The Meb Faber Show - Better Investing BlackRock's Rick Rieder on The State of Markets & The US Debt Problem | #516
Jan 10, 2024
Rick Rieder, BlackRock's CIO of Global Fixed Income, discusses the macroeconomic landscape, including stocks, bonds, cash flow, crypto, AI, Japan, the Fed, US debt, and ETFs. They explore investment opportunities beyond traditional assets such as equity exposure in Japan and mid-cap companies in India. Concerns about the US debt issue and potential impact on the economy. Delve into the features and benefits of high income and total return ETFs. Discussion on tech companies, healthcare changes, and exciting discoveries. Emphasize the importance of studying history for investment decisions and discuss the US consumer's strength and leverage in the system.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
The Resurgence of Yields for Fixed Income Investors
02:48 • 19min
Exploring Investment Opportunities Beyond Traditional Assets
22:07 • 4min
Concerns about the US Debt Issue and Potential Impact on the Economy
25:39 • 3min
Exploring High Income and Total Return ETFs
29:04 • 10min
Tech Companies, Healthcare Changes, and Exciting Discoveries
38:36 • 4min
Studying History for Investment Decisions
42:32 • 11min
Discussion on the Strength of the US Consumer and Leverage in the System
53:09 • 2min