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UID:1775603134@thefeng.org
DTSTAMP:20260407T230534Z
DTSTART:20250416T200000Z
DTEND:20250416T210000Z
ORGANIZER;CN=Matt Bud:MAILTO:MattBud@TheFENG.org
SUMMARY:THE FENG: Chat with Matt: with Frederick Brimberg, Chief Investment Officer, Bankville Holdings
LOCATION:On Zoom: https://us06web.zoom.us/j/82919073801?pwd=tC91FmrpY4w7SaCamp8UFSLVmKaobm.1
DESCRIPTION:Chat with Matt: with Frederick Brimberg, Chief Investment Officer, Bankville HoldingsA Rational View of Global Stock MarketsOn Wednesday, April 16, 2025, at 4PM Eastern I will be interviewing Frederick Brimberg, Chief Investment Officer of Bankville Holdings.The title of our conversation will be: A Rational View of Global Stock MarketsSince most of our members are dull and uninformed Chief Financial Officers and Controllers like me, I thought it would make sense to call upon one of our resident financial markets experts to better understand the current environment.We may not get through all the topics below, but Frederick is going to give it a shot. He will make a final decision on exact topics based on what happens over the next week.1.&nbsp;&nbsp;&nbsp;&nbsp;Tariffs - constructive or destructive to the global economy?2.&nbsp;&nbsp;&nbsp;&nbsp;Where do global stock markets go from here?3.&nbsp;&nbsp;&nbsp;&nbsp;Where are oil prices going?4.&nbsp;&nbsp;&nbsp;&nbsp;What is going on with the Treasury bond market?5.&nbsp;&nbsp;&nbsp;&nbsp;Thoughts on gold?6.&nbsp;&nbsp;&nbsp;&nbsp;Thoughts on Bitcoin?7.&nbsp;&nbsp;&nbsp;&nbsp;Current financial state of the US consumer/business?8.&nbsp;&nbsp;&nbsp;&nbsp;Where does the US dollar go from here?9.&nbsp;&nbsp;&nbsp;&nbsp;Behavioral finance as it relates to current financial conditions.10.&nbsp;&nbsp;&nbsp;&nbsp;China/Taiwan as it relates to global stock markets.If you have any specific questions you would like Frederick to address, please send him an email: fbrimberg@gmail.comAbout Frederick Brimberg:Frederick Brimberg is an award-winning portfolio manager, having been named a Top Gun by PSN Informa for the EAFE &amp; International Equity categories. He has extensive expertise and experience in quantitative stock screening, stock selections, and macro analysis. He is the Chief Investment Officer of Banksville Holdings, a family office.Frederick Brimberg203-524-4644fbrimberg@gmail.comhttps://www.linkedin.com/in/frederick-a-brimberg/&nbsp;
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