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THE LATEST

TECH TALK FOR FRIDAY AUGUST 4TH 2023



MARKETS CONTENTED BY SOFT LANDING PROSPECTS, AI ENTHUSIASM



ESG IS DYING ITS INEVITABLE DEATH



NBI CIO OFFICE: ASSET ALLOCATION STRATEGY – UNDER THE MIDDAY SUN


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TECH TALK FOR FRIDAY AUGUST 4TH 2023

byDon Vialoux, EquityClock.com
August 4, 2023


TECH TALK FOR FRIDAY AUGUST 4TH 2023




MARKETS CONTENTED BY SOFT LANDING PROSPECTS, AI ENTHUSIASM




ESG IS DYING ITS INEVITABLE DEATH




NBI CIO OFFICE: ASSET ALLOCATION STRATEGY – UNDER THE MIDDAY SUN




3Q:2023 CAPITAL MARKETS OUTLOOK VIDEO (ALLIANCEBERNSTEIN)




BUNGE LTD - (BG) - AUGUST 3, 2023 (DAILY STOCK REPORT)



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ESG IS DYING ITS INEVITABLE DEATH

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August 3, 2023
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ECONOMIC POWERPLAY: US-CHINA BATTLE FOR SEMICONDUCTORS

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byAdvisorAnalyst
July 31, 2023
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ONTARIO'S NUCLEAR RENAISSANCE A CHEAT SHEET FOR US TO DECARBONIZE EFFECTIVELY

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TO DIVEST, OR NOT TO DIVEST? THAT IS THE QUESTION

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2023 FIDELITY RETIREMENT REPORT: RISING COSTS SHAKE CANADIANS' RETIREMENT
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June 22, 2023



PODCAST PLAYER (LISTEN AT 1.2X)

Insight is Capital™ Podcast

The official podcast of AdvisorAnalyst.com, publisher of actionable market and
investment insight, commentary, analysis and practice management for investment
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Insight is Capital™ Podcast
Risk Mitigating Strategies Framework – Jason Josephiac & Ryan Lobdell
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Risk Mitigating Strategies Framework – Jason Josephiac & Ryan Lobdell
byAdvisorAnalyst.com

Meketa Investment Group, a consulting company with a rich history, wants to make
the complicated language of investing easier for everyone.




In this episode Jason Josephiac and Ryan Lobdell of Meketa Investment Group
discuss the educational paper they released this year that tries to clear up
much of this confusion.

They note that calling something a “hedge fund” is a bit like saying “sports”
without saying which sport you mean – which could be anything from football to
car racing (think football ≠ car racing). Just like in sports, it’s important to
have a well-rounded team with different strengths, and Meketa’s Josephiac and
Lobdell want to help investors do this with their investments.



Our conversation delves into how the best teams have both a strong attack
(offense) and a strong defense. It’s the same with investing. If your
investments are all attacking (basically going after growth), you might be
taking on more risk than you think and leaving yourself open (to being attacked)
on the defense side. This might mean you’re not set up as well as you could be
to consistently do well. They also point out that some programs that are
supposed to protect you (like playing defense in sports) might not really be
doing that job well.





We discuss all of the accessible investment tools and strategies an investor
have at the ready to build a championship level portfolio.




Thank you for listening.




WHERE TO FIND RYAN LOBDELL & JASON JOSEPHIAC:

Ryan Lobdell on Linkedin



Jason Josepiac on Linkedin

Read the whitepaper:Risk Mitigating Strategies (RMS) Framework

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Risk Mitigating Strategies Framework – Jason Josephiac & Ryan Lobdell
Meketa Investment Group, a consulting company with a rich history, wants to make
the complicated language of investing [...]
July 24, 2023
AdvisorAnalyst.com
Episode play icon

2023 Fidelity Retirement Report: Rising costs shake Canadians’ Retirement
Optimism
In this episode we welcome Peter Bowen and Michelle Munro from Fidelity
Investments Canada, two leading minds in [...]
July 5, 2023
AdvisorAnalyst.com
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Private Assets & The High Net Worth Attraction
In this episode, BMO Global Asset Management’s Jeffrey Shell and Lillian
Ferndriger join us to discuss newly accessible [...]
June 28, 2023
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Cole Smead: The Game Has Changed – What About You?
In this episode, Cole Smead, CEO & Portfolio Manager at Smead Capital
Management, which oversees in excess of [...]
June 1, 2023
AdvisorAnalyst.com
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Paul Kornfeld: What Are The Charts Saying About Markets?
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May 29, 2023
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Deep, Wide Moats & The Art of Investing in Unwanted Assets
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Mark Noble: Yield Producing Asset Strategies – Why Now?
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at Horizons ETFs, joins us. [...]
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Return Stacking: Strategy for A Low Return Environment
In this episode, we explore the concept of diversification by way of
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Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth… What Else?
In this episode we get into an insight-filled conversation about the current
state of the markets and economy [...]
April 25, 2023
AdvisorAnalyst.com
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Dave Nadig: “Pick your favorite crisis – they’re all interconnected.”
On this episode of Raise Your Average™, Dave Nadig – Financial Futurist at
VettaFi’s ETFTrends and ETFdb.com, joins [...]
April 19, 2023
AdvisorAnalyst.com
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PODCAST POSTS (WITH NOTES)


RISK MITIGATING STRATEGIES FRAMEWORK - RYAN LOBDELL & JASON JOSEPHIAC


PRIVATE ASSETS & THE HIGH NET WORTH ATTRACTION


ACHIEVING CLIENT GOALS WITH GREATER CERTAINTY: THE 40/30/30 APPROACH TO
INVESTING


THE GAME HAS CHANGED – WHAT ABOUT YOU?


PAUL KORNFELD: WHAT ARE THE CHARTS SAYING ABOUT MARKETS?


DEEP, WIDE MOATS & THE ART OF INVESTING IN UNWANTED ASSETS


MARK NOBLE: YIELD PRODUCING ASSET STRATEGIES – WHY NOW?


DOUBLELINE'S JEFFREY SHERMAN: TIGHT CREDIT, STICKY INFLATION, BAD BREADTH...
WHAT ELSE?


DAVE NADIG: "PICK YOUR FAVORITE CRISIS – THEY'RE ALL INTERCONNECTED."


RISK MITIGATING STRATEGIES FRAMEWORK - RYAN LOBDELL & JASON JOSEPHIAC

byRaise Your Average Podcast
July 24, 2023





VIDEO

August 04, 2023


RISK MITIGATING STRATEGIES FRAMEWORK - RYAN LOBDELL & JASON JOSEPHIAC

 * Insight
 * Markets
 * Outlook
 * Podcast
 * Portfolio Construction
 * Quantitative Investing
 * Risk Management
 * Strategy
 * Video

byRaise Your Average Podcast
July 24, 2023


PRIVATE ASSETS & THE HIGH NET WORTH ATTRACTION

 * Asset Allocation
 * Insight
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 * Outlook
 * Podcast
 * Private Credit
 * Private Equity
 * Private Markets
 * Video

byAdvisorAnalyst
June 28, 2023


ACHIEVING CLIENT GOALS WITH GREATER CERTAINTY: THE 40/30/30 APPROACH TO
INVESTING

 * Advisor
 * Alternative Investing
 * Alternative Investments
 * Asset Allocation
 * Balanced Asset Allocation
 * Insight
 * Markets
 * Outlook
 * Podcast
 * Strategy
 * Video

byAdvisorAnalyst
June 22, 2023


THE GAME HAS CHANGED – WHAT ABOUT YOU?

 * Insight
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 * Podcast
 * Quantitative Investing
 * Strategy
 * US Stocks
 * value investing
 * Video

byRaise Your Average Podcast
June 1, 2023



FIXED INCOME

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U.S. GOVERNMENT DEBT WAS DOWNGRADED. WILL IT MATTER?

by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Financial Yesterday,
one of the three main rating agencies (Fitch) downgraded U.S.…
August 2, 2023
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NOT ALL RECESSION THEORIES MAKE SENSE

by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief
Economist, First Trust Portfolios Austrians are different than…
July 31, 2023
Read More
 * Bond Market
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WHAT IF EVERYTHING’S GOING TO BE OK?

by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Falling
inflation, recovering growth, relaxed central bankers—how one of…
July 30, 2023


CREDIT MARKETS

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 * global bonds
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THE ART OF BEING EARLY IN GO-ANYWHERE FIXED INCOME INVESTING

byAdvisorAnalyst
July 20, 2023


SCHWAB MARKET PERSPECTIVE: HALF FULL?

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byCharles Schwab and Company
July 16, 2023


JPM KOLANOVIC: REDUCING OUR CREDIT ALLOCATION

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byAdvisorAnalyst
July 13, 2023


TORSTEN SLOCK, APOLLO – CREDIT MARKET OUTLOOK: HIGH RATES AND SLOWING ECONOMY
CREATING OPPORTUNITIES FOR CREDIT INVESTORS

 * Corporate Debt
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byAdvisorAnalyst
July 13, 2023


FUND INSIGHT: EXPLORE AGF’S ‘GO-ANYWHERE’ FUND

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byAGF Fixed Income Team
June 11, 2023





TORSTEN SLOCK, APOLLO – CREDIT MARKET OUTLOOK: HIGH RATES AND SLOWING ECONOMY
CREATING OPPORTUNITIES FOR CREDIT INVESTORS

July 13, 2023


CAPITAL GROUP’S FIXED INCOME LEADERSHIP RECOGNIZED

June 15, 2023


89 UNLOCKING TOTAL RETURN & YIELD FROM DIVIDENDS, GROWTH, AND OPTIONS

November 2, 2021


WHILE FIXED INCOME YIELDS REMAIN LOW, THETA GANG GENERATES INCOME THROUGH
COVERED CALLS

November 12, 2020


U.S. GOVERNMENT DEBT WAS DOWNGRADED. WILL IT MATTER?

August 2, 2023


WHAT IF EVERYTHING’S GOING TO BE OK?

July 30, 2023
 * Alternative Investing
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 * Canadian Market
 * Economy
 * Event Driven Investing
 * Insight
 * Market Neutral
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PICTON MAHONEY Q3 2023 INVESTMENT REVIEW & OUTLOOK: THE FORK IN THE ROAD

byPicton Mahoney Asset Management
July 20, 2023


THE LATEST

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TECH TALK FOR FRIDAY AUGUST 4TH 2023

byDon Vialoux, EquityClock.com
August 4, 2023
 * Insight
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 * Outlook
 * US Stocks


MARKETS CONTENTED BY SOFT LANDING PROSPECTS, AI ENTHUSIASM

byRaymond James
August 3, 2023
 * ESG
 * ESG/RI
 * Insight
 * Markets
 * Outlook


ESG IS DYING ITS INEVITABLE DEATH

byReal Investment Advice
August 3, 2023
 * Alternative Investing
 * Asset Allocation
 * Canadian Market
 * Insight
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 * Outlook
 * Stocks
 * US Stocks


NBI CIO OFFICE: ASSET ALLOCATION STRATEGY – UNDER THE MIDDAY SUN

byNational Bank Investments
August 3, 2023
 * Insight
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 * Outlook
 * US Stocks


3Q:2023 CAPITAL MARKETS OUTLOOK VIDEO (ALLIANCEBERNSTEIN)

byAllianceBernstein Research
August 3, 2023
 * Insight
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 * SIA
 * Technical Analysis
 * US Stocks


BUNGE LTD - (BG) - AUGUST 3, 2023 (DAILY STOCK REPORT)

bySIA Charts
August 3, 2023
 * Bond Market
 * Bond Yields
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 * Insight
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U.S. GOVERNMENT DEBT WAS DOWNGRADED. WILL IT MATTER?

byLPL Financial
August 2, 2023
 * Insight
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 * US Stocks


ONE FOR MILLENNIALS AND GEN Z

byRichard Bernstein, Richard Bernstein Advisors
August 2, 2023
 * Canadian Market
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 * real assets
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JULY 2023 EQUITY MARKET OUTLOOK: POSITIVE SENTIMENT EMERGES AS INFLATION SLOWS

byRussell Investments
August 2, 2023
 * Canadian Market
 * Economy
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 * Insight
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 * Stocks
 * US Stocks


H2/23 INVESTOR PLAYBOOK: PORTFOLIO POSITIONING HEADING INTO THE FINAL INNINGS OF
THIS CYCLE

byAdvisorAnalyst
August 2, 2023


CRYPTO


READ, WRITE, OWN—HOW WEB3 CAN RESTORE TRUST IN MARKETS AND SOCIETY


CRYPTONITE


DIGITAL SHINY OBJECTS


MIDTERM OUTCOME AND FTX’S DEMISE: AN UNEXPECTED TURN OF EVENTS


THE “PUTIN PRICE HIKE” IS FAKE NEWS








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