Saturday Mar 25, 2023
Weekend Show - Big Picture Investing Themes Looking Past The Banking Crisis
Welcome to the Weekend Edition of the KE Report! Every Fed week is a big deal for markets but now with the banking issues in the US and around the world this was a particularly important meeting. Be sure to go back through this week's posting where Shad covered the market moves and a number of company updates.
- Segment 1 and 2 - Peter Boockvar, CIO at Bleakley Financial Group and Editor of The Boock Report website kicks off the show with a discussion on the banking system. This is ties in with lending conditions and how markets move in times of tighter credit markets.
- Segment 3 and 4 - Tavi Costa, Portfolio Manager at Crescat Capital wraps up the show with a focus on the junior resource stock sector. It's a different investment take on the production side of the industry.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.