MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The ESG Carbon Capture Movement Is Leading to a Carbon Free Europe
The bulk of the American fund investor lies in tech stocks. They've been positioned for dramatic deflation over the last decade or so, he says. That change is quite a bit likely to change if rates continue to rise and inflationary trading becomes more common. The five biggest stocks in the stock market are tech stocks; there's probably going to beNet net, a pullback in the stock indices if Apple, Microsoft, Google and Facebook back off because of higher rates.
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