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In this episode of Pocket Pundits, 𝗠𝗮𝘁𝘁 𝗮𝗻𝗱 𝗧𝗼𝗺 𝗣𝗮𝗽𝗽𝗮𝘀 break down today’s market volatility—rising inflation, geopolitical tension, and economic policy shifts—and 𝗵𝗼𝘄 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗰𝗮𝗻 𝗼𝗳𝗳𝗲𝗿 𝘀𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻 𝘁𝗶𝗺𝗲𝘀.

𝗧𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:

  • How private assets perform during downturns
  • What business owners should consider
  • New access for accredited investors
  • The growing role of education and transparency in alternatives
  • Listener Q&A on portfolio diversification and resilience

⏱️ 𝘛𝘪𝘮𝘦𝘴𝘵𝘢𝘮𝘱𝘴 𝘐𝘯𝘤𝘭𝘶𝘥𝘦𝘥

𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 for more insights on navigating today’s investment landscape with clarity and confidence.


Chapters:

• 00:00 Introduction to Cottonwood Wealth Strategies
• 01:01 Navigating Market Uncertainty
• 05:03 The Role of Private Markets
• 08:46 Analyzing Portfolio Performance
• 12:28 Understanding Private Market Investments
• 15:33 Evaluating Investment Opportunities
• 18:15 Q&A: Business Owners and Private Investments
• 20:26 Assessing Portfolio Resilience
• 23:12 Qualifying for Private Market Investments
• 25:19 Exploring Opportunities in Private Markets