Deep Economic Thoughts

Ivan Illan
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Deep Economic Thoughts

Forbes thought leader and bestselling Dummies author, Ivan Illan, shares timely capital markets and economic perspectives for sophisticated investors and financial advisors alike.

  1. JUN 13

    Full-Time vs Part-Time: A Shifting US Employment Picture

    In this episode, Ivan Illan, AIF, CFS, Founder & Chief Investment Officer at AWAIM shares the US employment chnages underway. Demographics and changing company financials are driving seismic shifts in how the US labor force experiences employment opportunities. For more research highlights, please visit: https://www.alignewealth.com/blog Copyright © 2025, AWAIM® Investment advisory services offered through Aligne Wealth Advisors Investment Management (AWAIM®), an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. AWAIM may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. The opinions expressed herein are those of certain AWAIM personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. AWAIM believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. This third-party content may be dated.

    10 min

  2. MAY 9

    China's Overall Exports Rose 8% In April, Even As Exports To US Fell 21%

    Even though Trump's tariffs on China are meant to place pain and pressure on their economy, it appears that China is navigating US tariffs deftly. China's exports to other regions around the world have markedly increased, which has effectively offset the huge exports declines to the US. For more research highlights, please visit: https://www.alignewealth.com/blog Copyright © 2025, AWAIM® Investment advisory services offered through Aligne Wealth Advisors Investment Management (AWAIM®), an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. AWAIM may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. The opinions expressed herein are those of certain AWAIM personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. AWAIM believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. This third-party content may be dated.

    11 min

  3. MAR 27 · VIDEO

    USD Woes: A Historical Perspective on Weak USD & Global Stock Markets

    Ivan Illan, Founder & Chief Investment Officer, discusses the historical relationship dynamic demonstrated by a falling US Dollar value and the resulting impact on U.S. and non-U.S. stock markets. Specifically, he focuses on the decade from 2005 to 2015, which was marked by the Great Financial Crisis and a USD value that oscillated wildly from -15% to +19%. For details on the Research Highlight discusseed in this podcast visit, https://www.alignewealth.com/blog/research-highlights-03-26-2025 For more general information, please visit: https://www.alignewealth.com/ Copyright ©2025, AWAIM® Investment advisory services offered through Aligne Wealth Advisors Investment Management (AWAIM®), an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. AWAIM may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. The opinions expressed herein are those of certain AWAIM personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. AWAIM believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. This third-party content may be dated.

    10 min

  4. MAR 10

    Radio Interview KABC 790AM - March 8, 2025

    Ivan Illan, Founder & Chief Investment Officer, AWAIM was a special guest for the full hour on The Bruce Cook Conversation. Ivan discussed all things economics with Bruce. This is the first segment of four from that radio interview. Original air date: March 8, 2025 at 8PM PT. For more information, please visit: https://www.alignewealth.com/ Copyright ©2025, AWAIM® Investment advisory services offered through Aligne Wealth Advisors Investment Management (AWAIM®), an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. AWAIM may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. The opinions expressed herein are those of certain AWAIM personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. AWAIM believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. This third-party content may be dated.

    10 min

  5. 2024-10-14

    CA Senator Josh Newman & Ivan Illan on The Conversation w/ Bruce Cook (Radio Replay)

    Founder & CIO at AWAIM, Ivan Illan, joins California Senator Josh Newman on The Conversation with Bruce Cook discussing the condition of California's and the U.S. economy including jobs, deficits, and education. (Original Air Date: October 13, 2024 at 6PM PT on AM830 KLAA) For more information, please visit: https://www.alignewealth.com/ Copyright © 2024, AWAIM® Investment advisory services offered through Aligne Wealth Advisors Investment Management (AWAIM®), an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. AWAIM may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. The opinions expressed herein are those of certain AWAIM personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. AWAIM believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. This third-party content may be dated.

    28 min

  6. 2024-09-13

    Same Economic Outcomes Decades Apart: 1970s & 2020s

    In preparing for my September 2024 Forbes article, I stumbled upon a shocking set of nearly identical, devastating economic statistics regarding the U.S. economy. Graphs and data referenced in this episode comparing the periods of 1975 to 1980 versus 2019 to 2024 can be found at: https://www.alignewealth.com/blog/research-highlights-09-04-2024 For more information, please visit: https://www.alignewealth.com/ Copyright © 2024, AWAIM® Investment advisory services offered through Aligne Wealth Advisors Investment Management (AWAIM®), an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. AWAIM may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. The opinions expressed herein are those of certain AWAIM personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. AWAIM believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. This third-party content may be dated.

    15 min

  7. 2024-08-14

    Are Stocks Cheap Yet? Refer To The Cyclically Adjusted Earnings Yield For Perspective

    As discussed in detail last summer (see Research Highlights and Forbes article), comparing the Earnings Yield on stocks (using the S&P 500 Cyclically Adjusted Earnings Yield [CAEY]) to the Risk-Free Yields on U.S. Treasury Bonds can have an elucidating effect on an investor's favor towards equities or away from them. Recall that Earnings Yield is equal to Earnings Per Share divided by its Stock Share Price. By simply inverting the Price-to-Earnings (PE) Ratio, you attain the Earnings Yield, which standardizes a stock's attractiveness as a cash flow instrument (typically stocks are bought for capital growth or dividend yield or some combination thereof) relative to other cash flows instruments (typically bonds for fixed income purposes). Updated Research Highlight with data referenced in this episode found at: https://www.alignewealth.com/blog/research-highlights-08-07-2024 Copyright © 2024 Ivan Illan, AWAIM®

    10 min

  8. 2024-07-10

    High Yield or Small Caps, Which Market Is Assessing Forward-Looking Risk Better?

    In this month's episode, Ivan Illan, Founder & CIO at AWAIM®, explores the dichotomy of two segments of the capital markets - U.S. high yield bonds and U.S. small cap stocks. Both of these segments are predominantly charaterized by below investment grade credit ratings and typically demonstrate high price correlations. However, the past few years have not held this relationship. Ivan examines what may be driving this valuation differential, and what that may mean for risk assessment on a forward-looking basis. For more information on this subject, please visit the charts referenced in this episode at https://www.alignewealth.com/blog/research-highlights-07-03-2024 Copyright © 2024, AWAIM®

    13 min
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About

Forbes thought leader and bestselling Dummies author, Ivan Illan, shares timely capital markets and economic perspectives for sophisticated investors and financial advisors alike.

Information

  • Creator
    Ivan Illan
  • Years Active
    2016 - 2025
  • Episodes
    29
  • Rating
    Clean
  • Copyright
    © 2024, Ivan M. Illan & Aligne Wealth Advisors Investment Management (AWAIM®)
  • Show Website
    Deep Economic Thoughts

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