Brian Vendig

speaker

67 appearances 1 recordings 1 series first heard Jul 2022 last heard Jul 2022

Brian Vendig’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

Appearances

newest first · ▶ plays the moment

WSJ Your Money Briefing · Stock Market: What to Expect in the Second Half of 2022 · 5 Jul 2022 podcast

You shouldn't be investing cash or assets that you might need for other objectives 12 months or less.

That's always the rule that I try to provide to our clients.

If you don't have the affordability to take risk, then don't take the risk.

But if you are looking at things on a multi-year perspective, markets do not go down traditionally 20% or more very frequently.

So as a result, if you have a multiple year objective, I think you'd actually need to look at this environment as an opportunity.

And I say that because I'll give you one fun fact, for example, JR.

This year, the market went down eight weeks in a row.

I don't know if you remember that pain, but I know a lot of investors do.

That has only happened four times, including this year, going back to 1950.

And when I measure the results going three, six, or 12 months later, almost 70% of the time, markets are up on average 20% or more.

So the way I think about that is, you gotta be selective in understanding your risk

and your duration for your investing horizon but if you are a longer term investor and you have an emergency fund set at home with liquid savings and maybe you're taking advantage some i bonds here and there at 9.6 for 10 000 a piece that's another great idea for cash but you notice that cash savings rates are going up but if you have excess and you can't invest for the longer term

I think you need to look at this market as an opportunity because a lot of these things will change as the year goes on.

And I think some of these items just won't seem as permanent as everyone feels today.

Well, we do have a more optimistic view than I think the level of pessimism that's baked into the market.

We've seen inventory levels go up.

We've seen demand start to slow.

Even though the global economy is still growing, it's still growing at a slower pace.

So if that's the case and headline inflation starts to come down, then as a result, the Fed might pivot.

They might change the way they've been communicating, which has sound very conservative, very hawkish.

Showing 41–60 of 67 · page 3 of 4