RiskReversal Pod
Stocks Atone for Higher Rates with Liz Young and Lee Robinson of Altana Wealth
Sep 25, 2023
Liz Young and Lee Robinson discuss topics such as the government shutdown, S&P technicals, rising credit card losses, recession warnings on stocks, small caps vs large cap banks, earnings of Micron, Nike, and Costco, atoning for market sins, Altana Wealth's investing pillars, finding asymmetric investments, current macro environment and 2024 outlook, asset allocation, Fannie and Freddie preferred shares, bitcoin, rates, and potential market risks.
01:05:02
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Investing in Fannie and Freddie Jr. preferred shares presents an opportunity for substantial returns.
- China's economic slowdown could have a ripple effect on global markets in 2024.
Deep dives
Opportunity in Fannie and Freddie Jr. preferred shares
The podcast discusses an opportunity in Fannie and Freddie Jr. preferred shares. These shares have experienced significant price fluctuations due to legal disputes surrounding the mortgage giants. However, there is potential for a positive outcome as the possibility of privatization gains traction, supported by some Democrats and former President Trump. With the likelihood of Republican primary candidate Donald Trump supporting privatization, these shares could see a significant increase in value. This presents an opportunity to invest at a low price with the potential for substantial returns.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
