MI212: Why Macroeconomic Data Matters For Investors w/ Eddie Donmez
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
Investing in the Equity Markets
i still want to be involved in the equity markets, but i'm picking my batts quite carefully and keeping extremely vigilnt of the risks on the horizon. Some even red herrings, like am china tion, potentially, you know, could cindof exasperate geo political tensions at any point. There's some attractive opportunities in emerging markets, but with a stronger dollar, that's been a terrible, terrible pick. But there will be some opportunities if the dollar, for example, rolls over.
Transcript
Play full episode
