Month: August 2025

FEATURE
Time vs. Timing the Market with Miles Clark (Ep. 80)

Time vs. Timing the Market with Miles Clark (Ep. 80)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

It’s the dog days of summer, but the market hasn’t gone to sleep.

Robert Curtiss welcomes back frequent guest Miles Clark from Dorsey Wright for a timely conversation on where we are and where we might be headed. 

From all-time market highs to yellow-flag participation levels, this episode dives into the realities behind performance, volatility, and how history favors the long view.

You’ll hear:

  • Why staying invested may beat trying to time the market
  • A 70+ year study that shows the power of consistent participation
  • What sector strength and declining breadth are signaling now
  • The surprising leadership of international equities and green energy
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Miles Clark :

About Our Guest:

Miles currently works as a Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative strategies to Wall Street and professional money managers globally. Since 1987, DWA has been a recognized expert in relative strength and momentum through the application of Point & Figure (XO) charting, as well as a thought leader in tactical portfolio construction.

Miles joined the DWA team as an intern in 2021 and now creates technical-based analysis and client-facing research in the firm’s Daily Market Analysis segment, with more focused coverage in the communication services, industrials, and cryptocurrency spaces. Other areas of involvement to note include supplementing broad-based technical indicators and research projects, and the creation of weekly media distributed to prospective clients.

FEATURE
What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)

What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Markets have been anything but predictable in 2025, yet resilience continues to surprise investors. 

In this midyear outlook episode, Robert Curtiss is joined by Peter Repetto, Vice President and Investment Strategist at iCapital, to unpack where the economy stands and where it may be heading next.

With deep insights drawn from Peter’s team-wide strategy review, they explore how markets are absorbing trade volatility, policy shifts, and inflation risks and why there’s room for optimism. They also dive into key opportunities across both public and private markets, including middle-market buyouts, infrastructure, and asset-based lending.

What to expect in this episode:

  • Why “American exceptionalism” may still hold firm
  • What risks to watch for in the second half of 2025
  • Where private market opportunities are gaining traction
  • How to approach portfolio allocation in a data-driven, uncertain world
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Peter Repetto:

About Our Guest:

Peter is a Vice President and Investment Strategist at iCapital, focusing on developing and delivering research, investment ideas, and thought leadership content for external and internal audiences on behalf of iCapital’s Investment Strategy team. Prior to joining the firm, Peter spent over eight years at Franklin Templeton Investments, where he contributed to their asset allocation strategy and macroeconomic research. Peter holds a BA in Economics from Fairfield University.

Archives

Categories