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Risk & Reward Podcast Episode 2

Hosted by: Holland Henderson Special guest: Chris Hammond

May, 2021

In this episode, we cover many topics ranging from the cautionary tale of Archegos Capital, how diversifying your portfolio is critical, and explaining the doomsday predictions of inflation. The discussion leads back to what makes up a solid risk management plan no matter the topic, and seeking sound, professional advice from someone with market experiences regarding returns and risk is always recommended.

In this episode we cover:

  • Archegos Capital story (1:41)
  • Leverage in the market (8:40)
  • A lesson in human experience (9:15)
  • A myopic view of the market (10:25)
  • Plan for a portfolio for every day, just not today (11:45)
  • Markets are now socially engaged (12:26)
  • Is the investing world affected by influencers? (15:15)
  • Have a goal and a plan (19:09)
  • Are interest rates being kept falsely low? (22:39)
  • It will be difficult for inflation to reach doomsday levels (28:40)
  • Owning companies with durable products over time is a good hedge on inflation (32:30)
  • Investments all have risks associated with them (33:30)
  • A historical view of Large Cap Growth (35:25)
  • The power of rebalancing (39:41)

Links From the Show:

Allen & Company
Archego Capital
Risk Management
Leveraged Products
Behavior Finance
Hyperinflation

Connect with:

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Chris Hammond  -CFA®, Portfolio Manager at Allen & Company
Allen & Company – Chris Hammond
LinkedIn – Chris Hammond

 

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.

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