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    Thought Leadership

    Dissecting the Market Sell-off with Chairman Robert W. Kleinschmidt – Q2 2022

    By Robert Kleinschmidt on June 6, 2022

    Topic Timestamps

    0:00 – 1:01: Introduction

    1:01 – 1:15: Disclosures

    1:15 – 4:25: Discussing the bond market sell-off with rest of the market

    4:25 – 7:01: Discussion on the sell-off on the equity side

    7:01 – 12:17: Inflation

    12:17 – 16:01 : Rising Interest Rates and Valuation

    16:01 – 20:25:  Shifting sector weightings within S&P 500

    20:25 – 22:54: Supply chain issues

    22:54 – 25:38: Employment data and supply of labor

    25:38 –  27:50: Thoughts on profit margins moving forward

    27:50 – 34:25: Economic data and thoughts on a potential recession

    34:25 – 36:45: Household balance sheets

    36:45 – 41:45: Further discussion on stock valuations

    41:45 – 45:45: Looking at past sell-offs and staying invested for the long-term

    45:45 – 46:35: Closing

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