CIO Chris Wallis joins the podcast with recent views on inflation, the inflation connected market correction, and how he’s deploying capital.
Continue reading 01.05.2024 Weekly: Inflation, Correction, Deploying Capital
CEO/CIO Chris Wallis joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.
Continue reading Weekly 15.02.24: ISM Up, CPI, Up, Small vs. Large
CEO/CIO Chris Wallis discusses the market’s early January pullback, key issues for 2024, and how realistic is 2% inflation.
Continue reading 04.01.2024 Weekly: Early Pull Back, 2024 Key Issues, 2% Target
CEO/CIO Chris Wallis looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all time highs.
Continue reading Weekly 14.12.23: Performance Chasing, 2024 Rates, Inflation, and All Time Highs
CEO/CIO Chris Wallis details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.
Continue reading 16.11.2023 Weekly: Risk Assets Move Higher, Playing Offense, Looking at 2024
CEO/CIO Chris Wallis discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict
Continue reading 27 10 2023 Weekly: Tech Selloff, Not Enough Buyers, and Energy Trades Off
CEO/CIO CW reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.
Continue reading Weekly 20.10.2023 A Multipolar World, Renewed Balance, and Finishing on a Low
CEO/CIO CW returns to discuss the discuss recent market behavior and lines up 4Q23 and ahead.
CEO/CIO CW bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.
Continue reading Weekly 13.09.2023: Sign of Recession, Bear Rally, and Out of Balance
CEO/CIO CW joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed’s 2% inflation target, and China weakness and liquidity
Continue reading 30.08.2023 Weekly: BRIC Conference, 2% Inflation, and China Weakness