Table of Contents
Chapter One: 0:00 – 6:21 – Reminder on Marathon Investment Philosophy and Key Institutional Investment Partnerships (Goldman and Dorsey Wright)
Chapter Two: 6:22 – 8:51 – Review of Four Marathon Archetype Model Portfolios
Chapter Three: 8:52 – 10:50 – Review of “mini regional banking crisis” and Limited Market Impact
Chapter Four: 10:51 – 11:50 – Review of Key Fixed-Income Investment for the Quarter
Chapter Five: 11:51 – 15:45 – 4 Key Investment Metrics Investors are Tracking (and why they’re on a solid trajectory)
Chapter Six: 15:46 – 17:15 – 2023 Stock Market Drivers Year-to-Date
Chapter Seven: 17:16 – 19:24 – Recession Probabilities Moving Forward in 2023 and 2024
Chapter Eight: 19:25 – 22:45 – Comparisons to 2008-2009 Crisis (In our View not Appropriate, and Why)
Chapter Nine: 22:46 – 24:45 – Stock Market Sector Performance of 2022 vs 2023
Chapter Ten: 24:46 – 27:00 – Earnings Historically (How they Bottom Generally, and What They’re Doing Now)
Chapter Eleven: 27:01 – 27:50 – The Data Underlying the Booming Economy (Driven by Productivity)
Chapter Twelve: 27:51 – 29:00 – Dispelling the Bearish “Bad Breadth” Market Narrative on CNBC
Chapter Thirteen: 29:01 – 31:25 – Reviewing Critical Inflation Data and Past Inflationary Regimes (This is not Volcker-Era Inflation)
Chapter Fourteen: 31:26 – 37:58 – The Hedge Fund & Institutional Community Caught Flat-footed (Positioning Turning Bullish, Short Bets Being “covered”)
Chapter Fifteen: 37:59 – 39:10 – Review of 2023 Outlook
Chapter Sixteen: 39:11 – 42:21 – Some Key Trades We Made in Portfolios 2023 Q2
Chapter Seventeen: 42:22 – Closing Remarks from Charlie
