Howard Kurtz: It sounds to me, Howard, like you were describing a much better environment than we've had in a long time for pensions. What are some of the other areas that will benefit from the new world order? He says it's basically everything on the lending side of the equation. Kurtz: The emerging markets face significant challenges and they'll struggle with paying off those loans.
If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark joy (a la Marie Kondo) - Investments poised for a comeback - Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day - Actual cleaning tips! (19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks Producer: Ricky Mulvey Engineer: Dan Boyd
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