Trends in the Market with Charles Freeman

Charles Freeman is the president of AdaptFirst Investments. He is a chartered financial analyst in partners with financial advisers to provide investment support and resources in a much more personal way. This includes model investments, customs portfolios, individual stock research, industry and sector analysis, and more.[00:01 – 08:30 ] Opening SegmentI welcome our guest for the episode, Charles FreemanCharles talks about the state of Public Markets as of January 2021He also talks about the real academy and stock market  [08:31 –  25:43] Rising and Falling Charles perspective in terms of the market and the broader economythe support that Fed has given on the monetary and fiscal side   Charles talks about his researchMetrics that Charles tracks to gauge inflationHousing and Health CareCalculating home crisisThe factors concerning deflation and inflationStrategies to play this market at the present timeRisk Manage ApproachSectoral Approach on Equity exposure[25:44 - 38:20] Looking in the MarketsEmerging Markets and Frontier MarketsThe difference between having a broad market exposure and being more thematicDoes debt on the Federal or Sovereign level matter in terms of ratio in GDP?[38:21 - 50:17] Closing SegmentHis thoughts about the energy sectorMarket properties owned by CharlesConnect with Charles. See Links Below.Final wordsTweetable Quotes: “What I’ve learned over the last twenty years is that when you start getting too thematic you can make a really convincing argument for a certain thing, and then it might just not happen, and then you mess up. So, I think taking a broad market approach makes sense there.” - Charles Freeman “What they tried to do is moderate the normal business cycle but in doing that I think what the trade-off is what you’re doing is you’re creating a ‘Boom And Bust Cycle’.” - Charles Freeman“It’s diversifying their portfolio, right? It is not being so dependent on oil specifically. It’s gonna be sort of multi-approach of, you know having all of those things available. I mean that’s the only way they’re gonna survive.” - Charles FreemanResources Mentioned: Ben BernankeJanet YellenTesla------------------------------------------------------------------------------Connect with Charles, follow him on LinkedIn. Check out his content/articles and guestings at www.adaptfirst.com. Send a direct email to [email protected] Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect with me:LinkedInLIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.