Presidio Perspective

Join Dustin TenBroeck CFP® as he discusses trending topics of the ever-changing stock market, pop culture, and what you need to know when planning your future in investing, and retirement! Advisory services offered through Presidio Capital Management LLC, Registered Investment Advisers. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Presidio Capital Management, LLC unless a client service agreement is in place.

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Presidio Perspective

"The Recession Watch" | S4E7 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |

January 23, 2023 • Presidio Capital Management TV • Season 4 • Episode 7

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss the changes during their Recession Watch wherein they identify this year be soft landing, hard landing headwinds or tailwinds. We will also get to know how the stock market and bond market did so far this 2023. We’ll also be hearing updates on the raw numbers on the market, inflation and more!
Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction
01:01 - Updates on the Market!
01:45 - The Bear Market After the Santa Claus Rally
04:04 - Identifying the Outperformance Behind the Berkshire Model
06:47 - International Trade Tend to Outperform Exports Bound to China
08:47 - More Negative News?!
10:08 - The Most Constructive View is when the Market is at the Bottom
12:46 - The Study of 10 Recessions
16:45 - Multiple Compression, Risk of Trade and the Reduction of People Willing to Spend
19:23 - The Tailwind to a Soft Landing
21:03 - The Fed’s Actions Impact the Economy for a Certain Time
22:43 - What is Dual Mandate?
24:32 - Best Time to Invest is when People are the Most Fearful
29:59 - The Headwinds

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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