Description
What commodities look attractive here and why?
Inflation CPI reports - just not looking good
Major banks kick off earnings season..
Guest: Robbie Miles, CFA - Allianz Global
Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London
Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.
Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)
Kicking off the MegaCap Earnings - some concerning items.
Rate Cut Bets Fizzle
Yields Keep Rising
The VIX – Hovering around 16
And our Guest – Johns Williams from ShadowStats
John Williams, founder and publisher of ShadowStats.com. He received an A.B. in...
Published 04/28/24
Herky-Jerky market action continues.
Powell puts down the gavel.
Tariffs enter the picture again
And our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing.
Steve Selengut, a 40+ year professional...
Published 04/21/24