Head for the Hills?

25/05/2023 37 min Episodio 54
Head for the Hills?

Listen "Head for the Hills?"

Episode Synopsis

We discuss the continuing game of chicken being played over the debt ceiling, and why any ultimate resolution to increase the government's borrowing ability is a negative for bond yields and equities. Also, you cannot have a podcast in 2023 without talking about AI, and we explore its impact on equity market returns so far this year (positive) as well the murkier longer-term impact on things like inflation and unemployment.   Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.