Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what I’m hearing in my conversations with advisors, we figured it’s a great opportunity to record and share feedback from the trenches. Joining me were:
- JD Gardner, CFA, CMT Founder/CIO
- Beckham Wyrick, CFA Equity Analyst/PM
- John Luke Tyner, CFA Fixed Income Analyst/PM
- David Wagner III, CFA Equity Analyst/PM
Key topics covered:
- The ongoing rotation between presumed growth companies, and those benefitting from the Fed and government stimulus
- The challenge of generating investment income in a low-rate world
- Key catalysts we’re watching in Q2 and throughout 2021
- How we’re helping advisors answer client questions about more speculative areas like SPACs, crypto, cannabis, clean energy, & other thematic ideas
- What we’re doing in pursuit of maximum potential upside per unit of risk
Was a ton of fun for me, but ultimately for the benefit of the thoughtful advisors who keep us busy supporting their efforts.Transcript below, beware verbal slips and translation typos!
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