Welcome back to the Moving Markets podcast! We know it’s been a while since you’ve heard from us. We’re excited to bring you this quick episode, in which we recap everything we saw happening in the marketplace in January 2021. Topics: ● Which stocks were high performers. ● Returning to valuation. ● Covid-19 vaccine distribution and how it will affect economic recovery. ● The kitchen sink model. ● Risks with rising rates. ● The return of global growth. Quotes: “As we look into February and the rest of the year, one way we look, if some of the volatility increases or continues to be higher, and you see more sell-off in the markets, to just go back to valuation…” “When things are bad, you write off anything bad about your business model and throw it into the last year or last quarter.” “We remain cautiously optimistic about the next quarter, that even though we’ve been in a volatile period, that there are likely higher markets ahead.” Resources: The Lerner Group 

Moving Markets

Ep.5 A Positive Outlook Despite a Volatile Start of the Year

On this episode, we discuss the recent decline in the marketplace due to the CoronaVirus. Topics: OPEC’s emergency meeting Airlines’ profit margins going forward Comparing the current decline to past crashes How to mitigate loss How to protect your portfolio The impact of deflation Looking ahead at the U.S. economy Quotes: “As you get confidence back in the marketplace, that’s when you’ll be able to assess the longer term growth companies to see how much the demand has dropped off and then how much the share prices are down…” “The trouble with the drop in oil prices is you might have a deflationary impact to the economy, short-term, potentially.” “In the short run, [oil is] a major negative because of the credit concerns from either the banking or individual company perspective.” Resources: The Lerner Group 

Ep. 4 Thoughts on Continued Market Volatility

Welcome back to Moving Markets! On today’s episode, we give you three important market updates. Tune in to hear the important news. Topics: Market concentration risk. The shift in the marketplace from twenty years ago today. How elections affect the markets. Why communication is important. Changes to the tax laws as of 2020. Quotes: “When you look today, it’s a much different market than it was twenty years ago.” “The top five that were in the S&P twenty years ago, there’s only one that’s the same.” “Everyone pick up your retirement accounts, your 401K’s, or your IRA’s and review who you have listed on there as beneficiaries.” Resources: The Lerner Group 

Ep. 3 Concentration Risk

JR and his co-host Vanessa N. Martinez discuss the market drop that happened this week. We talk about our thoughts on why it’s happening, and what we think we can do to help along the way. Today, we are focusing in on the coronavirus scare and how that fear is driving the market. Moving Markets is your solution for keeping up with the ever-changing financial markets. Navigating the economic landscape by interpreting news and market trends can seem daunting. JR Gondeck, Partner and Managing Director of The Lerner Group at HighTower Advisors, will help you cut through the noise and share his insights and many more. Talking Points: Coronavirus and how that has an effect on the market What to watch for How fear and headlines drive the market What is the market doing now? Thinking of what’s ahead The FED in 2020 Resources/Links: The Lerner Group at Hightower, website Social Media Quotes 01:55 - “Times like this, it is important to just be patient and not overreact too much..” - JR Gondeck 02:14 - “This morning, you saw the big spike to a very high level which, generally, is a sign that the fear is getting close to a short-term bottom. Which tends to be a signal to look for in a turn in the market.” - JR Gondeck 14:11 - “I think that’s why our main focus, when we sit with families, is having to diversify a portfolio, especially in these times that allows some of that comfort, knowing that that income that they’ve asked for, the income that they know they need to live comfortably, is covered, regardless of the ups and downs of the market.” - Vanessa N. Martinez 13:34 - “In times like this, it’s nice to lean towards the cash flow of your portfolio to help fight through times like this.” - JR Gondeck 

Ep. 2 A Perspective on the Sharp Market Decline

Today, we will be giving you an update on what’s happening in the stock market and talking about the timeless 60/40 rule. Topics: ● Do investors need to be concerned about what is ahead? ● How the fed discourages conservative investing. ● Will the 60/40 rule still apply in the future? ● Why investors shouldn’t be overly concerned. Quotes: [01:25] “...The fed chose that morning to announce a dramatic change of printing $60 Billion a month in expanding the balance sheet.” [04:07] “It’s looking forward at the next decade that a lot of the recent articles around the gold standard of 60 growth, 40 income is going to be very difficult looking forward.” [07:05] “This is where we really have to talk to clients and explain to them these differences, because it’s really hard on the investor side.” Resources: The Lerner Group 

Episode 1

 Moving Markets is your solution for keeping up with the ever-changing financial markets. Navigating the economic landscape by interpreting news and market trends can seem daunting. JR Gondeck, Partner and Managing Director of The Lerner Group at HighTower Advisors, will help you cut through the noise and share his insights and many more. The team was founded by academic Dr. Eugene Lerner who brought decades of knowledge to their practice and firmly believed in sharing his experiences. Built on an educational foundation, the teams core value is the continued education of clients and team members. JR and his co-host Vanessa N. Martinez, will discuss the latest developments in business, markets and the economy. 

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Moving Markets

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