Greenrock Research Webinar | March 2023

Kevin Malone began this webinar by summarizing the previous year, acknowledging both successful and challenging periods. He emphasized the importance of preserving capital during declining years. Looking at the current year, Malone expressed concerns about a potential recession and cautioned against denial. He discussed the performance of various investment strategies, highlighting the need for realistic expectations. Malone mentioned the unpredictability of inflation and its potential impact on the market.

He advised against being swayed by popular trends and encouraged confidence in growing dividend strategies and the use of the Three Edge portfolio in the bond market. Additionally, he stressed the importance of identifying genuine investment opportunities and remaining open to new ideas, mentioning two private investment options. Malone concluded by preparing clients for potentially unfavorable market conditions in the near future and reaffirming the effectiveness of the chosen strategies.