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22min chapter
Hedgeye Investing Summit Fall 2024 | Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan
Hedgeye Podcasts
Navigating Economic Cycles and Investment Strategies
This chapter explores the complexities of economic cycles, focusing on the impact of monetary policy on inflation and investment strategies amidst a K-shaped economy. It emphasizes the importance of risk management and the need for adaptable investment approaches, discussing sectors that remain underinvested despite inflation trends. Additionally, the chapter introduces a structured method for retirement planning and budgeting, highlighting the balance between financial decisions and personal well-being.
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