@DePaul: Stock Markets & Crises 2022H2, Bull or Bear Now?

By Professor Joel Litman

Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research


Friday, 19th August 2022



11:00 AM – 12:30 PM CDT

In what area of the stock market can inves

We are happy to announce for the DePaul Community, Professor Joel Litman will deliver “Insights from Inside the Pentagon” with the Strategic Macro research he provides the US Department of Defense and many of the largest institutional investors in the world.

(Note for DePaul MBA Students: This is also a special introduction to those interested in the Fall 2022 elective, “SEV641 Strategic Valuation.”)

In “Stock Markets and Crises 2022,” Professor Litman covers the following:

  • What do Russia’s sanctions and the War in Ukraine mean for US markets? 
  • The real indicators driving (and forecasting) inflation and interest rates 
  • As the U.S. percentage of global GDP falls and China’s grows, is Pax Americana finally over (as the financial media and some economists purport)?
  • What metrics other than GDP will tell us which way the US and global markets are headed?
  • How will China-based re-globalization impact the US companies and jobs (and what is the future for China in its role in the world)?

After more than three decades of research, working with some of the top institutional investors in the world, Professor Litman places these tough questions and situations in the context of the Market Phase Cycle and Strategic Valuation (the title of his special seminar course this Fall in DePaul’s MBA program, SEV 641).

Over many years, and at incredibly important junctions of time, this powerful framework of “Strategic Valuation” has provided market insights that investors have called invaluable and with a predictiveness described as “uncanny.”

These include a prescient “canary in the coal mine” bear market call in early 2008, long before the stock market bottom in 2009.

Meanwhile, his well-publicized bull thesis from 2013 through 2019 kept investors fully loaded in equities during one of the great bull markets of history.

And at the height of the pandemic-related market collapse in March, April, May, and June of 2020, Professor Litman’s clients repeatedly heard pound-the-table evidence for buying into the market bottom and staying long throughout the rest of 2020 and all of 2021.

What do the formidable and proprietary market and economic signals say right now, with the major geopolitical conflicts, massive government debt, inflation, and rising interest rates? 

Attendees will find a perspective that the mainstream financial media have completely missed.

Professor Litman’s research is utilized by all of the Top 10 largest investment managers in the world, 230+ of the largest 300 global managers, and more than 40,000 individual and firm subscribers.

In this special event for DePaul MBA students, alumni, and community—and special exclusive invite for FA Alpha members anywhere—Professor Litman will present extremely practical economic analysis and how it helps some of the greatest investors and leadership teams to recognize, analyze, and take advantage of bull and bear markets, including some of the most powerful organizations in the world at the Pentagon and in the FBI.

Click here to register for this exciting program brought to DePaul MBA students, alumni and community.

About the Speaker:

Professor Joel Litman is Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial.

Professor Litman has lectured and advised at top programs including Harvard Business School and Wharton, for the US government, including the Pentagon and US Marine Corps War College, for CFA Societies and investment teams from New York to Paris to Beijing, and for leadership at the world’s largest firms such as PwC and Credit Suisse.

Professor Litman has been interviewed on CNBC, quoted in the Wall Street Journal’s Barron’s Magazine and Institutional Investor, and Forbes. He published “Give My Regrets to Wall Street” in Harvard Business Review. He co-authored the highly-acclaimed book, “DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.”

As Chairman of the UAFRS Council, Professor Litman has spearheaded the global use of Uniform Accounting for investment decisions and strategic business analysis. 

Professor Litman is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in Accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.

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