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Risks of higher interest rates for longer
How Joel thinks about higher rates for investors
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Recommendations and Links
Today was CPI day and the rest of the world is still struggling with historically tight employment.
Only and Canada and the US have anywhere close to sufficiently tight monetary policy to curb further acceleration in inflation and to top it all off, commodity prices are showing significant momentum.
The dot plot is telling us higher for longer… and that is bad for bonds and its bad for equities. So where does that leave us?
The only thing that seems to be holding up are gold and commodities.
Listen in today and check out some of the links below to see what were listening to and watching.
Valuation Chart from the pod:
Twitter links from the pod:
🎙Podcast & YouTube Recommendations🎙
Bill Gurley speaks at the All In Summit
Bob Elliott and Andy Constan on the next 5 months in the market:
Ben Thompson at Sharp Tech talks everything Media:
🔮Best Links of The Week🔮
Alberta eyes more than half of CPPs assets! - Globe and Mail
High interest savings account or invest in stocks? - Globe and Mail
Federal Reserve officials are set to hold interest rates steady at their meeting Wednesday >>Officials debate rate hikes, shifting from inflation concerns to avoiding a sharp slowdown, amid signs of easing inflation and labor market cooling - WSJ
High borrowing costs and the shortage of properties for sale have slowed home buying by Wall Street’s rental giants >> Higher rates, expensive financing, and fierce competition hinder major landlords from buying homes, despite the rental market boom. - WSJ
Apollo’s sees ‘Unprecedented Returns’ From Private Debt >>Amid traditional banks' retreat due to rate hikes, private credit providers are poised for unprecedented returns in upcoming years as primary lenders in buyouts. - Bloomberg
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