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Thought Leadership
Dissecting the Market Sell-off with Chairman Robert W. Kleinschmidt – Q2 2022
By Robert Kleinschmidt on June 7, 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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You are about to leave the site of Tocqueville Asset Management, L.P. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the any mutual fund managed by Tocqueville Asset Management, L.P. Please consider the investment objectives, risks, and charges and expenses of any mutual fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Tocqueville Funds website (www.tocquevillefunds.com), by contacting an authorized broker/dealer, or by calling 1-800-697-3863. Please read the prospectus carefully before you invest. By accepting you will be leaving the site of Tocqueville Asset Management, L.P.