Saturday, December 9, 2023

Avoiding Monetary Disasters – The Massive Image

Click on to obtain Monetary Disasters



Yesterday was type of a enjoyable day: Certain, it was a darkish, damp, dreary February morn once I confirmed up on the Brooklyn Bridge Marriot, however it was additionally the primary time I did a brand new presentation in entrance of a stay viewers since earlier than the pandemic.

I do a quarterly replace for RWM shoppers that covers the economic system, the markets, and our portfolios each three months. It’s broad and is pushed largely by real-time occasions, together with the questions shoppers ask.

I’ve been doing these types of updates for many years and whereas it’s a stable 20 to 40 hours of prep work, it’s develop into second nature for me. Michael Batnick is a big a part of forming the arc of the narrative I need to focus on; Sean Russo does nice analysis and creates precisely the type of charts I need to illustrate my factors.

However making a full 30-minute presentation from scratch takes for much longer – about 50-100 hours of labor, apply runs, changes, and many others. Shorter takes longer to prep, as you need to make the laborious calls as to what will get reduce. Of the 35 slides, 30 have been model new.

This was a enjoyable presentation to do – at about 5 minutes in, you simply exhale and loosen up. I actually had a good time presenting this and answering questions afterward.

I’ll publish the video when it goes stay later this week.

Thanks, Joe and Debbie of the MoneyShow for inviting me!


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