Video Library

The end of the easy-money era, why fundamentals matter again and drivers of recent performance

The bursting of the easy money bubble marks a huge transition for the markets

How the end of the free money era is ending the distortions of the past decade and returning rationality to the markets

The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations

Examples of how the low interest bubble era fueled speculation and irrational valuations

The long period of low interest rates punished companies who were succeeding by traditional measures

The speed of the current rate-hiking process and how it’s impacting companies who benefitted in the easy money era

In our view, what types of companies should be avoided, and which stand to benefit from the end of the easy money era

Tech, Semis, Financials and other themes we expect to drive returns

The huge, long-term tailwinds driving Semiconductor growth

The ever-expanding margins and valuations of the past decade are unlikely to be sustained

Electrification is driving copper demand, and the “decarbonizing” of energy is driving biofuels

Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints

Why we believe select banks are attractive, given their durability, long-term growth, competitive advantages, growing market share and attractive valuations.

As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?

To benefit from the wealth-building potential of equities, investors need to understand that pullbacks and drama will be an inevitable part of the journey.

How inflation quietly eats away at the purchasing power of consumers and how Equities – while volatile in the short term – can help investors build long-term wealth faster than inflation can degrade it

Identifying vulnerable companies in both the Value and Growth camps – each dangerous in their own ways

Predicting is futile. Buy businesses that have proven resilient through the inevitable storms. Investors are now being reminded of the critical importance of business durability.

How the guidance of a financial advisor can help investors successfully build wealth as they navigate inevitable market volatility.

How emotion can impact the ability of investors to successfully compound wealth and the importance of partnering with a financial advisor.

Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.

10% market corrections happen once a year on average. Don’t allow these inevitable pullbacks to sway you from your investment plan.

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.

The types of companies that may continue to thrive if inflation increases.

The most important lessons on successfully compounding wealth from our 50 years in the equity markets