Tag: Investments

FEATURE
Unpacking Today’s Market Trends with Will Gibson (Ep. 52)

Unpacking Today’s Market Trends with Will Gibson (Ep. 52)

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Research indicates that markets have risen approximately 75% of the time during election years since 1928. 

So, what does this mean for your investing efforts today?

Join Robert Curtiss as he welcomes back Will Gibson, senior analyst with Nasdaq Dorsey Wright, to dive into today’s investment market, the impact of election cycles, and the importance of objective investing. 

Tune in and hear real-life stories and data to help guide you through these times!

Rob and Will discuss:

  • May market performance 
  • The concentration of market gains among mega-cap stocks
  • The anticipated effects of the upcoming election on market volatility
  • The importance of objective, rules-based investing (and why it’s wise to avoid emotional decision-making)
  • And more!

Resources:

Connect with Will Gibson:

Connect with Robert Curtiss:

About Our Guest:

Will Gibson, CFA, currently works as a Senior Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative capital market strategies to Wall Street and professional money managers globally. He joined the team as an intern in 2018 and now produces macro technical research for the firm’s clients and Daily Market Report. Other involvements include indicator testing, adaptive modeling, and furthering the firm’s media/educational efforts.

FEATURE
Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)

Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)

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Are you interested in exploring the future of the financial and investment landscape and the contribution the private lending arena can bring to the field? 

In this episode, Rob Curtiss is joined by Phil Hasbrouck, the co-head of Cliffwater’s asset management business. Phil sheds light on the growing private lending market and what Cliffwater brings to the space. Phil also explains the opportunities and risks associated with investing in private debt, emphasizing the importance of conservative underwriting and its ability to navigate economic downturns.

Phil explores:

  • How private lending has grown to the multimillion-dollar market it is today
  • The importance of understanding the risks associated with private lenders
  • Some risks and return characteristics of private lending
  • The fees and cost savings that come with working with firms like Cliffwater
  • And more!

Resources:

Connect with Phil Hasbrouck:

Connect with Robert Curtiss:

About Our Guest:

Phil Hasbrouck is the co-head of Cliffwater’s asset management business. In this role, Phil leads the firm’s asset management distribution efforts and is involved with product development and positioning, business development, and managing client relationships.

FEATURE
The Impact of The Media on Investment Decisions (Ep. 34)

The Impact of The Media on Investment Decisions (Ep. 34)

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Have you ever come across a news article that highlights the latest investment opportunities? Or seen news reports warning about certain stocks that could impact your portfolio?

The real question you should be asking is if that information truly benefits your portfolio and long-term goals.

In this episode, Robert Curtiss discusses the importance of a well-diversified portfolio and long-term investment goals. He reveals the role of the media in investment decisions, how it can generate panic and lead to bad investment choices as well as how the media focuses on viewership rather than good investment advice.

Rob explores:

  • His very own noise-canceling headphones analogy and how it relates to the media when it comes to investments 
  • The Objective, Unemotional, and Rules-Based (OUR) process and its approach to creating a defined view of investment data
  • The value of researching your options and filtering out the noise
  • Reasons it’s important to pay attention to trends in the stock market
  • Different sectors to invest in depending on short and long-term investment goals
  • And more!

Resources:

Connect with Robert Curtiss:

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