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.

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