Thought and Action

Erik Flegal
  • 5.0 (4)
  • INVESTING

Find Your Answers. Build Your Legacy.

  1. 07/15/2022

    Stuck Between a Rock and a Hard Place

    As the Fed debates the lesser of two evils, what does the data say about the economy?  How much longer can people “buy the dip?”  In our new episode "Stuck Between a Rock and a Hard Place" Scott Poore talks with Erik about the Fed's tough decision, inflation's impact on the economy, and an impending recession.  This is a longer episode as Scott really dives into the data to give an overview of where the economy is at.  Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more. Of note, Scott uses slides to educate. Check out our video version of the podcast here - https://youtu.be/AGJIl225-h0

    39 min

  2. 06/22/2022

    What is the Fed Doing?

    Is the Fed moving too fast?  Too slow?  What are the impacts to the market? In our new episode "What is the Fed Doing?" Scott Poore talks with Erik about the Fed's toolkit, inflation's impact on the consumer, and an impending recession. Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more.

    27 min

  3. 06/03/2022

    Has the Recession Started?

    Are we already into a recession?  If so, how far and what is there to expect going forward? What does all of this mean for the your investment allocation? In our new episode "Has the Recession Already Started?" Scott Poore talks with Erik about past recessions, the softening economy and how an investor should pivot. Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more. Of note, Scott uses slides to educate. Check out our video version of the podcast here - https://youtu.be/AGJIl225-h0

    29 min

  4. 05/20/2022

    What is Safe in this Market?

    Where consumer inflation is single digits, the producer inflation numbers are double digits.  As the market continues to fall, what does that mean for the your investment allocation?   In our new episode "What is Safe in this Market?" Scott Poore talks with Erik about inflation, previous money pumping vs. rising rates and where the safe spots are (are there any?).   Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out what Scott says. Of note, Scott uses slide to educate.  Check out our video version of the podcast here - https://youtu.be/UECkE7-baek.

    26 min

  5. 04/26/2022

    Can the Consumer Keep Up with Inflation?

    The consumer has been battling inflation for two years and now inflation is kicking into another gear.  Can the consumer keep up In our new episode "Can the Consumer Keep Up with Inflation?" Scott Poore talks with Erik about inflation, previous money pumping vs. rising rates and commodities shining moment. So where do we find opportunities? Listen to this Thought & Action episode to find out what Scott says. To see data charts that Scotts goes over - check out our Youtube Video here: https://youtu.be/2UmswnG3SqE

    25 min

  6. 04/11/2022

    Stagflation?

    Do rising rates mean a falling market?   In our new episode "Stagflation?" Scott Poore talks with Erik about the rise of rates, but how the market could potentially end up higher by the end of the year.  Although remember - not all parts of the market are created equally.   So where do we find opportunities? Listen to this Thought & Action episode to find out what Scott says. To see data charts that Scotts goes over - check out our Youtube Video here: https://youtu.be/2UmswnG3SqE

    25 min

  7. 03/28/2022

    Good News, Bad News

    As an investor sometimes you have to take a step back to see the forest instead of just the trees but sometimes you need to dig a little before stepping back.   In our new episode, "Good News, Bad News", Scott Poore talks with Erik about the effects of inflation in all areas of the market and how we need to watch out for a possible future recession.   So is the Fed moving fast enough? Listen to this Thought & Action episode to find out what Scott says. To see data charts that Scotts goes over - check out our Youtube Video here https://youtu.be/Vjg33yAkKV8

    21 min

  8. 03/16/2022

    Investment 102

    In this week’s episode of Thought & Action, Erik  Flegal and Scott Poore break down the different components of an asset  allocation portfolio: equity (stocks), fixed income (bonds), T bills  (cash and equivalents),  and alternative investments.

    20 min
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5
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About

Find Your Answers. Build Your Legacy.

Information

  • Creator
    Erik Flegal
  • Years Active
    2021 - 2022
  • Episodes
    54
  • Rating
    Clean
  • Copyright
    © Erik Flegal
  • Show Website
    Thought and Action