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.
Tag Archives: IWN
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,
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
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 start of a new market cycle, the marriage of technical and fundamental analysis in examining market leaders, the “FAANMG,” the “Growth Scare” reflecting the lack of further fiscal stimulus to contain the damage to the economy from COVId, how investors should approach investing in international markets, how tightening high-yield bond spreads provide confirmation to the rally in the Russell 2000 and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
SYNOPSIS: In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, recaps the markets and discusses the investment outlook with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are macro level issues such as monetary policy and containing deflation and the human elements such as unemployment. Please tune in
