Thought and Action

As the Fed debates the lesser of two evils, what does the data say about the economy?  How much longer can people “buy the dip?”  In our new episode "Stuck Between a Rock and a Hard Place" Scott Poore talks with Erik about the Fed's tough decision, inflation's impact on the economy, and an impending recession.  This is a longer episode as Scott really dives into the data to give an overview of where the economy is at.  Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more.

Of note, Scott uses slides to educate. Check out our video version of the podcast here - https://youtu.be/AGJIl225-h0

Is the Fed moving too fast?  Too slow?  What are the impacts to the market?

In our new episode "What is the Fed Doing?" Scott Poore talks with Erik about the Fed's toolkit, inflation's impact on the consumer, and an impending recession.

Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more.

Are we already into a recession?  If so, how far and what is there to expect going forward?

What does all of this mean for the your investment allocation? In our new episode "Has the Recession Already Started?" Scott Poore talks with Erik about past recessions, the softening economy and how an investor should pivot.

Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more.

Of note, Scott uses slides to educate. Check out our video version of the podcast here - https://youtu.be/AGJIl225-h0

Where consumer inflation is single digits, the producer inflation numbers are double digits.  As the market continues to fall, what does that mean for the your investment allocation?  

In our new episode "What is Safe in this Market?" Scott Poore talks with Erik about inflation, previous money pumping vs. rising rates and where the safe spots are (are there any?).  

Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out what Scott says.

Of note, Scott uses slide to educate.  Check out our video version of the podcast here - https://youtu.be/UECkE7-baek. 

The consumer has been battling inflation for two years and now inflation is kicking into another gear.  Can the consumer keep up

In our new episode "Can the Consumer Keep Up with Inflation?" Scott Poore talks with Erik about inflation, previous money pumping vs. rising rates and commodities shining moment.

So where do we find opportunities? Listen to this Thought & Action episode to find out what Scott says.

To see data charts that Scotts goes over - check out our Youtube Video here: https://youtu.be/2UmswnG3SqE

Do rising rates mean a falling market?  

In our new episode "Stagflation?" Scott Poore talks with Erik about the rise of rates, but how the market could potentially end up higher by the end of the year.  Although remember - not all parts of the market are created equally.  

So where do we find opportunities? Listen to this Thought & Action episode to find out what Scott says.

To see data charts that Scotts goes over - check out our Youtube Video here: https://youtu.be/2UmswnG3SqE

As an investor sometimes you have to take a step back to see the forest instead of just the trees but sometimes you need to dig a little before stepping back.  

In our new episode, "Good News, Bad News", Scott Poore talks with Erik about the effects of inflation in all areas of the market and how we need to watch out for a possible future recession.  

So is the Fed moving fast enough? Listen to this Thought & Action episode to find out what Scott says.

To see data charts that Scotts goes over - check out our Youtube Video here https://youtu.be/Vjg33yAkKV8

In this week’s episode of Thought & Action, Erik  Flegal and Scott Poore break down the different components of an asset  allocation portfolio: equity (stocks), fixed income (bonds), T bills  (cash and equivalents),  and alternative investments.

How is the conflict in Ukraine effecting the market?  Erik & Scott sit down to discuss this in terms of where we have been, where we currently are & what the market trends are telling us for the future. 

You can also watch this episode on Youtube to see charts/data that Scott goes over.  

Just go to our Youtube Channel https://www.youtube.com/channel/UCwx8dJ52vXGIigWxFsKj5Ww

On today's episode, guest host Joe McQuaid sits down with Scott Poore to discuss the jobs report, the Fed's position & the supply chain woes.