Market Update + Q&A for March 2022 – Part 2
See below for our second March Market Update + Q&A. Summary points below the video.
Market Update & Q&A Video Summary (March 2022):
We review our risk indicators and our thoughts on the current macro and economic landscape with comparisons to the past. Then we answer questions.
01:44 Risk Indicators – Volatility
03:30 Risk Indicators – CDS Spreads
04:02 Risk Indicators – Bond Spreads
04:44 Zoom Price Chart – 2022
08:50 Intel – Dot-com bust
09:31 Cisco – Dot-com bust
10:16 Juniper Networks – Dot-com bust
11:15 Open Discussion
13:14 Does Russia’s invasion of the Ukraine hurt the outlook of the tech sector?
13:35 War times tend to help the Markets
15:48 Where to find Income
18:34 Credit Default Swaps CDS 20:47 Would investments in cyber security stocks be attractive at this time
21:39 Have you considered investment in long term equity as leap options as an alternative to cash?
22:28 If home builders are becoming weary of building more, doesn’t that raise prices on existing markets?
25:10 Where we are Now?
26:25 Steel Stocks
29:21 At what point do we really know if Bitcoin/Ethereum really have long standing value?
32:43 How is that going to affect the value of the dollar and its relationship with crypto?
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The Willow Team
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