Lee Munson | TalkMarkets | Page 2
Founder and Chief Investment Officer of Portfolio, LLC.
Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client. His ...more

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My Bull Case For Gold
The highlights are my case for gold, a rally going into the end of the year - why a recession is possible later next year - and most importantly, what I'm telling clients to do with their money. If you want the real deal - this is it.
Explaining Coca Cola And XLP ETF
I breakdown the major components of XLP, the ETF that tracks consumer staples. While I don't buy individual stocks in general, it's still important to educate the public on what the sausage is made of.
What Does Venezuela Have To Do With The Price At The Pump?
Venezuela imports heavy crude used to refine diesel fuel. All that new light crude that we are pulling out of our own soil through fracking is mainly used to make gasoline.
Fading The Rally
There was a reason I said to focus on a particular date: March 1st. It’s the China trade deal... the only thing markets care about right now. Let’s break it down and understand how important this is, or really, isn't.
My Take On Amazon Ditching New York
I was asked by the producers at Fox Business to give my reaction about Amazon pulling out of their New York second headquarters expansion. But I'm a cynic.
Will The Problems In Venezuela Spell Trouble For Investments?
What does Venezuela have to do with the price at the pump? I was asked to discuss the troubling events in Venezuela. Fox Business producers simply wanted to know: how does this affect the average American investor?
Are Cannabis Stocks A Good Investment?
Part of my job is to prevent clients from getting involved with speculative markets. Nothing says that more than companies selling a product that lacks a functioning banking or financing system in this country.
Are You Selling Right Now?
What's most interesting about the last month is that the market has gone no place. After four, five, six weeks of volatility people wonder, ‘Should I be doing something?’
Markets Volatility
A discussion about the Fed, stock volatility, the Uber IPO and cannabis stocks.
The Short Volatility Crash Of 2018
A discussion about the crash from Monday. I also make some pot shots at Carl Icahn.
2018 Rally, FAANG Rally, Bitcoin Bubble
A forecast for markets in 2018. Will Bitcoin bubble burst in 2018?
2nd Quarter 2016 CIO Recap
Discussing the rebalancing and tactical decisions made this year.
GDP: Can't Trade It
Investors think GDP growth tells them about where the stock market is headed. Does it? Really?
Divergence: First Fed Rate Hike In 8 Years
Lee discussing the implications of the feds one-quarter point rate hike. (Video Length: 00:01:41)
Munson And Varney On October 2015 Rally
Lee Munson, was asked to share his thoughts on what was turning out to be the biggest month in four years.
The Market And The Fed
Lee Munson is asked his opinion about the overall market and the Fed strategy with Stuart Varney. (Video Length: 00:04:58)
17 to 32 of 50 Posts