

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Market Selloff and Potential Shutdown
02:20 • 18min
Upcoming Earnings Reports and Semiconductor Sector
20:29 • 4min
Reflecting on Past Trades and Introducing Lee Robinson of Altana Wealth
24:54 • 4min
Setting Up Altana Wealth: Focusing on Niche Ideas
29:08 • 13min
Current macro environment risks and challenges
41:58 • 16min
US Economy and Interest Rates
57:42 • 7min
Enjoyment, Invitations, and the Importance of Selling
01:04:51 • 2min