PREMIUM: BOHNSACK & RISSMILLER

RECESSION AND BEAR MARKET OUTLOOK

Recession and bear market outlook with Don Rissmiller and Nick Bohnsack, members of Strategas’ top rated research team.

WEALTHTRACK Episode #1534; Originally Broadcast on Feburary 08, 2019

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NICHOLAS BOHNSACK

• Co-Founder, Partner, Strategist,
• Strategas Research Partners

DON RISSMILLER

• Co-Founder, Partner, Chief Economist,
• Strategas Research Partners

Newsletter available soon.

NO MATTER HOW TEMPTING, AVOID MARKET TIMING

MISSING OUT

• If out of U.S. stock market for 25 best days between 1970 and 2015 returns reduced from +1,910% to +371%
• If out of UK stock market for just 2 quarters since 1900 cumulative real returns reduced by + 50%
• If out of U.S. market for just 2 quarters since 1900 returns reduced by + 66%

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The Master Algorithm: How the Quest…

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Capitalism without Capital…

RISSMILLER: CONTRARIAN MIX

• Buy stocks that act like bonds such as dividend-paying stocks
• Buy bonds that act like stocks such as high yield bonds
• Opportunities that move against algorithmic trading and automatic asset allocation programs

BOHNSACK: DIVERSIFIED FUND

Own a global multi-asset allocation fund
Morningstar Medalists include First Eagle Global, FPA Crescent and Loomis Sayles Global Allocation .

No stock mentions in this episode.

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

This is the first appearance of these guests.

TRANSFORMATIONAL SHIFTS

Two key members of Strategas Research Partners’ top-rated macro-research team recommend two books exploring game-changing developments affecting technology and the economy.
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