Presidents, Pandemics, and Portfolios
January 19, 2021
On Thursday, January 14, 2021 we were glad to be joined by so many of our clients as we hosted the first part of our two-part Annual Client Event. The presentation, Presidents, Pandemics, and Portfolios: A Year (feels like a decade) in Review, was a great conversation led by our co-CIO’s Mark Balasa and Chad Carlson and moderated by Breanna Coffey.
| TIME | TOPIC |
| 01:04 | Today’s Topics |
| 01:40 | COVID Cases, Fatalities, and Vaccinations |
| 04:40 | Unemployment Rates |
| 06:39 | 2020 Market Recap |
| 12:44 | Top 10 Stocks Data |
| 14:08 | Q&A – Tesla, Robinhood, and Valuation Spikes |
| 20:25 | 2020 Oil Prices |
| 21:23 | COVID Vaccine Companies in the Market |
| 22:52 | Q&A – Bitcoin |
| 27:30 | Lessons Learned in 2020 |
| 29:31 | 1) Harms of Market Forecasting |
| 35:10 | 2) Don’t Look Too Often |
| 39:18 | 3) Importance of Perspective |
| 41:38 | Central Bank and Government Actions |
| 45:46 | Importance of Diversification |
| 49:20 | Q&A – Biden Presidency, Opportunities in the Market, and CI Merger |
