Is now the time to move out of tech stocks or is there opportunity?
Is now the time to move out of tech stocks or is there opportunity?
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether the rise of interest rates will slow the pace of economic recovery, whether inflation’s upturn is transitory or secular, whether the VIX index subsiding is a signal for a “risk on” market environment and how investors should consider Bitcoin and crypto-currency investment now versus the 2017 run-up.
David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the Reddit Mob and Amazon. Hosted by Paul Sweeney and Vonnie Quinn.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether The Federal Reserve can be thought to have abandoned the concept of moral hazard, the strength of the corporate earnings recovery as shown in the 4Q 2020 earnings season, the growth in ESG portfolios and how this may impact technology companies, and the significance of the current speculative bubble in heavily shorted assets.
Synopsis: “A Brighter Future” – Episode 38 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the factors supporting the current market advance and handicaps three major risk factors, the significance of improved market breadth following the November election and how U.S. market sectors and overseas markets have fared so far in 2021,
Episode Title: Episode 37 – What Risks Emerging As The Market Scales New Heights? Synopsis: “A Brighter Future” – Episode 37 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the growing likelihood of a stock market correction, the pillars supporting further stock market advances and whether they are intact, the volatile rise
David M. Garrity, CFA, President at BTblock and Chief Market Strategist at Laidlaw Wealth Management offers investment insights for 2021 and highlights the cybersecurity challenges posed by current password and identity management protocols in light of the massive Solar #cybersecurity #dataprotection Winds breach and subsequent hack of its 18,000 enterprise clients in the public and private sectors for its Orion
Synopsis: “A Brighter Future” – Episode 36 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the import of the last FOMC meeting, expectations around interest rate volatility in 2021, the pending further fiscal stimulus deal, the significance of M2, its velocity and consumers’ “animal spirits,” and the release of the 2021 “Laidlaw
Synopsis: “A Brighter Future” – Episode 35 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether investors have become complacent given the challenges facing the economy, factors supporting a possible “Santa Claus” rally in December, the exuberance of the IPO market, the attractiveness of China for U.S. investor diversification, and the outlook
Synopsis: “A Brighter Future” – Episode 34 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the risks posed by crowded trades, whether valuation multiples have reached unreasonable levels, whether developments in the energy market, how the fixed income markets might perform with rising inflation expectations, and how investors may consider looking overseas