BHK - EP. 86 Major Market Disruptions And What Everyone Is Missing
This week on the Cocktail Investing podcast, our resident mixologists - Chris Versace, Tematica Research's Chief Investment Officer, and Lenore Hawkins, Tematica Research's Chief Macro Strategist - talk about major changes underfoot in the equity and bond markets as well as the major macro factors that are likely to impact investors in the months ahead.
- We've seen a major change in the bond market that few are discussing, but could that mean the multi-decade bond bull market has come to an end - or does it?
- Those FANG+ stocks that were once the darlings of