Preservation Over Prediction: How Richard McWhorter Navigates Risk in Today’s Market

Lead-Lag Live - En podcast af Michael A. Gayed, CFA

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In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile market. We talk valuation risk, tariffs, and intergenerational wealth strategy — and why Richard is focused on preservation over prediction in a market full of noise. In this episode: - Why today’s stock multiples don’t add up - The long-term impact of U.S. tariffs and trade deals - How SRM hel...

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