
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
The Intrinsic Value Podcast - The Investor’s Podcast Network
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What's the Biggest Thing for the Stock Market?
Jerome Powell has managed the stock market incredibly well given what he's got to go on. Even though we're pivoting toward a little bit more of a hawkish fed, I think that it's still going to be something that is driving stock markets and commodity markets higher. For me, if there's no bond market dislocation to the downside, very easy for me to stay bullish in stock market.
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