Friday Musings: The News Doesn’t Have to Get Better, Just Less Bad | TPW Advisory (Featured)
Broadcast on: June 3, 2022
Duration: 24:33
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- As news flow gets less worse, it seems we are in a bottoming process.
- Which themes look to be bottoming.
- Portfolio adjustments based on the updated model.
- Is crypto out?
- Easing inflation taking pressure off the Fed to tighten.
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Jay Pelosky, Founder, TPW Advisory
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Mehdi Sunderji, Director, OETV
