Tag: US Economy
Navigating the Economic Landscape of 2025 (EP 47)

Navigating the Economic Landscape of 2025 (EP 47)

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In this episode, Billy and Shaun discuss the economic outlook for 2025, focusing on potential slowdowns, the role of the Federal Reserve, market volatility, and the impact of political policies under the Trump administration. They analyze the current economic indicators, including inflation, consumer spending, and the national debt, while emphasizing the importance of financial literacy and investment strategies for navigating the changing economic landscape.

Takeaways

  • Expect a slowdown in the economy in 2025.
  • The Federal Reserve’s actions will significantly impact on the markets.
  • Market volatility is anticipated, with more corrections expected.
  • The national debt is a growing concern with no clear solution.
  • Consumer spending is showing signs of decline, indicating economic stress.
  • The wealth gap is widening, creating two separate economies.
  • Interest rates and inflation are closely linked to the money supply.
  • Political changes under the Trump administration may influence economic policies.
  • Financial literacy is crucial for future generations.
  • Investors should remain diversified and prepared for market fluctuations.

Chapters

00:00 Economic Outlook for 2025

10:39 The Role of the Federal Reserve

20:56 Market Volatility and Investment Strategies

26:46 Political Landscape and Economic Policies

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Economics and Technology with Bob Kaynor of Hartford Schroders (Ep. 20)

Economics and Technology with Bob Kaynor of Hartford Schroders (Ep. 20)

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Staying informed about the economy, market trends, and emerging technologies is crucial for investors and professionals. 

Will artificial intelligence guide a new era of job creation? 

In this episode, Billy and Shaun are joined by Bob Kaynor, Portfolio Manager at Hartford Schroders to hear his insights on the current market, the impact of higher interest rates on small and mid-sized companies, and his approach to portfolio building in the technology sector. Together they also discuss the potential impact of AI on the workforce, including potential scenarios of job creation or elimination.

Throughout the episode Bob shares:

  • His background, education, and experience in small and mid-cap equities, as well as his role at Hartford Schroders
  • Current market conditions and the potential for broadening growth opportunities
  • Perspective surrounding AI and how it may impact the employment rate
  • The potential in real estate, including single-family rental home REITs, and the challenges in the energy sector
  • And more!

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About Our Guest: 

Robert “Bob” Kaynor, CFA, is the Portfolio Manager for the Hartford Schroders US Small Cap Opportunities Fund and Hartford Schroders US MidCap Opportunities Fund. He joined Schroders as a Senior Equity Analyst in 2013 and became Research Director in 2014.

Prior to joining Schroders, Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio.

Bob was a Managing Director/Portfolio Manager at Ramius Capital Group from 2003 to 2010, which involved co-managing a hedged equity product.

He was a Partner/Analyst at Barbary Coast Capital Management from 2000 to 2003, which involved co-managing a long/short equity hedge fund focused on small and mid-cap equities.

Bob began his investment career in 1994 when he joined RCM Capital Management as an Analyst/Assistant Portfolio, which involved working exclusively on a domestic long-only small-cap product recommending and covering equities.

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