Replay of Market Update - July 2022
A shortened recap video is available below, along with the full-length version for those wanting further context.
This Quarterly Market Update was recorded on July 13th with Jason and Ezra.
Recap Version ⬇️
Quarterly Market Update Recap Version
(minutes: seconds ... chapters)
0:03 … Q2 Market Review
0:45 … Inflation
1:27 … Sentiment
2:03 … Bear Markets
3:15 … Bond & Stock Valuations
4:02 … Actions & Levers
5:30 … Keeping Pace: Inflation
6:14 … Putting Money to Work
7:10 … Regulatory
Full-Length Version ⬇️
Quarterly Market Update Full Version
(minutes: seconds ... chapters)
01:47 … Disclosures
02:29 … James Webb
04:17 … Topic Overview
05:49 … Q2 Market Review
13:58 … Inflation
16:45 … Sentiment
19:17 … Action & Levers
24:33 … Q&A Intro
25:28 … Protect Against Inflation
27:19 … Housing & Mortgage Rates
31:05 … Treasury I-Bonds
33:07 … Digital Assets
37:53 … QE & QT Defined
40:37 … Recession Length
43:24 … Recession Rebound
45:35 … Mid-Terms
48:11 … Re-Bal: Fear & Greed
50:29 … Contact Us
51:14 … Regulatory
Note: Q&A interactivity is unavailable on replay. Contact us directly with questions and comments.
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