Will Keenan

Seamus Sullivan, a Senior Analyst at Smead Capital Management, dives into market commentary and book recommendations. He discusses the bond market's distrust in policy, predicting higher long-term yields. Analyst Nick Garcia highlights the influence of 'The Fairfax Way' on value investing and shares insights on Las Vegas post-pandemic. Will Keenan connects historical lessons to modern investing strategies and explores market excess indicators. Together, they share intriguing reads and outlooks on interest rates and asset allocation trends.