Peter Harlin is a Vice President of Investments at Wells Fargo in Oklahoma City and works with High Net Worth Individuals to develop their customized investment strategies.
Peter is one of the smartest investment professionals I know and shares some keen insight on Macro Global Markets and what could be next. In this interview Peter and I discuss Current Equity Markets, USD/FX, Gold/Alternatives and Overall Asset allocations.
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Show Notes
0:00:00 Background – Peter Harlin
0:03:34 What initially attracted you to financial markets?
0:05:26 Macro Outlook on Financial Markets
0:09:00 Increased Volatility in the Markets – What’s the driver?
0:13:40 Equities: A rotation back to value ever?
0:17:06 Equities: Composition change – still very overvalued on all measures?
0:19:05 Unprecedented Printing – Where do you see this going?
0:23:03 Dollar Strength v. Other Currencies?
0:26:44 Inflation or Deflation?
0:29:35 Universal Basic Income (UBI) is the final outcome?
0:31:37 2020 Election Do you see potential of increasing Taxes as a headwind for US Equities?
0:34:11 Access to Stock Market
0:36:34 Social Credit System a la China?
0:37:43 Alternatives to Equity Markets: Land, Rental Properties, Gold
0:39:53 Real Estate and Land
0:42:43 Crowdfunded Real Estate Sites?
0:44:23 Overall Asset Allocation Recommendation: Growth, Higher Risk, 5 year timeline
0:47:40 Cash to deploy – Average in?
0:48:52 Emerging Market Equities?
0:51:10 Cash Allocation invested in?
0:54:04 How Can people find out more?
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