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Weekly Market Update - 1/24/2022
Join our WEquil Capital live market updates every Monday at 5PM EST on Clubhouse: https://tinyurl.com/4umn24ue
The episode starts of discussing the trend break in SPY and QQQ which has raised alarm bells for many investors after the indices had one of their least volatile years in 2021. Many new investors are experiencing a correction for the first time, but is there reason to panic? Our Brain Trust discusses the biggest risks and opportunities with markets in 2022 and beyond.
Joe McPhail, CEO of WEquil Group, believes it's important to look at relative strength and YTD gainers to identify trends moving into the year. Many investment opportunities seem to be forming in emerging markets in Latin America. Joe provides a list of qualities to look for when deciding which of these markets have the highest likelihood of growth.
The Brain Trust moves on to discuss the two broadest themes affecting markets: Persistent inflation and the emergence and growth of innovative technologies. The United States is showing signs of a fourth turning and many events such as geopolitical tensions are indicating that inflationary pressures may persist and worsen.
There are very few assets that perform well in inflationary environments, and one needs to practice true diversification to succeed and be safe in this market. Simply buying target retirement funds do not provide proper diversification. An inflationary regime portfolio should span across various asset classes like crypto, precious metals, commodities, residential REITs, innovative technologies and recession tolerant industries. We give specific examples of how to accomplish this type of diversification. Furthermore, McPhail makes a compelling case for why he believes Silver mining companies are some of the best assets for an inflationary environment and how they benefit from trends in electrification.
The team discusses WEquil Capital's collaborative portfolio. The way to win in such an environment is to leverage the unique insights and strengths of a team to be able to construct a portfolio that can thrive in the complexity of this market. Listeners can learn more by joining the community at https://www.intuitecon.com/.
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By Joe WEquilJoin our WEquil Capital live market updates every Monday at 5PM EST on Clubhouse: https://tinyurl.com/4umn24ue
The episode starts of discussing the trend break in SPY and QQQ which has raised alarm bells for many investors after the indices had one of their least volatile years in 2021. Many new investors are experiencing a correction for the first time, but is there reason to panic? Our Brain Trust discusses the biggest risks and opportunities with markets in 2022 and beyond.
Joe McPhail, CEO of WEquil Group, believes it's important to look at relative strength and YTD gainers to identify trends moving into the year. Many investment opportunities seem to be forming in emerging markets in Latin America. Joe provides a list of qualities to look for when deciding which of these markets have the highest likelihood of growth.
The Brain Trust moves on to discuss the two broadest themes affecting markets: Persistent inflation and the emergence and growth of innovative technologies. The United States is showing signs of a fourth turning and many events such as geopolitical tensions are indicating that inflationary pressures may persist and worsen.
There are very few assets that perform well in inflationary environments, and one needs to practice true diversification to succeed and be safe in this market. Simply buying target retirement funds do not provide proper diversification. An inflationary regime portfolio should span across various asset classes like crypto, precious metals, commodities, residential REITs, innovative technologies and recession tolerant industries. We give specific examples of how to accomplish this type of diversification. Furthermore, McPhail makes a compelling case for why he believes Silver mining companies are some of the best assets for an inflationary environment and how they benefit from trends in electrification.
The team discusses WEquil Capital's collaborative portfolio. The way to win in such an environment is to leverage the unique insights and strengths of a team to be able to construct a portfolio that can thrive in the complexity of this market. Listeners can learn more by joining the community at https://www.intuitecon.com/.