

Bonds, Solar, and Cheese Balls
Dec 22, 2023
Explore the concept of 'The Wheel', the growth potential of First Solar, and the challenges facing Utz Snack Food Company. Discover the attractiveness of investing in fixed income assets and predictions for mortgage rates.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Evolution of Solar Power and the Growth of First Solar
01:41 • 9min
Utz Snack Food Company: Growth, Challenges, and Strategies
11:05 • 6min
Attractiveness of Fixed Income Assets
16:42 • 7min
Expectations for Mortgage Rates and Interest Rate Regime
24:02 • 2min