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Sage Planning Solutions
Sage Planning Solutions
22 episodes
4 days ago
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
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Investing
Business
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All content for Sage Planning Solutions is the property of Sage Planning Solutions and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
Show more...
Investing
Business
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Market Moves: A conversation with Portfolio Manager David Cox
Sage Planning Solutions
58 minutes 48 seconds
10 months ago
Market Moves: A conversation with Portfolio Manager David Cox

Podcast Description for Spotify:

Join us for an insightful discussion with Portfolio Manager David Cox - CMT, CFA.“David Cox – CMT, CFA, Portfolio Manager at Financially INsync at Raymond James Ltd in Canada.  David is also licensed in the U.S. by FINRA”. We explore the dynamic world of financial markets. In this episode, we delve into the intricate interrelationships between stock market sectors, uncover the strategies behind technical analysis, and tackle the pervasive fear of missing out (FOMO). We also dive into the role of currencies, Bitcoin, and other cryptocurrencies, examine the impact of breaking news, and analyze macroeconomic trends using technical analysis. Whether you're a seasoned trader or a curious beginner, this conversation offers valuable perspectives to help you navigate the ever-changing market landscape.

Sage Planning Solutions
Welcome to Sage Planning Solutions your go-to podcast for demystifying the complex world of financial markets, investing, and risk management. Join us as we embark on a journey to unravel the mysteries of financial planning. In each episode, our hosts will walk you through the intricacies of investing and share practical tips on risk management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC