Akane Otani
speaker
1,333 appearances
33 recordings
1 series
first heard Aug 2017
last heard Mar 2023
Akane Otani’s voice in public audio — every appearance, attributed to the second.
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Appearances
Thanks for having me.
That's right.
I mean, for a long time, you've had advisors telling people that they should not just be in stocks, but also a mixture of other assets.
So some folks say 60-40, 60% of your portfolio in stocks, 40% in bonds.
Other folks like Warren Buffett have employed a more aggressive approach where he's famous for once having said 90% stocks, 10% short-term treasuries.
But it all boils down to this assumption that you're best off if you're not just in one type of asset because it is basically it helps you ride out the storm when you start seeing market volatility.
Yeah, it's interesting because those aren't the type of bellwether companies that you typically expect investors would pay a lot of attention to compared to the banks, for instance, or big tech firms.
We did hear a couple of investors mention Fastenal, which had reported disappointing earnings and blamed some of that to rising commodity prices and inflation, which cut into its profit margins.
And that's the key word there, profit margins, because investors are really concerned with
As interest rates rise and inflation takes higher, that we're going to start to see profit margins crimp among all types of companies, not just these sort of smaller companies in these industries like paint.
So I think that's the thing that investors are really worried about at this point.
That's right.
We're seeing this back and forth, especially in the month of October, where there are days where these big tech stocks, the FANG names, are up 2%, 3%, and then the next day they're down just as much.
Right.
Facebook, Alphabet, Netflix, Apple.
And what that is telling us, I think, is just that there's a lot of indecision going on.
Investors have broadly recognized that the tech names have run up a lot this year and that perhaps they might be due for a pullback.
But no one exactly knows when that rally is going to end.
So we've seen a lot more volatility in the last month as investors have been trying to make up their minds if this trade looks overextended.
Yeah, we've started to hear a little bit of anxiety trickling in when we talk to investors about what the U.S.
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