Ep 6 - How to Succeed in Volatile Markets: Things Most Won’t Hear From Big Brokerage Firms, Investment Banks and Financial Media (CNBC)

MAR 20, 202532 MIN
Crazy Wealthy Podcast

Ep 6 - How to Succeed in Volatile Markets: Things Most Won’t Hear From Big Brokerage Firms, Investment Banks and Financial Media (CNBC)

MAR 20, 202532 MIN

Description

Welcome to another insightful episode of the Crazy Wealthy Podcast hosted by Jonathan Blau, CEO of Fusion Family Wealth. In this episode, Jonathan addresses investor concerns about market volatility, offering insights and strategies to maintain a rational perspective during uncertain times. He also guides listeners through understanding market fluctuations and the importance of a long-term investment approach in volatile markets. Tune in!

IN THIS EPISODE:

  • 00:00 Podcast Intro and Disclaimer
  • 02:01 What Does Market Volatility Mean for Investors?
  • 03:34 Recent Market Corrections: A 10% drop in the S&P 500 is not unusual
  • 06:07 Will Market Volatility Hurt My Portfolio?
  • 11:13 Which Market is Most Volatile?
  • 18:50 Misconceptions on Warren Buffett's Strategy
  • 22:25 Importance Of Diversification Beyond S&P 500
  • 24:27 The Most Important And Difficult Action In Volatile Markets
  • 26:11 Podcast Recap with Jonathan and Amy


KEY TAKEAWAYS:

  • Market volatility is essential for achieving premium returns and should not be feared.
  • Market corrections are normal; understanding the historical context can prevent panic.
  • Recessions occur regularly and should be viewed as part of the economic cycle.
  • Long-term investment strategies outperform attempts to time the market.
  • Warren Buffett's approach underscores the importance of investing in quality businesses.


ABOUT THE HOST: Jonathan Blau is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He has a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.


RESOURCE LINKS 

Fusion Family Wealth - Website

Jonathan Blau - LinkedIn


Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures