Each quarter, Jerry Bowyer shares his perspective on economic trends and investment markets from the viewpoint of “principled reasoning,” a system of economic theory rooted in biblical wisdom.
During this live webcast, Jerry will discuss:
- The State of the Economy: economic growth, effects of the trade wars, and the liklihood of a recession.
- Trade War Hedge: how domestic equity sectors respond to trade wars, which sectors are trade war hedges, and specifically real estate funds/reits as a trade war hedge.
- Catastrophic Financial Loss "Lab Notes": Jerry`s current research on how to spot high risk situations for very large negative return situations. Deep integration of Biblical principles and sophisticated data analysis.
- Global Opportunity Maps: Looks at the effects of the trade war globally using world maps, indicating what has been driving returns, and what the effects have been in terms of attractiveness.