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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