In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Michael Zoller, Senior Investment Analyst for Hightower Bethesda, about financial projections for 2021. Every year, the company lists 10 investment themes in January. Michael shares his thoughts on these themes and his forecast of what the economic recovery will look like after a year of the COVID-19 pandemic and the 2020 Presidential election that resulted with a new administration.
 
“With this pent-up demand issue that I talked about earlier, Americans are going to run out and buy, buy, buy. That has the potential to lead to a spike in inflation, but that’s going to be different than a structural increase in inflation.” -Michael Zoller [16:23]
 
What You Will Learn:
 
[01:12] Hightower Bethesda’s macro view going into 2021
[04:26] How potential higher taxes could play into the recovery this year
[05:41] The biggest takeaway for economy recovery
[09:41] Forecast for the equity markets and what it mean for technology and growth
[13:52] Projections for fixed income and bonds
[15:46] If there's’ a risk of inflation and how home prices factors in
[22:57] Michael’s final thoughts on small caps and emerging markets

Our Contacts:
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Twitter: https://twitter.com/LeahPlans4You
 
Resources:

Visit our website: https://bethesda.hightoweradvisors.com

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