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Keeping you informed about money and markets in 30 minutes or less
Interest Rates; Higher for Longer, Get used to it!
Stock Market Authority
37 minutes 12 seconds
2 years ago
Interest Rates; Higher for Longer, Get used to it!
On today’s show I’ll give you a historical perspective on higher interest rates. I’ll go through the Mailbag and discuss Novo Nordisk (Ozempic), Lockheed Martin (defense) and Hormel. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets.
Much Needed Levity:
Nate Bargatze - Golfing with my Wife
https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change
If you want to write into the show with any questions or comments email me at Bakes@stockmarketauthority.com. Even better leave me a voice recording and we can play your question on the show.
Show Reference Links:
Howard Marks Memo:
https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change
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Stock Market Authority
Keeping you informed about money and markets in 30 minutes or less