Simon discusses the recent cascade in stock selling and offers some historical precedent in terms of the depth and duration of bear markets. He also examines the historical relationship between bear markets and recessions. Simon and Vasilios discuss WIG's emphasis on high-quality, high-margin growth companies such as COST, V, and MSFT.

On this week's show, Chase discusses how investors are asking about the chances of a recession and why that's not the question investors should be focusing on. There was big inflation data last week and we talk about what this means for the economy and investors' behavior both in the markets and in their daily lives as Chase is joined this week by a fellow portfolio manager, David Mount. 

Nick and Vasilios discuss the key drivers of the market with an in-depth discussion of the Federal Reserve's interest rate policy, inflation, and the talk of recessions. Plus, a review of some common questions from new investors and an explanation of why time horizons matter for evaluating risk.

After a wild week and volatile month in the markets, this week Chase explores an investment in a hypothetical restaurant to explain todays equity versus bond investments. Also, a quick breakdown of a big deal from Broadcom and we welcome back Michael Antonelli to discuss investor behavior.  Companies mentioned in this episode include AVGO, and VMW.

Simon discusses what history says about the depth and duration of bear markets around recessions and non-recessionary environments to help provide some context for the recent drawdown. He also offers a refresher on how individual bond returns work and how it might be time to revisit bond "ladders". He brings on Greg Smith to discuss some planning opportunities around Roth conversions and Required Minimum Distributions. Companies mentioned in this episode include AAPL, WMT, and TGT.

Simon discusses how the proper harnessing of one's emotions is much more important to investing success than market or economic influences. he identifies a number of potential pitfalls that investors often lose sight of during times of market stress. He brings on Matias to highlight the positive cases for FBHS and CRL amid the rout in growth stocks. Companies mentioned in this episode include BRKB, CRL, FBHS, MSFT, PLTN, and ZM.

With weeks like these, with their rolling waves of volatility, it's difficult to put thoughts on paper or in a recording for that matter. This week we review what's driving the markets, and what the Fed did this past week. We bring on Baird's market strategist, Michael Antonelli, as a guest to share his outlook.

The markets have returned again to January's lows, but corporate optimism is better than Wall Street's outlook. This week we look at those angles and discuss with Matt Anderson CFP® how to maintain a sustainable withdrawal rate with lower returns and higher inflation. Stocks mentioned in this episode include FISV, MRK, AAPL, and AMZN.

Simon reviews a list of market indicators and characteristics that have been present at the important market tops in 2000 and 2007. The current conditions suggest caution, yet investors should refrain from making drastic portfolio moves. Simon and Vasilios review the strong cases for owning DIS, FISV, V and STZ.

Simon discusses the impact of higher interest rates on stock valuations and how there will be greater performance divergence when not "everyone gets a trophy". He also discusses the recent treasury yield curve inversion and the rout in bonds. He brings on Ann Summerson to review the important facets of the Secure Act and what is proposed in Secure Act 2.0 legislation. Companies mentioned in this episode include FB, GOOGL, AAPL, AMZN, ZM, DOCU, NFLX, NVDA, CRM, and MSFT.