Markets in Motion

Michael Dow, Beacon Pointe Advisors

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.

Content is for informational purposes only and should not be considered as investment, legal or tax advice.

All Episodes

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 labor market recovers fitfully, and supply chain disruptions increase the likelihood of a short bout of “stagflation-lite.” The Fed is still on track to announce tapering in November. Show Notes:  Investing in the Age of Financial Repression

Oct 8

18 min 26 sec

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?

Jul 20

17 min 26 sec

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?

Jun 11

20 min 23 sec

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 - inflation is coming. Will it derail the rally?

Mar 23

23 min 6 sec

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 Dow, CAIA, CFA, CPA shares his insight ahead of the next stimulus bill.

Feb 23

16 min 34 sec

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.

Dec 2020

15 min 2 sec

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.

Dec 2020

15 min 2 sec

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.

Oct 2020

15 min 2 sec

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.

Oct 2020

15 min 9 sec

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.

Sep 2020

14 min 5 sec

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.

Aug 2020

12 min 49 sec

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.

Aug 2020

12 min 34 sec

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.

Jul 2020

10 min 17 sec