

Billy LoBue - Leftskewed Portfolio Management
Are The Facts Really That Bad..? (No)
Dec 14, 2021
9:59
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About this episode
When you see through the noise, is it really that bad? When you study the facts of Omicron, are they really that bad? When you consider rates in real terms, with inflation at 6%, are they even positive real rates? When you consider record high consumer spending and last week being Uber's best week in history, are you really that worried about the economy? I'm not. I'm focusing on the facts, and when I do so, I feel quite confident remaining in the week-week timeframe. The day-day is pretty much a guessing game.
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Episode Details
- Author
- Billy LoBue
- Show Type
- full
- Audio Format
- audio/x-m4a