Oct 01 2023 18 mins 65
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I randomly managed to watch a recent interview on Bloomberg with a talking head from Invesco.
I found it priceless. The nonsense that's spoken by the biggest investors. Words, endless words, jargon
A science of profanities.
But hat tip to the Bloomberg anchor, Tom Keane, for asking the most pertinent question,
"Aren't you just making this up as you go along ?"
A lot of the interview discusses investment strategy at the fabled end of the cycle. What cycle you might ask. The rates cycle ? The Fed seems to have indicated that hikes are ending.
Will the US economic cycle end ? It continues to surprise on the upside but surely its days are numbered ? There's a discussion about the equity risk premium. A means of considering the relative attraction of stocks versus bonds. Everyone is against the Treasury market currently. But the equity risk premium is urging caution on equities.
We discuss.
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