Episode 211: TBG Investment Committee Outlook -Week of January 20, 2020
We are too early into earnings season to have much to say and the impeachment/political 'stuff' is enough to exhaust anyone. But 'global macroeconomics' - this is the stuff that gets us out of bed in the morning. And that's what we did this morning - we got out of bed and we talked global macro for you all. This is a not-to-be-missed Dividend Cafe podcast from our whole investment committee ...