In the latest episode of Amplified Wealth, hosts Austin Hagaman and Adam Armstrong sit down with Mike Arone, Chief Investment Strategist at State Street Global Advisors, to unpack the complex forces shaping today’s investment landscape - from weakening dollar trends to the case for global diversification.
Episode Highlights:
🌍 US vs. International Markets: Why foreign markets are outperforming - and whether that trend could continue.
💸 The Dollar’s Decline: How a weakening dollar may impact your portfolio and the rise of alternative assets.
🏦 The Fed & Rate Cuts: Mike shares his take on whether the Fed is behind the curve and how future policy moves may affect markets.
📈 Reassessing Diversification: It may be time to revisit your exposure to international equities and real assets.
🧠 Behavioral Biases & Portfolio Construction: From imposter syndrome to overconfidence, Mike offers a refreshing take on how emotions play into investment decisions.
🔍 And Much More!
Timestamps:
0:00 – Introduction
0:45 – Introducing Mike Arone of State Street Global Advisors
5:50 – Forecasting surprises and why different viewpoints shape the market
7:15 – Market outlook for the second half of the year
13:25 – The Fed, Inflation and Tariffs
17:00 – Are valuations still a concern for U.S. stocks?
18:15 – Why international markets are outperforming
28:30 – The U.S. dollar’s role as the world’s reserve currency
34:00 – Policy goals behind a weaker dollar
44:00 – Portfolio implications: How underweight are investors internationally?
49:00 – Behavioral finance / Why diversify if your lifestyle is U.S.-based?
52:00 – Closing thoughts: the opportunity in real assets
Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.
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