Mar 26, 2019
I’ve talked before about the role geopolitics should play in your investing framework. It’s absolutely critical that we pay attention to the world around us.
For example… Right now, investors should have their eye on the high stakes poker game between Russia and Venezuela. Is the U.S. prepared to ante up?
My guest today is Tim Rotolo, founder and CEO of Lloyd Harbor Capital Management [29:24]. Tim sheds light on what institutional capital allocators look for in an investment—and how these money flows drive markets.
And… the yield curve inverted last week. If you don’t know what that means for your portfolio… I’ll tell you.
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