Kate Moore, BlackRock - How to Invest in Consumer Disruption, Natural Resources, & Automation | #468
The Meb Faber Show - Better Investing
Macro Equity - What's the Lens From Which You View the Market?
The S&P has returned 460% over the last 25 years. If you take out FOMC days from your data set, it would be 55% lower than today in February of 2023. The macro has really moved the market. It's an interesting place to bridge and actually is incredibly useful throughout the course of my almost 25 year career at this point.
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