On this week's FarrCast Michael welcomes special guest Mona Mahajan, Chief US Investment Strategist for Allianz GI. Mona is one of the most respected strategists on Wall Street, a FarrCast fan favorite, and one of the smartest (and nicest!) people we ever get to talk to. Michael and Mona have a wide ranging discussion on the state of the markets, the impact of the elections, and changes in the world economy as we move towards a post-COVID world. Mona outlines the threats and opportunities she sees, and while volatility is expected to increase as we approach the election, she lays out the case to remain fully invested and optimistic looking to year end and beyond.
But first, Michael examines the sudden correction in the markets, and what it means for investors. As he has been saying, markets don't move in a straight line upwards, and investors have to avoid the emotional pitfalls of pullbacks. And our senior political analyst Dan Mahaffee joins for look at the heating up of the most heated Presidential race in history.
Bringing you information beneath the headlines it's The FarrCast: Wall Street, Washington, and The World!
