episode: 17

The Impact of Pandemic Buying Behaviours

November 29, 2020

listen now

About This Episode

Since March 2020, we’ve had to find ways to adapt to life with lockdown, quarantine, working from home and social distancing. As we changed the way we work, play and socialize, our buying and investment patterns have shifted as well.

Now, with the announcement of three new vaccines, there’s been a collective shift as we begin to see a flicker of light at the end of the tunnel. It could be a game-changer.

At the end of the day, the stock market is about people buying and selling and we want to help you become a better investor so you can have a positive impact on your future.

On this episode, Ruben, Marcelo, and I talk about how buying behaviours have changed during the pandemic. We’re covering what’s been driving these purchases, how people’s emotions are affecting their portfolio, the impact of the vaccines that are now on their way, implications for investors during and after the pandemic, and so much more!

Thank you for listening!

Key Topics:

  • Why consumer trends during the pandemic important are to us as investors (2:50)

  • The growing demand for suburban real estate across the country (4:07)

  • The dramatic shift in real estate prices Marcelo has seen since last year (5:28)

  • How being in lockdown is pushing people into bigger homes (6:29)

  • Increasing interest in cottage ownership (7:56)

  • Changing patterns of discretionary spending (8:40)

  • Why current consumer spending patterns may not be sustainable in the long run (10:30)

  • How the pandemic is impacting dog ownership (11:37)

  • Is the working-from-home trend here to stay? (13:31)

  • Maintaining company culture with employees working from home (15:20)

  • Sports that are on an upswing since the pandemic was declared (16:29)

  • Industries that are on the decline because of the pandemic (18:04)

  • What Ruben is looking forward to doing after the pandemic (18:47)

  • The activities Marcelo plans to participate in after the pandemic (19:46)

  • What we’re missing in social interactions (20:21)

  • Insights from the performance results of the Invesco QQQ Trust ETF (triple-Q) and the Vanguard Small-Cap Value Index Fund ETF (22:29)

  • How vaccine announcements have impacted the market (25:08)

  • How the recency bias is affecting our investment decisions (27:25)

  • The losing sectors suffering the most during the pandemic (28:00)

  • Where investors should be looking (28:55)

  • Our key takeaways you can apply to your portfolio as an empowered investor (30:04)

  • And much more!

Meet your hosts

Keith Matthews

Keith Matthews

Partner & Portfolio Manager

linkedin  email  phone

Ruben Antoine

Ruben Antoine

Portfolio Manager

linkedin  email  phone

Marcelo Taboada

Marcelo Taboada

Associate Portfolio Manager

linkedin  email  phone

Thanks for Listening!

Be sure to subscribe on AppleGoogleSpotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112

Follow Tulett, Matthews & Associates on social media on LinkedInFacebook, and more!

Follow The Empowered Investor on FacebookLinkedIn, and Instagram

Related Episodes

An Investor Guide to Inflation
An Investor Guide to Inflation

In this episode, Marcelo and Keith talk about why the current inflation rates are a problem, how we got here, the big debate on how long these rates will last, implications for you as an investor, and so much more!

read more
Delta variant & investor implications
Delta variant & investor implications

In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!

read more

Stay up to date with the latest episodes

© Copyright 2022  |  Tulett, Matthews & Associates        Conflict of Interest Disclosure      Privacy Policy      Legal