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HighTower Podcast: Collective Wisdom

HighTower’s Global Investment Solutions

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HighTower Podcast: Collective Wisdom
HighTower Podcast: Collective Wisdom

HighTower Podcast: Collective Wisdom

HighTower’s Global Investment Solutions

1
Followers
2
Plays
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About Us

HighTower Advisors weekly segment on the Moneylife with Chuck Jaffe. Collective Wisdom, where we look at issues from different points of view and enable you to make smart, well informed decisions.

Latest Episodes

Thurgood: To play defense now, tilt toward international stocks, gold and cash

Adam Thurgood of HighTower Las Vegas said that investors trying to match their risk tolerance to the market right now should not play defense by stretching for yield in today's low-interest-rate environment, noting that he does not suggest loading up on dividend-paying domestic stocks but instead wants to achieve greater diversification and return potential through international investments and some gold, offset by some additional cash holdings waiting for times to be pro-active in the future.

9 MIN4 d ago
Comments
Thurgood: To play defense now, tilt toward international stocks, gold and cash

Jimmy Hausberg on the lessons learned from the 2018 market meltdown

A year ago, the stock market shocked investors by cratering just after Thanksgiving, and while no one is calling for a similar event this year, Jimmy Hausberg of The Hausberg View in Beverly Hills, Calif., talks about the importance of keeping that decline in mind, investing as if the next downturn is on the way, even if the current landscape is dominated more by rumor and innuendo than by disturbing facts. Hausberg notes that reacting to headlines and news historically has been a bad way to invest, but that investors must be prepared to ride out the market swings caused by such non-events.

10 MIN1 w ago
Comments
Jimmy Hausberg on the lessons learned from the 2018 market meltdown

Rely on fundamentals and facts, not news cycle and talk radio

Jake Falcon of Falcon Wealth Advisors in Mission Woods, Kansas and the Upticks podcast discusses the effects of modern media on investors, how it often leads to ideas that disrupt a portfolio rather than enhance it. Falcon talks about the messages individual investors should be listening for -- where it feels like they are having a mini-meeting with an adviser rather than pursuing hot stock tips or the next big thing -- and how to balance the media and the message.

10 MIN2 w ago
Comments
Rely on fundamentals and facts, not news cycle and talk radio

Two things influence stock prices: earnings and public policy

Andy Morse, senior partner at Morse, Towey and White Group in New York, said that investors can't believe that politics doesn't impact the market because earnings and policy are two factors that go a long way to drivingthe market. Morse said that interestrates have settled down -- even if future cuts and hikes are uncertain -- but that trade concerns continue to make it tough on manufacturers and farmers. While he expects trade issues to be resolved, Morse made it clear that he does not expect the economy and market to be overly robust going forward.

9 MIN3 w ago
Comments
Two things influence stock prices: earnings and public policy

Investors should be adjusting to ongoing trade war between US-China

With the trade and tariff battles between the United States and China showing no signs of abating and threatening to continue well into 2020 and the election year, Collective Wisdom today revisits a recent chat betweenJoseph Klein of HighTower's investment strategy team andJake Falcon of Falcon Wealth Advisors in which they talk about how trade concerns translate to what they are doing -- and not doing -- and planning for client portfolios now and until political tensions are resolved.

8 MINNOV 6
Comments
Investors should be adjusting to ongoing trade war between US-China

Ignoring politics in your investments could spell portfolio trouble

David Bahnsen of The Bahnsen Group discusses the intersection of politics and personalfinance, noting that investors may not want to talk politics but they need to factor current events and the political climate into their investment choices. Bahnsen notes that investors can create portfolio problems when they choose to invest based more on their political leanings than on a dispassionate view of how current events can and will impact the market, but he noted that trying to ignore politics altogether while investing can be costly in its own ways.

13 MINOCT 30
Comments
Ignoring politics in your investments could spell portfolio trouble

'A classic case of climbing the wall of worry'

Mike PeQueen of HighTower Las Vegas said that investors are facing a melt-up situation, with the stock market drifting upwards despite bad-news headlines. He noted that whenever the market is showing mixed signals, the bad ones get more media coverage, so he pointed out the market's tailwinds of strong jobs reports, low unemployment, record-low mortgage rates and reasonable gas prices as reasons why there is not likely to be a recession 'now or in 2020.' He did acknowledge that the negative indicators are worth heeding, but noted that investors must 'muddle through' the noise to achieve the market's potential.

8 MINOCT 23
Comments
'A classic case of climbing the wall of worry'

HighTower's Harris: Scary headlines haven't made for frightening technical signals

Matt Harris, head of investment strategy at HighTower Wealth Management, says that there is a variancebetween how people are feeling due to economic, market and political headlines and how they are acting, which shows up in the price actions measured by technical analysis. Harris says that indicators like breadth, the spread of companies rising and falling and more are not typical of a market top or indicating a price drop over the next few months.

9 MINOCT 16
Comments
HighTower's Harris: Scary headlines haven't made for frightening technical signals

Real assets have a role to play, especially when volatility is up

Richard Flahive, private wealth advisor at Hightower Westchester, andRay Baraldi, senior financial advisor with Sarian Strategic Partners discuss the role that real assets plan in a portfolio during volatile market times in this rebroadcast of a discussion from last summer.

8 MINOCT 9
Comments
Real assets have a role to play, especially when volatility is up

Bonus episode: The impact of Europe's negative rates on U.S. investors

Richard Sapertein, chief investment officer, Treasury Partners -- a HighTower advisory firm -- gave Collective Wisdom host Chuck Jaffe a surprising take on how bond investors should act in the face of negative interest rates on international treasury securities and falling interest rates at home. Saperstein said that as the negative global rate environment 'marches onto U.S. shores,' investors should actually extend maturities on the fixed-income instruments they are using, even though that could put them on the short end of the inverted yield curve. Saperstein explains that and more in this bonus Collective Wisdom podcast.

12 MINOCT 3
Comments
Bonus episode: The impact of Europe's negative rates on U.S. investors

Latest Episodes

Thurgood: To play defense now, tilt toward international stocks, gold and cash

Adam Thurgood of HighTower Las Vegas said that investors trying to match their risk tolerance to the market right now should not play defense by stretching for yield in today's low-interest-rate environment, noting that he does not suggest loading up on dividend-paying domestic stocks but instead wants to achieve greater diversification and return potential through international investments and some gold, offset by some additional cash holdings waiting for times to be pro-active in the future.

9 MIN4 d ago
Comments
Thurgood: To play defense now, tilt toward international stocks, gold and cash

Jimmy Hausberg on the lessons learned from the 2018 market meltdown

A year ago, the stock market shocked investors by cratering just after Thanksgiving, and while no one is calling for a similar event this year, Jimmy Hausberg of The Hausberg View in Beverly Hills, Calif., talks about the importance of keeping that decline in mind, investing as if the next downturn is on the way, even if the current landscape is dominated more by rumor and innuendo than by disturbing facts. Hausberg notes that reacting to headlines and news historically has been a bad way to invest, but that investors must be prepared to ride out the market swings caused by such non-events.

10 MIN1 w ago
Comments
Jimmy Hausberg on the lessons learned from the 2018 market meltdown

Rely on fundamentals and facts, not news cycle and talk radio

Jake Falcon of Falcon Wealth Advisors in Mission Woods, Kansas and the Upticks podcast discusses the effects of modern media on investors, how it often leads to ideas that disrupt a portfolio rather than enhance it. Falcon talks about the messages individual investors should be listening for -- where it feels like they are having a mini-meeting with an adviser rather than pursuing hot stock tips or the next big thing -- and how to balance the media and the message.

10 MIN2 w ago
Comments
Rely on fundamentals and facts, not news cycle and talk radio

Two things influence stock prices: earnings and public policy

Andy Morse, senior partner at Morse, Towey and White Group in New York, said that investors can't believe that politics doesn't impact the market because earnings and policy are two factors that go a long way to drivingthe market. Morse said that interestrates have settled down -- even if future cuts and hikes are uncertain -- but that trade concerns continue to make it tough on manufacturers and farmers. While he expects trade issues to be resolved, Morse made it clear that he does not expect the economy and market to be overly robust going forward.

9 MIN3 w ago
Comments
Two things influence stock prices: earnings and public policy

Investors should be adjusting to ongoing trade war between US-China

With the trade and tariff battles between the United States and China showing no signs of abating and threatening to continue well into 2020 and the election year, Collective Wisdom today revisits a recent chat betweenJoseph Klein of HighTower's investment strategy team andJake Falcon of Falcon Wealth Advisors in which they talk about how trade concerns translate to what they are doing -- and not doing -- and planning for client portfolios now and until political tensions are resolved.

8 MINNOV 6
Comments
Investors should be adjusting to ongoing trade war between US-China

Ignoring politics in your investments could spell portfolio trouble

David Bahnsen of The Bahnsen Group discusses the intersection of politics and personalfinance, noting that investors may not want to talk politics but they need to factor current events and the political climate into their investment choices. Bahnsen notes that investors can create portfolio problems when they choose to invest based more on their political leanings than on a dispassionate view of how current events can and will impact the market, but he noted that trying to ignore politics altogether while investing can be costly in its own ways.

13 MINOCT 30
Comments
Ignoring politics in your investments could spell portfolio trouble

'A classic case of climbing the wall of worry'

Mike PeQueen of HighTower Las Vegas said that investors are facing a melt-up situation, with the stock market drifting upwards despite bad-news headlines. He noted that whenever the market is showing mixed signals, the bad ones get more media coverage, so he pointed out the market's tailwinds of strong jobs reports, low unemployment, record-low mortgage rates and reasonable gas prices as reasons why there is not likely to be a recession 'now or in 2020.' He did acknowledge that the negative indicators are worth heeding, but noted that investors must 'muddle through' the noise to achieve the market's potential.

8 MINOCT 23
Comments
'A classic case of climbing the wall of worry'

HighTower's Harris: Scary headlines haven't made for frightening technical signals

Matt Harris, head of investment strategy at HighTower Wealth Management, says that there is a variancebetween how people are feeling due to economic, market and political headlines and how they are acting, which shows up in the price actions measured by technical analysis. Harris says that indicators like breadth, the spread of companies rising and falling and more are not typical of a market top or indicating a price drop over the next few months.

9 MINOCT 16
Comments
HighTower's Harris: Scary headlines haven't made for frightening technical signals

Real assets have a role to play, especially when volatility is up

Richard Flahive, private wealth advisor at Hightower Westchester, andRay Baraldi, senior financial advisor with Sarian Strategic Partners discuss the role that real assets plan in a portfolio during volatile market times in this rebroadcast of a discussion from last summer.

8 MINOCT 9
Comments
Real assets have a role to play, especially when volatility is up

Bonus episode: The impact of Europe's negative rates on U.S. investors

Richard Sapertein, chief investment officer, Treasury Partners -- a HighTower advisory firm -- gave Collective Wisdom host Chuck Jaffe a surprising take on how bond investors should act in the face of negative interest rates on international treasury securities and falling interest rates at home. Saperstein said that as the negative global rate environment 'marches onto U.S. shores,' investors should actually extend maturities on the fixed-income instruments they are using, even though that could put them on the short end of the inverted yield curve. Saperstein explains that and more in this bonus Collective Wisdom podcast.

12 MINOCT 3
Comments
Bonus episode: The impact of Europe's negative rates on U.S. investors
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