Coronado Rotary Meeting - January 7, 2026

Описание: Venue: Coronado Yacht Club
Invocation and pledge - Sarah Kulke (1:00)
Visiting Rotarians and guests (2:14)
100 years ago (7:42)
Rotary Santas - Bob Syverson (8:50)
Red Badger graduation - JD Douglas/Brett Davis (14:30)
Rotary 100 - Kris Grant (15:40)
Safe Harbor check presentation (22:00)
Financial Presentation (27:50)
Ranier Trinidad, President of Parabolic Asset Management
Brandon Mather, Senior Vice President, Wealth Enhancement
Dr. Yaoyi Xi, Associate Professor of Finance at Fowler College of Business at San Diego State University
Dan Gensler
Opening Anchor Question (All Panelists)
1. Do today's equity markets feel fairly-valued, overvalued, or still reasonable-and why?
Markets & Portfolio Strategy
2. R: If markets are inflated, how should the average investor think about staying invested vs. taking "risk off' the table?
3. B: Are there parts of the market that look reasonably valued—or even undervalued-compared to the broader equity market?
4. Y: Does diversification still work the way we were taught, or has the playbook changed?
Bonds, Interest Rates & Income
5. R: Where do you think interest rates are heading over the next 12-24 months, and what does that realistically mean for investors?
6. B: Are bonds attractive again, and if so, how should the average investor think about fixed income today compared with the last decade?
Inflation, Deflation & the Economy
7. R: Inflation surged recently and then cooled-over the next decade, do you think we're more likely to experience ongoing inflation or a swing toward deflation? Why?
8. Y: With rising government debt levels and large deficits, should investors be worried about long-term financial stability or market impact?
Gold & Real Assets
9. B: Is gold primarily an inflation hedge, a crisis hedge, or something else entirely and what role (if any) should it play in a diversified portfolio?
Retirement Security & Longevity
10. R: What's the biggest mistake retirees make during periods of market volatility.... Given longer lifespans and rising costs, how confident should retirees and near-retirees feel today?
Taxes & Policy
11. B: How are current tax policies affecting investment decisions, especially for retirees taking distributions and what tax-smart strategies do everyday investors often overlook?
Geopolitics & Risk
12. Y: With wars, elections, and global tensions, how much do geopolitics really matter for long-term investors?
13. Y: What geopolitical risk do you think investors are overreacting to-and what risk are they underestimating?
Crypto & Behavior
14. R: Is crypto a legitimate long-term asset class, speculation, or something in between?
Close (All Panelists)
15. What single piece of advice would you give the everyday investor in this room?
16. Looking ahead 5-10 years, what excites you most as an investment opportunity, and what worries you most?