The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital

9/8/2023

Advisor Success Series

0:00

36:58

In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S. recession call wrong and the implications for asset allocation positioning looking ahead.

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The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital
9/8/2023
36:58
In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S. recession call wrong and the implications for asset allocation positioning looking ahead.
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The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital

Advisor Success Series

Altri episodi di "Advisor Success Series"

The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research

Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management

Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds

Addressing Factor Investing Research With Wes Crill of Dimensional Funds

Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco

Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers

The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital

Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs

So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine

What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management