Are the rich getting richer?

On August 22, Michelle Connell, CFA was asked to offer her opinion on the bifurcation of the Covid economic recovery on Paul Dudley’s weekend show in New Orleans (WWL-TV). While the well-off may be benefiting from a “V” shaped recovery, the majority are trying to just break-even (i.e. a “K” shaped recovery). 

Sidenote: Excuse the clutter in the background. Michelle agreed to this interview at the last minute in a hotel.

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About Portia Capital Management
Michelle Connell, CFA is the President and Owner of Portia Capital Management, LLC, the only Registered Investment Advisory firm in DFW to be founded by a female CFA. Ms. Connell is one of the highest-rated finance professors in the United States, currently serving as an adjunct professor at The University of Texas in Dallas and teaching the CFA Review for the DFW CFA Society. Ms. Connell works with her students and private clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. 

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