Bloomberg Podcasts
Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos

Fading the New Year's Bounce | What Goes Up

Posted

January 20, 2023

Views

128

Likes

2

Engagement

1.56%

Search the Record

Indexed

Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.

Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.

Try a name, a topic, or a quoted line

YouTube Description

as posted by the channel

The stock market got off to a roaring start this year with the S&P 500 at one point clocking a year-to-date gain of more than 4%. Truist Wealth Co-Chief Investment Officer Keith Lerner, however, is skeptical of the New Year bounce. He says the possibility of a recession and dwindling liquidity make the rally unsustainable.

Lerner joined the What Goes Up podcast to explain why he’s advising clients to take a defensive posture with investments, and what he believes is the best way to execute that strategy. “Being defensive from a stock, bonds and cash perspective is being overweight fixed income relative to equities. And then—in the fixed-income component—keeping it simple: keeping it with high-quality fixed income and not really taking a lot of credit risk at this point.”

See omnystudio.com/listener () for privacy information.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Listen to more What Goes Up

Subscribe to Bloomberg Podcasts

#Bloomberg #Podcast #Markets

Follow Bloomberg Podcasts on Twitter

Visit our other YouTube channels:

Bloomberg Markets & Finance

Bloomberg Politics

Bloomberg Technology

Quicktake Originals

Quicktake Now

Quicktake Explained

For coverage on news, markets and more

Guests & Subjects Covered

New YearWhat Goes UpHosts Mike ReganVildana HajricWall StreetWhat Goes Up SubscribeFollow Bloomberg PodcastsTwitter Visit

Sentinel Indexing in Progress

Metadata and chapters are available. Claim extraction for this episode is pending.

All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.