Building a 2nd Half Playbook with Morgan Stanley's Mike Wilson

The Investopedia Express with Caleb Silver

Mike Wilson, the Chief U.S. Equity Strategist for Morgan Stanley, says the market could fall further as corporate earnings roll over and the chances of a recession increase. Still, long-term investors can still find opportunities to stabilize and grow their portfolios in this tumultuous environment, and why we need to look at the U.S. economy in the 1940's for comparison. And, the 60/40 portfolio just had its worst six-month period in history, turning decades of investing principles on their head. We try to turn things around on The Express.

LINKS FOR SHOW NOTES:

archive.org/details/essaysinearlierh01daviuoft

https://www.morganstanley.com/profiles/mike-wilson-chief-investment-officer

https://www.investopedia.com/articles/investing/062714/100-minus-your-age-outdated.asp

https://www.investopedia.com/terms/f/federalfundsrate.asp

https://www.investopedia.com/terms/r/riskrewardratio.asp