Investing in the Face of Uncertainty
The Yield - A podcast by Yieldstreet
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Unanswered questions surrounding the effects of the pandemic are endless, and don’t stop in the world of investing. In today’s episode of The Yield, Charlie Schilling, General Manager of Investments at Yieldstreet, and Daniel Posner, Senior Advisor to Yieldstreet and the Chief Investment Officer at Rensop Investment Group address the timely topic of investing in the face of uncertainty. They discuss how investors should be evaluating the market and economy through the end of 2020, how investors should view the contrast between the economy and market highs, and the ways in which investors can take advantage of alternate sources of capital and the financing needed for a business.Key Takeaways:[:50] Guest Daniel Posner offers a snapshot of investing and the economy in the time of COVID-19.[4:00] What kind of market recovery are we facing: V, U, or W? A look at the critical components to overcoming current market volatility.[6:56] Opportunities that emerge in times of market volatility and what you should be doing with your portfolio at this time.[10:06] Distressed investing — in which sectors can investors find the best investment opportunities right now?[13:27] Are there ways that investors can minimize the impact of the economic downturn without selling off investments?[16:38] How to evaluate companies with supply chain or labor issues in order to secure the best investment opportunities.[19:12] A snapshot of current spending habits and travel trends and their effect on the economy.[26:09] What will happen to commercial real estate when the world opens back up?[27:38] Opportunities that are becoming available in non-traditional asset classes.[29:57] Which sectors will see the strongest bounceback and which will see the most bankruptcies?Mentioned in This Episode:YieldstreetRensop Investment Group