Join our Chief Investment Officer, Zach Jonson, as he hosts a spirited discussion and historical journey with two legends of Wall Street: James Stack, CEO of Stack Financial Management and President of InvesTech Research, and Sam Stovall, Chief Investment Strategist at CFRA Research.
With record amounts of leverage, overvaluation, and index concentration, the stakes have seldom been higher for investors than they are today. Hear proven strategies for capitalizing on late-stage bull market opportunities while providing a clear roadmap for managing risk through the next major bear market.
In this interactive session moderated by SFM Founder and CEO James Stack, our Portfolio and Wealth Management Teams take center stage to tackle audience questions and share practical insights for protecting wealth, managing risk, and navigating market extremes with discipline and confidence.
Zach Jonson, Chief Investment Officer at Stack Financial Management, joins Money Life to give his perspective on today’s extremely bifurcated market, including specific investment opportunities amid market rotation. He also explores today’s historically overvalued and concentrated market indexes and what the next bear market is likely to look and feel like.
Excitement surrounding Artificial Intelligence has captured everyone’s imagination. However, there are many defining features of the current cycle that have us convinced the AI Paradigm Bubble is swiftly moving past euphoric expectations and is now in dangerous territory… like a bubble about to go “Pop!”
Our Chief Investment Officer, Zach Jonson, was interviewed on CNBC early this morning to preview Walmart (WMT) earnings. Zach made the case for why WMT is one of the largest positions in SFM client portfolios and what we are looking for from the company this earnings season.
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