Weekend Show – Big Picture Investing Themes Looking Past The Banking Crisis
Welcome to the Weekend Edition of the KE Report! Every Fed week is a big deal for markets but now with the banking issues in the US and around the world this was a particularly important meeting. Be sure to go back through this week’s posting where Shad covered the market moves and a number of company updates.
- Segment 1 and 2 – Peter Boockvar, CIO at Bleakley Financial Group and Editor of The Boock Report website kicks off the show with a discussion on the banking system. This is ties in with lending conditions and how markets move in times of tighter credit markets.
- Segment 3 and 4 – Tavi Costa, Portfolio Manager at Crescat Capital wraps up the show with a focus on the junior resource stock sector. It’s a different investment take on the production side of the industry.