Mike macro: I was just listening to you talking down and like my first thought is you're talking about GDP as a dividend growth investor how does that affect me. Some of the things that generally that would make me think a little bit more is inflation that we've had or that we have sometimes currency exchange rates but not so much over time. Mike macro: If one part of the world is not producing as much if they are goods and services are starting to slow down then another part of the World is probably starting to boom as well.
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!