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SLC's Mullarkey:Amid global chaos, US markets will benefit the most
Manage episode 460894779 series 30363
Dec Mullarkey, head of investment strategy at SLC Investments, says that when there is a lot of uncertainty and geopolitical risk, the United States economy and markets benefit from the situation, even if the unrest is partially caused by the U.S. As a result, while many observers worry about what might change under the new Trump Administration, Mullarkey expects economic stability, noting that "given all the headwinds we all can think of, [the U.S.) is better fortified than any other economy right now to sustain continuous growth this year. ... The rest of the world is more at risk." David Trainer, founder and president of New Constructs, revisits Sweetgreen, which he put into the Danger Zone in 2021 and subsequently named a "zombie stock," which has bounced back significantly this year, setting it up for another fall. Plus, John Dorfman, chairman of Dorfman Value Investments brings his classic value style to the Market Call.
2041 episodios
Manage episode 460894779 series 30363
Dec Mullarkey, head of investment strategy at SLC Investments, says that when there is a lot of uncertainty and geopolitical risk, the United States economy and markets benefit from the situation, even if the unrest is partially caused by the U.S. As a result, while many observers worry about what might change under the new Trump Administration, Mullarkey expects economic stability, noting that "given all the headwinds we all can think of, [the U.S.) is better fortified than any other economy right now to sustain continuous growth this year. ... The rest of the world is more at risk." David Trainer, founder and president of New Constructs, revisits Sweetgreen, which he put into the Danger Zone in 2021 and subsequently named a "zombie stock," which has bounced back significantly this year, setting it up for another fall. Plus, John Dorfman, chairman of Dorfman Value Investments brings his classic value style to the Market Call.
2041 episodios
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