13min chapter

Odd Lots cover image

Luke Kawa on the Macro Situation Right Now

Odd Lots

CHAPTER

Navigating Market Shifts and Investment Strategies

In this chapter, the hosts analyze the evolving macroeconomic landscape, focusing on shifts in yields, central bank actions, and market dynamics. They discuss the challenges of asset allocation in the context of a transitioning economy, questioning the viability of traditional investing models like the 60-40 portfolio. Featuring a guest strategist, the dialogue delves into the practical implications of fiscal stimulus and earnings growth, while reflecting on historical market scenarios to inform future investment decisions.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode