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MI Rewind: Masterclass on SPACs w/ David Sherman
Millennial Investing - The Investor’s Podcast Network
The Fed's Defensive Mentality
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We believe when the Fed said they were going to raise rates if they were, I think it's probably a pretty safe thing to do. We made that decision to be defensive based on the facts of what we were seeing by the Fed. In order to have long-term inflation, you need wage pressure. But we also saw, regardless of what's happening with Russia, right, the continued and increasing tension between the United States and China. Taiwan is a target of China no matter what.
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