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.
Tag Archives: COVID
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
PODCAST: A Brighter Future with Laidlaw, Episode 36 – What Will 2021 Bring? Read The “Laidlaw Five.”
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
To view the replay, click here. Question 1: Significance of DJIA 30,000 As the Dow Jones Industrial Average is not a performance benchmark for institutional investors of anywhere near the magnitude of the S&P 500 index, the effect of its recent rise through the 30,000 level is more psychological than anything else. That said, animal
Synopsis: “A Brighter Future” – Episode 33 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the importance of DJIA 30,000, whether further fiscal stimulus is required for another market move higher, the factors behind gold selling off from August 2020 highs, how market internals favor the Russell 2000 for 2021 performance, and
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the early take on the incoming Biden Administration and positive COVID vaccine news, the takeaway from the November Jobs Report, the “Growth Scare” limiting market acceptance of strong Q3 2020 earnings, how will gridlock in Congress shape the Biden Administration’s impact on different sectors and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
Synopsis: “A Brighter Future”, Episode 30 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses what sectors might benefit under possible outcome scenarios from the November 2020 election, whether the Treasury yield curve’s 2-10 year spread reaching 2020 highs represents a threat to the stock market recovery, the question of whether PayPal’s cryptocurrency
