Goldman Sachs The Markets

How are investors approaching today’s market strength?

Dec 1, 2023
The podcast discusses the current state of the market, with stocks, bonds, and cash all performing well. The importance of including bonds in portfolios is emphasized. The impact of Fed's rate hikes on the economy, inflation, and the bond market is analyzed. Low stock market volatility and the increase in consumer spending are also discussed, as well as reflections on Charlie Munger's investing philosophy and potential market opportunities in December and January.
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