The theme of GHP Investment Advisors’ 2023 Economic Outlook Forum is “Short-term Pitfalls, Long-term Prosperity”. GHPIA advisors Brian Friedman, Mike Sullivan, Sebrina Ivey, Reed McCoy, and Carin Wagner discuss the impact inflation is having on capital markets, key themes in equity and fixed income markets, and the upcoming debt ceiling deadline.
00:00:00 Intro Video
00:02:50 Forum Kickoff, Brian Friedman
00:05:18 Beyond the Peak: Examining Inflation’s Trajectory and Implications, Reed McCoy
00:16:54 US Stock and Stock Valuations, Mike Sullivan
00:33:53 Are Bonds Back? Carin Wagner
00:43:50 Debt Ceiling, Sebrina Ivey