209 episodes
Slow Money Show Faubourg Private Wealth
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- Business
Hosted By Jean Paul Lagarde, the Slow Money Show takes an in-depth look at the latest news in the financial market. Published every Monday, topics include the current state of the market, inflation, and economic outlooks.
Jean Paul Lagarde is Chief Investment Officer and founder of ARC Asset
Management, where he leads the Asset Management Group, leveraging his
expertise in portfolio construction and risk mitigation to reshape the
risk/reward curve of equity market exposure. Jean Paul is the lead portfolio
manager on several of the firm’s investment strategies and shares ARC’s
core principle that investment risk should be actively managed, and that risk
reduction should be at the core of all financial plans. He is the lead portfolio
manager on several of the firm’s investment strategies, providing valuable
resources to all ARC advisors and working with the investment committee on
idea generation, investment solution design, and implementation.
The opinions voiced are for general information only, subject to change, and are not intended to provide specific advice or recommendations for any individual. Additional information, including management fees and expenses, is provided on Advisor Resource Counsel’s Form ADV Part 2 available upon request or on the SEC’s Investment Advisor Public Disclosure site.
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Unpacking the Soft Landing Market Narrative
Markets have been rallying since mid-June on the hopes that the Fed can engineer a "soft landing" of the economy, where inflation becomes subdued, without materially harming the labor market or the economy broadly. The ARC Asset Management team unpacks the narrative and explores what has to go right for it to become a reality.
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July's Big Jobs Report, CPI on Deck, the Fed and Recession Risks
The ARC Asset Management team talks about Friday's big jobs report and its impact on inflation, recession chances, and how it might affect the Fed's thought process. It also touches on the Democrat's climate bill which passed the Senate Sunday night and discusses earnings estimates and the team's current view on client portfolio positioning.
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Did the Fed Really Pivot?
The ARC Asset Management team discusses the latest FOMC meeting where the Fed hiked 75 basis points; however, it was the press conference following the announcement that sent markets higher as investors interpreted Fed Chair Jay Powell’s off the cuff comments as “dovish.” Yields, credit spreads and implied volatilities (uncertainty readings) fell, while equities rallied. The team discusses whether this was the correct interpretation while also talking about how earnings announcements and the potential for a recession could impact stocks and bonds.
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The Market Wants the Fed to Blink, but Will They?
The ARC Asset Management team discusses the changing dynamics within the stock and bond markets over the last month, touches on early second quarter earnings reports, and takes a deep dive into expectations for the Federal Reserve’s path forward and what it might mean for longer term interest rates and the stock market going forward.
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Fed "surprises" to the high side, stocks fall. Is this capitulation?
The ARC Asset Management team discusses the 75 basis point increase by the Fed, the persistence of inflation, and slowing economic trends. It then discusses the impact on financial markets and whether or not the big sell-off over the last two weeks might be capitulation.
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About that Soft Landing ...
The ARC Asset Management team discusses the current market volatility spurred to a large degree by inflation, inflation expectations and the resulting path of monetary policy. It's safe to say a pause in the rate hike path is off the table given the persistence in the inflation data but we'll know more on Wednesday (FOMC meeting).