The Pallas Perspective

The Pallas Perspective

By Pallas Capital AdvisorsBusinessCareers
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The Pallas Perspective episodes

  • PCA Week in Review - Friday, August 19th, 2022

    This week in the Review:

    1. A Historic Yield Curve Inversion Has a Silver Lining
    • Impact on short and longer term Duration Bonds
  • Impact on inflation
  • Home Sales Slow As Rates Rise But Prices Remain Firm on Limited Supply
    • Existing home sales numbers falling...again
  • Home price levels remain high
  • Housing starts at two year low
    • 8 min
  • PCA Week In Review - Friday, August 12. 2022

    This week in the Review:

    1. Peak inflation is likely now behind U.S. but may remain elevated
    • U.S. Consumer Price Index (CPI) report released Wednesday
  • Performance of the Core Index
  • What sectors are up or down

    •      2. Mixed signals on economic growth but no cliff in sight in the near term

    • The nature of negative growth in the U.S. GDP
  • Negative GDP's effect on Financial markets 

    •  

    8 min
  • PCA Week in Review - Friday, August 5, 2022

    This week in the Review:

    1. Earnings Season and Forward Guidance Surpassing Low Expectations
    • 74% of the S&P 500 have reported Q2 earnings
  • Earnings have surprised to the upside
  • Winners and Losers 

    •      2. Financial Markets Remain Reasonably Valued by Morningstar

    • Morningstar price to fair value
  • Headwinds of slower growth expectations and inflation could shift and turn to tailwinds.  
    • 11 min
  • PCA Week in Review - Friday, July 29, 2022

    This week in the Review:

    1. Federal Reserve Tightens as Expected

    • The Fed hikes federal funds by 0.75%
  • Impact on bond markets
  • Dovish comments met positively by market in short term

    • 2. US GDP Confirms Slower Growth

    • Why GDP decreased less in the second quarter than the first
  • Impact of the IMF World Economic Outlook Report
    • 9 min
  • PCA Week in Review - Friday, July 22, 2022

    This week in the Review:

    1. Investor Sentiment at Trough Levels

    • Latest Bank of America Fund Manager Survey results.
  • Impact on stock and cash allocations

    • 2. Mounting Energy Concerns Further Headwind for Europe

    • Nord Stream and natural gas in the EU
    7 min
  • Market Update: July 8th - Inflation 2022

    Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:

    · What has been the driver of inflation?

               - Ukraine war impact on oil and food
    · What has benefited from inflation?
    · What has been impacted the most?
               - Concerns about recession including consumer cyclical, industrial and financial services
    · Where do we stand now?

    13 min
  • Planning Update June 29th: A Roth IRA vs. a traditional IRA

    Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, to discuss:

    • A Roth IRA versus a traditional IRA
    • Conversion and Contribution of IRAs
  • What is the Five Year Rule?
  • The tax impact of removing money from a Roth or traditional IRA
  • Roth IRAs and 401ks
  • IRAs for Philanthropy and Legacy
  • "Back Door Contributions" - pluses and minuses
    • 26 min
  • Market Update June 3rd

    Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:

    · The impact the Russia-Ukraine war has had on global GDP, commodities, and supply chains

    · The Fed and what it means to move from quantitative easing and low interest rates to quantitative tightening and  higher rates

    · Inflation running rampant and how Pallas Capital Advisors hedges this risk

    · China update

    Learn more at pallascapitaladvisors.com.

    17 min
  • Market Update: The Fed, Inflation, and Russia-Ukraine War

    Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:

    · The Fed and what it means to move from quantitative easing and low interest rates to quantitative tightening and higher rates

    · Inflation running rampant and how Pallas Capital Advisors hedges this risk

    · Factors driving the equity markets

    · The impact the Russia-Ukraine war has had on global GDP, commodities, and supply chains

    Learn more at pallascapitaladvisors.com.

    22 min

About The Pallas Perspective

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The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com