Credit Crunch, Winners & Losers, Cost of Care 8/8/23
The Exchange
00:00
The 10 Year Note
Apple and Microsoft have pulled back a little here. That straight line run up was causing concern. It might even continue. And that's going to create opportunities for value-minded investors to buy great companies at better prices. The story with Meta, and we haven't yet heard it, is we're going to break all sorts of records for ad spending in the 2024 election cycle.
Play episode from 14:59
Transcript
