Defensive Preparation for Tapering

Michael A. Yoshikami

22-Aug-13 01:18

On International Market Watch Dr. Michael A. Yoshikami, Founder and CEO of Destination Wealth Management in San Francisco discusses:

- Sell off in equities and bonds, where the money is going now

- preparing for tapering

- Emerging markets still important element in portfolio

- Focus on JP Morgan not unfair

- Possible further slide in JP Morgan's share price

- positive view on US financial stocks

- Impact of cheap central bank funding on lending

- monetary easing good for economy in short term

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:

Tags: us, tapering, financial stocks, eurozone

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) For the last decade, Qualgro has quietly focused on the "boring back end of the internet", B2B software, data, and AI. General Partner Weisheng Neo joins us to explain why this approach is paying off.

12:00 PM

Popcorn Culture

(REPEAT) We review Noah Baumbach's Jay Kelly, which stars Adam Sandler and George Clooney.

1:00 PM

Cruise Control

(REPEAT) Suzuki returns to Malaysia with the Fronx, a compact crossover that's pretty solid. But what's the catch? Daniel Fernandez shares his thoughts.

2:00 PM

Matt-Splained

(REPEAT) We look back at some of the incredible and amazing breakthroughs in science we’ve seen in 2025.

3:00 PM

Earth Matters

(REPEAT) Selangor’s proposed Batu Arang waste-to-energy incinerator has sparked major community concern. Two residents explain the risks, the lack of official response, and why safer alternatives are needed.

4:00 PM

Bar None

(REPEAT) Aftar Singh, sports journalist at the New Straits Times join us to talk about our hockey team, the Speedy Tigers and how they're doing at the moment.

5:00 PM

BBC World Service

How do you separate fact from fiction when it comes to food? This episode of The Food Chain finds the answer.

PROGRAMMES