The Finimize Podcast Finimize

On the 11th episode of The Finimize Podcast, Eddie Donmez chats with Hugh Gimber, executive director and global markets strategist at JPMorgan Asset Management.


They discussed the latest 0.25-percentage-point interest rate hike from the Bank of England (BoE), why the central bank is “outside the herd”, and the big unknown for the BoE. They also sized up the vulnerabilities (or lack thereof) in UK banks, opportunities in the country’s stocks, growth versus value investing, and why bonds are very much back in vogue.


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Sections:


- The Bank of England’s latest quarter-point hike 


- Why the BoE is “outside the herd”


- The big unknown for the BoE


- How tighter lending standards flow through the economy


- Vulnerabilities (or lack thereof) in UK banks


- Opportunities in UK stocks


- Growth versus value investing


- And why bonds are very much back.

On the tenth episode of The Finimize Podcast, Eddie Donmez chats with WisdomTree’s chief investment officer, Jeremy Schwartz.
They discuss WisdomTree’s big-picture macro outlook, the current financial sector turmoil, why big banks’ earnings might soon come under pressure, and what the Fed should do. They also chat about what assets you might want to avoid if the economy slows further, plus opportunities and asset allocations for this year, and the potential vulnerabilities in the economy.


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Intro: (00:00 - 3:30)
Are there more vulnerabilities to be exposed? (3:31 - 09:00)
Are big banks vulnerable to deposit flight? (09:01 - 14:00)
Fixed income outlook (17:53 - 21:17)
What to avoid if the economy slows? (11:50 - 14:00)
Could we experience a second wave of inflation? (14:01 - 18:40) 
Asset allocation in 2023 (18:41 - 22:44)
Are tech stocks defensive in this environment (22:45 - 28:24)

On the ninth episode of The Finimize Podcast, Eddie Donmez welcomes Charles Schwab’s Chief Fixed Income Strategist, Kathy Jones.


They discuss the role of social media in the Silicon Valley Bank collapse, Credit Suisse, the banking crises, fixed income volatility, the Fed, and the outlook for the Economy and markets.

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Timestamps:
Silicon Valley Bank Collapse: (00:00 - 3:30)
Social Media's Impact (3:40 - 09:00)
Credit Suisse (09:01 - 14:00)
Financial stability vs price stability (14:29 - 17:10)
Fixed Income Volatility (17:53 - 21:17)
Outlook For 2023 (21:18 - 24:46)
What Should You Do Now (25:47 - 30:03)

On the eighth episode of The Finimize Podcast, Eddie Donmez catches up with Liz Young, the head of investment strategy at SoFi. 
Liz shares with us her big-picture macro view, today’s stock market valuations, the outlook for monetary policy, and what it all means right now. With cash yields topping 5% in some places, she breaks down where she’s seeing opportunities and what assets she’s steering clear of. 

This episode was filmed on Thursday, March 16th.
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Timestamps:
Big Picture Macro Outlook: (00:00 - 09:15) 
The Health Of The Consumer: (9:16 - 14:12)
Debate: Does The Fed Want People To Lose Their Job: (9:17 - 17:50)
Why Valuations Matters In 2023: (17:51 - 22:05)
Asset Allocation For The Next 10 Years: (22:50 - 26:00)
Outlook For Financials & Opportunities: (26:01 - 31:28)
What Liz Would Avoid: (36:28 - 37:44)
Outro *The Fed Usually Breaks Something*: (37:45 - 39:38)

On the seventh episode of "The Finimize Podcast" Eddie Donmez welcomes Jitania Kandhari who is the Deputy CIO of the Solutions and Multi-Asset Group, Co-Lead Portfolio Manager for the Active International Allocation Strategy, and Head of Macro and Thematic Research for the Emerging Markets Equity team at Morgan Stanley.

The easy money era ended last year as the U.S. Federal Reserve raised rates at the fastest pace since the 1980s to control 40-year high inflation. The COVID-19 pandemic has eased, the Russia-Ukraine conflict has reached a stalemate and the global economy is now adjusting to long-lasting impacts that will usher in new investment themes.

Most notable among them are migration trends, a declining U.S. dollar, tighter commodity markets, cracks in the semisphere, a revival in Capex, supply chain resiliency and new leadership in economies and markets. 
We discuss her key themes that will likely have major economic, political and market implications for 2023. 
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KEY THEMES FOR 2023

1: Prolonged Economic Adjustment: (00:00 - 6:17)
2: 3 M's: Millennials, Migrants and Millionaires (6:18 - 10:03)
3: Commodities: Tighter for Longer (10:04 - 13:48)
4: Dollar: Mighty No More (13:49 - 18:04) 
Cracks in the Semisphere: (18:05 - 21:30)
Supply Chains Untangled: (21:31 - 27:10)
60/40 Reboot: (27:11 - 31:20)
Emerging Markets Step into the Spotlight (31:50 - 35:00)
Time for Change: New Leaders, New Themes (35:00 - 39:00)

On the sixth episode of "The Finimize Podcast" Eddie Donmez welcomes his Finimize colleagues Max and Stephane to try and piece together what’s going on with markets and the economy, how this relates to the retail investor and what it means for you. 

Max is the VP of Community at Finimize, an expert on the retail investor and Steph is our Global Markets Analyst, an expert in the global macro.
 
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Topics Covered:

00:00 - 03:15  Big Picture Macro Outlook
03:15 - 06:55  Is This Retail Boom A surprise?
07:52 - 12:27 Are retail investors going to get hurt?
12:27 - 14:14 The divergence between professional and retail investors
14:44 - 16:00 Why the media love the meme stock headlines
16:15 - 18:33 What are the big drivers of this retail investing mania
18:52 - 24:00 How should the retail investor think about asset allocation
26:00 - 28:00 Modern Investor Pulse Survey 

DISCLAIMER: Anything discussed on The Finimize Podcast should NOT be considered financial or investment advice.