Dantes Outlook Market Podcast

Tactical Idea Generation

Episode Summary

On this month’s episode, we’re joined by Matt Clements, managing director of MarketDesk Research (MDR), an investment research service for wealth managers and institutional investors. Matt co-founded MDR with his brother, Jon Clements, who previously worked at Goldman Sachs on the investment research team. We’ll hear about their evidenced-based research process and market outlook given uncertainty regarding Fed policy and inflation.

Episode Notes

Visit MarketDesk Research to find out more about their service.

Connect with the MDR Team:

Matt Clements

Jon Clements

• Matt discussed his roots in St.Louis, MO and what drew him to accounting.
• We unwrapped MDR's evidenced-based research process and how to filter out market noise.
• Matt walked us through how MDR uses tactical signals to construct model portfolios.
• Lastly, we discussed MDR's favorable outlook on Chinese equities relative to the EM basket and other ideas.

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