Afford Anything Good News for the Economy; Bad News for the Markets
Oct 6, 2023
Discussion on the current state of the economy, including the Fed's interest rate decision and better-than-expected jobs report. The impact of interest rate increases on companies and the importance of long-term investment strategy are also explored.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Strong Jobs Growth Surpasses Expectations
01:57 • 6min
The Impact of Interest Rate Increases on Companies
08:18 • 4min
Retirement and Pension Plans, Investing, and Sponsor Break
12:43 • 3min
Understanding Equity Risk Premium and the Attractiveness of Treasuries
15:38 • 2min
The Importance of Long-Term Investment Strategy
18:07 • 16min