Video: Navigating Today's Market

Don’t miss the full Market Update from the Financial Planning Association (FPA) of New England Spring 2023 Conference. Tune in as Rene Jarquin, Director of FPA of New England, sits down with David Marra, Managing Director of Markin Asset Management for a wide-ranging discussion on markets, rates, inflation, banking, and investing in the current environment.

 
 

During the interview, David provides insights into his daily routine as a portfolio manager, shares his perspective on inflation and the impact of the banking crisis on the odds of a recession. He also delves into the drivers of tech investing, as well as his views on secular stagnation and the new investment landscape.

In addition, David talks about his principles for constructing portfolios and what the average investor should be doing in today's rapidly changing market. This is an interview you won't want to miss!


This communication is not a solicitation or offer to sell investment advisory services.  All content provided is for informational purposes only and should not be relied upon as investment advice. Information is subject to change at any time, and Markin Asset Management, LP is under no obligation to provide updates or amendments.  There is no guarantee that any strategies discussed will be effective or that any events will come to pass.  Investment in securities involves the risk of loss. Past performance is no guarantee of future returns.

All opinions expressed by David Marra in this presentation are his personal opinions and do not reflect the opinions of Markin Asset Management, LP or any of its affiliates.  You should not treat any opinion expressed as an inducement or recommendation to make a particular investment or follow a particular strategy.  The opinions expressed were based upon reasonable information known at the time and are subject to change without notice.  Past performance is not indicative of future results.

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