September 2018 Market Perspectives Webinar – Replay and Slides

  • Webinars
  • Michael Gayed

Our September Market Perspectives Webinar included a discussion of the following research topics:

  • Dr. Copper and Mr. Market
  • Do Low Interest Rates Justify High Valuations?
  • Is the Fed Model a Good Valuation Tool?
  • Is This Really the Longest Bull Market Ever?
  • Is a Confident Consumer Good News for the Stock Market?
  • Do Stocks Perform Better When Manufacturing is Booming?
  • 10 Years Post Lehman
  • Markets (Stocks, Bonds, Currencies, Earnings, Economy, Fed, etc.)

Click the link below for the slides

Pension Partners – Webinar – September 2018 – Final – Posted

Webinar Replay:

This webinar is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Pension Partners, LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this webinar should not be construed as financial or investment advice on any subject matter. Pension Partners, LLC expressly disclaims all liability in respect to actions taken based on any or all of the information on this webinar.



Charlie Bilello is the Director of Research at Pension Partners, LLC, an investment advisor that manages mutual funds and separate accounts. He is the co-author of four award-winning research papers on market anomalies and investing. Charlie is responsible for strategy development, investment research and communicating the firm’s investment themes and portfolio positioning to clients. Prior to joining Pension Partners, he was the Managing Member of Momentum Global Advisors and previously held positions as a Credit, Equity and Hedge Fund Analyst at billion dollar alternative investment firms.

Charlie holds a J.D. and M.B.A. in Finance and Accounting from Fordham University and a B.A. in Economics from Binghamton University. He is a Chartered Market Technician (CMT) and also holds the Certified Public Accountant (CPA) certificate.

In 2017, Charlie was named the StockTwits Person of the Year. He has been named by Business Insider and MarketWatch as one of the top people to follow on Twitter and his work has been featured in Barron’s, Bloomberg, and the Wall Street Journal.

You can follow Charlie on twitter here.

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