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Chris Perras, CFA®, Chief Investment Officer of Oak Harvest Financial Group shares his insight into the markets based on 25 years experience. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.
Episodes
Friday Oct 18, 2024
Stock Market Hedging Before the Election- Are You Overpaying?
Friday Oct 18, 2024
Friday Oct 18, 2024
As we approach the 2024 Presidential election, watch this video to learn about the key indicators that suggest how to navigate potential market fluctuations, including the CBOE Volatility Index (VIX), realized volatility (RVOL), and volatility futures—tools that can help clarify whether hedging your portfolio is worthwhile. I discuss how many investors have been overly cautious this year, missing out on significant gains due to fears surrounding political outcomes. By analyzing the relationship between actual market volatility and hedging costs, I reveal why the current climate might actually favor those willing to invest rather than stay on the sidelines. Join me to uncover insights that challenge the prevailing narrative and position you for potential success in what I believe is a robust bull market.
#marketfluctuations #investing #presidentialelection #bullmarket
About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:
As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!
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Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results. The words ‘insurance” and “insure” in this video refer to hedging market risk, not insurance and annuity products offered through Oak Harvest Insurance Services, LLC.
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