Oct 12, 2022
Access a PDF version of this presentation by following this link: Q3 2022 Macro
Our Macro Presentation this quarter is titled "High Winds" because of the persistent rises and drops we have been facing in the day to day environment. In these times the best offense is certainly a good defense. In this presentation we will highlight the economic data that we have been following and will explain what actions that data is leading us to take within client portfolios.
While it is certainly not news to anyone that the markets have been highly volatile in 2022, it may be worth noting just how uncertain the environment is. Indeed, one could argue that the market volatility is a function of the uncertain environment, rather than the other way around.
Chief Investment Officer, Portfolio Manager
Ben arrived at Narwhal from a small investment firm in Eugene, Oregon, where he cut his teeth investing in individual stocks, bonds and derivatives. He earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. Ben received a bachelor’s degree in finance from the University of Washington and a MBA from Emory University's Goizueta Business School. In his free time, he plays competitive tennis, mentors for Mentoring for Leadership and is a frequent contributor to The Investing Podcast.
At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.