January 12, 2024 – On last week's Big Picture segment, we covered the consensus on Wall Street for this year, which currently believes will be no recession this year, meager gains in the stock market, lower inflation, and the Fed cutting interest rates. Today, we discuss how we are approaching the investment landscape, what will have to happen in order for the consensus view to turn out correct, and the areas we currently find the most attractive for investors.
Mentioned in today's show: Testing the Consensus and the Goldilocks Seven
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