Topics include remarks on various themes impacting markets and the economy, notably: Financial and labor markets, fiscal policy, and inflation.

Video replay of Quarterly Market Update. Recorded live on July 20th, 2021. Jason and Dan discuss major themes driving the market. Edited digest.

Webinar Video Replay. Topics discussed include Market Performance, Returns by Sector, Cost per Earnings comparison, Bond Markets & diversification, Housing and Demographics, and Economic Cycles & Phases.

We took questions on Coinbase’s direct listing, inflation, real estate, collateralized loans, and crypto & bitcoin.

Topics from this quarters’ Market Update with Jason and Dan included:

• Required Minimum Distribution (RMD) wealth planning and tax update

• Discussion of financial markets. From Q4 stock performance to early rotation into small caps and international stocks

• Dan Powers reviewed Modern Monetary Theory and portfolio implications

Join portfolio managers Jason Ranallo and Dan Powers as they discuss recent market movements and trends impacting the economy. Topics: RMD, market recap, MMT, bonds, yield curves, crypto, stimulus, and more.

On Tuesday, October 2020, Jason Ranallo and Dan Powers presented our Quarterly Update webinar for Q3. We covered topics like Social Security, the VIX volatility index, job growth, and the elections, to name a few. Here is the 5 minute digest from the full-length video.

Get an inside look at recent trends and research driving our Investment Committee at Vector Wealth Management. During the 45-minute presentation, we examine recent market movements and major themes impacting the markets.
Topics: Social Security, Market concentration, economic growth, and elections.
Presented by: Jason Ranallo, director of the portfolio management group and Dan Powers, portfolio management.