On todays show we are joined by Rahul Sharma Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance what policies have led to international performance avoiding/concentrating into different countries how the US Dollar affects international investments and much more!
On todays show we discuss some 1929 and 1932 comparisons the impact of tariffs on small businesses supply chain problems are coming putting the dollars move into perspective jumping into a recession why a recession might feel worse than it actually is the correction is still relatively mild retail keeps buying the dip Bitcoin is decoupling $145000 mud rooms and much more.
On todays show we speak with Jason Greenblath of American Century Investments about short duration fixed income remaining active during recessions inflationary spikes and fixed income and then we speak to Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets recession risk heightened volatility the Fed and inflation and much more!
Some thoughts on the timing of the next recession.
On todays show we are joined by Rahul Sharma Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance what policies have led to international performance avoiding/concentrating into different countries how the US Dollar affects international investments and much more!
On todays show we are joined by Rahul Sharma Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance what policies have led to international performance avoiding/concentrating into different countries how the US Dollar affects international investments and much more!.
On todays show we discuss some 1929 and 1932 comparisons the impact of tariffs on small businesses supply chain problems are coming putting the dollars move into perspective jumping into a recession why a recession might feel worse than it actually is the correction is still relatively mild retail keeps buying the dip Bitcoin is decoupling $145000 mud rooms and much more.
On todays show we discuss some 1929 and 1932 comparisons the impact of tariffs on small businesses supply chain problems are coming putting the dollars move into perspective jumping into a recession why a recession might feel worse than it actually is the correction is still relatively mild retail keeps buying the dip Bitcoin is decoupling $145000 mud rooms and much more.
On todays show we speak with Jason Greenblath of American Century Investments about short duration fixed income remaining active during recessions inflationary spikes and fixed income and then we speak to Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets recession risk heightened volatility the Fed and inflation and much more!
On todays show we speak with Jason Greenblath of American Century Investments about short duration fixed income remaining active during recessions inflationary spikes and fixed income and then we speak to Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets recession risk heightened volatility the Fed and inflation and much more!.
Some thoughts on the timing of the next recession.
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