Harbor Crest Wealth Advisors’ Mike Hennessy discusses a trade that lost nearly two decades of performance in March, and claimed the lives of two hedge funds. This podcast (6:36) suggests that clients holding alternative investments or structured notes are likely already exposed to complex derivative strategies, and that advisors should therefore know about the workings of trades like variance swaps that can magnify an already volatile environment.
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Seeking Alpha contributor Jim Sloan’s article, “’A Little Ice Age’ Is Upon Us,” is the guide investors need to the reality of our new era. This podcast (8:15) concurs with Sloan that there is a future in stock-market investing, but investors need to take a different approach to decision making. Investing has returned to becoming a long-term proposition, where due diligence matters, where top-line growth without corporate window-dressing returns to its former importance.
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An investing culture geared toward aggressive stock allocation fails to consider the risk of insolvency that spikes precisely at times such as the present. This podcast (6:20) suggests that retirement investors make stability as important a goal as growth to correct this common and fundamental problem.
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With job losses shattering records in the wake of the coronavirus, an obvious question advisors are thinking about is: ‘What about mine?’ This podcast (6:45) suggests that now is a time that financial advisors can have a greater impact than ever before - by learning, teaching and leading. Helping people see that they have a financial future is what will make advisors’ own futures viable.
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The path to recovery consists primarily of these three things: the success of restrictions that slow the progress of the coronavirus; government action to economically sustain businesses and households; and renewed employment that will set a pace for household spending. This podcast (6:57) argues that the lengthy and painful process imposed by today’s economic crisis will have the effective of turning “investors” into real investors, who buy for the long-term, knowing what they’re buying and why, and what they’re avoiding and why. 
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There’s no time like a downturn to revisit “sequence of returns” risk, which holds that investment performance is dependent on returns the market generates at the point of retirement. This podcast (6:56) suggests there are unpredictable occasions like the present market crisis, where anything less than a 100 percent assurance that retirees’ expenses are covered, would be calamitous.
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A newly minted carona-retiree laments the harsh impact on his family, finances and work prospects. Looked at differently though, we can see that he’s actually doing great. This podcast (6:56) suggests that new retirees are naturally wracked with anxiety over this big life change and that how well one does in retirement is highly subject to interpretation.
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The huge run-up in debt, Federal Reserve activism and a trend towards economic nationalism in the last decade may be the factors that most effect the current one, with the coronavirus pandemic merely triggering the shift. This podcast (8:42) suggests that a squeeze on consumer staples and agricultural commodities could trigger inflation, and a surge in inflation could prevent the Fed from easing financial conditions, which could trigger a debt crisis. 
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This crisis is different from others in its details, but this we can say from a historical perspective: The doom people have dreaded has never materialized. We’ve always moved on. This podcast (8:12) suggests that what makes market and economic crises so harsh is that they activate fight-or-flight responses, but in scenarios where we cannot fight and have nowhere to flee. It is precisely for this reason that we must distinguish between factors we have influence over versus things that are beyond our control.
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Five years after the enactment of major retirement reform in the UK, the Association of British Insurers presents an evaluation. This podcast (7:05) notes that the reforms were intended to promote “pension freedom,” but the report is now pushing for the use of financial advice to keep people from misusing that freedom. 
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