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TECH TALK FOR FRIDAY JUNE 24TH 2022



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TECH TALK FOR FRIDAY JUNE 24TH 2022

byDon Vialoux, EquityClock.com
June 24, 2022


TECH TALK FOR FRIDAY JUNE 24TH 2022




DON'T CRY FOR THE MOST WEALTHY




RECESSION: THE RISK IS IN THE REVERSAL




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PODCAST PLAYER (LISTEN AT 1.2X)

Insight is Capital™ Podcast

The official podcast of AdvisorAnalyst.com, publisher of actionable market and
investment insight, commentary, analysis and practice management for investment
professionals and investors.

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Insight is Capital™ Podcast
120 Value Stocks Are Back w/ Stephen Jenkins and Jackie Au
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120 Value Stocks Are Back w/ Stephen Jenkins and Jackie Au
byAdvisorAnalyst.com

Every stock market correction is unique, with its own causes and consequences.
There are some similarities between the current market decline and past
declines.




Take today’s example; following a period of speculation and excess that began in
2020, tech stocks have taken a beating, some from as early as Q2 2021. It’s
reminiscent of the tech rout in 2000, when value stocks outperformed technology
stocks.

–– powered by ––


In fact, value stocks are outperforming, and providing both meaningful relative
positive returns, across the board in this stock market rout. Value is
outperforming in large-cap U.S., small-cap U.S. segments, foreign-developed
stocks and emerging market stocks. If you’re wondering whether this resurgence
in value stocks is fleeting, it’s advisable to recall that the forces that are
shaping inflation and inflationary volatility are likely to outlast our
expectations, our hopes.



Value investing great Stephen Jenkins, Co-CIO, and Portfolio Manager, and Jackie
Au, Portfolio Manager, Sionna Investment Managers join us this episode for an
enlightening and insightful conversation, sharing their wisdom about value
investing’s long term durability, how they do value investing, the relative
underperformance of value factor vs. growth factor (value stocks did what value
stocks always do, but they didn’t do as well as growth stocks), and how the
regime change of inflationary volatility and rising rates that has crushed
growth stocks is favourable to value investors.





We also get a good look at some of the names and sectors they favour, with
Stephen and Jackie talking about names they are holding, that fulfill their
definitions of value.



==================================



Where to find the Stephen Jenkins and Jackie Au:

==================================



Stephen Jenkins, Co-CIO, Sionna Investment Managers

Jackie Au on Linkedin

Sionna Investments



==================================

Where to find the Raise Your Average crew:



==================================



ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin



Rodrigo Gordillo

Adam Butler on Linkedin

Pierre Daillie on Linkedin




Joseph Lamanna on Linkedin

AdvisorAnalyst.com

*****



“You don’t have to be brilliant, just wiser than the other guys, on average, for
a long time.” Charlie Munger

Welcome to Raise Your Average, our deep dive journey into learning from the
people and process behind the world of investing. Through conversations with
leaders in the investments game, we peel back the layers of the onion on how
these holders of the keys to the kingdom allocate their time, their energy, and
their dollars.

We are all students and we are all teachers. We are the average of the 5 people
we spend the most time with. Come hang out with us for a while and raise your
average, as we raise ours.



Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)


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120 Value Stocks Are Back w/ Stephen Jenkins and Jackie Au
Every stock market correction is unique, with its own causes and consequences.
There are some similarities between the [...]
June 9, 2022
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114 The Coming Boom in Medical Breakthroughs w/ Lisa Langley and Ali Urman
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112 Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure
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111 Investing in Technology Leaders of Today and Tomorrow in 2022?
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PODCAST POSTS (WITH NOTES)


119 VALUE STOCKS ARE BACK W/ STEPHEN JENKINS AND JACKIE AU, SIONNA INVESTMENT
MANAGERS


THE LOWDOWN ON URANIUM, LITHIUM & CARBON W/ NICOLAS PIQUARD


KEY INVESTMENT THEMES IN TUMULTUOUS '22


DOES SEASONAL ROTATION WORK?


THE BEST & THE REST: MEASURING THE EFFICACY OF ALTERNATIVE STRATEGIES


CANADIAN ETF TRENDS 2022 UPDATE W/ RONALD LANDRY, CIBC MELLON


EP. 114 THE COMING BOOM IN MEDICAL BREAKTHROUGHS W/ LISA LANGLEY AND ALI URMAN


38 ERIC BALCHUNAS – THE BOGLE EFFECT


ANDREW BEER ON SIMPLIFYING MANAGED FUTURES AND LIQUID ALTS EXPOSURE


119 VALUE STOCKS ARE BACK W/ STEPHEN JENKINS AND JACKIE AU, SIONNA INVESTMENT
MANAGERS

byRaise Your Average Podcast
June 9, 2022





VIDEO

June 24, 2022


119 VALUE STOCKS ARE BACK W/ STEPHEN JENKINS AND JACKIE AU, SIONNA INVESTMENT
MANAGERS

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byRaise Your Average Podcast
June 9, 2022


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May 25, 2022



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November 28, 2021





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REBUILDING RESILIENCE IN 60/40 PORTFOLIOS

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THE LATEST

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TECH TALK FOR FRIDAY JUNE 24TH 2022

byDon Vialoux, EquityClock.com
June 24, 2022
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DON'T CRY FOR THE MOST WEALTHY

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RECESSION: THE RISK IS IN THE REVERSAL

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CRACKING AND PIVOTING

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TECH TALK FOR THURSDAY JUNE 23RD 2022

byDon Vialoux, EquityClock.com
June 23, 2022
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CRYPTOCURRENCY AND INVESTOR PORTFOLIOS: IS AN ALLOCATION WARRANTED?








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