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Interest Rates; Higher for Longer, Get used to it!
Manage episode 380189425 series 3221971
On today’s show I’ll give you a historical perspective on higher interest rates. I’ll go through the Mailbag and discuss Novo Nordisk (Ozempic), Lockheed Martin (defense) and Hormel. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets.
Much Needed Levity:
Nate Bargatze - Golfing with my Wife
https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change
If you want to write into the show with any questions or comments email me at [email protected]. Even better leave me a voice recording and we can play your question on the show.
Show Reference Links:
Howard Marks Memo:
https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change
FOLLOW STOCK MARKET AUTHORITY
Web: https://stockmarketauthority.com/
YT: https://www.youtube.com/channel/UCQHszyBxraCznpQfuFK4NUQ
TikTok: https://www.tiktok.com/@stockmarketauthority
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Reddit: https://www.reddit.com/user/bakes72
Join us as we go LIVE Wednesdays at 10am from the Studio 21 Podcast Café in Salem NH
#Interestrates
#stockmarketauthority
#Investment
#sprottetfs
#StockMarket
#UpMarket
#DownMarket
#BuyingStocks
#SellingStocks
#BakesTakes_
#uranium
#URNM
#urnj
#shortSPACS
#finance
#money
#trading
#technicalanalysis
#charts
#business
#investing
#stockmarket
#wealth
#markets
#WallStreetBets
#Robinhood
#WeBull
#Sharescoops
#GusChristensen
#M1
#SOGU
#RobbieWhelan
#KevinPaffrath
#MeetKevin
#RoseHan
#CaseyAdams
#MarkoZlatic
#WhiteboardFinance
#DailyTrader
#ScottGalloway
#bitcoin
#crypto
#ethereum
#stockmarketauthority
#ETFS
#buystocks
#sellstocks
100 حلقات
Manage episode 380189425 series 3221971
On today’s show I’ll give you a historical perspective on higher interest rates. I’ll go through the Mailbag and discuss Novo Nordisk (Ozempic), Lockheed Martin (defense) and Hormel. I’ll review the SMA portfolio, our performance since inception and how we’ll make money every year in up AND DOWN markets.
Much Needed Levity:
Nate Bargatze - Golfing with my Wife
https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change
If you want to write into the show with any questions or comments email me at [email protected]. Even better leave me a voice recording and we can play your question on the show.
Show Reference Links:
Howard Marks Memo:
https://www.oaktreecapital.com/insights/memo/further-thoughts-on-sea-change
FOLLOW STOCK MARKET AUTHORITY
Web: https://stockmarketauthority.com/
YT: https://www.youtube.com/channel/UCQHszyBxraCznpQfuFK4NUQ
TikTok: https://www.tiktok.com/@stockmarketauthority
Twitter: https://twitter.com/BakesTakes_
LinkedIn: https://www.linkedin.com/in/kevin-r-baker/
IG: https://www.instagram.com/stockmarketauthority/
FB: https://www.facebook.com/stockmarketauthority
Reddit: https://www.reddit.com/user/bakes72
Join us as we go LIVE Wednesdays at 10am from the Studio 21 Podcast Café in Salem NH
#Interestrates
#stockmarketauthority
#Investment
#sprottetfs
#StockMarket
#UpMarket
#DownMarket
#BuyingStocks
#SellingStocks
#BakesTakes_
#uranium
#URNM
#urnj
#shortSPACS
#finance
#money
#trading
#technicalanalysis
#charts
#business
#investing
#stockmarket
#wealth
#markets
#WallStreetBets
#Robinhood
#WeBull
#Sharescoops
#GusChristensen
#M1
#SOGU
#RobbieWhelan
#KevinPaffrath
#MeetKevin
#RoseHan
#CaseyAdams
#MarkoZlatic
#WhiteboardFinance
#DailyTrader
#ScottGalloway
#bitcoin
#crypto
#ethereum
#stockmarketauthority
#ETFS
#buystocks
#sellstocks
100 حلقات
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