Paradoxical Markets: Growth, Risk, and Reality - A Conversation with Portfolio Manager Tim Gerlach

An important reminder: All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group. This podcast is for informational purposes only, and does not constitute tax, investment, or other financial advice, and is not an endorsement of any securities discussed. Listeners should not rely on it for their financial decisions. In this episode of Novem Nexus: Navigating Your Financial Narrative, host Greg Wagner is joined by Tim Gerlach, portfolio manager and head of the asset management team at Novem Group, for a wide-ranging conversation on today’s paradoxical markets. Over the past year, we’ve seen record highs alongside recession fears, AI optimism colliding with inflation concerns, and concentrated growth in just a handful of mega-cap tech stocks. Greg and Tim break down market performance across sectors, the risks of concentration, the role of diversification, and what investors should consider when balancing short-term headlines with long-term strategy. They also explore Fed policy, interest rate expectations, and whether the AI boom is truly sustainable. At the heart of it: why patience, discipline, and diversification remain the most important tools for navigating uncertainty.

Disclosure:
Greg Wagner is an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser firm. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group. This podcast is for informational purposes only, and does not constitute tax, investment, or other financial advice, and is not an endorsement of any securities discussed. Listeners should not rely on it for their financial decisions.