Hedgeye Investing Summit Fall 2024 | Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan
Hedgeye Podcasts
00:00
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.
Play episode from 14:01
Transcript
