Your Investment Briefing

About Your Investment Briefing

A futuristic view on anything investment. Make finance relatable again. benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast)

Publisher

Your Investment Briefing by Benjamin Robinot

Category

business

Language

en

Explicit

No

First episode

6 May 2024

Latest episode

14 Jul 2024

Latest episodes

11 episodes in the feed.

1. 

   14 Jul 2024

   Pivot Party

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I explain that the “pivot party” relates to the market reaction that followed the signaling by the Fed in Nov23 that rates were sufficiently restrictive and may have peaked. Based on this added certainty on cost of capital, investors celebrated by investing massively again. Happy to have you on board for the ride. Let’s go ! Listen on Apple podcast 👇 About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

2. 

   6 Jul 2024

   Quality Income

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I dissect investors’ interest for “quality income”, and explain why investment grade companies are better placed to perform in an environment of higher-for-longer rates and slowing growth. Now, investors should be careful not to over-crowd this trade, as spreads are already close to a 3-year low. Happy to have you on board for the ride. Let’s go ! Listen on Apple podcast 👇 About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

3. 

   29 Jun 2024

   The Next Euro Crisis

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I put the recent events in European politics in perspective with the past eurozone crisis of 2010-2012. While for now, the price reaction in markets has been visceral but mild, the Eurozone economic fundamentals are unlikely to be reinforced by whoever governs Europe, as no-one advocates for responsible budgeting. The main long-term issues remain slow growth, high debt-to-GDP, and chronic budget deficits, not to mention the Russian-Ukraine war at Europe’s door. Happy to have you on board for the ride. Let’s go ! Listen on Apple podcast 👇 About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

4. 

   22 Jun 2024

   K-Shaped Recovery

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I explain why the US economic recovery has been K-shaped since the covid period, as some parts of companies, households and sectors have been left out of the current economic growth. While this trend has favored companies with high profitability and low need for debt, other smaller companies or households with higher need for leverage were left in the dust. Happy to have you on board for the ride. Let’s go ! Listen on Apple podcast 👇 About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

5. 

   15 Jun 2024

   Lizz Truss Moment

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I am telling you why poor Lizz is the scapegoat of potential mayhem to come for developed bond markets. Lizz Truss was a short-lived UK Prime Minister, whose budget proposal sent the UK gilt market tumbling in fear of unsustainable Government spending. This lesson applies to more countries than we can count across US, UK, and Europe. Happy to have you on board for the ride. Let’s go ! Listen on Apple podcast 👇 About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

6. 

   8 Jun 2024

   Higher for Longer

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I am walking you through why we are in a higher for longer rate period and what is means for your investments. Happy to have you on board for the ride. Let’s go ! Listen on Apple podcast 👇 About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

7. 

   25 May 2024

   Soft Landing

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I explain why we say that the economy is achieving a soft-landing. The economic “plane” has been flying too high, running the risk of overheating. It was clearly visible through higher inflation. The US reserve bank has therefore increased interest rates over the past 2 years to limit the amount of money-fuel injection into the economy. Now the plane is on its final descent. Let’s hear what investors should do. Happy to have you on board for the ride. Let’s go ! About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

8. 

   18 May 2024

   Sustainable Investing

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I give a vast overview of what sustainable development is through the 17 UN’s Sustainable Development Goals, and give a description of sustainable investing that aligns with long-term capital outperformance, reconciling doing well with doing good. Happy to have you on board for the ride. Let’s go ! Download the About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

9. 

   18 May 2024

   Goldilocks

   Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I explain the analogy to the fairytale Goldilocks and the Three Bears. The classic story shows that Goldilocks is trying 3 things at a time only to find the one that is “just right” for one. The same way Goldilocks likes her soup not too hot, or not too cold, the markets like their companies’ earnings, consumers’ optimism, and their interest rates neither too hot, not too cold. Dig into the podcast to hear more on how it relates to the current market story. Happy to have you on board for the ride. Let’s go ! About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

10. 

    9 May 2024

    Bulls and Bears

    Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I give the backstory of the excessive use of the bull and bear analogy in financial markets. It all started in the late 1980s with the “Charging Bull” statue laid at the feet of Wall Street NYC. The bull came to embody the resilience and strength of financial markets, but also is an archetype of modern capitalism for better or worse. Happy to have you on board for the ride. Let’s go ! About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

11. 

    6 May 2024

    Foundations

    Your Investment Briefing is making finance relatable again. Make the complex accessible is the mission I am on, turning valuable market insights into workable investor solutions that serve the purpose of investors. In this podcast series, I’ll look at complex terms one at a time, and make sense out of it. In this episode, I go back to the origin of my 20-year investment career. Ten years back, Your Investment Briefing was nothing but a few words scribbled on a piece of notepad every Friday. I was putting down a list of noteworthy news, market events, and asset price movements in order to lay out my investment themes and fuel client discussions for the following week. Why I came to do that, and what it became is the story of this podcast, along with what listeners should expect in the series to come. Happy to have you on board for the ride. Let’s go ! Follow on Apple podcast 👉 https://api.substack.com/feed/podcast/257274.rss About – 360 Advisory LLC is a Boston-based RIA managing investments 👉Find Investment Solutions (https://benjaminrobinot.substack.com/) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminrobinot.substack.com (https://benjaminrobinot.substack.com?utm_medium=podcast&utm_campaign=CTA_1)

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Apple Podcasts (US)

5.0 / 5

3 ratings

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