Market Happy Hour

Recapping what we think are the most important market events.

Bi-Monthly Video

What We Are Watching

Tune in for a discussion with our veteran research team to learn what we are observing and thinking. We will examine the economic & global drivers we believe are moving the markets, and reveal what we are closely monitoring.

When

Videos are Released Bi-Monthly

Watch for a video posted in December. 

 

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Co-Hosts

Lewis Johnson

Lewis Johnson

Chief Investment Officer

  • Former Portfolio Manager at Louis Dreyfus Highbridge Energy
  • Former Portfolio Manager at Pequot Capital
  • Former Vice President & Analyst at T. Rowe Price
  • Former Co-founder of Fundamental Global Investors
William Beynon

William Beynon

President & CEO

  • Former Partner of First Financial Resources
  • Former Director of Estate Planning at Creative Asset Services
Zev Abraham

Zev Abraham

Director of Research

  • Former Portfolio Manager at Louis Dreyfus Highbridge Energy
  • Former Equity & Commodity Analyst at Sheffield Asset Management
  • Former Portfolio Manager and Head of Commodity Research Dreyfus Corporation

Video Library

Catch all our past Market Happy Hours by visiting our YouTube Channel 

Guest - Velina Tchakarova

May 2022

We were joined by Velina Tchakarova, Director of the Austrian Institute for European and Security Policy (AIES) and instructor at the Real World Risk Institute (RWRI).  We believe Velina is one of the most insightful observers of global events, especially regarding China and the Russian conflict.

Velina gives an insightful look at today's global events and how they may affect the everchanging market. 


Market Volatility Around the War in Ukraine

March 2022

Markets have revealed quite a few problems recently. We believe the good news about volatility is the world of changing opportunity it uncovers. Our investment team discusses and answers questions on recent market volatility around the war in Ukraine, and new opportunities that it is potentially creating.


Inflation

January 2022

Inflation; what is it and what is it not. Our investment team discusses strategies that could help protect wealth.


Guest - Dinny McMahon

October 2021

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

September 2021

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

May 2021

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. 

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About Capital Wealth Advisors

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 $2.01 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 - 2022), and named as one of Financial Times' Top 300 US Registered Investment Advisers in 2019 & 2020.2  

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1As of December 31, 2021, the total assets under management for CWA is approximately $2.01 billion. 

2 From 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 recognitions 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. Please refer to additional award methodologies contained herein https://www.capitalwealthadvisors.com/disclosures/.

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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.