I try and stay away from the likes of Twitter and Facebook and Annie, even news outlets. It's where it comes in macros - always worst case scenario,. The most people won't or two that you are looking at. I mentioned several times on the podcast here that I've been under investing between until 2019. So instead of putting my monthly contribution into the market, I was, let’s say, doing half here, half there.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!