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US Economy Too Strong for Fed; Where to Invest Now
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US Economy Too Strong for Fed; Where to Invest Now

With Leo Schmidt, River Eddy Capital Management

Leo Schmidt, founder of family office River Eddy Capital, rejoins the podcast immediately after Friday's non-farm payrolls report to discuss his views on economy, markets, and where to invest capital in what may be a 'stagflation lite' environment.

This podcast episode was recorded on Friday, June 7, 2024 and is being provided to premium subscribers exclusively at this time.

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Guest Feature
Each guest has a contrarian take on a current narrative in global financial markets. The guest is questioned and challenged on this thesis and asked to supply investments ie stocks and funds that may benefit -- with the understanding that this is not investment advice.