On today's show we discuss recession hypotheticals, all-time highs in the stock market, the death of the permabear, international outperformance, a crashing dollar, the automatic investing revolution, yield magicians, fast food price inflation, AI vs ...
On today's show, we are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investments, revenue drivers within infrastructure, the risk/return profile for infrastructure investments, thoughts around ...
On today's show we discuss why investors are ignoring scary headlines, war vs. the stock market, a slowdown in the labor market, not every bad thing is a crisis, all stock markets are concentrated, it's getting more expensive to own a car, Mark ...