HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…
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Вміст надано Laidlaw Wealth Management. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Laidlaw Wealth Management або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Daily Deals
A Brighter Future
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Вміст надано Laidlaw Wealth Management. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Laidlaw Wealth Management або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this ongoing series of interviews, renowned market strategist David Garrity and Richard Calhoun, CEO of Laidlaw Wealth Management discuss the 2020 market forecast and offer invaluable insights into the capital markets in light of current events and the resulting unprecedented volatility.
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66 епізодів
Поширити
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Вміст надано Laidlaw Wealth Management. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Laidlaw Wealth Management або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this ongoing series of interviews, renowned market strategist David Garrity and Richard Calhoun, CEO of Laidlaw Wealth Management discuss the 2020 market forecast and offer invaluable insights into the capital markets in light of current events and the resulting unprecedented volatility.
…
continue reading
66 епізодів
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In this episode Richard Calhoun, CEO of Laidlaw Wealth Management and Naples Wealth planning and David Garrity, Chief Market Strategist discuss where in the market long-term investors might commit capital in the current environment, the factors investors confront with the Fed clearly set to tighten monetary policy, and the extent to which investors should factor in geopolitics in investment strategy. Some of the topics discussed are: Is the equity market now at a level where long-term investors might consider committing capital? How much of a headwind does Fed tightening represent for the markets and the economy? With Russia threatening Ukraine, should investors be concerned about geopolitical risks? Please tune in for more timely insights. #MarketOutlook #GeopoliticalRisk #Inflation #InterestRates #SP500 #StockMarket…
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the prospects for Fed monetary policy in 2022 and the impact on the stock market, indications of profit margin pressure in 4Q 2021 results and its possible persistence in 1H 2022, and with cryptocurrencies off -30% from their November 2021 high what indicators should investors look to for stabilization in the asset class. The topics discussed in this episode are: How many interest rate hikes are expected in 2022 and will the stock market hold up over the course of the year? With labor costs rising, what are the prospects for the 4Q 2021 earnings season as most S&P sectors are forecast to have results decline quarter/quarter? and, with cryptocurrencies down -30% from November 2021, what indicators can investors reference for signs of possible price stabilization in the asset class?…
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the prospects for further high-duration asset price correction following the release of the December 2021 FOMC minutes, what the December 2021 employment data indicates for the inflation and economic growth outlook, and how companies paying dividends in cryptocurrency (a Laidlaw Five forecast) is becoming a reality. The topics discussed in this episode are: Ahead of another strong earnings season, what chances are there for the price of high-duration assets such as growth stocks to correct further? With wage rates growth at +4.7% well ahead of trailing +2.0% average, what is the outlook for inflation and Fed monetary policy? and with BTCS announcing the first “Bividend,” can we expect to see more companies issuing dividends payments to shareholders in crypto?…
On this episode, Richard Calhoun, CEO of Laidlaw Wealth Management & Naples Wealth Planning discusses the most recent Fed Meeting, the Impact of the reduction of QE, and the announcement of the potential for three (3) Interest Rate hikes in 2022 with Chief Market Strategist David Garrity. In addition, they are joined by Ken Mathieson to review the results of the 2021 Laidlaw Five as well as announce the 2022 Laidlaw Five. Script can be found here.…
Read full transcript here! In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the Friday 11/26/21 market sell-off on the news of the COVID Omicron variant and whether it compromises the chances for a year-end rally, whether the Fed and other central banks moving to tighten monetary policy will on its own lead to financial market correction in 2022 and what factors may allow further financial market gains in the year ahead. The topics discussed in this episode are: Has the COVID Omicron variant taken away the chances for a year-end “Santa Claus” rally? With global monetary tightening likely in 2022, were financial markets set to correct in any event? and What are the factors that could support a positive stock market return in 2022? Please tune in for more timely insights. Hashtags & Stock Symbols: #COVID #CovidOmicron #Inflation #InterestRates #MonetaryPolicy #Risk #SP500 #StockMarket $XLB $XLE $XLF $XLI $XLK…
Full transcript can be found here. In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the current state of the stock market and what it may indicate for prospective investment returns in the decade ahead, whether inflation will prove to be transitory and what measures may be necessary to reduce it and how the economic wealth accruing in the cryptocurrency asset class is drawing human capital away from mega-cap Tech. The topics discussed in this episode are: With certain well-regarded valuation measures indicating an extended stock market, what can we say about prospective investment returns from here? What can be done to moderate inflation and does it rely solely on monetary tightening? and What technology innovation do we see developing around blockchain and cryptocurrency as tools for developing Web 3.0? Please tune in for more timely insights. Hashtags & Stock Symbols: #Blockchain #Crypto #Inflation #Risk #Solana #SP500 #StockMarket #Tech #Web30 $BTC $ETH $SOL $XLK…
In this episode, Richard Calhoun CEO of Laidlaw Wealth Management and Naples Wealth Planning is joined by Sylvia Jablonski Chief Investment Officer of Defiance ETF’s as they discuss what’s next for the market now that the Fed has announced the reduction of QE as well as “newly minted” investments like NFT’s and Crypto and finally her thoughts on the remainder of 2021 and her outlook for 2022. The topics discussed in this episode are: Will high inflation and the potential for a slowdown in corporate earnings derail this market? What was Barron’s talking about in the cover story “Weird Finance” this weekend? What Are NFT’s and are they a good investment? What does the Re-Opening Trade Look Like now? What are Rules Based ETF’s? After the most record highs in a year since 2013, the S&P 500 is on track to finish 2021 strong but after three consecutive years of above-average returns, could 2022 prove more challenging? Please tune in for more timely insights. Hashtags & Stock Symbols: #DefianceETF’s #EarningsSeason #Fed #Inflation #Risk #StockMarket #SP500 #NFT#Crypto #ReopeningTrade…
Full Transcript can be found here. In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the level at which the 10-year interest rate may challenge the stock market advance, the prospects for “stagflation” re-emerging in the midst of the post-COVID recovery and how investors might consider positioning portfolios in this environment, and what odds are there that Bitcoin and other cryptocurrencies will persist. The topics discussed in this episode are: With 3Q 2021 earnings season delivering good outperformance relative to expectations, does the rise in 10-year Treasury rate present a threat and, if so, at what level? What are the factors that might serve to keep the present rise in inflation from becoming “stagflation” and how might investors position portfolios to limit the possible damage to purchasing power? and What are the factors that support our view that Bitcoin and other cryptocurrencies will persist despite pushback from established financial services providers? Please tune in for more timely insights. Hashtags & Stock Symbols: #Crypto #EarningsSeason #Gold #Inflation #InterestRates #Risk #StockMarket #SP500 $BTC $XLB $XLC $XLE $XLK $XLV…
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the challenges posed to the global economy by the current prospect of a possible U.S. debt ceiling default scenario, the set-up for the stock market ahead of 3Q 2021 earnings season and the likelihood of the S&P 500 rising to the 4600 level in 4Q 2021, and the significance of recents quantum computing tests by Goldman Sachs and Fidelity Investments and what they may mean for financial market volatility in the 3-5 year outlook. The topics discussed in this episode are: Will the Treasury issuing a $1 trillion platinum coin offers a means to take the politics out of monetary policy with the current partisan U.S. debt ceiling debate in Congress? Will S&P 500 earnings peak in 3Q 2021 and what are the odds the market gains 5%+ to reach 4600 in 4Q 2021? and With recent tests of quantum computing by Goldman Sachs and Fidelity Investments and its likely adoption bring greater volatility to financial markets over the next 3-5 years? Please tune in for more timely insights. To read the transcript, please click here.…
1 Episode 57 - “September in The Year of The Metal Ox? Just A Miserable Month In The Markets!” 27:43
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether inflation is posing a big enough threat to corporate profit growth as to derail the earnings momentum that has powered stocks higher in 2021 and how a China debt melt-down factors into the outlook for 2022, a review of the 2021 “Laidlaw Five” predictions and what they got right, got wrong and missed entirely as we are 71% through the 2021 trading year, and what are the hurdles cryptocurrency needs to surmount before it gains greater adoption. The topics discussed in this episode are: What is the worst risk to the stock market now - inflation pressuring corporate profit margins or real estate market debt implosion in China?, How well have the 2021 “Laidlaw Five” forecasts fared now that we are 71% through the 2021 trading year?, and What hurdles does cryptocurrency need to surmount before it can gain greater adoption? To read the script, click here.…
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether the stock market advance is becoming vulnerable to pull-back as investors have perhaps grown complacent on the heels of last week’s Fed Jackson Hole conference, the growing threat of cyber-attacks and the “Value At Risk” for public companies, and whether cryptocurrencies should be considered to the “new” gold. The topics discussed in this episode are: Is the market poised for correction due to the possibility that investors are now complacent after the Fed Jackson Hole conference? Cyber-attacks are increasingly grabbing investor attention, but just how big is the “Value At Risk” for public companies?, and Should investors consider cryptocurrencies to be the “new” Gold? Please tune in for more timely insights. Hashtags & Stock Symbols: #Cyberattacks #Cybersecurity #Cryptocurrency #Crypto #Fed #Risk #StockMarket #SP500 #ValueAtRisk $XLB $XLC $XLE $XLK $XLV To read the transcript, click here .…
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the upcoming Fed Jackson Hole conference and the likely direction of Fed monetary policy, the two-phase US labor force recovery and how it has major cities lagging behind, how “Work From Home” is likely to restrain further urban economic recovery, and thoughts on how the current recovery compares with that from the 2009 recession and whether international markets are attractive for investors now. The topics discussed in this episode are: Which dual Fed policy mandate will come out on top at Jackson Hole this year - Employment Support or Inflation Containment? Is “Work From Home” leaving major U.S. cities as laggards in the economic recovery from COVID?, How is this recovery compared to that from the 2009 recession? and Should investors consider international markets at this point in the cycle? Please tune in for more timely insights. Full script can be found here. Hashtags & Stock Symbols: #Economy #Fed #InterestRates #InternationalEquities #StockMarket #SP500 $EWD $EWU $XLB $XLC $XLE $XLK $XLV…
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the July Jobs Report and the possible impact on Fed monetary policy, the fall-out from Beijing’s crackdown on a widening range of sectors and whether it undermines the case for emerging market investing, and the efficacy of Growth-At-A-Price (“GARP”) as a tool for sector selection in the 2H 2021 market environment. The topics discussed in this episode are: Will the strong July Jobs Report triggering The Fed to move up the timing of monetary policy tightening?, Has Beijing’s regulatory crack-down damaged the case for emerging market investing and, if not, when might China again become investable? and With the 2H 2021 outlook for greater volatility, should investors use “Growth-At-A-Reasonable-Price” (GARP) to chart a safer course? Please tune in for more timely insights. For the script, click here. Hashtags & Stock Symbols: #China #Economy #EmergingMarkets #Fed #GARP #InterestRates #RiskIndicators #StockMarket #SP500 $EMXC $XLB $XLC $XLE $XLK $XLV…
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses stock market risk indicators, the 2Q 2021 earnings season, the importance of retail and non-U.S. investors to the stock market in 2H 2021, and the outlook for the upcoming FOMC meeting and The Fed’s August 2021 Jackson Hole conference. The topics discussed in this episode are: With the stock market advance occurring on narrower breadth, should investors pare equity exposure?, Does the record strength seen in 2Q 2021 earnings season to date likely translate to more market highs?, How important are U.S. retail and non-U.S. investors to supporting the S&P 500 in particular and the U.S. equity market more broadly?, and What should investors expect from The Fed meeting this week? Please tune in for more timely insights. Hashtags & Stock Symbols: #Economy #Fed #InterestRates #RiskIndicators #StockMarket #SP500 $XLB $XLC $XLE $XLK $XLV The entire transcript can be read here .…
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the interest rate outlook, the stock market’s current valuation, the development of cryptocurrency staking, and the outlook for the 2Q 2021 earnings season. The topics discussed in this episode are: Will the current “growth scare” driving Treasury yields lower push The Fed to hold off on raising interest rates in 2022?, Does the stock market show signs of euphoria that might signal the end of the current bull market?, What is cryptocurrency staking and does it offer significant potential for total return investors?, and Will the stock market “buy the rumor, but sell the news” in the upcoming 2Q 2021 earnings season kicking off this week? Please tune in for more timely insights. Hashtags & Stock Symbols: #Crypto #Economy #Fed #GARP #InterestRates #Staking #StockMarket #SP500 $XLB $XLC $XLE $XLK $XLV To read the full script, click here .…
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Daily Deals
Daily Deals
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