Ep #230 – The Top 4 Investing Themes I’m Tracking Right Now
- Ep #230 - The Top 4 Investing Themes I’m Tracking Right Now Grant Bledsoe 33:16
I’m asked pretty frequently what I think of the market, and what themes I’m paying attention to. While I don’t think there’s any one theme, event, or headline that should impact your investment allocation, there are certainly some themes I’m tracking more than others. In this episode I cover the top four I’m paying attention to right now: the “Magnificent 7” and the impact on market returns, commercial Real Estate, the Fed’s dot plot, and the Chinese Economy.
Resources
Links:
https://www.bankrate.com/banking/federal-reserve/how-to-read-fed-dot-plot-explained/
https://www.npr.org/2024/01/30/1227554424/evergrande-china-real-estate-economy-property-collapse
https://money.usnews.com/investing/articles/magnificent-7-stocks-explainer
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