Determinant in Long-term Returns Especially in Bull Markets

23:46 - Financials are the Number One Performing Stock

27:05 - Let’s Look at the Projections!

30:19 - Concentrating Risks! 

 Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

 Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss the changes during their Recession Watch wherein they identify this year be soft landing, hard landing headwinds or tailwinds. We will also get to know how the stock market and bond market did so far this 2023. We’ll also be hearing updates on the raw numbers on the market, inflation and more!
 Listen to this episode to learn more!  

https://www.presidiocm.com   

00:00 - Introduction
01:01 - Updates on the Market!
01:45 - The Bear Market After the Santa Claus Rally
 04:04 - Identifying the Outperformance Behind the Berkshire Model
 06:47 - International Trade Tend to Outperform Exports Bound to China
 08:47 - More Negative News?!
10:08 - The Most Constructive View is when the Market is at the Bottom
 12:46 - The Study of 10 Recessions
 16:45 - Multiple Compression, Risk of Trade and the Reduction of People Willing to Spend
 19:23 - The Tailwind to a Soft Landing
 21:03 - The Fed’s Actions Impact the Economy for a Certain Time
 22:43 - What is Dual Mandate?
 24:32 -  Best Time to Invest is when People are the Most Fearful
 29:59 - The Headwinds
 

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. 

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss a lot of topics mainly Legislation Changes of the Secure Act 2.0, portfolio management, disciplined investor, and the importance of being balanced. In this episode, we make sure that the impact of inflation as well as the topics that are going to be important in 2023 are discussed. Should we take a more aggressive stance with regard to interest rates? What is TINA and TARA? Listen to this episode to learn more! 

https://www.presidiocm.com 

TIMESTAMP:
00:00 - Introduction
00:56 - Who is Dave Chenet?
02:40 - What are the impactful things in the new Secure 2.0 Act?
05:16 - Catch-up contribution limits
07:24 - What is the bad news?
08:44 - 529 Plan
13:05 - The effect of inflation
13:41 - What are the themes going into 2023?
17:15 - Do we need to be aggressive with the interest rates?
20:18 - Growth vs Value
24:29 - The Retail Investor
26:28 - Selling High
28:58 - Consider price when you consider value
36:00 - World News & The U.S. Fed
36:58 - Let’s tackle inflation
40:46 - What is TINA & TARA?
43:16 - Bonds and Mortgages
46:31 - The Right Mix of Assets

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. 

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

In this episode "The New Playbook," Dustin and Jeff discuss recent economic data, why the old playbook of investing from the past 10 years is done, how bonds affect your portfolio, and the new playbook of investing.

The opinions voiced in this live stream are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, financial advisor, or tax advisor prior to investing.

Advisory services are offered through Presidio Capital Management LLC, Registered Investment Advisors.  A diversified portfolio does not assure a profit or protect against loss in a declining market.  There are no guarantees any investment or strategy will meet its intended objective.  Performance illustrated is not indicative of future results.