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Welcome back to the Moving Markets podcast! We know it’s been a while since you’ve heard from us. We’re excited to bring you this quick episode, in which we recap everything we saw happening in the marketplace in January 2021.

Topics:

● Which stocks were high performers.
● Returning to valuation.
● Covid-19 vaccine distribution and how it will affect economic recovery.
● The kitchen sink model.
● Risks with rising rates.
● The return of global growth.

Quotes:

“As we look into February and the rest of the year, one way we look, if some of the volatility increases or continues to be higher, and you see more sell-off in the markets, to just go back to valuation…”

“When things are bad, you write off anything bad about your business model and throw it into the last year or last quarter.”

“We remain cautiously optimistic about the next quarter, that even though we’ve been in a volatile period, that there are likely higher markets ahead.”

Resources:
The Lerner Group

Ep.5 A Positive Outlook Despite a Volatile Start of the Year