Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Navigating a Volatile Market with Guest Apollo D. Lupescu, PhD | Episode 1

58:09
 
Share
 

Manage episode 346892517 series 3415830
Content provided by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Apollo D. Lupescu, PhD joins Dave Alison to talk about navigating volatile markets.
We will discuss investor concerns at the moment, including:
Inflation
Fed raising rates
The potential for a recession
Geopolitical risks with China and the war in Ukraine
Tech stocks
...and how we should be thinking about our investments going forward.
To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com
To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit:
https://prosperitycapitaladvisors.com/advisor-search
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

  continue reading

Chapters

1. Intro (00:00:00)

2. Market volatility (00:03:50)

3. The Bucket Plan (00:11:57)

4. Inflation & Interest Rates (00:14:29)

5. Stock Market Impact (00:25:39)

6. Cost of Capital & Tech Stocks (00:32:57)

7. Investments Impacted Most (00:36:07)

8. Midterm Election & Impact on the Stock Market (00:37:40)

9. Bear & Bull Stock Markets (00:45:30)

10. What Make This Time Different (00:50:35)

11. Visiting Santa Monica, CA (00:54:37)

24 episodes

Artwork
iconShare
 
Manage episode 346892517 series 3415830
Content provided by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Alison, CFP®, EA, BPC, Dave Alison, EA, and BPC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Apollo D. Lupescu, PhD joins Dave Alison to talk about navigating volatile markets.
We will discuss investor concerns at the moment, including:
Inflation
Fed raising rates
The potential for a recession
Geopolitical risks with China and the war in Ukraine
Tech stocks
...and how we should be thinking about our investments going forward.
To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com
To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit:
https://prosperitycapitaladvisors.com/advisor-search
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

  continue reading

Chapters

1. Intro (00:00:00)

2. Market volatility (00:03:50)

3. The Bucket Plan (00:11:57)

4. Inflation & Interest Rates (00:14:29)

5. Stock Market Impact (00:25:39)

6. Cost of Capital & Tech Stocks (00:32:57)

7. Investments Impacted Most (00:36:07)

8. Midterm Election & Impact on the Stock Market (00:37:40)

9. Bear & Bull Stock Markets (00:45:30)

10. What Make This Time Different (00:50:35)

11. Visiting Santa Monica, CA (00:54:37)

24 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play