Our Family of Companies
western & southern financial group
western & southern life
columbus life insurance company
eagle realty group
fort washington investment advisors
gerber life insurance
integrity life insurance company
lafayette life insurance company
national integrity life insurance company
touchstone investments
western & southern financial group distributors

Podcast: Positioning for 2021

Economics Policy

Democrats are now in control of both houses, although margins are very thin, and Republicans are more divided following the assault on Congress. With polar opposite priorities of the Trump administration, will more of the Biden administration’s economic agenda now be enacted? Senior Economic Advisor Nick Sargen, PhD is joined by portfolio managers Dan Carter, CFA and Austin Kummer, CFA to discuss recent political developments and the possibilities for investment strategy.  

  • Nick Sargen recaps recent political developments and his forecast for the U.S. economy (00:00 – 16:09)
  • Dan Carter analyzes fiscal and monetary policy and their potential impact on interest rates (16:10 – 22:12)
  • Austin Kummer discusses the possible implications the rapidly evolving economic outlook could have on markets and options for positioning portfolios (22:13 – 29:30)
Podcast: Positioning for 2021

Text Summary 

nick sargen

Nick Sargen

Senior Economic Advisor
Nick is an international economist, global money manager, author, and contributor on television business news programs. He earned a PhD and MA from Stanford University and BA from UC, Berkeley.
dan carter

Dan Carter

Senior Portfolio Manager
Dan is Managing Director and Senior Portfolio Manager, focusing on diversified broad market fixed income portfolios. He received a BS from Miami University and is a CFA charterholder. 
austin kummer

Austin Kummer

Senior Portfolio Manager
Austin is Vice President and Senior Portfolio Manager focusing on portfolio management and research functions within Total Return Fixed Income, Multi-Strategy, Private Debt, and Dividend Equity. He received a BBA from Ohio University and an MBA from Xavier University. He is a CFA charterholder.  

Related Insights