20 episodes

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

Deep Economic Thoughts Ivan Illan

    • Business

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

    Implications For Protracted Yield Curve Inversion

    Implications For Protracted Yield Curve Inversion

    For roughly two years, the U.S. economy has been undermined by a challenging dynamic - a yield curve inversion. Not to be ignored, when short-term interest rates are much higher that long-term interest rates, investor and lender behavior modulates accordingly. If this dynamic persists too long, unintended consequences become manifest across marketplace participants.
    To view the companion chart to this episode, please visit: alignewealth.com/blog/research-highlights-05-01-2024
    For more information on our economic outlook or to submit your questions, please visit: alignewealth.com
    Copyright ©2024, AWAIM®. All rights reserved.

    • 15 min
    Buffett Indicator As Applied to Specific Sectors

    Buffett Indicator As Applied to Specific Sectors

    The Buffett Indicator (or Ratio) is a simple formula often referenced by famed investor Warren Buffett. It's simply, Total U.S. Stock Market Capitalization / U.S. GDP. The idea is basically higher ratios infer overvalued markets, while lower ratios may indicate stocks are broadly undervalued. Currently, this ratio stands at 186%.
    However, what if you applied this formula to specific sectors to discern whether that particular market segment is overvalued or undervalued relative to one another? That's the premise of this episode, where the data and charts related to its discussion can be found on our website's Research Highlights at https://www.alignewealth.com/blog/research-highlights-04-09-2024
    For more information or to submit your questions, please visit: https://www.alignewealth.com/
    Copyright ©2024, AWAIM®. All rights reserved.

    • 12 min
    Credit Card Delinquency & Debt Jumps Higher

    Credit Card Delinquency & Debt Jumps Higher

    Ivan Illan, Founder & Chief Investment Officer at AWAIM® shares a conversational-style review of a recent research highlight published on the firm's website discussing U.S. credit card delinquency and other correlated metrics such as household savings, debt levels, and interest rate on credit cards. This discussion focuses on the confluence of these metrics to illustrate an increasingly stressed out economy and labor market.
    For more information, charts, and data on this subject, please visit https://www.alignewealth.com/blog/research-highlights-03-06-2024
    © 2024 AWAIM®
    AWAIM Website: https://www.alignewealth.com/
     

    • 11 min
    US Output Gap Is Way Too High

    US Output Gap Is Way Too High

    In this episode, Founder & CIO, Ivan Illan discusses the myriad issues around having a significantly positive US Output Gap - an important economic metric that reveals underlying inflationary pressures in an economy.
    For more information, charts and other details related to this episode, please visit: https://www.alignewealth.com/blog/research-highlights-02-07-2024
    © 2024 AWAIM®

    • 13 min
    Guest Appearance on "The Conversation with Bruce Cook" - January 7, 2024

    Guest Appearance on "The Conversation with Bruce Cook" - January 7, 2024

    REPLAY: On-Air Live interview of Ivan Illan on AM830 from "The Bruce Cook Conversation" orignally broadcast on Sunday, January 7, 2024 at 6PM PST.
    Ivan and Bruce chat about various economic issues impacting folks today from interest rates and taxes to debt and the upcoming election. Wide scope of topics covered and additional commentary on domestic and international risks within the capital markets for 2024.
    https://www.alignewealth.com/

    • 27 min
    What Risks Are Lurking In 2024?

    What Risks Are Lurking In 2024?

    In this final episode for 2023, bestselling Dummies author, Forbes Finance Council member, Founder & CIO Ivan Illan, shares some preliminary insights as to what may play out during 2024 for both stock and bond markets globally.
    He highlights the period beginning March 2022, which coincides with the Federal Reserve's initiating a restrictive U.S. monetary policy. Since then, stock and bond markets have been struggling to make sense of the impact, eeking out low single digit gains in stocks and still negative returns for bonds.
    For more on Ivan's perspectives, please visit:
    https://www.alignewealth.com/blog
    https://www.forbes.com/sites/forbesfinancecouncil/people/ivanillan/
    © Copyright 2023 Ivan M. Illan, AWAIM®

    • 18 min

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