Navigating a Volatile Market with Guest Apollo D. Lupescu, PhD | Episode 1

Complete Wealth Management With Dave Alison

In this episode, Apollo D. Lupescu, PhD joins Dave Alison to talk about navigating volatile markets.
We will discuss investor concerns at the moment, including:
Inflation
Fed raising rates
The potential for a recession
Geopolitical risks with China and the war in Ukraine
Tech stocks
...and how we should be thinking about our investments going forward.
To learn more about Alison Wealth Management, please visit our website at:
https://alisonwealth.com
To learn more about Prosperity Capital Advisors or find an advisor in your area, please visit:
https://prosperitycapitaladvisors.com/advisor-search
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.

Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

Luvut

1. Intro (00:00:00)

2. Market volatility (00:03:50)

3. The Bucket Plan (00:11:57)

4. Inflation & Interest Rates (00:14:29)

5. Stock Market Impact (00:25:39)

6. Cost of Capital & Tech Stocks (00:32:57)

7. Investments Impacted Most (00:36:07)

8. Midterm Election & Impact on the Stock Market (00:37:40)

9. Bear & Bull Stock Markets (00:45:30)

10. What Make This Time Different (00:50:35)

11. Visiting Santa Monica, CA (00:54:37)