The U.S. equity market officially entered bear market territory at the close on June 13, 2022. The Fed has engineered the tightening of financial conditions – including the equity market sell-off – in order to slow the economy and get inflation

Equity Market Sell-Off is Just What the Fed Ordered

May 2nd, 2022 19m 33s

Stocks sold off on Friday, April 29th as expectations of a recession increased. The Federal Reserve will continue to tighten financial conditions - targeting the equity and housing markets - until inflation is brought to heel. There is a lot of

A Rough Start for Equity Market Investors in 2022

Jan 24th, 2022 19m 10s

Stocks have had a volatile start in 2022 with prices down over 10% intraday from the peak, briefly into correction territory. Interest rates are primarily to blame but geopolitical risk is contributing. So far, there is only limited cause for c

The Debt Limit, Labor Markets, and the Prospects for Fed Tapering

Oct 8th, 2021 18m 26s

Today is the 150th anniversary of the Chicago Fire, and Congress almost burned down the U.S. economy with the recent debt limit crisis. With the Senate voting to raise the limit, the current crisis has been averted, but only temporarily. The la

Peak Growth. Are We There?

Jul 20th, 2021 17m 26s

Inflation, interest rates and peak growth rates in GDP, corporate earnings and stimulus. Is this as good as it gets, and is the bill for all the fiscal and monetary stimulus about to come due?

Inflation Makes a Comeback

Jun 11th, 2021 20m 23s

The inflation genie is out of the bottle. Is it transitory or will the Fed be forced to respond - and what does that mean for the stock market?

The Stock Market Bottomed 1 Year Ago Today - Where Do We Go From Here?

Mar 23rd, 2021 23m 6s

Stock markets have had the best twelve month performance since 1936, fueled by massive policy stimulus and positive vaccine developments. Last week the Federal Reserve pivoted away from their long-standing policy of preemptive rate hikes - infl

How Much Stimulus is Too Much? What are the Implications for Markets?

Feb 23rd, 2021 16m 34s

At what point do increasing inflation expectations affect investor risk appetite? With vaccine success and reopening on the horizon, will the fiscal stimulus plan cause the economy to overheat? Beacon Pointe Chief Investment Officer, Michael Do

2021 Outlook and a Review of 2020

Dec 30th, 2020 15m 2s

In this year-end episode of ‘Markets in Motion’, Beacon Pointe Chief Investment Officer, Michael Dow, CAIA, CFA, CPA, takes listeners on a look-back journey of the extraordinary year of 2020 as well as what’s to come in 2021.

The Stock Market Rally and Remaining Election Uncertainties

Dec 9th, 2020 15m 2s

Pandemic, policy and... a vaccine? Podcast host Michael Dow covers pandemic updates, remaining election uncertainties and whether the extraordinary performance of the stock market can continue.

Post-Election Policy and the Market Environment

Oct 26th, 2020 15m 2s

Tune in to hear Beacon Pointe Chief Investment Officer, Michael G. Dow, CAIA, CFA, CPA, share his latest market observations in a quick ten minute podcast designed to provide listeners with a regular update on the economy and investments.