Weighing The Risks was created to help you, the financial advisor or investor, reach your long-term financial goals. In each episode, we consider various market scenarios to help prepare for the certainty of uncertainty. Remember to look at where you're going to, not what you're going through. Brought to you by Orion.
Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
0140-OAT-1/18/2024
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Weighing The Risks was created to help you, the financial advisor or investor, reach your long-term financial goals. In each episode, we consider various market scenarios to help prepare for the certainty of uncertainty. Remember to look at where you're going to, not what you're going through. Brought to you by Orion.
Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
0140-OAT-1/18/2024
Dan Davidowitz of Polen Capital - Are There Bubbles in the Stock Market?
Weighing The Risks
38 minutes 9 seconds
8 months ago
Dan Davidowitz of Polen Capital - Are There Bubbles in the Stock Market?
This week, Rusty Vanneman and Nick Codola talk with Dan Davidowitz, lead Portfolio Manager of Polen Capital's Focus Growth strategy. In this episode, we will discuss the stumbling of the growth factor and potential impacts on the Mag 7. What happens if earnings for growth companies slow down in this market characterized by high valuations? In addition, we take a look at what impact this could have on the broader global economy, as well as markets.
Weighing The Risks
Weighing The Risks was created to help you, the financial advisor or investor, reach your long-term financial goals. In each episode, we consider various market scenarios to help prepare for the certainty of uncertainty. Remember to look at where you're going to, not what you're going through. Brought to you by Orion.
Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.
0140-OAT-1/18/2024
