The Pallas Perspective
The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com
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Episodes
Friday Dec 02, 2022
Friday Dec 02, 2022
Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Founding Partner & CFO Charlie Evangelakos to discuss "Feeling Taxed? Select Strategies That Can Make a Difference"
Friday Nov 18, 2022
Friday Nov 18, 2022
Markets Celebrate a Slowdown in Inflation
This week the release of the Consumer Price Index impacted Financial markets. Pallas Capital Advisors takes a look at the numbers.
Friday Nov 04, 2022
Friday Nov 04, 2022
This week Pallas Capital Advisors’ Chief Investment Officer Mark Bogar and Director of Planning and Client Experience Shannon Smith hosted investment legend Byron Wien. Byron is one of Wall Street’s most widely read analysts, known for his uncanny ability to forecast economic, social, and political trends and assess the direction of financial markets. In tribute to Byron’s annual list of top ten surprises, we are pleased to share the top ten takeaways from our discussion.
Friday Oct 28, 2022
Friday Oct 28, 2022
In our Review this Week:
Market signals a recession for 2023 - what are we watching?
Recession checklist almost complete – watching unemployment and profits
Friday Oct 21, 2022
Friday Oct 21, 2022
This week in the Review:
Stagflation is here: Does sector positioning matter?• Stagflation periods have seen better relative performance by healthcare, energy and financials; and lower relative performance by industrials, information technology and materials• The consideration of sector exposure during periods of economic and interest rate inflection is a useful exercise
Monday Oct 17, 2022
Monday Oct 17, 2022
Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Eric Lalime, Managing Director, to discuss various ways to understand and navigate the world of charitable giving. Donation topics include: cash, Appreciated Securities, Bunching, Privately held stock, Donor Advised Stocks (DAFs), Qualified Charitable Distributions (QCDs), Charitable Trusts, private foundations and gifting artwork.
Friday Oct 14, 2022
Friday Oct 14, 2022
This week in the Review:
PCA looks at the Inflation data for September hitting a 40-year high and the earnings season commencing on lowered expectations – which may be a sign of prospectively lower inflation and a bottoming process.
Friday Oct 07, 2022
Friday Oct 07, 2022
This week in the Review:
Pallas Capital Advisors provides a Third Quarter Financial Markets Review and notes that the first days of October have started on a positive note.
Friday Oct 07, 2022
Friday Oct 07, 2022
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: September was the worst month for financial performance since the onset of Covid in March, 2020 and then the first days of October saw a sharp rebound. What’s going on? How should portfolios be positioned?
Friday Sep 30, 2022
Friday Sep 30, 2022
This week in the Review:
1. September continues its tradition as a difficult month for markets on surging rate expectations. PCA outlines the impact of the implied Fed funds target rate; the Dot projection peak rate moving to 4.6% and Price to Earnings ratio (P/E) pulling back 25%.
2. September financial market performance and sentiment fall from already low levels. PCA looks at the AAII index finishing the month increasingly bearish and the historical precedents with the S&P 500 index.