The hosts introduce their guest, Bill Smeed, founder and CIO of Smeed Capital Management, discussing his firm's performance and assets under management. They also talk about the importance of teaching financial literacy to children and the challenges of engaging non-math oriented individuals in investment education. Bill provides book recommendations for young people entering the business, while discussing the persistence of inflation and the potential implications of current financial euphoria.
Bloomberg News Chief Technology Correspondent Mark Gurman discusses how Apple’s iPhone supply chain is splintering under US-China tensions. Stefan Selig, Managing Partner at BridgePark Advisors, talks about US-China economic relations. Bloomberg New Economy Editorial Director Erik Schatzker shares the names of the Bloomberg New Economy’s 2023 class of Catalysts. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management.
Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.
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