This chapter discusses the potential benefits of investing in stocks that have shown strong performance. It also predicts that these stocks will rise when interest rates decrease in the next recession and mentions the success of the founder and cio of Smeed Capitol Management.
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.