Business development companies are high on a lot of people's list lately I've seen them being talked about quite a bit because of their high yields. Check out dividend bull on YouTube he goes in depth in lots of these um all the time but honestly I don't understand the risks it's funny actually there's a guy from Ireland who reached out to me this week about Reed's and mortgage REITs into BDCs as well. Lucas has asked us is it time now for REITs I cannot tell you that I don't know because then it's again a question about interest rates and everything.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!