Ep 79: Mid-Year Economic Report & Investment Outlook with Tony Parish, CFA®, CQF
Episode description
Hard to believe it’s already time for another mid-year update with our good friend Tony Parish, CFA®, CQF, who is the Chief Investment Officer at Alphastar Capital Management.
We're grateful for his time twice each year on the podcast as he gives us a great overview of the economy and investment markets. Today he’s here to provide a summation and culmination of everything that went on during the first half of the year, which was marked by volatility and inflation.
Every year around August, Tony pulls together all the Alphastar market and economic data to put together a PowerPoint presentation that we provide all of our advisors. It’s a tremendous resource that’ll you’ll get some insight from on the show today. We think this is another highly-informative show from someone who is plugged into the US Capitol and investment and economic markets.
Here is some of what you’ll learn on this episode:
- A recap of the brutal first half the of the year from Tony’s perspective. (3:19)
- His outlook on the second half of the year and why there’s reason for investor optimism. (5:39)
- Why their data is telling them to be prepared for a long period of above-average inflation. (9:44)
- What tools are they offering advisors right now based on current conditions? (12:14)
- The three known variables Alphastar is watching closely the rest of the year. (14:45)
- What should advisors be doing right now? (19:50)
More About Our Guest: https://www.alphastarcm.com/who-we-are/