Shows
Marc To MarketsIs Traditional Asset Allocation Dead?Send us a textAfter a historically bad year for both equity and fixed income markets investors are wondering if the traditional stock/bond asset allocation framework is broken. At the same time alternative asset classes such as private equity, private credit, hedge funds, and even crypto have all risen in popularity. How does this all come together for investors? How should investors think about the risks and rewards when moving outside the traditional stock/bond asset allocation framework? To explore these and other topics I'm joined on this episode by Deacon Turner, Senior National Managing Director...2023-01-2021 minMarc To MarketsThe US Oil and Energy Market: An Overlooked Opportunity?Send us a text
In this episode (April 2016) I speak with Deacon Turner, Nationally Managing Director and member of Cohead of the Targeted Services Investment Committee, from his office in Oklahoma to get a first hand account of the status of the US energy market. We discuss the current forecast for oil prices, the mood of the key players in the industry, opportunities for investment in the space, the new normal supply/demand balance, and the impact of tigher bank lending and a reduction in financial liquidity on the industry.
The information contained herein reflects the views of...2016-04-1226 min