

Don’t Count on Cuts, Health of Banks, Housing Hedge 8/16/23
Aug 16, 2023
Market guest shares investment opportunities, Jack Henry CEO discusses poor performance of banks in S&P 500. CEO of housing company explains how they benefit from rising rates and dropping mortgage demand.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Outlook for Interest Rates and Rate Cuts
03:57 • 9min
Balance and Quality in Investment Decisions
12:52 • 4min
Competition in the Retail Industry, Inventory Problems, and Concerns about Overbuilt Retail Space
17:16 • 5min
Bankruptcy Filing of Yellow and its Impact on the Trucking Industry
22:07 • 2min
Economy, Business, and Acquisitions
24:09 • 19min
Predictions on Interest Rates and Home Prices
43:38 • 2min