Valuation Mysteries and Market Momentum

Du Charme Wealth Management Podcast

As 2025 approaches, this episode dives into market predictions, valuations, and the impact of emotional psychology on investment decisions. Expert insights on cyclical analysis draw parallels between macro trends and tactical asset allocation strategies, guiding listeners in preparing for the uncertainties ahead.
• Discusses the significance of market valuations and cycle analysis
• Challenges traditional investment bank predictions and averages
• Explores emotional psychology's influence on investor behavior
• Analyzes the roles of gold, Bitcoin, and real estate in investment strategies
• Highlights critical insights on cyclical analysis and economic forecasting
• Emphasizes the need for due diligence and professional guidance in investing
Guest: Jim Lee, CFA, CMT, CFP®
Phone: [phone]
Webpage: www.stratfi.com
Jim Lee is an award-winning futurist and market strategist with over 30 years of experience. Jim received the highest honor from the Association of Professional Futurists for his book 'Foresight Investing: A Complete Guide to Finding Your Next Great Trade'. Jim is also a past winner of NAAIM's national investing competition.
He is a Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), and Certified Financial Planner (CFP®) and is the founder of StratFI, a boutique investment management firm focused on "What Happens Next?"
Connect with Jim Lee:
https://x.com/jhlinde
http://www.linkedin.com/in/jleeadvisor/
http://facebook.com/stratfi
Find Du Charme Wealth Management here:
https://ducharmewealth.com/contact-us/
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#MarketTrends #technicalanalysis #southernutah #podcast #podcastclips
[00:00:00] Intro.
[00:00:43] Forecasting Market Cycles and Valuations.
[00:06:40] Market Analysis and Technical Indicators.
[00:12:05] Analyzing Market Trends and Cycles.
[00:25:10] Understanding Market Cycles and Valuations.
[00:36:08] Real Estate, Leverage, and Inflation.
[00:42:38] Real Estate and Market Analysis.
DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.