Listen on The Move
Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his views of market expectations, the role of the Fed, and the importance of preparing for multiple economic scenarios, considering the range of possibilities of 'higher for longer' monetary policy. Som shares his thoughts on the need to establish a mental model for advisors to consider while navigating today's uncertainty and to consider ways of building resilient portfolios for today’s more challenging and changing financial landscape.
00:00 Introduction
01:15 Market Overview and Current Trends
02:56 Bond Market Overview
06:03 Economic Assumptions and the futility of predictions
11:47 Comparing Consumer Resilience and Housing Market
29:43 A Mental Model for Investment Strategies and Portfolio Management
34:38 Advisors' Role and Resources
41:19 Closing Thoughts and Best Advice Ever Received
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