In this episode, Client Communications Group Vice President Naj Srinivas speaks with Investment Policy Committee member Michael Hanson about what’s driving recent market volatility and the firm’s outlook looking forward. Recorded December 19, 2018.
01:20 – Current fears in the media
03:35 – Why do correction stories stick around?
05:45 – The resiliency of the world
06:20 – Sentiment and reality
08:20 – What are LEIs and why are they useful?
10:35 – When is the all-clear signal for false fears to clear up?
13:55 – Investor optimism and skepticism
15:00 – Advice before action
16:10 – Investor psychology this year
18:05 – Fundamentals in 2019
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