Doug Peta on Rethinking Equity Exposure, Labor Market Trends, and Defensive Investment Strategies in Uncertain Times
Lead-Lag Live - Un pódcast de Michael A. Gayed, CFA
Discover why Doug Peta, the Chief US Investment Strategist at BCA Research, believes it's time to rethink your equity exposure. Unpack the complexities of the business cycle as Doug shares his insights on transitioning from economic expansion to a potential recession. We explore the impact of the Federal Reserve's and Congress's policies over the past four years and why understanding these might be crucial for your investment decisions. If you're curious about how the current economic landsca...