Recently, a friend sent me this link to a radio interview I did for Bloomberg Radio six years ago. It's amazing to me how much of what we discussed then remains relevant and timely today:
- Geopolitical uncertainty
- Impact of Federal Reserve Bank policy
- The importance of investing in good companies with strong franchises, sound balance sheets, and attractive valuations
- The relative unattractiveness of bonds versus stocks - especially stocks with attractive dividend yields
To me, it's a great example of "the more things change, the more they stay the same." If you are willing to invest five minutes to give it a listen, I'd love to hear your thoughts, feedback, or reactions. The link to the interview is below:
Thanks for the generosity of your time and attention.