Art Of Boring
Quarterly Update | Q2 2023 | EP137
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:20:39
- More information
Informações:
Synopsis
Market drivers that stood out this quarter, where inflation is at, and an asset mix update. Highlights: How markets have been climbing a “wall of worry” Recalling Cisco Systems and considering implications around the current concentration of tech stocks in the S&P 500 Our thoughts on the continuing rate hikes and “soft landing” scenario Holding cash: what’s changed?