Investment Masterminds Episode 52

“On the Other Side

With special guest Tim Holland, Chief Investment Officer at Orion

A discussion regarding markets and the economy in a post-rate hiking world – if we get there. 

 

Key Topics:

 

  • A hot start for stocks in Q1
  • Are stocks in a bubble?
  • Peering over the mountain … markets and the economy in a post-rate hiking world
  • Why hasn’t the economy cracked?
  • The pros (and cons) of a resurgent Japan
  • The 2024 Presidential election