Join Ryan Nauman, market strategist at Zephyr, in this episode of ‘Adjusted For Risk Podcast’ as he hosts Robert Zuccaro, Founder and CIO of Golden Eagle Strategies. They delve into the performance of equities driven by tech stocks, the mechanics of hypergrowth stocks, and how this asset class can benefit portfolios. Robert shares his extensive experience from starting in 1978, including pioneering quantitative processes and the introduction of focused funds. Learn about the effectiveness of sales growth as a predictor, market expectations, and why the U.S. economy might be in the midst of an economic miracle. Don’t miss insights on portfolio construction, investment strategies, and hypergrowth stocks across various sectors beyond just technology.
Zephyr can help financial advisors create modern diversified portfolios. Find out more here.
Learn more about Golden Eagle Strategies here.
00:00 Introduction and Welcome
01:18 Guest Introduction: Robert Zuccaro
01:42 Robert Zuccaro’s Investment Journey
03:00 Quantitative Investment Strategies
06:56 Economic Outlook and Recession Discussion
10:03 Hypergrowth Stocks Explained
20:38 Portfolio Construction and Hypergrowth
23:17 Valuations and Market Insights
28:25 Conclusion and Farewell
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