market outlook

Chris King is the founder and CEO of Eaglebrook Advisors. Eaglebrook is a crypto investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook's investment platform offers access to tax optimized Bitcoin and Ethereum separately managed accounts (SMAs) and third-party investment manager strategies held at an institutional qualified custodian. Eaglebrook is an SEC registered investment advisor that works with over 70 RIAs and has over 700 financial advisors using Eaglebrook’s Platform. The company is backed by leading wealth management executives and financial institutions including Castle Island Ventures, Brewer Lane Ventures and Franklin Templeton.

Key Takeaways

• [03:20] - Chris’ professional background and what drew him to digital assets specifically?
• [06:02] - What really drives Eaglebrook’s investment philosophy?
• [08:08] - What is the strategic, long term reason to own crypto?
• [12:40] - What is the investment thesis for Ethereum in particular?
• [14:30] - Chris’ shorter term, tactical outlook for Bitcoin.
• [19:54] - Why does Bitcoin halving take place and why is it so significant?
• [23:30] - Chris’ thoughts on the Bitcoin market cycles.
• [26:20] - How large might the market opportunity be for Bitcoin ETFs?
• [30:02] - Why are a lot of advisors  still choosing crypto SMAs over ETFs and what are the best use cases for each of these investment vehicles?
• [37:51] - What is the typical allocation to crypto and how has that changed in recent years, if at all?
• [39:08] - Are there any salient differences in what retail and institutional investors are doing with their Bitcoin allocations?
• [41:11] - Resource recommendations for those wanting to learn more about digital assets.
• [42:56] - Chris’ counsel for those who think that crypto is too volatile to invest in.
• [45:42] - What is currently Chris’ favorite investment idea?

Quote

[12:39] - “Moving on to the investment thesis for Ethereum – it is also an internet protocol, like Bitcoin, but it allows internet businesses to build applications on top of it. The analogy that I like to give is that Ethereum is like HTML. HTML is the internet protocol that companies like Amazon and Facebook built their businesses on top of." ~ Chris King

Links

• Chris King on LinkedIn
• Eaglebrook on LinkedIn
• Eaglebrook
• “No Rain” by Blind Melon

Connect with Us

• Meet Rusty Vanneman, Orion’s Chief Investment Officer
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Disclosure(s) ~ Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Brinker Capital Investments and Orion Portfolio Solutions, LLC are both wholly owned subsidiaries of Orion Advisor Solutions, Inc. (“Orion”).

Compliance Code: 0548-OPS-3/5/2024

This week on Weighing the Risks we will revisit the topic of China, arguably the most unloved market in the global economy. Are the risks properly appreciated, or are the risks even deeper than most investors believe? What might these risks mean, not only for the Chinese economy and markets, but also for the world? Learn more at orion.com.

Key Takeaways

• [03:49] - Brendan’s professional background and what he focuses on, specifically, at KraneShares.
• [06:07] - People are attempting to point out a lot of similarities between the current real estate issues in China and the Great Financial Crisis in America. Is this a fair comparison to make in Brendan’s opinion?
• [08:46] - Recently we’ve started to see some of the big name CEOs re-emerge from their seemingly self-imposed isolation – is this a good sign or a false spring? Should we have concerns about government intervention like many are arguing?
• [15:25] - Does the current economy in China look like it might continue a slow descent similar to Japan’s economic doldrums of the 80s?
• [19:40] - What might be the effects on the relationship between the US and China based on the outcome of our upcoming presidential election?
• [22:54] - What might be some catalysts to turn the Chinese market around and get American investors engaged again?
• [26:12] - Some potential market scenarios and Brendan’s thoughts on their plausibility.
• [35:42] - What are some other risks investors should be thinking about right now?

 Quotes

[09:40] ~ “China does need the West, they need foreign investors [and] foreign corporations. They’re not like a Russia, they can’t afford to be ostracized.”

[17:42] - "We outsource our pollution to these people in Asia. Raise your hand if you want a rare earth processing plant down the road, or a coal smelter…not in my backyard is unfortunately a pretty powerful incentive. What our consumption does to China and a lot of these countries is terrible." ~ Brendan Ahern

[36:42] - "My worry is more [about] this “China McCarthyism in DC. It’s very detached from [the]  economic reality of how intertwined our economies are. That’s my bigger risk, is a political [one]...and you know, it takes two to tango, so it could be from the China side, not just the US political side, that some of this just gets a little out of hand. [Though] I’d argue there’s clearly an effort at a high level to stabilize things, which is necessary. " ~ Brendan Ahern

Links

• Brendan Ahern on LinkedIn
• KraneShares
• China Last Night

Connect with Us

• Meet Rusty Vanneman, Orion’s Chief Investment Officer
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Disclosure(s)

Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. Orion Portfolio Solutions, LLC is a wholly owned subsidiary of Orion Advisor Solutions, Inc. (“Orion”)

Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.

Compliance Code: 0482-OAT-3/1/2024

As we move into the New Year, we take a closer look at the market’s historic year, offer a preview on the year to come, look at bond predictions, global investing and much more. Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also served as Portfolio Manager, Director of Research and the interim CIO at Adviser Investments, LLC—a leading investment advisory firm. He has been quoted in Forbes, The Wall Street Journal, Barron’s, InvestmentNews and Kiplinger, to name a few. Citywire named him a Rising Star of manager research in 2019. Jeff graduated magna cum laude from Tufts University with a B.A. in economics in 2006 and holds the Chartered Financial Analyst designation.

Key Takeaways

• [03:04] - Jeff’s research, professional background and what drives him.
• [05:57] - What really motivates Jeff’s newsletter, The Independent Vanguard Adviser?
• [07:40] - What were some of the biggest events for Vanguard in 2023 and which are the ones that investors should care about the most?
• [09:30] - What does Jeff like best about Vanguard and where does he think they could improve?
• [11:02] - Vanguard’s latest thoughts on ESG strategies.
• [13:55] - The top highlights and lowlights for the 2023 market.
• [15:58] - Jeff’s  economic and market outlook for 2024.
• [19:00] - Jeff’s view on the healthcare sector moving forward.
• [21:00] - How should investors be treating their bond allocations these days?
• [22:35] - Are many of Jeff’s readers asking if they should move their investment funds to money market accounts? If so, how is he addressing this with them?
• [24:23] - Jeff’s take on  non-US stocks, both strategically and tactically, in balanced portfolios.
• [26:17] - What is his favorite investment idea, currently, for 2024?

Quotes

[04:18] - "That’s going to be my career hack…find the person you can learn the most from and go work with them as closely as possible. Ask questions, don’t be afraid to make mistakes and just keep learning." ~ Jeff DeMaso

[10:15] - "...Vanguard’s service in tech…continues to fall short of its competitors, and I cannot wait for the day when I get to write the article that says ‘Hey, Vanguard has really stepped up their game and their service is  firing on all cylinders’ - today is not that day." ~ Jeff DeMaso

Links

• Jeff DeMaso on LinkedIn
• The Independent Vanguard Adviser
• Aloe Blacc - The Man (Explicit)
• Just One Thing Podcast
• Morgan Housel Podcast

Connect with Us

• Meet Rusty Vanneman, Orion’s Chief Investment Officer
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 0031-OPS-1/5/2024

Disclosure(s)

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

As volatility continues, we expect 2024 to be a year of transition and opportunity for investors. Hear from Daniel McCormack Head of Research and Economist Derek Hamilton at Macquarie Asset Management for a discussion on the macroeconomic outlook for the year ahead.

Explore our Outlook 2024: Actionable ideas for a world in transition to learn more.

©2024 Macquarie Group Limited [3318904]

Relevant disclaimers and other information can be found here.

Take a look at the 2024 economy and what may be ahead with perspectives from Thrivent Asset Management. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans

Where are the U.S. investment markets heading? Our chief investment strategist offers his outlook on rates, equities and credit markets. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

In this episode, we discuss where the markets may go through the balance of the year, including the prospect of increased volatility, lower market levels, and yet three positive forces for stocks.

To read this week's Sight|Lines, click here. 

The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com 

See omnystudio.com/listener for privacy information.

Where are the markets and economy heading? Thrivent’s chief investment strategist discusses the Federal Reserve, inflation, and his positioning in equities and credit. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Data can help inform decision-making in a variety of ways, and the trucking industry is no exception when it comes to data's many uses. Dean Croke, Principal Analyst with DAT iQ, joins us to share some data analysis, starting with a deep-dive into the science of sleep as it applies to truckers, and why it's such a passion for him. He also shares how an Australian farm boy got into the trucking industry and then looking at the numbers behind it in the U.S.
 
We then shift gears into market analysis, reviewing various data to get a read on where things stand in freight around the halfway point of 2023. Dean shares his favorite indicators, and what the numbers are saying about how the year's gone so far, and when (and how strongly) he expects the market to turn.

Get more from Dean here: https://www.dat.com/blog/author/dean-croke and on the weekly DAT iQ live, available here: https://www.youtube.com/@DATLoadBoards.

You can also get a question to the DAT iQ team by emailing askiQ@dat.com.

Subscribe or follow now to catch new episodes of InTek Freight & Logistics: The Podcast as soon as they're out, and please do rate and review us. Have a question? Contact us at podcast@inteklogistics.com. And visit our website, www.intekfreight-logistics.com to learn more about InTek.

Our breakdown of the markets in the first quarter followed by a look ahead to the second. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Globalization, as we’ve known it since the Cold War, will undergo unprecedented changes beyond our imagination.

You already know how THIS will start if you’ve been a long-time Equedia reader. 

It will be a currency war provoked by the BRICS’s introduction of a new reserve currency— which is expected to launch imminently.

This currency feud between the West and BRICS will reshape the entire landscape of global trade.

In fact, the Biden administration has already passed what I call the “Marshall Plan 2.0” to force its allies to embargo China in preparation for this new world order.

In this podcast, we explain how it will play out and what it means for your nest egg. 

From smartphones to renewable energy, these special materials will become the next bellwether for global Innovation.

Full text article can be found here: https://www.equedia.com/next-bellwether-commodity/

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