First Half Recap - Inflation Up, Markets Down

Update: 2022-07-08

Description

Tyler and Jordan recap the first half equity, fixed income, and commodity markets. Inflation is impacting valuations for both stocks and bonds while negatively impacting consumer sentiment. The good news is valuations are coming down to more sustainable levels and returns after bear markets have historically been strong. Check out the charts discussed and a recap of the podcast at Podcast (lvmcapital.com).

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In Channel

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Market Chart Review

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SECURE Act 2.0 - New Bill Overview

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Estate Planning Mistakes to Avoid

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Fundamental Factors of Investing Part 2: What is the Value Factor?

2022-11-2210:18

Fundamental Factors of Investing Part 1: What Makes a Quality Company?

2022-09-1608:39

Second Quarter Earnings Recap

2022-08-1807:19

First Half Recap - Inflation Up, Markets Down

2022-07-0806:20

Advantages of Market Volatility

2022-06-0808:06

Market Returns During Recessions

2022-04-2908:14

First Quarter Market Recap

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Consumer Confidence and the Yield Curve Recession Indicator

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Geopolitical Events + Fed Rate Hikes = Market Volatility

2022-02-2410:01

Earnings Season Update

2022-02-0312:07

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First Half Recap - Inflation Up, Markets Down

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First Half Recap - Inflation Up, Markets Down

LVM Capital Management

First Half Recap - Inflation Up, Markets Down