Episode 52: Investment Friday - Are Bonds Better Than Equities, and Are We Headed Toward a Recession?


Episode 52: Investment Friday - Are Bonds Better Than Equities, and Are We Headed Toward a Recession?


In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!

Tune in as we discuss:

  • Market update: how much the equity market dropped since August

  • How the big tech companies are masking current indices' reports

  • How treasury yields are adjusting for high interest rates

  • Short-term and long-term treasury bond yields were inverted - what does that mean?

  • Are we headed for recession and should we be concerned?

  • How to prepare for future recessions

  • Why jumping out of a low equity market isn't always the best idea

We want your questions! Please send them to [email protected] and we will discuss them in our next episode.

You can learn more about Juncture Wealth Strategies here:

Website: https://juncturewealth.com/

And connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Contact Me