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Slow Money – January 6, 2021

Written by on January 10, 2021

Welcome to the Slow Money Show, with your host Jean Paul Lagarde.

Today’s guest is Michael L. Thomas, MBA, Senior Portfolio Manager and Director of Research, and Manolo Baca, Investment Analyst for Advisor Resource Council, work with advisors on a daily basis to construct investment proposals, conduct due diligence, trading, and analysis on ARC Asset Management strategies.

On tonight’s show, we’ll discuss the Georgia Senate Runoff and its impact on markets and specific industries. Yields have continued to climb, what is behind those moves, and what that means for fixed income portfolios. Inflation expectations have continued to climb as investors price in more fiscal stimulus and a continued dovish Federal Reserve. We’ll also touch on the latest Covid news and the vaccine rollout.