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View previously recorded Market Happy Hours
Inflation; what is it and what is it not. Our investment team discusses strategies that could help protect wealth.
Guest - Dinny McMahon
Recent weakness of China's second-largest real estate developer has focused global attention on this topic. We recently spoke with Dinny McMahon, an independent analyst of China's financial system.
Dinny spent ten years as a financial journalist in China, including six years in Beijing at The Wall Street Journal, and four years with Dow Jones Newswires in Shanghai, where he also contributed to the Far Eastern Economic Review. Dinny is also the author of China's Great Wall of Debt: Shadow Banks, Ghost Cities, Massive Loans, and the End of the Chinese Miracle, which explains the mechanics of China's political economy, and why the financial system operates the way it does.
Guest - Dr. Lacy Hunt
Dr. Lacy Hunt, an internationally known and award-winning economist. Dr. Hunt is the Executive Vice President and Chief Economist of Hoisington Investment Management Company. He also is the author of two books and numerous articles published in Barron’s, The Wall Street Journal, The New York Times, and The Financial Analysts Journal among others.
Dr. Lacy Hunt is, in our opinion, the world’s most insightful bond investor and there is no one better to help make sense of key questions about today’s financial markets.
A Changing World; A Changing Portfolio
How has the world changed since covid? Our investment team examined how the recent covid year accelerated material change in the investment landscape and discussed how they were changing our portfolio accordingly.
Founded in 2004, Capital Wealth Advisors is an independent financial advisory firm serving families and entrepreneurs through wealth advisory, estate planning, and family office services. With $1.66 Billion1 in assets under management and clients in over 40 states and has achieved national recognition for its work.
Capital Wealth Advisors has been named on Inc. 5000 Fastest Growing Private Companies in America (2017 - 2021), and named as one of Financial Times' Top 300 US Registered Investment Advisers in 2019 & 2020.2
If you would like to learn more about our firm's services or speak with one of our financial advisors about a personalized money management solution, we typically work with investors with portfolios of $500,000 or more.
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1As of December 31, 2020, the total assets under management for CWA is approximately $1.66 billion.
2From time to time, CWA may be recognized or ranked by independent third party rating services or publications, summaries of
which are included in this document. Such recognition's or rankings are generally based on information prepared or submitted by the recognized advisory firm, and are usually limited only to those advisory firms who choose to participate in such surveys. Any third party recognition or ranking that may be included in this document should not be construed as a guarantee that any client or prospective client will experience any specific level of investment performance or receive any specific level of customer service, as a result of such recognition or ranking. Furthermore, any such recognition or ranking should not be construed as an endorsement by any of CWA’s clients. As such, clients and prospective clients should not put undue reliance on any of these statements.
CWA Asset Management Group, LLC is an SEC-registered investment adviser, doing business as Capital Wealth Advisors and blueharbor wealth advisors. 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. Nothing herein should be interpreted as investment advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Specific companies or securities described in this report are meant to be illustrative of investment style. Such case studies are not meant to be, and may not be, representative of any portfolio or holdings of CWA Asset Management Group, LLC.
Please note that past performance is not indicative of future results.
This material is solely for informational purposes. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. Opinions expressed by the speakers are their own and are not endorsed by nor necessarily reflect the opinions of CWA.