Quarterly Market Recap & What You Need to Know About Inflation

[00:50] Introducing Nate Tonsager & The topic of today’s episode

[02:40] The State of Nate: Inflation & Federal rate hikes

[05:29] Does it matter if inflation goes down or not?

[09:23] Will the market rebound in Q3 (July/August) continue in the short-term?

[12:48] When should I re-enter the market after a “storm”? Should I wait to invest my cash until I feel better?

[13:55] Will the market rebound in Q3 continue in the long-term? What is the probability of a recession happening in the future?

[17:45] What is MONCON? & The MONCON level we’re at right now.

[25:00] Why we don’t pay attention to individual earnings reports and expectations.

[32:37] The future of fed rate hikes & How to use the CME FedWatch Tool

[40:17] What’s on our minds right now: Outperformance of small cap stocks & The breakout between services and goods inflation.

Article about MONCON: https://bit.ly/3Aqpv6c

CME FedWatch Tool: https://bit.ly/3JXW0vv

Learn about and connect with Nate Tonsager, CIPM: https://bit.ly/3C99piu

Learn about and connect with Erin Hay, CFA: https://bit.ly/3QOiMrN

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it’s your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.