Q3 Gains, Valuation Risks & the Rise of Entertainment Investing with Thomas Martin of Globalt Investments
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Show Notes
Q3 Gains, Valuation Risks & the Rise of Entertainment Investing with Thomas Martin of Globalt Investments
In this episode of The Money Path, host Todd M. Schoenberger welcomes Thomas Martin, CFA, Partner and Senior Portfolio Manager at Globalt Investments. Thomas and Todd dive into the markets’ strong third-quarter showing — the S&P 500 rallied ~7.6% — and explore what to expect in Q4 amid mounting valuation concerns.
Thomas cautions that while fundamentals remain healthy, market multiples appear stretched. He highlights the entertainment sector — live events, streaming, travel, and experiential spending — as a compelling theme fueled by post-COVID demand. He also walks through Globalt’s positioning in precious metals, discusses how the recent Fed rate cut plays into portfolio construction, and shares his take on how a potential U.S. government shutdown could rattle markets.
Throughout, Thomas underscores the importance of regular client communication and diversification as guardrails in volatile times.
Tune in to hear timely insights from a market pro. And don’t forget to subscribe to the CrossCheck Media YouTube channel so you’re notified of future episodes.
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