Description
The Karate Kid of Economics strikes again – Tariffs on, Tariffs Off.
Economic number are weak and that is bringing in the bad is good narrative – we discuss what to look for in the upcoming months ahead.
Valuations, listener questions and a fishing story to boot – all this and much more…..
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eNVESTOLOGY
Stocks mentioned in this episode: (X), (BYND), (ZM)
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,...
Published 04/14/24
Gold hitting new highs – and oil is on the rise
Easy policy over in Japan While China is stimulating
Big employment report moves markets
Guest David Gaffen – Editor at Reuters.
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14...
Published 04/06/24