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.

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