- David Rosenberg was very deflationary but switch courses 2 years ago and push high for high quality dividend stocks
- 3:00 : Pro Inflationary Monetary Policy
- 5:00: Low bond yields
- 6:47: Not the 70s inflation, low unemployment by all measures despite low GDP, with zero productivity growth. Unemployment when GDP is at 3% will come down even further
- 10:00: Wage not increasing, wealth gap will change. He expects capacity to be filled up in the US. Companies have a lot of cash
- 14:30: The change in perception of jobs
- 17:10: The effect of this to the market – An investment situation you never see
- 19:30: Mild Stagflation, steeper yield curve, slow raising raising rates. Financials and insurance companies are good business. Basic materials and gold as inflation rates. Cable Media, Entertainment
- 22:00: Capital Replacement – Hardware and Software stocks
- 22:46: SIRP – Safety Income at Reasonable Price morph to HIRP – Hedge Inflation at Reasonable Protection. Shorting government bonds, buying corporate credit, banks, insurance
- 23:47: One investment – Small Luxuries – Buying Cable and Media Companies
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.
Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Fee-only Wealth Advisory firm Providend. All opinions on Investment Moats are his own and does not represent the views of Providend.
You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.
You can read more about Kyith here.
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- A Concentrated, High-Quality Fixed Income Financial Independence Income Strategy Has Enough Uncertainty - September 20, 2023