The Yield

Back for another look at what has happened over the last 30 days, Richard Excell, clinical professor of finance at the University of Illinois Gies College of Business returns to The Yield for this month’s market check in. From inflation as it relates to fed to the fed and economic policy to the details of the real estate market and what it all means for your investment portfolio in a market that hasn’t yet bottomed out, this update is one you won’t want to miss.

[1:28] What has changed in the market over the last 30 days?

[3:42] Has there been any improvement in inflation recently?

[7:50] Is it possible for inflation to decrease at the same pace that it has increased?

[10:33] The ideal number of basis point hikes and what will head off inflation pressure.

[14:15] Insights into the real estate market and interest rates.

[19:45] Is the market anywhere close to bottoming out?

[24:51] Details of Richard’s financial newsletter.

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As investors get access to a diversified portfolio, it is important to know the options available to you. Today on The Yield, Peter Kerr, CFA, is joined by Brent Kochuba, Founder of Spot Gamma, a financial insights company, which applies its proprietary methodology toward modeling index and equity options and then provides unique content to its subscribers, for a conversation about current market trends and understanding your financial options.

[1:30] Spot Gamma’s aim in approaching market volatility and derivative markets. 

[4:02] The timeline of Spot Gamma’s predictive analytics. 

[6:40] Quarter end flowers and other players that have an impact outside of option markets. 

[8:46] Do market peaks follow the same cycles as market lows? 

[9:52] Typical buys and sellers of call and put options. 

[12:30] Hypothetically speaking, how would someone choose to invest in an option, stock, or put?

[15:50] Why options act the way they do and different use cases for hedging purposes. 

[19:30] Common mistakes people make when trading individual accounts. 

[24:58] Making (or losing) money in both buying and selling a long call. 

[30:20] Who would be a good fit for this kind of investing? 

[32:35] The dynamic of hedging and multipliers. 

[37:01] Is option trading a discipline of technical or fundamental analysis? 

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Volatility has become a hot button topic throughout the markets. Regardless if you’re invested in commodities like copper, iron, the supply chain, and even crypto, volatility looms overhead. In this bonus episode of The Yield, Peter Kerr, CFA, is joined by Jordi Visser, President and Chief Investment Officer, Weiss Multi-Strategy Advisers LLC for a conversation about modern day volatility.

[3:55] 3 key drivers in the recent market downturn. 

[6:54] Is the market set up for a 100-point hike over the next 12 months? Or is the market underselling potential Fed action? 

[9:41] A comparison of forward looking inflation and overall inflation expectations. 

[10:43] Jordi’s general views on crypto and its place in today’s volatile market. 

[12:57] How is crypto permeating the market today and where are we headed next? 

[16:15] Implications of innovation rotation on investing in financial markets. 

[19:18] Consider Bitcoin as a player in a new casino- with $2 trillion in assets. 

[21:49] When will Bitcoin start appearing on central bank balance sheets? 

[25:16] In the blockchain world, there could be more winners and less losers all around. 

[28:30] Where are we currently sitting in overall crypto adoption? 

[32:27] How will market prices for crypto respond to increased adoption? 

[34:49] The decoupling of tech and crypto. 

[38:55] Who are the winners in technology investments? 

[41:24] Jordi addresses the top concerns about investing in crypto. 

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Cryptocurrency has come a long way from its inception. With a slew of ups and downs, the world is still learning more about what crypto can offer and the opportunities it can provide. In this episode of The Yield, Peter Kerr, CFA, is joined by Jeff John Roberts, the executive editor at Decrypt and author of Kings of Crypto- covering Brian Armstrong’s journey with Coinbase as a startup to a standard in accessible crypto trading, in a conversation about the history of crypto and the future we are moving into.

[5:45] How did Jeff John Roberts know that crypto would be the next big thing? 

[9:42] Catalysts that have the potential to take crypto to the next level.

[19:15] The potential impact of crypto on everyday consumer life. 

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In this bonus episode of The Yield, Peter Kerr, CFA, sits down with Anil Gorthy, senior portfolio manager and head of the Asian strategy at Avenue Capital Group, a global opportunistic credit and special situations manager with $11.8 billion of assets under management as of February 2022 for a conversation about lending and investing within the distressed debt world. 

[6:18] The evolution of investing in Asian markets. 

[16:20] Evolving trends in the developing regions of Asian markets. 

[24:27] Special situations that require additional access to capital. 

[30:30] Unique investment opportunities within the Asian market. 

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Volatility has become a hot button topic throughout the markets. Regardless if you’re invested in commodities like copper, iron, the supply chain, and even crypto, volatility looms overhead. In this episode of The Yield, Peter Kerr, CFA, is joined by Jordi Visser, President and Chief Investment Officer, Weiss Multi-Strategy Advisers LLC for a conversation about  modern day volatility.

[8:29] The reality of today’s marketplace under current political and economic circumstances. 

[20:49] What role can crypto play in a volatile market?

[30:10] High tech growth and potential allocation considerations. 

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Alternative investments allow for a diverse portfolio, away from your average stocks and bonds, into things you enjoy every day. On this episode of The Yield, Peter Kerr takes a look at the alt market and new investment opportunities with Anthony Zhang, CEO and Co-Founder of Vinovest, a platform that allows users to invest and own blue-chip wines in their easy-to-use platform.

[6:05] The value of passion assets in your diversified portfolio.

[12:15] The lifecycle of a bottle of fine wine. 

[22:38] How much does the average investment bottle of wine cost?

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As with any alternative asset, it’s critical for investors to understand the market before deciding on an investment strategy. In the case of art, that means understanding exactly what makes any particular work of art valuable. In this episode of The Yield, Peter Kerr, CFA, sits down with Rebecca Fine, Head of Investing and Giovanna Quattrone, Art Research and Valuation Specialist from our Athena Art Finance Team to discuss the latest from Yieldstreet’s Art Equity Fund offerings.

[6:20] Why does art deserve a spot in your diversified portfolio?

[20:16] What investors can expect from the featured artists in Yieldstreet’s Art Equity Fund offerings.

[36:30] How emerging artists generally perform relative to blue-chip artists.

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