MI Rewind: Masterclass on SPACs w/ David Sherman
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
The Fed's Defensive Mentality
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.
Transcript
Play full episode
